Mc Elhenny Sheffield Capital Management, LLC New Holdings in Q3 2024

Mc Elhenny Sheffield Capital Management, LLC

  • $303 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
278K
New
$67.67 - $80.78 $18.8M - $22.4M
278K $22.4M
ITA
Ishares Tr

ETFs
110K
New
$131.58 - $149.64 $14.5M - $16.5M
110K $16.5M
XLC
Select Sector Spdr Tr Communic

ETFs
174K
New
$82.16 - $90.4 $14.3M - $15.7M
174K $15.7M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.65K
New
$201.82 - $234.36 $534K - $621K
2.65K $610K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
10.2K
New
$49.83 - $62.75 $510K - $643K
10.2K $590K
PGR
Progressive Corp

Financial Services
2.32K
New
$209.46 - $259.24 $486K - $601K
2.32K $588K
APH
Amphenol Corp

Technology
8.94K
New
$58.39 - $70.41 $522K - $630K
8.94K $582K
TRV
Travelers Companies, Inc.

Financial Services
2.31K
New
$201.87 - $242.35 $466K - $560K
2.31K $540K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
New
$332.02 - $382.76 $340K - $392K
1.02K $384K
DJP
Barclays Bank PLC

ETFs
9.73K
New
$32.3 - $32.3 $314K - $314K
9.73K $314K
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
New
$191.76 - $263.26 $205K - $282K
1.07K $279K
ORCL
Oracle Corp

Technology
1.41K
New
$125.9 - $170.35 $177K - $240K
1.41K $239K
AFL
Aflac Inc

Financial Services
2K
New
$88.52 - $111.8 $177K - $224K
2K $223K
GLD
Spdr Gold Trust

ETFs
910
New
$215.56 - $246.98 $196K - $225K
910 $221K
XLY
Select Sector Spdr Consumer Di

ETFs
1.04K
New
$170.05 - $200.86 $176K - $208K
1.04K $207K
Global X Fds
9.6K
New
N/A
9.6K $0
Activity Summary
Buys All Purchases 39 New Holdings 17 Increased Positions 22 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mc Elhenny Sheffield Capital Management, LLC Portfolio

Follow Mc Elhenny Sheffield Capital Management, LLC 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 Mc Elhenny Sheffield Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Elhenny Sheffield Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email