Cladis Investment Advisory, LLC Sells in Q3 2024

Cladis Investment Advisory, LLC

  • $144 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-900
- 15.4%
$772.14 - $960.02 $695K - $864K
4.94K $4.38B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-11.2K
- 69.04%
$39.47 - $49.4 $440K - $551K
5K $238M
META
Meta Platforms, Inc.

Communication Services
-1.1K
- 28.83%
$453.41 - $572.44 $499K - $630K
2.72K $1.55B
CVS
Cvs Health Corp

Healthcare
-4.52K
- 24.33%
$55.81 - $63.18 $252K - $286K
14.1K $885M
VTV
Vanguard Value ETF

ETFs
-1.11K
- 35.75%
$159.75 - $174.57 $178K - $194K
2K $349M
UL
Unilever PLC

Consumer Defensive
-3K
- 46.15%
$54.7 - $65.59 $164K - $197K
3.5K $227M
MMM
3 M CO

Industrials
-1.75K
- 44.88%
$99.69 - $139.42 $174K - $244K
2.15K $294M
STZ
Constellation Brands, Inc.

Consumer Defensive
-120
- 9.52%
$236.42 - $259.82 $28.4K - $31.2K
1.14K $294M
CRM
Salesforce, Inc.

Technology
-163
- 16.93%
$238.42 - $276.53 $38.9K - $45.1K
800 $219M
PANW
Palo Alto Networks Inc

Technology
-100
- 4.73%
$294.18 - $368.01 $29.4K - $36.8K
2.02K $689M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-415
- 10.68%
$64.35 - $75.71 $26.7K - $31.4K
3.47K $256M
TGT
Target Corp

Consumer Defensive
-145
- 3.52%
$133.47 - $159.25 $19.4K - $23.1K
3.97K $619M
UNH
Unitedhealth Group Inc

Healthcare
-305
- 12.17%
$488.01 - $604.18 $149K - $184K
2.2K $1.29B
XOM
Exxon Mobil Corp

Energy
-257
- 1.3%
$109.72 - $119.0 $28.2K - $30.6K
19.6K $2.29B
VO
Vanguard Mid Cap ETF

ETFs
-8
- 0.69%
$237.84 - $263.83 $1.9K - $2.11K
1.15K $303M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.55K
- 28.57%
$72.18 - $107.33 $184K - $274K
6.38K $677M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.18%
$434.77 - $502.96 $4.35K - $5.03K
5.52K $2.69B
NOW
Service Now, Inc.

Technology
-5
- 0.99%
$730.87 - $937.36 $3.65K - $4.69K
500 $447M
JPM
Jpmorgan Chase & CO

Financial Services
-36
- 0.5%
$194.9 - $224.8 $7.02K - $8.09K
7.15K $1.51B
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.52%
$801.83 - $917.05 $9.62K - $11K
2.29K $2.03B
DADA
Dada Nexus LTD

Consumer Cyclical
-8.2K
- 5.18%
$1.04 - $1.9 $8.53K - $15.6K
150K $285M
MDU
Mdu Resources Group Inc

Industrials
-2.3K
- 2.98%
$24.1 - $27.68 $55.4K - $63.6K
74.9K $2.05B
VFH
Vanguard Financial ETF

ETFs
-100
- 0.75%
$99.27 - $111.21 $9.93K - $11.1K
13.2K $1.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-117
- 3.38%
$405.19 - $478.57 $47.4K - $56K
3.34K $1.54B
T
At&T Inc.

Communication Services
-6.47K
- 6.49%
$18.21 - $22.28 $118K - $144K
93.2K $2.05B
WMT
Walmart Inc.

Consumer Defensive
-224
- 1.64%
$66.91 - $81.4 $15K - $18.2K
13.4K $1.08B
VZ
Verizon Communications Inc

Communication Services
-1.35K
- 2.17%
$38.89 - $45.0 $52.4K - $60.6K
60.6K $2.72B
GE
General Electric CO

Industrials
-2.2K
- 10.84%
$156.66 - $189.66 $344K - $417K
18.1K $3.41B
FIBK
First Interstate Bancsystem Inc

Financial Services
-1.96K
- 1.95%
$27.11 - $32.35 $53K - $63.2K
98.5K $3.02B
Knife River Corp
-2.4K
- 9.46%
N/A
23K $2.05B
BMY
Bristol Myers Squibb CO

Healthcare
-29
- 0.1%
$39.66 - $51.75 $1.15K - $1.5K
29.5K $1.53B
CAT
Caterpillar Inc

Industrials
-14
- 0.26%
$316.8 - $391.12 $4.44K - $5.48K
5.3K $2.07B
Ge Vernova Inc
-243
- 4.54%
N/A
5.11K $1.3B
IBM
International Business Machines Corp

Technology
-1.25K
- 9.05%
$175.1 - $223.38 $219K - $279K
12.6K $2.78B
AAPL
Apple Inc.

Technology
-3.7K
- 5.64%
$207.23 - $234.82 $767K - $869K
62K $14.4B
Activity Summary
Buys All Purchases 40 New Holdings 10 Increased Positions 30 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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