Hamilton Point Investment Advisors, LLC New Holdings in Q3 2024

Hamilton Point Investment Advisors, LLC

  • $555 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.27K
New
$210.25 - $231.86 $476K - $525K
2.27K $505K
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
MA
Mastercard Inc

Financial Services
434
New
$429.6 - $500.99 $186K - $217K
434 $214K
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
XLF
Financial Sector Spdr

ETFs
2K
New
$40.84 - $45.74 $81.7K - $91.5K
2K $90K
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
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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
105
New
$90.87 - $102.43 $9.54K - $10.8K
105 $10K
Trust For Professional Manag
17.4K
New
N/A
17.4K $0
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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