Drake & Associates, LLC Purchases in Q3 2024

Drake & Associates, LLC

  • $306 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
214
+ 30.14%
$316.8 - $391.12 $67.8K - $83.7K
924 $361K
WEC
Wec Energy Group, Inc.

Utilities
120
+ 1.97%
$77.68 - $96.19 $9.32K - $11.5K
6.22K $597K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
241
+ 51.61%
$460.0 - $505.78 $111K - $122K
708 $329K
FTV
Fortive Corp

Technology
1.03K
+ 16.6%
$67.01 - $79.2 $69.1K - $81.7K
7.24K $571K
VB
Vanguard Small Cap ETF

ETFs
384
+ 41.03%
$214.77 - $237.72 $82.5K - $91.3K
1.32K $313K
MA
Mastercard Inc

Financial Services
140
+ 20.2%
$429.6 - $500.99 $60.1K - $70.1K
833 $411K
ADBE
Adobe Inc.

Technology
222
+ 51.87%
$508.13 - $586.55 $113K - $130K
650 $336K
KMI
Kinder Morgan, Inc.

Energy
2.88K
+ 20.06%
$19.72 - $22.22 $56.9K - $64.1K
17.3K $381K
SO
Southern CO

Utilities
531
+ 13.89%
$77.0 - $90.52 $40.9K - $48.1K
4.35K $392K
IR
Ingersoll Rand Inc.

Industrials
533
+ 9.09%
$86.9 - $100.4 $46.3K - $53.5K
6.39K $627K
LLY
Eli Lilly & CO

Healthcare
133
+ 10.67%
$772.14 - $960.02 $103K - $128K
1.38K $1.22M
CDW
Cdw Corp

Technology
387
+ 17.78%
$206.67 - $239.84 $80K - $92.8K
2.56K $579K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.46K
+ 12.13%
$38.04 - $44.16 $55.5K - $64.4K
13.5K $583K
ABT
Abbott Laboratories

Healthcare
154
+ 2.36%
$100.07 - $118.13 $15.4K - $18.2K
6.68K $762K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 13.19%
$405.19 - $478.57 $38.5K - $45.5K
815 $375K
ACN
Accenture PLC

Technology
99
+ 11.99%
$295.44 - $355.81 $29.2K - $35.2K
925 $326K
FISV
Fiserv Inc

Technology
589
+ 29.64%
N/A
2.58K $322K
PKI
Perkinelmer Inc

Healthcare
580
+ 13.19%
N/A
4.98K $602K
ADI
Analog Devices Inc

Technology
295
+ 25.19%
$200.56 - $243.33 $59.2K - $71.8K
1.47K $337K
CPRT
Copart Inc

Consumer Cyclical
1.35K
+ 32.44%
$49.19 - $55.54 $66.4K - $75K
5.51K $288K
WM
Waste Management Inc

Industrials
321
+ 21.85%
$196.96 - $223.45 $63.2K - $71.7K
1.79K $371K
BAC
Bank Of America Corp

Financial Services
1.05K
+ 9.49%
$36.65 - $44.13 $38.6K - $46.5K
12.1K $482K
VTI
Vanguard Total Stock Market Et

ETFs
48
+ 3.71%
$255.18 - $283.2 $12.2K - $13.6K
1.34K $380K
QCOM
Qualcomm Inc

Technology
397
+ 29.98%
$156.12 - $209.64 $62K - $83.2K
1.72K $292K
XOM
Exxon Mobil Corp

Energy
203
+ 11.18%
$109.72 - $119.0 $22.3K - $24.2K
2.02K $236K
CCL
Carnival Corp

Consumer Cyclical
1.47K
+ 13.65%
$14.01 - $19.18 $20.7K - $28.3K
12.3K $226K
NFLX
Netflix Inc

Communication Services
6
+ 1.12%
$598.55 - $722.26 $3.59K - $4.33K
544 $385K
Ge Healthcare Technologies I
2.35K
New
N/A
2.35K $0
GOOG
Alphabet Inc.

Communication Services
387
+ 9.38%
$149.54 - $192.66 $57.9K - $74.6K
4.51K $754K
ROK
Rockwell Automation, Inc

Industrials
10
+ 0.48%
$248.27 - $294.37 $2.48K - $2.94K
2.11K $567K
Activity Summary
Buys All Purchases 81 New Holdings 14 Increased Positions 67 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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