Code Waechter LLC Purchases in Q3 2024

Code Waechter LLC

  • $105 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1.26K
New
$333.64 - $405.2 $422K - $512K
1.26K $512K
MDT
Medtronic PLC

Healthcare
5.64K
New
$76.84 - $91.03 $434K - $514K
5.64K $508K
META
Meta Platforms, Inc.

Communication Services
853
New
$453.41 - $572.44 $387K - $488K
853 $488K
ABBV
Abb Vie Inc.

Healthcare
2.33K
New
$163.84 - $199.33 $382K - $465K
2.33K $460K
PEP
Pepsico Inc

Consumer Defensive
2.64K
New
$161.9 - $179.3 $427K - $472K
2.64K $448K
MLN
Vaneck Long Muni ETF

ETFs
24.4K
New
$17.77 - $18.32 $434K - $447K
24.4K $447K
MA
Mastercard Inc

Financial Services
905
New
$429.6 - $500.99 $389K - $453K
905 $447K
SON
Sonoco Products CO

Consumer Cyclical
8.06K
New
$48.33 - $56.57 $390K - $456K
8.06K $440K
ADM
Archer Daniels Midland CO

Consumer Defensive
7.21K
New
$57.96 - $65.72 $418K - $474K
7.21K $431K
CTBI
Community Trust Bancorp Inc

Financial Services
8.56K
New
$41.71 - $52.15 $357K - $446K
8.56K $425K
BKH
Black Hills Corp

Utilities
6.59K
New
$53.42 - $61.53 $352K - $405K
6.59K $403K
NEE
Nextera Energy Inc

Utilities
4.75K
New
$69.9 - $84.97 $332K - $403K
4.75K $401K
SNY
Sanofi

Healthcare
6.68K
New
$48.54 - $58.53 $324K - $391K
6.68K $385K
LLY
Eli Lilly & CO

Healthcare
422
New
$772.14 - $960.02 $326K - $405K
422 $374K
COST
Costco Wholesale Corp

Consumer Defensive
417
New
$801.83 - $917.05 $334K - $382K
417 $370K
WLY
John Wiley & Sons, Inc.

Communication Services
7.63K
New
$40.69 - $48.34 $310K - $369K
7.63K $368K
KO
Coca Cola CO

Consumer Defensive
5.02K
New
$62.69 - $73.01 $315K - $366K
5.02K $361K
BX
Blackstone Inc.

Financial Services
2.34K
New
$120.77 - $159.66 $282K - $373K
2.34K $358K
WMB
Williams Companies, Inc.

Energy
7.17K
New
$41.24 - $46.22 $296K - $331K
7.17K $327K
MS
Morgan Stanley

Financial Services
3.1K
New
$92.07 - $106.96 $285K - $331K
3.1K $323K
BLK
Black Rock Inc.

Financial Services
333
New
$782.27 - $949.51 $260K - $316K
333 $316K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4K
New
$71.86 - $78.56 $287K - $314K
4K $314K
PM
Philip Morris International Inc.

Consumer Defensive
2.53K
New
$101.25 - $127.45 $257K - $323K
2.53K $308K
ACN
Accenture PLC

Technology
864
New
$295.44 - $355.81 $255K - $307K
864 $305K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
656
New
$405.19 - $478.57 $266K - $314K
656 $302K
AZO
Autozone Inc

Consumer Cyclical
96
New
$2815.0 - $3212.87 $270K - $308K
96 $302K
MCD
Mcdonalds Corp

Consumer Cyclical
985
New
$245.82 - $304.51 $242K - $300K
985 $300K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.56K
New
$105.53 - $118.34 $270K - $303K
2.56K $300K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.22K
New
$45.2 - $47.87 $281K - $298K
6.22K $295K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.39K
New
$73.43 - $80.37 $249K - $272K
3.39K $272K
VTI
Vanguard Total Stock Market Et

ETFs
929
New
$255.18 - $283.2 $237K - $263K
929 $263K
TROW
Price T Rowe Group Inc

Financial Services
2.34K
New
$101.71 - $120.75 $238K - $283K
2.34K $255K
CMCSA
Comcast Corp

Communication Services
6.09K
New
$37.33 - $41.78 $227K - $254K
6.09K $254K
CB
Chubb LTD

Financial Services
848
New
$252.51 - $292.2 $214K - $248K
848 $245K
GPC
Genuine Parts CO

Consumer Cyclical
1.7K
New
$131.04 - $147.11 $223K - $250K
1.7K $238K
UL
Unilever PLC

Consumer Defensive
3.63K
New
$54.7 - $65.59 $199K - $238K
3.63K $236K
V
Visa Inc.

Financial Services
854
New
$253.74 - $291.56 $217K - $249K
854 $235K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1K
New
$210.25 - $231.86 $211K - $233K
1K $224K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
12.1K
New
$17.93 - $18.61 $216K - $225K
12.1K $224K
AMCR
Amcor PLC

Consumer Cyclical
19.5K
New
$9.5 - $11.44 $185K - $223K
19.5K $221K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.39K
New
$25.45 - $29.53 $188K - $218K
7.39K $216K
PII
Polaris Inc.

Consumer Cyclical
2.59K
New
$72.9 - $86.86 $189K - $225K
2.59K $216K
IAU
Ishares Gold Trust

ETFs
4.25K
New
$44.06 - $50.5 $187K - $215K
4.25K $211K
IWM
Ishares Russell 2000 ETF

ETFs
950
New
$200.87 - $224.6 $191K - $213K
950 $210K
XOM
Exxon Mobil Corp

Energy
1.79K
New
$109.72 - $119.0 $196K - $212K
1.79K $209K
ESS
Essex Property Trust, Inc.

Real Estate
700
New
$272.82 - $272.82 $191K - $191K
700 $207K
TSLA
Tesla, Inc.

Consumer Cyclical
787
New
$191.76 - $263.26 $151K - $207K
787 $206K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.81K
New
$85.44 - $110.36 $155K - $200K
1.81K $200K
ACHR
Archer Aviation Inc.

Industrials
10K
New
$2.91 - $5.39 $29.1K - $53.9K
10K $30K
Activity Summary
Buys All Purchases 100 New Holdings 100 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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