Hemington Wealth Management Purchases in Q3 2024

Hemington Wealth Management

  • $371 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
357
New
$78.62 - $95.27 $28.1K - $34K
357 $34K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
249
New
$125.95 - $142.04 $31.4K - $35.4K
249 $34K
TXT
Textron Inc

Industrials
431
New
$83.46 - $94.02 $36K - $40.5K
431 $34K
CMS
Cms Energy Corp

Utilities
475
New
$58.7 - $70.62 $27.9K - $33.5K
475 $33K
Ge Vernova Inc
110
New
N/A
110 $33K
OTIS
Otis Worldwide Corp

Industrials
341
New
$91.43 - $104.43 $31.2K - $35.6K
341 $33K
SNY
Sanofi

Healthcare
641
New
$48.54 - $58.53 $31.1K - $37.5K
641 $33K
SWKS
Skyworks Solutions, Inc.

Technology
380
New
$96.22 - $120.68 $36.6K - $45.9K
380 $33K
SNA
Snap On Inc

Industrials
101
New
$255.35 - $289.77 $25.8K - $29.3K
101 $33K
ETR
Entergy Corp

Utilities
208
New
$104.75 - $131.61 $21.8K - $27.4K
208 $32K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
518
New
$60.13 - $68.17 $31.1K - $35.3K
518 $32K
NEM
Newmont Corp

Basic Materials
721
New
$41.65 - $55.85 $30K - $40.3K
721 $32K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.49K
New
$59.93 - $66.52 $89.5K - $99.4K
1.49K $32K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.3K
New
$24.86 - $26.33 $32.3K - $34.2K
1.3K $32K
XEL
Xcel Energy Inc

Utilities
484
New
$52.11 - $65.3 $25.2K - $31.6K
484 $32K
CHTR
Charter Communications, Inc.

Communication Services
95
New
$290.56 - $383.07 $27.6K - $36.4K
95 $31K
DOV
Dover Corp

Industrials
167
New
$172.5 - $193.03 $28.8K - $32.2K
167 $31K
EW
Edwards Lifesciences Corp

Healthcare
472
New
$59.7 - $93.78 $28.2K - $44.3K
472 $31K
FBP
First Bancorp

Financial Services
1.65K
New
$17.74 - $21.83 $29.3K - $36.1K
1.65K $31K
FTV
Fortive Corp

Technology
435
New
$67.01 - $79.2 $29.1K - $34.5K
435 $31K
IP
International Paper CO

Consumer Cyclical
576
New
$42.55 - $49.98 $24.5K - $28.8K
576 $31K
PAYX
Paychex Inc

Industrials
227
New
$116.17 - $135.19 $26.4K - $30.7K
227 $31K
PEG
Public Service Enterprise Group Inc

Utilities
356
New
$73.58 - $89.21 $26.2K - $31.8K
356 $31K
TFC
Truist Financial Corp

Financial Services
723
New
$38.22 - $44.94 $27.6K - $32.5K
723 $31K
VLO
Valero Energy Corp

Energy
239
New
$132.81 - $163.48 $31.7K - $39.1K
239 $31K
VMC
Vulcan Materials CO

Basic Materials
115
New
$231.83 - $274.51 $26.7K - $31.6K
115 $31K
ABNB
Airbnb, Inc.

Consumer Cyclical
229
New
$113.01 - $154.34 $25.9K - $35.3K
229 $30K
AVY
Avery Dennison Corp

Industrials
145
New
$202.27 - $224.18 $29.3K - $32.5K
145 $30K
Cooper Cos Inc
290
New
N/A
290 $30K
D
Dominion Energy, Inc

Utilities
507
New
$48.01 - $58.53 $24.3K - $29.7K
507 $30K
IFF
International Flavors & Fragrances Inc

Basic Materials
310
New
$93.14 - $105.12 $28.9K - $32.6K
310 $30K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.2K
New
$24.62 - $25.59 $29.5K - $30.7K
1.2K $30K
KMB
Kimberly Clark Corp

Consumer Defensive
224
New
$135.05 - $148.35 $30.3K - $33.2K
224 $30K
SRLN
Ssga Active Trust

ETFs
719
New
$40.93 - $41.85 $29.4K - $30.1K
719 $30K
ZBRA
Zebra Technologies Corp

Technology
79
New
$306.21 - $371.02 $24.2K - $29.3K
79 $30K
EXPD
Expeditors International Of Washington Inc

Industrials
247
New
$116.1 - $131.42 $28.7K - $32.5K
247 $29K
FSK
Fs Kkr Capital Corp

Financial Services
1.45K
New
$18.74 - $20.43 $27.2K - $29.7K
1.45K $29K
EFA
Ishares Tr Msci Eafe ETF

ETFs
193
+ 1.22%
$75.32 - $84.37 $14.5K - $16.3K
16.1K $1.27M
MAA
Mid America Apartment Communities Inc.

Real Estate
195
New
$138.8 - $166.65 $27.1K - $32.5K
195 $29K
SHOP
Shopify Inc.

Technology
382
New
$52.26 - $80.75 $20K - $30.8K
382 $29K
TRGP
Targa Resources Corp.

Energy
178
New
$127.86 - $156.46 $22.8K - $27.8K
178 $29K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
268
New
$74.21 - $96.5 $19.9K - $25.9K
268 $28K
ALLY
Ally Financial Inc.

Financial Services
818
New
$32.67 - $45.01 $26.7K - $36.8K
818 $28K
AEP
American Electric Power CO Inc

Utilities
289
New
$87.11 - $104.95 $25.2K - $30.3K
289 $28K
CACC
Credit Acceptance Corp

Financial Services
68
New
$421.5 - $611.11 $28.7K - $41.6K
68 $28K
IR
Ingersoll Rand Inc.

Industrials
292
New
$86.9 - $100.4 $25.4K - $29.3K
292 $28K
IRDM
Iridium Communications Inc.

Communication Services
963
New
$25.17 - $31.03 $24.2K - $29.9K
963 $28K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.2K
New
$23.75 - $23.75 $28.4K - $28.4K
1.2K $28K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.14K
New
$24.78 - $25.11 $28.3K - $28.7K
1.14K $28K
Activity Summary
Buys All Purchases 1738 New Holdings 1695 Increased Positions 43 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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