Duncan Williams Asset Management, LLC Reduced Holdings in Q4 2024

Duncan Williams Asset Management, LLC

  • $254 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.73K
- 50.25%
$74.5 - $78.37 $278K - $292K
3.69K $276M
PHM
Pultegroup Inc

Consumer Cyclical
-292
- 4.04%
$108.86 - $149.04 $31.8K - $43.5K
6.94K $755M
LMT
Lockheed Martin Corp

Industrials
-116
- 6.98%
$479.66 - $614.62 $55.6K - $71.3K
1.55K $751M
KKR
Kkr & Co. Inc.

Financial Services
-2.77K
- 21.06%
$129.87 - $162.87 $360K - $451K
10.4K $1.54B
AMD
Advanced Micro Devices Inc

Technology
-170
- 5.17%
$118.88 - $172.8 $20.2K - $29.4K
3.12K $377M
VICI
Vici Properties Inc.

Real Estate
-2.98K
- 19.68%
$28.27 - $33.19 $84.1K - $98.7K
12.1K $355M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-10.6K
- 45.87%
$12.74 - $14.23 $135K - $151K
12.5K $163M
GMRE
Global Medical Reit Inc.

Real Estate
-3.35K
- 6.17%
$7.53 - $9.83 $25.2K - $33K
51K $393M
NVDA
Nvidia Corp

Technology
-2.08K
- 18.25%
$117.0 - $148.88 $244K - $310K
9.33K $1.25B
CMCSA
Comcast Corp

Communication Services
-940
- 4.7%
$37.39 - $45.14 $35.1K - $42.4K
19.1K $716M
ACN
Accenture PLC

Technology
-228
- 6.82%
$343.9 - $376.86 $78.4K - $85.9K
3.12K $1.1B
VZ
Verizon Communications Inc

Communication Services
-1.06K
- 14.95%
$39.6 - $45.21 $41.9K - $47.9K
6.02K $241M
RMD
Resmed Inc

Healthcare
-5
- 0.15%
$228.69 - $256.07 $1.14K - $1.28K
3.4K $777M
KO
Coca Cola CO

Consumer Defensive
-130
- 2.75%
$61.74 - $71.71 $8.03K - $9.32K
4.6K $286M
ITA
Ishares Tr

ETFs
-223
- 8.09%
$144.31 - $157.31 $32.2K - $35.1K
2.53K $368M
TFC
Truist Financial Corp

Financial Services
-1.2K
- 8.23%
$41.51 - $48.1 $49.7K - $57.6K
13.4K $579M
PEAK
Healthpeak Properties, Inc.

Real Estate
-245
- 1.74%
N/A
13.8K $280M
IEMG
Ishares Inc

ETFs
-40
- 0.96%
N/A
4.14K $216M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-26
- 0.97%
$77.86 - $79.27 $2.02K - $2.06K
2.67K $208M
IWR
Ishares Russell Mid Cap ETF

ETFs
-25
- 0.59%
$87.25 - $95.52 $2.18K - $2.39K
4.19K $370M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-104
- 0.39%
$22.04 - $22.59 $2.29K - $2.35K
26.2K $584M
T
At&T Inc.

Communication Services
-4
- 0.04%
$21.22 - $23.88 $84.9 - $95.5
10.5K $240M
Brookfield Asset Mgmt Inc Com Voting
-313
- 2.35%
N/A
13K $749M
CPRT
Copart Inc

Consumer Cyclical
-430
- 2.79%
$51.36 - $63.8 $22.1K - $27.4K
15K $861M
USFD
Us Foods Holding Corp.

Consumer Defensive
-51
- 0.54%
$60.65 - $72.33 $3.09K - $3.69K
9.44K $637M
WFC
Wells Fargo & Company

Financial Services
-267
- 4.46%
$54.98 - $77.35 $14.7K - $20.7K
5.71K $401M
CIFR
Cipher Mining Inc.

Financial Services
-6K
- 4.2%
$3.58 - $7.43 $21.5K - $44.6K
137K $636M
AVGO
Broadcom Inc.

Technology
-217
- 9.33%
$159.67 - $250.0 $34.6K - $54.3K
2.11K $489M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-385
- 3.0%
$92.95 - $129.87 $35.8K - $50K
12.4K $1.42B
FHN
First Horizon Corp

Financial Services
-12.4K
- 3.34%
$14.91 - $21.42 $184K - $265K
358K $7.22B
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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