Dowling & Yahnke LLC Purchases in Q3 2022

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
244
+ 9.01%
$370.1 - $516.2 $90.3K - $126K
2.95K $1.11M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
820
+ 1.09%
N/A
76.3K $20.4M
CME
Cme Group Inc.

Financial Services
28
+ 0.29%
$176.26 - $208.9 $4.94K - $5.85K
9.55K $1.69M
BA
Boeing CO

Industrials
496
+ 2.33%
$121.08 - $172.08 $60.1K - $85.4K
21.8K $2.64M
ELV
Elevance Health, Inc.

Healthcare
134
+ 1.13%
$445.98 - $507.0 $59.8K - $67.9K
12K $5.46M
O
Realty Income Corp

Real Estate
76
+ 0.25%
$57.95 - $74.75 $4.4K - $5.68K
29.9K $1.74M
XLU
Utilities Sector Spdr

ETFs
145
+ 0.21%
$65.51 - $78.12 $9.5K - $11.3K
67.9K $4.45M
C
Citigroup Inc

Financial Services
618
+ 0.78%
$27.25 - $52.59 $16.8K - $32.5K
79.8K $3.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
655
+ 2.27%
$357.18 - $429.7 $234K - $281K
29.4K $10.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
196
+ 1.91%
$215.9 - $281.62 $42.3K - $55.2K
10.4K $2.26M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
31.7K
+ 5.45%
N/A
614K $35.3M
AVGO
Broadcom Inc.

Technology
33
+ 0.34%
$444.01 - $1748.97 $14.7K - $57.7K
9.87K $4.38M
XLB
Select Sector Spdr Fd Material

ETFs
2.51K
+ 2.32%
$67.32 - $81.52 $169K - $204K
111K $7.53M
ACN
Accenture PLC

Technology
104
+ 0.46%
$256.34 - $320.78 $26.7K - $33.4K
23K $5.91M
KMB
Kimberly Clark Corp

Consumer Defensive
397
+ 1.86%
$112.54 - $137.39 $44.7K - $54.5K
21.8K $2.45M
DFAX
Dimensional ETF Tr
4.34K
+ 2.05%
$18.89 - $22.64 $81.9K - $98.2K
216K $4.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
63
+ 0.45%
$507.19 - $604.49 $32K - $38.1K
14.1K $7.13M
VOX
Vanguard Communication Service

ETFs
2.99K
+ 4.76%
$82.37 - $104.38 $246K - $312K
65.7K $5.41M
CL
Colgate Palmolive CO

Consumer Defensive
493
+ 0.88%
$70.25 - $82.95 $34.6K - $40.9K
56.6K $3.98M
MRK
Merck & Co., Inc.

Healthcare
100
+ 0.09%
$84.53 - $94.96 $8.45K - $9.5K
106K $9.11M
AMGN
Amgen Inc

Healthcare
255
+ 0.77%
$224.46 - $253.15 $57.2K - $64.6K
33.4K $7.53M
CRM
Salesforce, Inc.

Technology
330
+ 1.15%
$143.84 - $191.27 $47.5K - $63.1K
28.9K $4.16M
IBM
International Business Machines Corp

Technology
1.06K
+ 3.22%
$118.81 - $141.12 $126K - $149K
33.9K $4.02M
VNQI
Vanguard Global Ex U.S. Real

ETFs
30.4K
+ 10.44%
$37.49 - $46.16 $1.14M - $1.4M
321K $12.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
219
+ 0.24%
$54.83 - $65.96 $12K - $14.4K
92.4K $5.07M
LMT
Lockheed Martin Corp

Industrials
99
+ 0.62%
$386.29 - $441.59 $38.2K - $43.7K
16.1K $6.24M
T
At&T Inc.

Communication Services
20.1K
+ 11.47%
$15.34 - $23.1 $309K - $465K
196K $3M
UNP
Union Pacific Corp

Industrials
38
+ 0.09%
$194.82 - $241.91 $7.4K - $9.19K
43.5K $8.47M
UPS
United Parcel Service Inc

Industrials
256
+ 0.63%
$161.54 - $208.05 $41.4K - $53.3K
41.1K $6.64M
FDX
Fedex Corp

Industrials
278
+ 1.97%
$142.9 - $238.22 $39.7K - $66.2K
14.4K $2.14M
PG
Procter & Gamble CO

Consumer Defensive
480
+ 0.72%
$126.25 - $149.93 $60.6K - $72K
67.2K $8.49M
ORCL
Oracle Corp

Technology
687
+ 0.51%
$61.07 - $79.52 $42K - $54.6K
135K $8.25M
VPU
Vanguard Utilities ETF

ETFs
1.33K
+ 1.01%
$142.26 - $169.41 $189K - $225K
133K $19M
DFAT
Dimensional ETF Tr U S Target

ETFs
11.3K
+ 0.86%
$38.84 - $46.6 $440K - $528K
1.32M $51.5M
GOOG
Alphabet Inc.

Communication Services
95.3K
+ 1907.51%
$0.0 - $122.88 $0 - $11.7M
100K $9.64M
V
Visa Inc.

Financial Services
248
+ 0.32%
$177.28 - $217.14 $44K - $53.9K
77.6K $13.8M
PFE
Pfizer Inc

Healthcare
523
+ 0.26%
$43.76 - $53.42 $22.9K - $27.9K
204K $8.95M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14K
+ 1.14%
$38.82 - $46.57 $544K - $653K
1.25M $48.4M
MSFT
Microsoft Corp

Technology
5.88K
+ 3.53%
$232.9 - $293.47 $1.37M - $1.73M
172K $40.1M
PKI
Perkinelmer Inc

Healthcare
13
+ 0.01%
$118.07 - $160.96 $1.53K - $2.09K
136K $16.4M
GOOGL
Alphabet Inc.

Communication Services
181K
+ 1828.27%
$95.65 - $122.08 $17.3M - $22.1M
191K $18.2M
Activity Summary
Buys All Purchases 192 New Holdings 13 Increased Positions 179 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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