Hamilton Point Investment Advisors, LLC Purchases in Q3 2024

Hamilton Point Investment Advisors, LLC

  • $555 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
10.8K
+ 67.75%
$175.1 - $223.38 $1.89M - $2.41M
26.7K $5.91M
PFE
Pfizer Inc

Healthcare
41.3K
+ 33.54%
$27.7 - $31.39 $1.14M - $1.3M
164K $4.76M
WSM
Williams Sonoma Inc

Consumer Cyclical
28.4K
+ 98.93%
$128.47 - $280.94 $3.65M - $7.98M
57.1K $8.85M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.27K
New
$210.25 - $231.86 $476K - $525K
2.27K $505K
AMGN
Amgen Inc

Healthcare
359
+ 1.05%
$309.38 - $337.38 $111K - $121K
34.7K $11.2M
V
Visa Inc.

Financial Services
385
+ 1.55%
$253.74 - $291.56 $97.7K - $112K
25.2K $6.93M
LFUS
Littelfuse Inc

Technology
366
+ 1.19%
$233.9 - $274.34 $85.6K - $100K
31.1K $8.24M
BDX
Becton Dickinson & CO

Healthcare
279
+ 0.89%
$221.47 - $242.41 $61.8K - $67.6K
31.5K $7.59M
BAC
Bank Of America Corp

Financial Services
6.29K
New
$36.65 - $44.13 $231K - $278K
6.29K $249K
PSA
Public Storage

Real Estate
655
New
$283.13 - $365.01 $185K - $239K
655 $238K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.39K
New
$81.17 - $90.77 $194K - $217K
2.39K $213K
OKE
Oneok Inc

Energy
2.33K
New
$78.62 - $95.27 $183K - $222K
2.33K $212K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.88K
New
$64.35 - $75.71 $185K - $218K
2.88K $211K
A
Agilent Technologies, Inc.

Healthcare
1.41K
New
$125.42 - $148.48 $177K - $210K
1.41K $209K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
2.32K
New
$73.65 - $83.67 $171K - $194K
2.32K $191K
VOOV
Vanguard S&P 500 Value ETF

ETFs
830
New
$175.0 - $190.72 $145K - $158K
830 $158K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
433
New
$305.34 - $350.41 $132K - $152K
433 $149K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93
+ 3.2%
$475.2 - $527.7 $44.2K - $49.1K
3K $1.58M
ABT
Abbott Laboratories

Healthcare
3
+ 0.03%
$100.07 - $118.13 $300 - $354
9.02K $1.03M
XLF
Financial Sector Spdr

ETFs
2K
New
$40.84 - $45.74 $81.7K - $91.5K
2K $90K
NICE
Nice Ltd.

Technology
126
+ 0.4%
$154.95 - $184.96 $19.5K - $23.3K
31.9K $5.54M
VOE
Vanguard Mid Cap Value Index F

ETFs
435
New
$149.02 - $167.67 $64.8K - $72.9K
435 $72K
VOT
Vanguard Mid Cap Growth Index

ETFs
292
New
$218.05 - $243.47 $63.7K - $71.1K
292 $71K
VIG
Vanguard Dividend Appreciation

ETFs
236
+ 9.53%
$182.15 - $182.15 $43K - $43K
2.71K $493K
TTEK
Tetra Tech Inc

Industrials
4.01K
+ 400.0%
$45.59 - $237.74 $183K - $953K
5.01K $236K
XLE
Energy Sector Spdr

ETFs
360
+ 80.72%
$84.35 - $93.39 $30.4K - $33.6K
806 $70K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
248
New
$109.24 - $121.48 $27.1K - $30.1K
248 $29K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
294
New
$82.38 - $93.84 $24.2K - $27.6K
294 $27K
AVGO
Broadcom Inc.

Technology
1.53K
+ 900.59%
$136.27 - $1745.86 $209K - $2.67M
1.7K $293K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
105
New
$90.87 - $102.43 $9.54K - $10.8K
105 $10K
Brookfield Infrastructure CO
120
+ 0.12%
N/A
102K $0
Trust For Professional Manag
17.4K
New
N/A
17.4K $0
ADBE
Adobe Inc.

Technology
400
+ 2.05%
$508.13 - $586.55 $203K - $235K
19.9K $10.3M
Activity Summary
Buys All Purchases 34 New Holdings 18 Increased Positions 16 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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