Gleason Group, Inc. Reduced Holdings in Q3 2024

Gleason Group, Inc.

  • $546 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-7.23K
- 87.3%
$85.6 - $98.61 $619K - $713K
1.05K $101K
NKE
Nike, Inc.

Consumer Cyclical
-6.47K
- 74.62%
$71.09 - $89.44 $460K - $578K
2.2K $194K
INTC
Intel Corp

Technology
-9.52K
- 69.77%
$18.9 - $34.87 $180K - $332K
4.13K $96K
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.27K
- 70.39%
$84.77 - $97.13 $278K - $318K
1.38K $131K
CVX
Chevron Corp

Energy
-57
- 0.46%
$137.88 - $161.97 $7.86K - $9.23K
12.3K $1.81M
BAC
Bank Of America Corp

Financial Services
-1.09K
- 1.09%
$36.65 - $44.13 $39.8K - $47.9K
98.4K $3.91M
COP
Conocophillips

Energy
-130
- 12.25%
$102.3 - $116.61 $13.3K - $15.2K
931 $98K
VEA
Vanguard Ftse Developed Market

ETFs
-430
- 50.23%
$47.6 - $53.31 $20.5K - $22.9K
426 $22K
AMZN
Amazon Com Inc

Consumer Cyclical
-32
- 1.97%
$161.02 - $200.0 $5.15K - $6.4K
1.59K $297K
DOW
Dow Inc.

Basic Materials
-323
- 25.61%
$50.15 - $55.41 $16.2K - $17.9K
938 $51K
VGT
Vanguard Information Technolog

ETFs
-18
- 23.68%
$514.43 - $606.85 $9.26K - $10.9K
58 $34K
GD
General Dynamics Corp

Industrials
-36
- 20.0%
$279.51 - $308.09 $10.1K - $11.1K
144 $43K
VTRS
Viatris Inc

Healthcare
-796
- 95.9%
$10.32 - $12.13 $8.21K - $9.66K
34 $0
MSFT
Microsoft Corp

Technology
-11
- 5.47%
$395.15 - $467.56 $4.35K - $5.14K
190 $81K
DEO
Diageo PLC

Consumer Defensive
-61
- 50.41%
$120.02 - $140.77 $7.32K - $8.59K
60 $8K
XLE
Energy Sector Spdr

ETFs
-27
- 3.24%
$84.35 - $93.39 $2.28K - $2.52K
807 $70K
UNP
Union Pacific Corp

Industrials
-105
- 11.05%
$221.78 - $256.09 $23.3K - $26.9K
845 $208K
VICI
Vici Properties Inc.

Real Estate
-186
- 44.39%
$27.64 - $34.08 $5.14K - $6.34K
233 $7K
ELV
Elevance Health, Inc.

Healthcare
-7
- 18.42%
$500.12 - $562.29 $3.5K - $3.94K
31 $16K
ABBV
Abb Vie Inc.

Healthcare
-29
- 24.58%
$163.84 - $199.33 $4.75K - $5.78K
89 $17K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-60
- 28.44%
$57.32 - $62.65 $3.44K - $3.76K
151 $9K
USB
Us Bancorp \De\

Financial Services
-132
- 20.59%
$39.04 - $47.23 $5.15K - $6.23K
509 $23K
KMB
Kimberly Clark Corp

Consumer Defensive
-24
- 8.42%
$135.05 - $148.35 $3.24K - $3.56K
261 $37K
T
At&T Inc.

Communication Services
-295
- 17.07%
$18.21 - $22.28 $5.37K - $6.57K
1.43K $31K
ABT
Abbott Laboratories

Healthcare
-25
- 21.93%
$100.07 - $118.13 $2.5K - $2.95K
89 $10K
BFB
Brown Forman Corp Cl B
-510
- 16.84%
N/A
2.52K $0
DOCU
Docusign, Inc.

Technology
-1
- 2.27%
$49.73 - $62.53 $49.7 - $62.5
43 $2K
HBAN
Huntington Bancshares Inc

Financial Services
-363
- 9.15%
$12.84 - $15.15 $4.66K - $5.5K
3.6K $52K
ES
Eversource Energy

Utilities
-60
- 17.65%
$56.52 - $68.38 $3.39K - $4.1K
280 $19K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 1.28%
$434.77 - $502.96 $435 - $503
77 $37K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-9
- 2.77%
$82.41 - $92.06 $742 - $829
316 $28K
PEP
Pepsico Inc

Consumer Defensive
-15
- 2.33%
$161.9 - $179.3 $2.43K - $2.69K
630 $107K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-20
- 2.39%
$56.04 - $62.2 $1.12K - $1.24K
818 $50K
XOM
Exxon Mobil Corp

Energy
-261
- 1.58%
$109.72 - $119.0 $28.6K - $31.1K
16.2K $1.9M
ETN
Eaton Corp PLC

Industrials
-15
- 2.84%
$272.52 - $333.02 $4.09K - $5K
514 $170K
D
Dominion Energy, Inc

Utilities
-61
- 6.18%
$48.01 - $58.53 $2.93K - $3.57K
926 $53K
VZ
Verizon Communications Inc

Communication Services
-226
- 3.55%
$38.89 - $45.0 $8.79K - $10.2K
6.14K $275K
SHOP
Shopify Inc.

Technology
-77
- 4.73%
$52.26 - $80.75 $4.02K - $6.22K
1.55K $124K
SBUX
Starbucks Corp

Consumer Cyclical
-28
- 2.71%
$72.51 - $98.6 $2.03K - $2.76K
1.01K $98K
SJM
J M Smucker CO

Consumer Defensive
-8
- 0.43%
$109.12 - $122.4 $873 - $979
1.84K $222K
LOW
Lowes Companies Inc

Consumer Cyclical
-102
- 7.18%
$213.3 - $270.78 $21.8K - $27.6K
1.32K $357K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-120
- 5.69%
$405.19 - $478.57 $48.6K - $57.4K
1.99K $914K
AAPL
Apple Inc.

Technology
-10
- 0.26%
$207.23 - $234.82 $2.07K - $2.35K
3.83K $892K
JNJ
Johnson & Johnson

Healthcare
-96
- 1.37%
$145.48 - $167.38 $14K - $16.1K
6.9K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
-103
- 0.72%
$194.9 - $224.8 $20.1K - $23.2K
14.2K $2.99M
WMT
Walmart Inc.

Consumer Defensive
-716
- 5.47%
$66.91 - $81.4 $47.9K - $58.3K
12.4K $1M
CAT
Caterpillar Inc

Industrials
-62
- 1.95%
$316.8 - $391.12 $19.6K - $24.2K
3.12K $1.22M
Activity Summary
Buys All Purchases 100 New Holdings 3 Increased Positions 97 Sells All Sells 49 Reductions 48 Sold out 1 Options Calls 0 Puts 0
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