Baldrige Asset Management LLC Purchases in Q1 2023

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6
New
$90.01 - $105.22 $540 - $631
6 $1K
EQH
Equitable Holdings, Inc.

Financial Services
23
New
$23.46 - $32.88 $540 - $756
23 $1K
HCA
Hca Healthcare, Inc.

Healthcare
2
New
$243.35 - $263.81 $487 - $528
2 $1K
GM
General Motors CO

Consumer Cyclical
18
New
$33.38 - $43.17 $601 - $777
18 $1K
PCAR
Paccar Inc

Industrials
7
New
$68.69 - $112.23 $481 - $786
7 $1K
ALLY
Ally Financial Inc.

Financial Services
22
New
$22.29 - $35.2 $490 - $774
22 $1K
WRB
Berkley W R Corp

Financial Services
9
New
$59.97 - $74.28 $540 - $669
9 $1K
BIIB
Biogen Inc.

Healthcare
2
New
$256.56 - $292.34 $513 - $585
2 $1K
MLI
Mueller Industries Inc

Industrials
7
New
$58.78 - $75.72 $411 - $530
7 $1K
F
Ford Motor CO

Consumer Cyclical
43
New
$11.18 - $14.32 $481 - $616
43 $1K
JBHT
Hunt J B Transport Services Inc

Industrials
3
New
$165.66 - $199.9 $497 - $600
3 $1K
TMFX
Rbb Fd Inc Motley Fool Next In
34
New
$14.23 - $16.49 $484 - $561
34 $1K
RS
Reliance Steel & Aluminum CO

Basic Materials
2
New
$201.38 - $263.48 $403 - $527
2 $1K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
64
New
$10.37 - $12.56 $664 - $804
64 $1K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
New
$94.72 - $137.26 $474 - $686
5 $1K
FSLR
First Solar, Inc.

Technology
3
New
$145.46 - $217.5 $436 - $653
3 $1K
RYN
Rayonier Inc

Real Estate
6
+ 0.25%
$31.33 - $37.27 $188 - $224
2.4K $80K
APH
Amphenol Corp

Technology
16
New
$76.04 - $82.09 $1.22K - $1.31K
16 $1K
GS
Goldman Sachs Group Inc

Financial Services
4
New
$303.54 - $375.1 $1.21K - $1.5K
4 $1K
AMAT
Applied Materials Inc

Technology
11
New
$96.73 - $124.26 $1.06K - $1.37K
11 $1K
MGM
Mgm Resorts International

Consumer Cyclical
31
New
$33.28 - $45.91 $1.03K - $1.42K
31 $1K
NOC
Northrop Grumman Corp

Industrials
3
New
$437.65 - $540.28 $1.31K - $1.62K
3 $1K
RE
Everest Re Group LTD

Financial Services
4
New
$333.43 - $390.84 $1.33K - $1.56K
4 $1K
ZM
Zoom Video Communications, Inc.

Technology
20
New
$65.62 - $84.66 $1.31K - $1.69K
20 $1K
EMR
Emerson Electric CO

Industrials
7
+ 30.43%
$80.53 - $98.23 $564 - $688
30 $3K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
92
+ 200.0%
$31.18 - $96.11 $2.87K - $8.84K
138 $5K
ED
Consolidated Edison Inc

Utilities
11
+ 10.78%
$88.15 - $98.58 $970 - $1.08K
113 $11K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 4.0%
$189.46 - $221.56 $758 - $886
104 $21K
MS
Morgan Stanley

Financial Services
3
+ 0.77%
$83.95 - $100.83 $252 - $302
391 $34K
ABBV
Abb Vie Inc.

Healthcare
10
+ 2.82%
$144.61 - $166.54 $1.45K - $1.67K
364 $58K
LENB
Lennar Corporation Cl B
14
New
N/A
14 $1K
FISV
Fiserv Inc

Technology
11
New
$99.4 - $118.26 $1.09K - $1.3K
11 $1K
FOX
Fox Corp Cl B (De)

Communication Services
31
New
$28.34 - $34.36 $879 - $1.07K
31 $1K
ON
On Semiconductor Corp

Technology
12
New
$59.74 - $86.88 $717 - $1.04K
12 $1K
COP
Conocophillips

Energy
10
New
$94.39 - $124.65 $944 - $1.25K
10 $1K
Annaly Capital Management In
52
New
N/A
52 $1K
TWLO
Twilio Inc

Communication Services
15
New
$50.17 - $75.45 $753 - $1.13K
15 $1K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
10
New
$93.26 - $107.32 $933 - $1.07K
10 $1K
SIRI
Sirius Xm Holdings Inc.

Communication Services
184
+ 245.33%
$3.51 - $6.0 $646 - $1.1K
259 $1K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
New
$471.63 - $545.67 $943 - $1.09K
2 $1K
CHWY
Chewy, Inc.

Consumer Cyclical
30
New
$33.59 - $49.4 $1.01K - $1.48K
30 $1K
TSN
Tyson Foods, Inc.

Consumer Defensive
19
New
$56.08 - $66.15 $1.07K - $1.26K
19 $1K
STZ
Constellation Brands, Inc.

Consumer Defensive
5
New
$208.68 - $233.59 $1.04K - $1.17K
5 $1K
KR
Kroger CO

Consumer Defensive
24
New
$43.14 - $49.37 $1.04K - $1.18K
24 $1K
PFG
Principal Financial Group Inc

Financial Services
16
New
$69.69 - $93.39 $1.12K - $1.49K
16 $1K
SNA
Snap On Inc

Industrials
4
New
$229.3 - $259.66 $917 - $1.04K
4 $1K
DGX
Quest Diagnostics Inc

Healthcare
2
New
$131.53 - $155.76 $263 - $312
2 $0
LDOS
Leidos Holdings, Inc.

Technology
3
New
$90.28 - $104.97 $271 - $315
3 $0
COIN
Coinbase Global, Inc.

Technology
4
New
$33.26 - $83.99 $133 - $336
4 $0
Activity Summary
Buys All Purchases 262 New Holdings 148 Increased Positions 114 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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