Liberty One Investment Management, LLC Purchases in Q3 2024

Liberty One Investment Management, LLC

  • $969 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
45.5K
+ 1582.09%
$354.52 - $391.16 $16.1M - $17.8M
48.4K $18.2M
CLX
Clorox CO

Consumer Defensive
2.96K
+ 1.52%
$131.73 - $166.97 $390K - $494K
197K $32.1M
MCD
Mcdonalds Corp

Consumer Cyclical
1.82K
+ 1.79%
$245.82 - $304.51 $447K - $554K
103K $31.5M
LNT
Alliant Energy Corp

Utilities
3.92K
+ 0.73%
$50.74 - $60.74 $199K - $238K
540K $32.8M
DUK
Duke Energy Corp

Utilities
838
+ 0.3%
$99.35 - $117.71 $83.3K - $98.6K
280K $32.2M
KO
Coca Cola CO

Consumer Defensive
2.4K
+ 0.54%
$62.69 - $73.01 $150K - $175K
445K $32M
CAH
Cardinal Health Inc

Healthcare
3.29K
+ 1.2%
$93.74 - $114.66 $308K - $377K
278K $30.7M
JNJ
Johnson & Johnson

Healthcare
3.29K
+ 1.86%
$145.48 - $167.38 $479K - $551K
181K $29.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.46K
+ 1.3%
$64.35 - $75.71 $287K - $337K
346K $25.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.43K
+ 0.63%
$31.95 - $38.02 $141K - $168K
708K $26.5M
DOX
Amdocs LTD

Technology
5.47K
+ 2.73%
$78.13 - $87.85 $427K - $481K
206K $18M
HRL
Hormel Foods Corp

Consumer Defensive
26.1K
+ 3.23%
$30.04 - $33.14 $785K - $866K
836K $26.5M
PG
Procter & Gamble CO

Consumer Defensive
2.11K
+ 1.23%
$160.76 - $177.82 $340K - $376K
174K $30.1M
PFE
Pfizer Inc

Healthcare
28.4K
+ 3.07%
$27.7 - $31.39 $786K - $891K
954K $27.6M
KMB
Kimberly Clark Corp

Consumer Defensive
2.62K
+ 1.28%
$135.05 - $148.35 $354K - $389K
207K $29.5M
AFL
Aflac Inc

Financial Services
1.54K
+ 3.41%
$88.52 - $111.8 $136K - $172K
46.8K $5.23M
PEP
Pepsico Inc

Consumer Defensive
2.25K
+ 1.63%
$161.9 - $179.3 $364K - $403K
140K $23.8M
RTX
Raytheon Technologies Corp

Industrials
1.35K
+ 3.04%
$99.55 - $123.34 $134K - $167K
45.7K $5.54M
NEE
Nextera Energy Inc

Utilities
1.62K
+ 2.35%
$69.9 - $84.97 $113K - $137K
70.3K $5.94M
BLK
Black Rock Inc.

Financial Services
226
+ 4.66%
$782.27 - $949.51 $177K - $215K
5.08K $4.82M
WMT
Walmart Inc.

Consumer Defensive
2.12K
+ 3.48%
$66.91 - $81.4 $142K - $172K
63.1K $5.09M
O
Realty Income Corp

Real Estate
3.87K
+ 5.74%
$52.36 - $63.42 $203K - $245K
71.4K $4.53M
CAT
Caterpillar Inc

Industrials
579
+ 4.74%
$316.8 - $391.12 $183K - $226K
12.8K $5M
HD
Home Depot, Inc.

Consumer Cyclical
618
+ 5.69%
$333.64 - $405.2 $206K - $250K
11.5K $4.65M
FR
First Industrial Realty Trust Inc

Real Estate
3.95K
+ 5.28%
$47.13 - $56.97 $186K - $225K
78.9K $4.41M
EXR
Extra Space Storage Inc.

Real Estate
1.23K
+ 4.9%
$151.92 - $183.06 $186K - $225K
26.3K $4.73M
TRV
Travelers Companies, Inc.

Financial Services
983
+ 5.32%
$201.87 - $242.35 $198K - $238K
19.5K $4.56M
MDT
Medtronic PLC

Healthcare
2.91K
+ 6.57%
$76.84 - $91.03 $224K - $265K
47.2K $4.25M
UNH
Unitedhealth Group Inc

Healthcare
327
+ 4.44%
$488.01 - $604.18 $160K - $198K
7.7K $4.5M
PLD
Prologis, Inc.

Real Estate
1.81K
+ 5.32%
$111.95 - $132.43 $202K - $239K
35.8K $4.51M
BAX
Baxter International Inc

Healthcare
6.65K
+ 6.78%
$32.85 - $40.26 $218K - $268K
105K $3.97M
DE
Deere & CO

Industrials
650
+ 6.88%
$344.84 - $418.0 $224K - $272K
10.1K $4.22M
AAPL
Apple Inc.

Technology
697
+ 3.28%
$207.23 - $234.82 $144K - $164K
21.9K $5.11M
GS
Goldman Sachs Group Inc

Financial Services
377
+ 4.1%
$459.02 - $510.25 $173K - $192K
9.57K $4.74M
AVGO
Broadcom Inc.

Technology
27.1K
+ 935.64%
$136.27 - $1745.86 $3.69M - $47.3M
30K $5.17M
CL
Colgate Palmolive CO

Consumer Defensive
1.47K
+ 2.88%
$95.54 - $108.77 $140K - $159K
52.3K $5.43M
TJX
Tjx Companies Inc

Consumer Cyclical
1.6K
+ 4.27%
$107.93 - $120.23 $172K - $192K
39K $4.58M
HSY
Hershey CO

Consumer Defensive
1.3K
+ 6.6%
$182.45 - $203.25 $237K - $264K
21K $4.02M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.75K
+ 5.69%
$55.91 - $65.87 $210K - $247K
69.7K $4.15M
JPM
Jpmorgan Chase & CO

Financial Services
942
+ 4.55%
$194.9 - $224.8 $184K - $212K
21.7K $4.57M
COST
Costco Wholesale Corp

Consumer Defensive
198
+ 3.88%
$801.83 - $917.05 $159K - $182K
5.3K $4.7M
AVUV
American Centy ETF Tr Avantis

ETFs
17
+ 0.03%
$88.24 - $99.7 $1.5K - $1.69K
52.7K $5.06M
AMGN
Amgen Inc

Healthcare
616
+ 4.73%
$309.38 - $337.38 $191K - $208K
13.6K $4.39M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
517
+ 1.05%
$39.15 - $46.02 $20.2K - $23.8K
49.6K $2.27M
TXN
Texas Instruments Inc

Technology
1.04K
+ 5.12%
$194.6 - $194.6 $202K - $202K
21.3K $4.15M
HON
Honeywell International Inc

Industrials
1.14K
+ 6.41%
$196.73 - $220.21 $224K - $251K
18.9K $3.91M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
160
+ 1.19%
$87.56 - $95.49 $14K - $15.3K
13.7K $1.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
42
+ 0.36%
$101.72 - $112.94 $4.27K - $4.74K
11.7K $1.32M
ELV
Elevance Health, Inc.

Healthcare
439
+ 5.82%
$500.12 - $562.29 $220K - $247K
7.98K $4.15M
Activity Summary
Buys All Purchases 67 New Holdings 0 Increased Positions 67 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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