Cox Capital Mgt LLC Purchases in Q3 2024

Cox Capital Mgt LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
28.3K
New
$128.67 - $183.96 $3.64M - $5.21M
28.3K $4.64M
DIS
Walt Disney CO

Communication Services
23.2K
New
$85.6 - $98.61 $1.99M - $2.29M
23.2K $2.23M
LLY
Eli Lilly & CO

Healthcare
2.31K
+ 146.73%
$772.14 - $960.02 $1.78M - $2.22M
3.89K $3.44M
NVO
Novo Nordisk A S

Healthcare
15.4K
New
$119.07 - $145.42 $1.84M - $2.25M
15.4K $1.84M
UBER
Uber Technologies, Inc

Technology
19.5K
+ 47.42%
$58.48 - $77.47 $1.14M - $1.51M
60.7K $4.56M
UNH
Unitedhealth Group Inc

Healthcare
1.31K
+ 18.07%
$488.01 - $604.18 $641K - $793K
8.58K $5.02M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
15.7K
New
$76.83 - $91.38 $1.2M - $1.43M
15.7K $1.29M
SG
Sweetgreen, Inc.

Consumer Cyclical
30.6K
New
$23.87 - $37.65 $731K - $1.15M
30.6K $1.09M
ZS
Zscaler, Inc.

Technology
5.82K
New
$155.9 - $204.47 $908K - $1.19M
5.82K $995K
APD
Air Products & Chemicals, Inc.

Basic Materials
58
+ 0.5%
$247.34 - $300.11 $14.3K - $17.4K
11.7K $3.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
537
New
$517.38 - $573.86 $278K - $308K
537 $308K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.87K
+ 5.34%
$50.52 - $50.95 $246K - $248K
96.1K $4.89M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.14K
New
$89.91 - $101.33 $193K - $217K
2.14K $210K
DGRO
Ishares Core Dividend Growth E

ETFs
247
+ 2.81%
$57.47 - $62.76 $14.2K - $15.5K
9.05K $567K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
139
+ 2.29%
$83.76 - $91.82 $11.6K - $12.8K
6.22K $567K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
82
+ 2.66%
$104.5 - $114.97 $8.57K - $9.43K
3.17K $362K
CRH.L
Crh PLC

Basic Materials
17.4K
New
N/A
17.4K $0
CVX
Chevron Corp

Energy
8
+ 0.04%
$137.88 - $161.97 $1.1K - $1.3K
20K $2.95M
ASML
Asml Holding Nv

Technology
30
+ 0.4%
$749.82 - $1098.95 $22.5K - $33K
7.49K $6.24M
Activity Summary
Buys All Purchases 20 New Holdings 9 Increased Positions 11 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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