Duncan Williams Asset Management, LLC Reduced Holdings in Q3 2024

Duncan Williams Asset Management, LLC

  • $181 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-7.05K
- 63.96%
$44.74 - $53.22 $316K - $375K
3.97K $211M
JBL
Jabil Inc

Technology
-1.22K
- 19.76%
$97.55 - $126.65 $119K - $155K
4.96K $595M
IVV
Ishares Core S&P 500 ETF

ETFs
-60
- 13.82%
$520.18 - $576.82 $31.2K - $34.6K
374 $216M
WM
Waste Management Inc

Industrials
-5
- 0.25%
$196.96 - $223.45 $985 - $1.12K
2.02K $419M
YUM
Yum Brands Inc

Consumer Cyclical
-41
- 1.95%
$125.95 - $139.96 $5.16K - $5.74K
2.06K $288M
ITA
Ishares Tr

ETFs
-55
- 1.96%
$131.58 - $149.64 $7.24K - $8.23K
2.76K $412M
MA
Mastercard Inc

Financial Services
-151
- 5.08%
$429.6 - $500.99 $64.9K - $75.6K
2.82K $1.39B
LMT
Lockheed Martin Corp

Industrials
-237
- 12.48%
$460.3 - $584.56 $109K - $139K
1.66K $971M
KKR
Kkr & Co. Inc.

Financial Services
-372
- 2.75%
$104.51 - $133.23 $38.9K - $49.6K
13.2K $1.72B
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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