Duncan Williams Asset Management, LLC New Holdings in Q3 2024

Duncan Williams Asset Management, LLC

  • $181 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
1.06K
New
$175.1 - $223.38 $186K - $237K
1.06K $234M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
New
$194.9 - $224.8 $216K - $249K
1.11K $234M
T
At&T Inc.

Communication Services
10.5K
New
$18.21 - $22.28 $192K - $234K
10.5K $232M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
437
New
$475.2 - $527.7 $208K - $231K
437 $231M
EPD
Enterprise Products Partners L.P.

Energy
7.76K
New
$27.88 - $30.0 $216K - $233K
7.76K $226M
ASML
Asml Holding Nv

Technology
266
New
$749.82 - $1098.95 $199K - $292K
266 $222M
LLY
Eli Lilly & CO

Healthcare
247
New
$772.14 - $960.02 $191K - $237K
247 $219M
ORCL
Oracle Corp

Technology
1.28K
New
$125.9 - $170.35 $161K - $217K
1.28K $217M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.69K
New
$76.94 - $79.54 $207K - $214K
2.69K $214M
BMY
Bristol Myers Squibb CO

Healthcare
4.05K
New
$39.66 - $51.75 $161K - $210K
4.05K $210M
STRW
Strawberry Fields Reit, Inc.
15.2K
New
$9.57 - $12.84 $145K - $195K
15.2K $192M
NVTS
Navitas Semiconductor Corp

Technology
70K
New
$2.18 - $4.92 $153K - $344K
70K $172M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
10.1K
New
$6.3 - $6.99 $63.6K - $70.6K
10.1K $66.8M
EOSE
Eos Energy Enterprises, Inc.

Industrials
21K
New
$1.41 - $2.97 $29.6K - $62.4K
21K $62.4M
Redwood Trust Inc 7.75 06/15/2027
25K
New
N/A
25K $24.9M
DNMR
Danimer Scientific, Inc.

Basic Materials
37.5K
New
$0.3 - $0.68 $11.3K - $25.5K
37.5K $17M
Activity Summary
Buys All Purchases 118 New Holdings 67 Increased Positions 51 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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