Lumature Wealth Partners, LLC Incresed Positions in Q2 2023

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.14K
+ 4.03%
$243.06 - $282.96 $278K - $324K
29.5K $8.35M
IVV
Ishares Core S&P 500 ETF

ETFs
285
+ 1.39%
$406.17 - $445.71 $116K - $127K
20.7K $9.24M
VTV
Vanguard Value ETF

ETFs
1.87K
+ 4.19%
$134.74 - $142.42 $251K - $266K
46.4K $6.59M
XLP
Consumer Staples Sector Spdr

ETFs
5.95K
+ 14.46%
$72.59 - $77.5 $432K - $461K
47.1K $3.49M
ORCC
Owl Rock Capital Corp

Financial Services
6.33K
+ 2.13%
$12.25 - $13.78 $77.6K - $87.3K
304K $4.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
645
+ 5.4%
$186.22 - $205.77 $120K - $133K
12.6K $2.59M
IEMG
Ishares Inc

ETFs
4.84K
+ 12.12%
$47.35 - $50.88 $229K - $246K
44.8K $2.21M
XLV
Select Sector Spdr Fund Health

ETFs
1.62K
+ 25.51%
$126.74 - $135.66 $205K - $219K
7.96K $1.06M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.12K
+ 6.6%
$127.92 - $138.38 $143K - $155K
18K $2.5M
VZ
Verizon Communications Inc

Communication Services
5.18K
+ 43.53%
$34.46 - $40.11 $179K - $208K
17.1K $635K
XLY
Select Sector Spdr Consumer Di

ETFs
272
+ 6.49%
$143.54 - $169.81 $39K - $46.2K
4.46K $757K
XLF
Financial Sector Spdr

ETFs
2.83K
+ 17.92%
$31.55 - $33.71 $89.3K - $95.4K
18.6K $627K
HAL
Halliburton CO

Energy
2.83K
+ 22.09%
$27.88 - $34.47 $79K - $97.6K
15.7K $516K
TT
Trane Technologies PLC

Industrials
446
+ 14.27%
$163.23 - $191.26 $72.8K - $85.3K
3.57K $683K
VGT
Vanguard Information Technolog

ETFs
187
+ 48.2%
$368.4 - $443.39 $68.9K - $82.9K
575 $254K
IQV
Iqvia Holdings Inc.

Healthcare
201
+ 9.38%
$183.66 - $224.77 $36.9K - $45.2K
2.34K $526K
OHI
Omega Healthcare Investors Inc

Real Estate
2.5K
+ 37.88%
$26.15 - $31.2 $65.4K - $78K
9.1K $279K
MMM
3 M CO

Industrials
1.1K
+ 37.27%
$93.31 - $106.78 $103K - $117K
4.05K $405K
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 5.72%
$127.47 - $145.44 $28.7K - $32.7K
4.16K $605K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 0.57%
$282.33 - $313.74 $8.47K - $9.41K
5.3K $1.65M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
116
+ 0.84%
$104.35 - $114.93 $12.1K - $13.3K
14K $1.61M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
4.83K
+ 20.54%
$20.98 - $23.09 $101K - $112K
28.3K $626K
LEG
Leggett & Platt Inc

Consumer Cyclical
3.31K
+ 46.91%
$28.87 - $32.97 $95.4K - $109K
10.4K $306K
IEFA
Ishares Tr

ETFs
356
+ 0.42%
$66.03 - $69.1 $23.5K - $24.6K
84.6K $5.71M
VFC
V F Corp

Consumer Cyclical
5.22K
+ 84.66%
$17.02 - $23.51 $88.9K - $123K
11.4K $217K
XLU
Utilities Sector Spdr

ETFs
1.24K
+ 50.39%
$64.34 - $69.97 $79.5K - $86.4K
3.69K $241K
PRU
Prudential Financial Inc

Financial Services
800
+ 97.21%
$78.04 - $88.22 $62.4K - $70.6K
1.62K $143K
DUK
Duke Energy Corp

Utilities
962
+ 43.1%
$88.01 - $99.74 $84.7K - $95.9K
3.19K $286K
HON
Honeywell International Inc

Industrials
2
+ 0.05%
$189.43 - $207.5 $379 - $415
4.18K $868K
T
At&T Inc.

Communication Services
7.6K
+ 43.27%
$15.15 - $19.96 $115K - $152K
25.2K $401K
XLI
Industrial Sector Spdr

ETFs
316
+ 7.05%
$96.85 - $107.32 $30.6K - $33.9K
4.8K $515K
FISV
Fiserv Inc

Technology
127
+ 4.03%
$111.59 - $126.15 $14.2K - $16K
3.28K $413K
NXPI
Nxp Semiconductors N.V.

Technology
57
+ 2.39%
$161.19 - $204.68 $9.19K - $11.7K
2.45K $500K
PXD
Pioneer Natural Resources CO

Energy
246
+ 16.68%
$198.66 - $230.0 $48.9K - $56.6K
1.72K $356K
TJX
Tjx Companies Inc

Consumer Cyclical
88
+ 1.44%
$75.94 - $84.79 $6.68K - $7.46K
6.21K $526K
XLB
Select Sector Spdr Fd Material

ETFs
489
+ 28.04%
$75.02 - $82.87 $36.7K - $40.5K
2.23K $185K
V
Visa Inc.

Financial Services
38
+ 1.38%
$221.03 - $237.48 $8.4K - $9.02K
2.79K $662K
IJS
Ishares S&P Smallcap 600 Value

ETFs
173
+ 1.06%
$87.59 - $95.56 $15.2K - $16.5K
16.5K $1.57M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
415
+ 12.06%
$71.44 - $74.33 $29.6K - $30.8K
3.86K $286K
DVN
Devon Energy Corp

Energy
800
+ 35.56%
$46.1 - $55.7 $36.9K - $44.6K
3.05K $147K
SWK
Stanley Black & Decker, Inc.

Industrials
23
+ 0.99%
$74.29 - $94.61 $1.71K - $2.18K
2.36K $220K
PFF
Ishares Trust Ishares Pfd And

ETFs
1K
+ 8.99%
$29.33 - $31.46 $29.3K - $31.5K
12.1K $375K
IYH
Ishares Tr

ETFs
90
+ 23.68%
$267.13 - $285.74 $24K - $25.7K
470 $131K
BLK
Black Rock Inc.

Financial Services
5
+ 0.45%
$629.18 - $711.19 $3.15K - $3.56K
1.13K $778K
IXN
Ishares Global Information Tec

ETFs
3
+ 0.09%
$51.78 - $62.58 $155 - $188
3.27K $203K
KEYS
Keysight Technologies, Inc.

Technology
24
+ 0.73%
$141.25 - $167.45 $3.39K - $4.02K
3.31K $554K
ESS
Essex Property Trust, Inc.

Real Estate
8
+ 0.92%
$205.98 - $236.92 $1.65K - $1.9K
878 $205K
INTC
Intel Corp

Technology
613
+ 15.03%
$27.4 - $36.37 $16.8K - $22.3K
4.69K $156K
ALL
Allstate Corp

Financial Services
236
+ 11.63%
$107.53 - $119.0 $25.4K - $28.1K
2.27K $247K
Activity Summary
Buys All Purchases 104 New Holdings 13 Increased Positions 91 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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