Edmonds Duncan Registered Investment Advisors, LLC Incresed Positions in Q3 2024

Edmonds Duncan Registered Investment Advisors, LLC

  • $446 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
8
+ 0.47%
$175.1 - $223.38 $1.4K - $1.79K
1.7K $375K
LLY
Eli Lilly & CO

Healthcare
109
+ 12.84%
$772.14 - $960.02 $84.2K - $105K
958 $848K
WMB
Williams Companies, Inc.

Energy
6
+ 0.02%
$41.24 - $46.22 $247 - $277
25.3K $1.15M
MLPA
Global X Mlp ETF

ETFs
2.19K
+ 4.3%
$45.78 - $49.84 $100K - $109K
53.1K $2.55M
MFM
Mfs Municipal Income Trust

Financial Services
3.64K
+ 1.71%
$5.33 - $5.78 $19.4K - $21K
217K $1.24M
USB
Us Bancorp \De\

Financial Services
67
+ 0.64%
$39.04 - $47.23 $2.62K - $3.16K
10.6K $483K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
46
+ 0.6%
$108.44 - $120.37 $4.99K - $5.54K
7.66K $921K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.29K
+ 1.48%
$11.31 - $11.96 $14.5K - $15.4K
88K $1.05M
ORCL
Oracle Corp

Technology
51
+ 3.42%
$125.9 - $170.35 $6.42K - $8.69K
1.54K $263K
ABBV
Abb Vie Inc.

Healthcare
22
+ 1.17%
$163.84 - $199.33 $3.6K - $4.39K
1.91K $376K
JNJ
Johnson & Johnson

Healthcare
86
+ 3.74%
$145.48 - $167.38 $12.5K - $14.4K
2.38K $386K
PG
Procter & Gamble CO

Consumer Defensive
37
+ 0.75%
$160.76 - $177.82 $5.95K - $6.58K
4.95K $857K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
618
+ 0.46%
$12.25 - $12.54 $7.57K - $7.75K
135K $1.69M
XOM
Exxon Mobil Corp

Energy
173
+ 3.04%
$109.72 - $119.0 $19K - $20.6K
5.87K $688K
AMGN
Amgen Inc

Healthcare
16
+ 0.58%
$309.38 - $337.38 $4.95K - $5.4K
2.77K $891K
GRMN
Garmin LTD

Technology
22
+ 1.06%
$161.1 - $183.29 $3.54K - $4.03K
2.11K $370K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
218
+ 4.81%
$49.82 - $52.8 $10.9K - $11.5K
4.75K $249K
PANW
Palo Alto Networks Inc

Technology
51
+ 4.44%
$294.18 - $368.01 $15K - $18.8K
1.2K $409K
DSI
Ishares Msci Kld 400 Social Et

ETFs
23
+ 1.14%
$97.81 - $108.79 $2.25K - $2.5K
2.04K $222K
BAC
Bank Of America Corp

Financial Services
338
+ 0.93%
$36.65 - $44.13 $12.4K - $14.9K
36.6K $1.45M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
222
+ 1.94%
$13.24 - $14.64 $2.94K - $3.25K
11.7K $171K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
53
+ 1.43%
$147.95 - $191.05 $7.84K - $10.1K
3.76K $652K
AMZN
Amazon Com Inc

Consumer Cyclical
137
+ 4.23%
$161.02 - $200.0 $22.1K - $27.4K
3.38K $629K
DIS
Walt Disney CO

Communication Services
51
+ 1.05%
$85.6 - $98.61 $4.37K - $5.03K
4.89K $470K
COP
Conocophillips

Energy
67
+ 2.88%
$102.3 - $116.61 $6.85K - $7.81K
2.4K $252K
CVX
Chevron Corp

Energy
13
+ 0.61%
$137.88 - $161.97 $1.79K - $2.11K
2.14K $315K
GOOG
Alphabet Inc.

Communication Services
119
+ 4.01%
$149.54 - $192.66 $17.8K - $22.9K
3.09K $516K
GOOGL
Alphabet Inc.

Communication Services
28
+ 0.97%
$148.65 - $191.18 $4.16K - $5.35K
2.91K $483K
MSFT
Microsoft Corp

Technology
116
+ 1.33%
$395.15 - $467.56 $45.8K - $54.2K
8.83K $3.8M
AMAT
Applied Materials Inc

Technology
24
+ 0.8%
$174.88 - $254.97 $4.2K - $6.12K
3.02K $610K
F
Ford Motor CO

Consumer Cyclical
2.23K
+ 3.57%
$9.71 - $14.55 $21.6K - $32.4K
64.6K $681K
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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