Duncan Williams Asset Management, LLC Incresed Positions in Q4 2024

Duncan Williams Asset Management, LLC

  • $254 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
4.42K
+ 39.4%
$24.8 - $30.19 $110K - $133K
15.6K $414M
VBK
Vanguard Small Cap Growth ETF

ETFs
165
+ 5.37%
$264.18 - $304.19 $43.6K - $50.2K
3.24K $906M
NUE
Nucor Corp

Basic Materials
900
+ 49.86%
$115.78 - $167.74 $104K - $151K
2.71K $316M
IVV
Ishares Core S&P 500 ETF

ETFs
60
+ 16.04%
$570.51 - $610.59 $34.2K - $36.6K
434 $255M
CADE
Cadence Bank

Financial Services
397
+ 6.18%
$30.54 - $39.29 $12.1K - $15.6K
6.82K $235M
ABBV
Abb Vie Inc.

Healthcare
600
+ 14.08%
$164.99 - $203.87 $99K - $122K
4.86K $864M
EPD
Enterprise Products Partners L.P.

Energy
87
+ 1.12%
$28.66 - $34.43 $2.49K - $3K
7.85K $246M
MNA
Iq Merger Arbitrage ETF

ETFs
390
+ 2.35%
$32.6 - $33.04 $12.7K - $12.9K
17K $560M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.1%
$417.69 - $450.94 $835 - $902
2.1K $894M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
116
+ 5.05%
$115.08 - $119.55 $13.3K - $13.9K
2.41K $279M
SO
Southern CO

Utilities
11
+ 0.38%
$81.5 - $94.15 $897 - $1.04K
2.88K $237M
STRW
Strawberry Fields Reit, Inc.
204
+ 1.35%
$9.83 - $12.81 $2.01K - $2.61K
15.4K $162M
IRM
Iron Mountain Inc

Real Estate
13
+ 0.53%
$101.62 - $128.14 $1.32K - $1.67K
2.47K $259M
Linde PLC Shs
57
+ 5.18%
N/A
1.16K $485M
EFG
Msci Eafe Growth ETF

ETFs
886
+ 7.57%
$96.83 - $106.88 $85.8K - $94.7K
12.6K $1.22B
PDI
Pimco Dynamic Income Fund

Financial Services
6.44K
+ 7.32%
$18.33 - $20.85 $118K - $134K
94.4K $1.73B
AMGN
Amgen Inc

Healthcare
324
+ 14.12%
$258.78 - $328.31 $83.8K - $106K
2.62K $683M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
210
+ 2.17%
$79.93 - $88.06 $16.8K - $18.5K
9.9K $792M
PEP
Pepsico Inc

Consumer Defensive
88
+ 1.79%
$151.29 - $176.1 $13.3K - $15.5K
5.01K $762M
MPC
Marathon Petroleum Corp

Energy
264
+ 4.27%
$131.65 - $174.84 $34.8K - $46.2K
6.45K $900M
UNH
Unitedhealth Group Inc

Healthcare
147
+ 5.71%
$485.52 - $625.25 $71.4K - $91.9K
2.72K $1.38B
DHR
Danaher Corp

Healthcare
301
+ 7.21%
$226.16 - $274.52 $68.1K - $82.6K
4.48K $1.03B
Activity Summary
Buys All Purchases 97 New Holdings 24 Increased Positions 73 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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