Carmel Capital Partners, LLC Purchases in Q3 2024

Carmel Capital Partners, LLC

  • $248 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
180
+ 0.21%
$333.64 - $405.2 $60.1K - $72.9K
84.1K $34.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.8K
New
$162.83 - $179.16 $2.58M - $2.84M
15.8K $2.84M
PHG
Koninklijke Philips Nv

Healthcare
49.3K
New
$25.08 - $32.73 $1.24M - $1.61M
49.3K $1.61M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
49K
+ 13.76%
$17.02 - $18.39 $834K - $902K
405K $7.4M
CARR
Carrier Global Corp

Industrials
15.2K
New
$61.9 - $80.88 $942K - $1.23M
15.2K $1.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
22.5K
+ 13.51%
$50.63 - $51.11 $1.14M - $1.15M
189K $9.64M
CRM
Salesforce, Inc.

Technology
4.14K
New
$238.42 - $276.53 $987K - $1.15M
4.14K $1.13M
MRVL
Marvell Technology, Inc.

Technology
13K
New
$56.15 - $76.24 $731K - $992K
13K $938K
TSLA
Tesla, Inc.

Consumer Cyclical
666
+ 6.61%
$191.76 - $263.26 $128K - $175K
10.7K $2.81M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
28.7K
+ 13.69%
$19.92 - $20.67 $571K - $593K
238K $4.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
29.8K
+ 13.6%
$19.2 - $19.63 $572K - $585K
249K $4.87M
JEF
Jefferies Financial Group Inc.

Financial Services
8.07K
+ 70.82%
$49.97 - $62.49 $403K - $505K
19.5K $1.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
9.43K
+ 14.44%
$44.13 - $47.01 $416K - $443K
74.8K $3.49M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.2K
+ 13.39%
$21.7 - $22.6 $417K - $434K
163K $3.67M
CCK
Crown Holdings Inc

Consumer Cyclical
388
+ 2.31%
$71.52 - $95.86 $27.7K - $37.2K
17.2K $1.64M
LKQ
Lkq Corp

Consumer Cyclical
10.8K
+ 43.15%
$38.47 - $46.03 $417K - $499K
36K $1.44M
UPS
United Parcel Service Inc

Industrials
2.73K
+ 22.84%
$123.32 - $147.38 $337K - $403K
14.7K $2M
IQV
Iqvia Holdings Inc.

Healthcare
721
+ 10.55%
$206.81 - $251.55 $149K - $181K
7.56K $1.79M
STWD
Starwood Property Trust, Inc.

Real Estate
7.54K
+ 6.06%
$18.75 - $21.11 $141K - $159K
132K $2.69M
ROK
Rockwell Automation, Inc

Industrials
1.33K
+ 24.33%
$248.27 - $294.37 $330K - $391K
6.79K $1.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.88K
+ 114.74%
$96.25 - $101.98 $277K - $294K
5.39K $546K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.94K
New
$31.95 - $38.02 $254K - $302K
7.94K $297K
PAYX
Paychex Inc

Industrials
2.21K
New
$116.17 - $135.19 $256K - $298K
2.21K $296K
VST
Vistra Corp.

Utilities
2.26K
New
$69.0 - $119.06 $156K - $269K
2.26K $267K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.87K
New
$125.95 - $142.04 $235K - $265K
1.87K $265K
KKR
Kkr & Co. Inc.

Financial Services
1.82K
New
$104.51 - $133.23 $190K - $242K
1.82K $237K
AXP
American Express CO

Financial Services
851
New
$225.92 - $271.17 $192K - $231K
851 $230K
VNQ
Vanguard Specialized Funds Van

ETFs
2.29K
New
$82.97 - $98.97 $190K - $226K
2.29K $222K
ON
On Semiconductor Corp

Technology
1.81K
+ 8.29%
$66.39 - $78.74 $120K - $143K
23.7K $1.72M
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
New
$179.99 - $201.6 $192K - $215K
1.07K $213K
IVV
Ishares Core S&P 500 ETF

ETFs
360
New
$520.18 - $576.82 $187K - $208K
360 $207K
ORCC
Owl Rock Capital Corp

Financial Services
14.6K
+ 10.64%
N/A
152K $2.03M
VICI
Vici Properties Inc.

Real Estate
367
+ 1.05%
$27.64 - $34.08 $10.1K - $12.5K
35.3K $1.18M
LMT
Lockheed Martin Corp

Industrials
27
+ 2.3%
$460.3 - $584.56 $12.4K - $15.8K
1.2K $701K
IR
Ingersoll Rand Inc.

Industrials
504
+ 3.77%
$86.9 - $100.4 $43.8K - $50.6K
13.9K $1.36M
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 4.42%
$245.82 - $304.51 $24.8K - $30.8K
2.39K $727K
A
Agilent Technologies, Inc.

Healthcare
52
+ 0.73%
$125.42 - $148.48 $6.52K - $7.72K
7.16K $1.06M
VTR
Ventas, Inc.

Real Estate
641
+ 9.01%
$50.88 - $65.33 $32.6K - $41.9K
7.75K $497K
SPG
Simon Property Group Inc

Real Estate
56
+ 0.82%
$146.09 - $170.11 $8.18K - $9.53K
6.9K $1.17M
WELL
Welltower Inc.

Real Estate
118
+ 2.71%
$104.0 - $129.74 $12.3K - $15.3K
4.48K $573K
BLK
Black Rock Inc.

Financial Services
30
+ 5.37%
$782.27 - $949.51 $23.5K - $28.5K
589 $559K
ADC
Agree Realty Corp

Real Estate
257
+ 3.97%
$61.47 - $76.71 $15.8K - $19.7K
6.73K $506K
AFL
Aflac Inc

Financial Services
165
+ 4.38%
$88.52 - $111.8 $14.6K - $18.4K
3.93K $439K
CUBE
Cube Smart

Real Estate
395
+ 4.29%
$43.74 - $54.55 $17.3K - $21.5K
9.61K $517K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.07%
$453.41 - $572.44 $453 - $572
1.42K $813K
WMT
Walmart Inc.

Consumer Defensive
241
+ 4.24%
$66.91 - $81.4 $16.1K - $19.6K
5.93K $478K
MS
Morgan Stanley

Financial Services
275
+ 3.06%
$92.07 - $106.96 $25.3K - $29.4K
9.25K $964K
NNN
National Retail Properties, Inc.

Real Estate
503
+ 4.43%
$42.12 - $48.79 $21.2K - $24.5K
11.9K $575K
CAT
Caterpillar Inc

Industrials
63
+ 6.5%
$316.8 - $391.12 $20K - $24.6K
1.03K $403K
Activity Summary
Buys All Purchases 91 New Holdings 14 Increased Positions 77 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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