Biltmore Wealth Management, LLC Purchases in Q3 2024

Biltmore Wealth Management, LLC

  • $242 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
38.3K
+ 24.66%
$53.07 - $62.66 $2.03M - $2.4M
194K $11.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
44.8K
+ 61.58%
$51.78 - $52.98 $2.32M - $2.38M
118K $6.23M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
31.3K
+ 8.36%
$49.69 - $50.5 $1.56M - $1.58M
406K $20.5M
ECL
Ecolab Inc.

Basic Materials
2.2K
New
$228.86 - $255.76 $503K - $562K
2.2K $560K
VGSH
Vanguard

ETFs
5.03K
+ 4.34%
$57.74 - $59.13 $290K - $297K
121K $7.13M
TSLA
Tesla, Inc.

Consumer Cyclical
334
+ 10.0%
$191.76 - $263.26 $64K - $87.9K
3.67K $961K
XLK
Technology Sector Spdr

ETFs
1.48K
+ 1.21%
$197.34 - $237.68 $291K - $351K
123K $27.9M
UPS
United Parcel Service Inc

Industrials
1.73K
+ 46.42%
$123.32 - $147.38 $214K - $255K
5.46K $744K
UBER
Uber Technologies, Inc

Technology
2.88K
New
$58.48 - $77.47 $168K - $223K
2.88K $216K
WY
Weyerhaeuser CO

Real Estate
1.89K
+ 11.15%
$27.05 - $33.84 $51K - $63.8K
18.8K $635K
MDT
Medtronic PLC

Healthcare
510
+ 7.95%
$76.84 - $91.03 $39.2K - $46.4K
6.93K $623K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.07%
$531.86 - $624.21 $532 - $624
1.38K $853K
CSX
Csx Corp

Industrials
1.59K
+ 5.38%
$32.48 - $35.45 $51.5K - $56.3K
31.1K $1.07M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.07%
$145.48 - $167.38 $436 - $502
4.26K $690K
META
Meta Platforms, Inc.

Communication Services
55
+ 11.02%
$453.41 - $572.44 $24.9K - $31.5K
554 $317K
AME
Ametek Inc

Industrials
126
+ 2.63%
$152.74 - $176.01 $19.2K - $22.2K
4.91K $843K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.4%
$405.19 - $478.57 $4.05K - $4.79K
723 $332K
SO
Southern CO

Utilities
2
+ 0.06%
$77.0 - $90.52 $154 - $181
3.19K $287K
T
At&T Inc.

Communication Services
1
+ 0.01%
$18.21 - $22.28 $18.2 - $22.3
11.1K $244K
ABT
Abbott Laboratories

Healthcare
9
+ 0.47%
$100.07 - $118.13 $901 - $1.06K
1.93K $220K
Pimco ETF Tr
305
+ 5.61%
N/A
5.74K $0
LLY
Eli Lilly & CO

Healthcare
5
+ 2.07%
$772.14 - $960.02 $3.86K - $4.8K
246 $217K
PSX
Phillips 66

Energy
172
+ 5.06%
$125.0 - $147.17 $21.5K - $25.3K
3.57K $468K
VNT
Vontier Corp

Technology
1.92K
+ 11.11%
$31.95 - $41.39 $61.4K - $79.5K
19.2K $648K
MSFT
Microsoft Corp

Technology
1
+ 0.12%
$395.15 - $467.56 $395 - $468
804 $345K
GOOGL
Alphabet Inc.

Communication Services
85
+ 4.12%
$148.65 - $191.18 $12.6K - $16.3K
2.15K $356K
XLE
Energy Sector Spdr

ETFs
3.03K
+ 3.25%
$84.35 - $93.39 $255K - $283K
96.1K $8.44M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Biltmore Wealth Management, LLC Portfolio

Follow Biltmore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Biltmore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Biltmore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email