Ferguson Wellman Capital Management, Inc Purchases in Q3 2024

Ferguson Wellman Capital Management, Inc

  • $4.99 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
4.57K
+ 6.61%
$61.9 - $80.88 $283K - $370K
73.7K $5.93M
GE
General Electric CO

Industrials
1.95K
+ 19.88%
$156.66 - $189.66 $306K - $370K
11.8K $2.22M
ACN
Accenture PLC

Technology
991
+ 29.98%
$295.44 - $355.81 $293K - $353K
4.3K $1.52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.64K
New
$56.04 - $62.2 $316K - $351K
5.64K $350K
GWW
W.W. Grainger, Inc.

Industrials
319
New
$896.19 - $1044.18 $286K - $333K
319 $331K
HSY
Hershey CO

Consumer Defensive
1.69K
+ 29.86%
$182.45 - $203.25 $308K - $343K
7.35K $1.41M
SCHW
Schwab Charles Corp

Financial Services
4.48K
New
$61.74 - $76.08 $277K - $341K
4.48K $290K
ITA
Ishares Tr

ETFs
1.94K
+ 2.12%
$131.58 - $149.64 $255K - $290K
93.1K $13.9M
NKE
Nike, Inc.

Consumer Cyclical
3.28K
+ 9.24%
$71.09 - $89.44 $233K - $294K
38.8K $3.43M
OEF
Ishares S&P 100 ETF

ETFs
1.09K
+ 52.21%
$266.03 - $266.03 $289K - $289K
3.17K $843K
CRM
Salesforce, Inc.

Technology
995
+ 127.24%
$238.42 - $276.53 $237K - $275K
1.78K $486K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.45K
+ 16.3%
$156.14 - $187.2 $226K - $271K
10.3K $1.91M
XLV
Select Sector Spdr Fund Health

ETFs
1.74K
+ 6.11%
$143.3 - $157.24 $249K - $274K
30.2K $4.65M
NUE
Nucor Corp

Basic Materials
1.73K
New
$137.77 - $166.14 $238K - $287K
1.73K $259K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.47K
New
$98.01 - $106.59 $242K - $263K
2.47K $258K
GS
Goldman Sachs Group Inc

Financial Services
508
+ 96.76%
$459.02 - $510.25 $233K - $259K
1.03K $511K
DVA
Davita Inc.

Healthcare
1.5K
New
$133.98 - $165.19 $201K - $248K
1.5K $245K
ECL
Ecolab Inc.

Basic Materials
908
+ 49.7%
$228.86 - $255.76 $208K - $232K
2.74K $697K
SYY
Sysco Corp

Consumer Defensive
2.89K
New
$69.16 - $78.98 $200K - $228K
2.89K $225K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.75K
+ 4.12%
$113.41 - $125.62 $198K - $220K
44.2K $5.55M
TFC
Truist Financial Corp

Financial Services
5.16K
New
$38.22 - $44.94 $197K - $232K
5.16K $220K
XLY
Select Sector Spdr Consumer Di

ETFs
1.07K
+ 4.88%
$170.05 - $200.86 $182K - $216K
23.1K $4.62M
XYL
Xylem Inc.

Industrials
1.56K
New
$126.14 - $141.53 $197K - $221K
1.56K $210K
APA
Apa Corp

Energy
8.43K
New
$23.34 - $32.22 $197K - $272K
8.43K $206K
XLU
Utilities Sector Spdr

ETFs
2.51K
New
$67.67 - $80.78 $170K - $202K
2.51K $202K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.88K
+ 16.21%
$61.11 - $67.85 $176K - $196K
20.7K $1.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.56K
+ 20.43%
$64.35 - $75.71 $164K - $193K
15.1K $1.11M
NFLX
Netflix Inc

Communication Services
263
+ 49.53%
$598.55 - $722.26 $157K - $190K
794 $563K
COP
Conocophillips

Energy
1.74K
+ 7.86%
$102.3 - $116.61 $177K - $202K
23.8K $2.51M
BA
Boeing CO

Industrials
1.11K
+ 18.78%
$152.04 - $190.6 $169K - $212K
7.03K $1.07M
IYG
Ishares Tr

ETFs
2.38K
+ 1.52%
$64.2 - $71.76 $153K - $171K
159K $11.3M
IYK
Ishares U.S. Consumer Staples

ETFs
2.37K
+ 60.54%
$65.27 - $72.12 $155K - $171K
6.29K $443K
BAC
Bank Of America Corp

Financial Services
3.96K
+ 42.39%
$36.65 - $44.13 $145K - $175K
13.3K $527K
ZTS
Zoetis Inc.

Healthcare
798
+ 5.01%
$172.58 - $196.48 $138K - $157K
16.7K $3.27M
DIS
Walt Disney CO

Communication Services
1.6K
+ 11.02%
$85.6 - $98.61 $137K - $158K
16.1K $1.55M
XLC
Select Sector Spdr Tr Communic

ETFs
1.71K
+ 3.53%
$82.16 - $90.4 $140K - $155K
50.2K $4.54M
ORCL
Oracle Corp

Technology
885
+ 12.48%
$125.9 - $170.35 $111K - $151K
7.98K $1.36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
786
+ 36.46%
$162.64 - $179.3 $128K - $141K
2.94K $527K
META
Meta Platforms, Inc.

Communication Services
242
+ 5.35%
$453.41 - $572.44 $110K - $139K
4.76K $2.73M
DHR
Danaher Corp

Healthcare
492
+ 38.05%
$239.25 - $280.76 $118K - $138K
1.79K $496K
F
Ford Motor CO

Consumer Cyclical
12.4K
New
$9.71 - $14.55 $120K - $180K
12.4K $130K
PSX
Phillips 66

Energy
965
+ 4.32%
$125.0 - $147.17 $121K - $142K
23.3K $3.06M
XLE
Energy Sector Spdr

ETFs
1.45K
+ 0.64%
$84.35 - $93.39 $122K - $135K
229K $20.1M
AMT
American Tower Corp

Real Estate
544
+ 18.33%
$192.27 - $242.73 $105K - $132K
3.51K $816K
XLB
Select Sector Spdr Fd Material

ETFs
1.22K
+ 2.27%
$86.95 - $97.09 $106K - $119K
55.1K $5.31M
XLK
Technology Sector Spdr

ETFs
513
+ 1.17%
$197.34 - $237.68 $101K - $122K
44.4K $10M
WFC
Wells Fargo & Company

Financial Services
2.06K
+ 6.89%
$51.58 - $60.97 $106K - $126K
32K $1.81M
INTU
Intuit Inc

Technology
183
+ 1.28%
$602.97 - $670.49 $110K - $123K
14.5K $8.98M
ADBE
Adobe Inc.

Technology
210
+ 2.24%
$508.13 - $586.55 $107K - $123K
9.6K $4.97M
Activity Summary
Buys All Purchases 285 New Holdings 35 Increased Positions 250 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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