Hemington Wealth Management Purchases in Q4 2024

Hemington Wealth Management

  • $398 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UAL
United Airlines Holdings, Inc.

Industrials
131
+ 70.81%
$55.62 - $102.44 $7.29K - $13.4K
316 $30K
VST
Vistra Corp.

Utilities
41
+ 5.16%
$115.74 - $166.61 $4.75K - $6.83K
836 $115K
LNG
Cheniere Energy, Inc.

Energy
37
+ 12.13%
$181.07 - $225.92 $6.7K - $8.36K
342 $73K
FTNT
Fortinet, Inc.

Technology
69
+ 11.98%
$76.49 - $99.21 $5.28K - $6.85K
645 $60K
Ge Vernova Inc
38
+ 34.55%
N/A
148 $48K
PNQI
Invesco Nasdaq Internet ETF

ETFs
278
+ 47.28%
$42.94 - $49.52 $11.9K - $13.8K
866 $40K
RSP
Invesco S&P 500 Equal Weight E

ETFs
84
+ 84.0%
$174.22 - $187.62 $14.6K - $15.8K
184 $32K
PYPL
Pay Pal Holdings, Inc.

Financial Services
80
+ 5.37%
$77.25 - $91.3 $6.18K - $7.3K
1.57K $133K
APO
Apollo Global Management, Inc.

Financial Services
74
+ 110.45%
$131.36 - $178.61 $9.72K - $13.2K
141 $23K
BSX
Boston Scientific Corp

Healthcare
86
+ 6.62%
$83.62 - $91.5 $7.19K - $7.87K
1.39K $123K
FCNCA
First Citizens Bancshares Inc

Financial Services
6
+ 60.0%
$1818.92 - $2353.08 $10.9K - $14.1K
16 $33K
INTU
Intuit Inc

Technology
14
+ 4.9%
$602.01 - $706.25 $8.43K - $9.89K
300 $188K
JEF
Jefferies Financial Group Inc.

Financial Services
140
+ 71.79%
$61.95 - $81.75 $8.67K - $11.4K
335 $26K
ALL
Allstate Corp

Financial Services
47
+ 7.93%
$181.25 - $208.2 $8.52K - $9.79K
640 $123K
CMI
Cummins Inc

Industrials
25
+ 12.2%
$324.93 - $383.42 $8.12K - $9.59K
230 $80K
DOCS
Doximity, Inc.

Healthcare
232
+ 1104.76%
$41.25 - $61.25 $9.57K - $14.2K
253 $13K
EMR
Emerson Electric CO

Industrials
63
+ 18.21%
$108.13 - $134.33 $6.81K - $8.46K
409 $50K
MCD
Mcdonalds Corp

Consumer Cyclical
53
+ 5.48%
$288.47 - $316.54 $15.3K - $16.8K
1.02K $295K
SCHW
Schwab Charles Corp

Financial Services
114
+ 9.08%
$63.31 - $82.85 $7.22K - $9.44K
1.37K $101K
SPMD
Spdr Portfolio

ETFs
250
New
$54.13 - $59.56 $13.5K - $14.9K
250 $13K
ABT
Abbott Laboratories

Healthcare
115
+ 5.64%
$111.93 - $119.39 $12.9K - $13.7K
2.16K $243K
CDNS
Cadence Design Systems Inc

Technology
21
+ 9.59%
$249.1 - $324.54 $5.23K - $6.82K
240 $72K
LPLA
Lpl Financial Holdings Inc.

Financial Services
34
+ 178.95%
$229.85 - $335.91 $7.81K - $11.4K
53 $17K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
18
+ 2.23%
$72.67 - $99.25 $1.31K - $1.79K
826 $74K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 2.59%
$1146.59 - $1270.6 $5.73K - $6.35K
198 $234K
TRV
Travelers Companies, Inc.

Financial Services
60
+ 16.95%
$225.97 - $266.66 $13.6K - $16K
414 $99K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
266
New
$44.87 - $46.86 $11.9K - $12.5K
266 $11K
GM
General Motors CO

Consumer Cyclical
178
+ 27.6%
$44.82 - $60.2 $7.98K - $10.7K
823 $43K
KKR
Kkr & Co. Inc.

Financial Services
38
+ 6.4%
$129.87 - $162.87 $4.94K - $6.19K
632 $93K
MSI
Motorola Solutions, Inc.

Technology
18
+ 12.86%
$449.08 - $504.6 $8.08K - $9.08K
158 $73K
OKE
Oneok Inc

Energy
93
+ 26.05%
$92.28 - $117.05 $8.58K - $10.9K
450 $45K
SIGI
Selective Insurance Group Inc

Financial Services
17
+ 0.53%
$90.05 - $102.09 $1.53K - $1.74K
3.21K $300K
UNP
Union Pacific Corp

Industrials
60
+ 8.39%
$223.15 - $249.32 $13.4K - $15K
775 $176K
WMB
Williams Companies, Inc.

Energy
167
+ 17.16%
$46.37 - $59.74 $7.74K - $9.98K
1.14K $61K
ARKG
Ark Genomic Revolution ETF (De

ETFs
404
+ 44.59%
$22.66 - $27.11 $9.15K - $11K
1.31K $30K
CRWD
Crowd Strike Holdings, Inc.

Technology
24
+ 120.0%
$275.15 - $388.2 $6.6K - $9.32K
44 $15K
DAL
Delta Air Lines, Inc.

Industrials
154
+ 48.13%
$47.46 - $65.77 $7.31K - $10.1K
474 $28K
EBAY
Ebay Inc

Consumer Cyclical
74
+ 5.79%
$57.51 - $67.17 $4.26K - $4.97K
1.35K $83K
TLT
Ishares Barclays 20+ Year Trea

ETFs
122
New
$87.1 - $98.49 $10.6K - $12K
122 $10K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
500
+ 82.78%
$20.28 - $21.2 $10.1K - $10.6K
1.1K $22K
KMI
Kinder Morgan, Inc.

Energy
268
+ 24.88%
$22.59 - $28.54 $6.05K - $7.65K
1.35K $36K
MCO
Moodys Corp

Financial Services
15
+ 12.4%
$454.04 - $500.88 $6.81K - $7.51K
136 $64K
HOOD
Robinhood Markets, Inc.

Technology
167
+ 66.53%
$22.33 - $43.2 $3.73K - $7.21K
418 $15K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
230
New
$44.33 - $49.55 $10.2K - $11.4K
230 $10K
SYF
Synchrony Financial

Financial Services
128
+ 67.02%
$49.01 - $68.55 $6.27K - $8.77K
319 $20K
TMUS
T Mobile Us, Inc.

Communication Services
49
+ 10.38%
$206.1 - $246.94 $10.1K - $12.1K
521 $115K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
44
+ 50.57%
$238.25 - $261.28 $10.5K - $11.5K
131 $31K
BK
Bank Of New York Mellon Corp

Financial Services
98
+ 6.96%
$70.82 - $81.87 $6.94K - $8.02K
1.51K $115K
DDS
Dillard'S, Inc.

Consumer Cyclical
2
+ 1.53%
$357.11 - $465.97 $714 - $932
133 $57K
Activity Summary
Buys All Purchases 1244 New Holdings 50 Increased Positions 1194 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hemington Wealth Management Portfolio

Follow Hemington Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hemington Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Hemington Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email