Kathleen S. Wright Associates Inc. New Holdings in Q3 2024

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.84K
New
$113.41 - $125.62 $322K - $357K
2.84K $356K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1K
New
$96.25 - $101.98 $96.3K - $102K
1K $101K
PANW
Palo Alto Networks Inc

Technology
258
New
$294.18 - $368.01 $75.9K - $94.9K
258 $88K
FTNT
Fortinet, Inc.

Technology
836
New
$55.39 - $77.55 $46.3K - $64.8K
836 $64K
FCN
Fti Consulting, Inc

Industrials
257
New
$213.61 - $230.59 $54.9K - $59.3K
257 $58K
ABC
Amerisourcebergen Corp

Healthcare
303
New
N/A
303 $56K
LNTH
Lantheus Holdings, Inc.

Healthcare
462
New
$77.7 - $123.62 $35.9K - $57.1K
462 $50K
ACM
Aecom

Industrials
480
New
$82.37 - $103.25 $39.5K - $49.6K
480 $49K
LDOS
Leidos Holdings, Inc.

Technology
281
New
$142.66 - $163.02 $40.1K - $45.8K
281 $45K
ABBV
Abb Vie Inc.

Healthcare
232
New
$163.84 - $199.33 $38K - $46.2K
232 $45K
WDC
Western Digital Corp

Technology
617
New
$56.25 - $80.24 $34.7K - $49.5K
617 $42K
MAR
Marriott International Inc

Consumer Cyclical
162
New
$211.35 - $255.11 $34.2K - $41.3K
162 $40K
FLEX
Flex Ltd.

Technology
1.18K
New
$28.1 - $34.0 $33.1K - $40.1K
1.18K $39K
CORT
Corcept Therapeutics Inc

Healthcare
786
New
$29.51 - $46.26 $23.2K - $36.4K
786 $36K
SNX
Td Synnex Corp

Technology
304
New
$109.37 - $122.34 $33.2K - $37.2K
304 $36K
CHKP
Check Point Software Technologies LTD

Technology
172
New
$165.0 - $195.47 $28.4K - $33.6K
172 $33K
CVS
Cvs Health Corp

Healthcare
532
New
$55.81 - $63.18 $29.7K - $33.6K
532 $33K
CMI
Cummins Inc

Industrials
105
New
$266.63 - $326.4 $28K - $34.3K
105 $33K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
1.44K
New
$18.88 - $22.7 $27.2K - $32.7K
1.44K $32K
HTGC
Hercules Capital, Inc.

Financial Services
1.58K
New
$17.71 - $21.67 $28K - $34.2K
1.58K $31K
FFIV
F5, Inc.

Technology
144
New
$170.44 - $223.6 $24.5K - $32.2K
144 $31K
KFRC
Kforce Inc

Industrials
489
New
$59.4 - $70.22 $29K - $34.3K
489 $30K
CARG
Car Gurus, Inc.

Communication Services
989
New
$22.11 - $30.58 $21.9K - $30.2K
989 $29K
HII
Huntington Ingalls Industries, Inc.

Industrials
111
New
$241.93 - $282.86 $26.9K - $31.4K
111 $29K
UNH
Unitedhealth Group Inc

Healthcare
47
New
$488.01 - $604.18 $22.9K - $28.4K
47 $27K
FNB
Fnb Corp

Financial Services
1.96K
New
$13.41 - $15.55 $26.2K - $30.4K
1.96K $27K
AX
Axos Financial, Inc.

Financial Services
426
New
$56.59 - $77.61 $24.1K - $33.1K
426 $26K
WNC
Wabash National Corp

Industrials
1.4K
New
$18.52 - $23.75 $25.9K - $33.3K
1.4K $26K
AMSF
Amerisafe Inc

Financial Services
574
New
$43.82 - $43.82 $25.2K - $25.2K
574 $25K
THS
Tree House Foods, Inc.

Consumer Defensive
538
New
$36.15 - $43.22 $19.4K - $23.3K
538 $22K
CIVI
Civitas Resources, Inc.

Energy
435
New
$49.47 - $72.73 $21.5K - $31.6K
435 $22K
SWKS
Skyworks Solutions, Inc.

Technology
213
New
$96.22 - $120.68 $20.5K - $25.7K
213 $21K
FNDX
Schwab Fundamental U S Large C

ETFs
274
New
$65.36 - $71.76 $17.9K - $19.7K
274 $19K
DVN
Devon Energy Corp

Energy
505
New
$37.87 - $48.65 $19.1K - $24.6K
505 $19K
LUV
Southwest Airlines CO

Industrials
628
New
$23.7 - $29.93 $14.9K - $18.8K
628 $18K
XLV
Select Sector Spdr Fund Health

ETFs
122
New
$143.3 - $157.24 $17.5K - $19.2K
122 $18K
ZD
Ziff Davis, Inc.

Communication Services
350
New
$39.64 - $54.35 $13.9K - $19K
350 $17K
LAD
Lithia Motors Inc

Consumer Cyclical
54
New
$243.05 - $320.83 $13.1K - $17.3K
54 $17K
FNDA
Schwab Fundamental U S Small C

ETFs
280
New
$54.26 - $60.01 $15.2K - $16.8K
280 $16K
XLC
Select Sector Spdr Tr Communic

ETFs
181
New
$82.16 - $90.4 $14.9K - $16.4K
181 $16K
AMN
Amn Healthcare Services Inc

Healthcare
397
New
$41.07 - $68.05 $16.3K - $27K
397 $16K
PRAA
Pra Group Inc

Financial Services
729
New
$19.08 - $26.65 $13.9K - $19.4K
729 $16K
GVI
Ishares Tr

ETFs
156
New
$103.17 - $107.43 $16.1K - $16.8K
156 $16K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
213
New
$63.74 - $73.47 $13.6K - $15.6K
213 $15K
CF
Cf Industries Holdings, Inc.

Basic Materials
175
New
$69.38 - $85.8 $12.1K - $15K
175 $15K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
2.46K
New
$5.55 - $7.43 $13.6K - $18.3K
2.46K $15K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
475
New
$25.77 - $35.16 $12.2K - $16.7K
475 $14K
FMC
Fmc Corp

Basic Materials
217
New
$54.54 - $66.06 $11.8K - $14.3K
217 $14K
PYPL
Pay Pal Holdings, Inc.

Financial Services
167
New
$57.22 - $80.08 $9.56K - $13.4K
167 $13K
Activity Summary
Buys All Purchases 143 New Holdings 76 Increased Positions 67 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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