Bms Financial Advisors, LLC Sells in Q2 2023

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-1.91K
- 29.96%
$72.69 - $79.04 $139K - $151K
4.46K $330K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-927
- 33.23%
$180.95 - $217.9 $168K - $202K
1.86K $405K
V
Visa Inc.

Financial Services
-800
- 26.1%
$221.03 - $237.48 $177K - $190K
2.27K $537K
SBUX
Starbucks Corp

Consumer Cyclical
-1.24K
- 24.28%
$97.52 - $114.56 $121K - $142K
3.87K $383K
AZN
Astrazeneca PLC

Healthcare
-2.29K
- 29.04%
$69.91 - $75.81 $160K - $173K
5.59K $399K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.66K
- 32.29%
$88.44 - $103.96 $147K - $172K
3.48K $361K
IBN
Icici Bank LTD

Financial Services
-7.87K
- 30.07%
$21.37 - $23.11 $168K - $182K
18.3K $422K
PG
Procter & Gamble CO

Consumer Defensive
-996
- 27.56%
$142.5 - $156.57 $142K - $156K
2.62K $397K
JPM
Jpmorgan Chase & CO

Financial Services
-1.56K
- 25.79%
$127.47 - $145.44 $199K - $227K
4.49K $652K
ACN
Accenture PLC

Technology
-601
- 24.84%
$263.48 - $323.77 $158K - $195K
1.82K $560K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-419
- 34.8%
$298.43 - $375.75 $125K - $157K
785 $290K
SUB
Ishares Short Term National Mu

ETFs
-1.08K
- 35.63%
$103.24 - $105.0 $111K - $113K
1.95K $202K
ABT
Abbott Laboratories

Healthcare
-1.33K
- 27.12%
$100.78 - $112.29 $134K - $149K
3.58K $389K
DFS
Discover Financial Services

Financial Services
-1.74K
- 31.4%
$92.44 - $117.9 $161K - $205K
3.8K $444K
HON
Honeywell International Inc

Industrials
-673
- 28.57%
$189.43 - $207.5 $127K - $140K
1.68K $349K
ITW
Illinois Tool Works Inc

Industrials
-419
- 32.38%
$218.73 - $250.16 $91.6K - $105K
875 $218K
MSFT
Microsoft Corp

Technology
-1.11K
- 20.2%
$275.42 - $348.1 $305K - $386K
4.38K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
-202
- 31.32%
$482.76 - $538.38 $97.5K - $109K
443 $238K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.48K
- 32.18%
$89.85 - $111.6 $133K - $165K
3.12K $347K
MDT
Medtronic PLC

Healthcare
-1.09K
- 30.22%
$79.47 - $91.38 $86.9K - $100K
2.53K $222K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-344
- 3.44%
$97.49 - $100.53 $33.5K - $34.6K
9.67K $946K
MCK
Mckesson Corp

Healthcare
-237
- 22.72%
$354.01 - $427.31 $83.9K - $101K
806 $344K
SNOW
Snowflake Inc.

Technology
-305
- 17.33%
$135.48 - $190.98 $41.3K - $58.2K
1.46K $256K
Atlassian Corporation
-1.09K
- 30.75%
N/A
2.46K $0
Linde PLC
-526
- 31.63%
N/A
1.14K $0
DGRO
Ishares Core Dividend Growth E

ETFs
-96
- 1.95%
$49.08 - $51.53 $4.71K - $4.95K
4.83K $248K
IVE
Ishares S&P 500 Value ETF

ETFs
-2
- 0.12%
$149.72 - $161.19 $299 - $322
1.62K $260K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27
- 2.45%
$371.44 - $407.28 $10K - $11K
1.07K $437K
DDOG
Datadog, Inc.

Technology
-900
- 17.04%
$62.69 - $101.85 $56.4K - $91.7K
4.38K $431K
AAPL
Apple Inc.

Technology
-447
- 7.45%
$160.1 - $193.97 $71.6K - $86.7K
5.55K $1.08M
ENTG
Entegris Inc

Technology
-37
- 0.98%
$69.37 - $113.76 $2.57K - $4.21K
3.73K $413K
AMZN
Amazon Com Inc

Consumer Cyclical
-687
- 9.43%
$97.83 - $130.36 $67.2K - $89.6K
6.6K $860K
Activity Summary
Buys All Purchases 28 New Holdings 21 Increased Positions 7 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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