Minot Wealth Management LLC Incresed Positions in Q2 2022

Minot Wealth Management LLC

  • $389 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
37.2K
+ 338.33%
$83.49 - $94.64 $3.11M - $3.52M
48.3K $4.4M
LLY
Eli Lilly & CO

Healthcare
9.59K
+ 344.17%
$278.73 - $327.27 $2.67M - $3.14M
12.4K $4.01M
BMY
Bristol Myers Squibb CO

Healthcare
30.9K
+ 119.09%
$72.62 - $79.98 $2.24M - $2.47M
56.8K $4.37M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
56.8K
+ 54.88%
$58.95 - $70.77 $3.35M - $4.02M
160K $9.7M
MCK
Mckesson Corp

Healthcare
4.17K
+ 92.84%
$300.57 - $336.42 $1.25M - $1.4M
8.65K $2.82M
GD
General Dynamics Corp

Industrials
6.83K
+ 197.74%
$209.78 - $247.69 $1.43M - $1.69M
10.3K $2.28M
LMT
Lockheed Martin Corp

Industrials
3.33K
+ 187.6%
$404.01 - $469.19 $1.34M - $1.56M
5.1K $2.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.7K
+ 371.74%
$50.06 - $50.26 $1.23M - $1.24M
31.3K $1.57M
ADM
Archer Daniels Midland CO

Consumer Defensive
17.9K
+ 88.06%
$71.75 - $98.22 $1.29M - $1.76M
38.3K $2.97M
XOM
Exxon Mobil Corp

Energy
10.7K
+ 26.14%
$82.26 - $104.59 $880K - $1.12M
51.6K $4.42M
RTX
Raytheon Technologies Corp

Industrials
7.66K
+ 25.84%
$88.88 - $104.97 $681K - $804K
37.3K $3.59M
DVN
Devon Energy Corp

Energy
14.4K
+ 34.49%
$53.77 - $78.04 $772K - $1.12M
56K $3.09M
BG
Bungeltd

Consumer Defensive
6.29K
+ 277.36%
$87.39 - $126.76 $549K - $797K
8.55K $775K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
21.5K
+ 70.6%
$24.5 - $25.16 $526K - $540K
51.8K $1.28M
AMGN
Amgen Inc

Healthcare
2.03K
+ 79.51%
$230.71 - $256.74 $467K - $520K
4.57K $1.11M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.6K
+ 88.09%
$88.4 - $105.81 $230K - $275K
5.55K $502K
IBM
International Business Machines Corp

Technology
701
+ 9.47%
$125.98 - $142.88 $88.3K - $100K
8.1K $1.14M
DUK
Duke Energy Corp

Utilities
1.71K
+ 38.41%
$97.82 - $115.43 $167K - $197K
6.16K $660K
VGT
Vanguard Information Technolog

ETFs
28
+ 2.49%
$315.97 - $423.43 $8.85K - $11.9K
1.15K $377K
MPC
Marathon Petroleum Corp

Energy
1.84K
+ 43.69%
$82.21 - $113.65 $151K - $209K
6.04K $496K
WM
Waste Management Inc

Industrials
938
+ 25.89%
$140.65 - $169.65 $132K - $159K
4.56K $698K
NVO
Novo Nordisk A S

Healthcare
1.08K
+ 12.07%
$103.24 - $121.81 $111K - $131K
9.98K $1.11M
CVX
Chevron Corp

Energy
3.02K
+ 14.91%
$142.43 - $181.13 $430K - $547K
23.3K $3.37M
AB
Alliancebernstein Holding L.P.

Financial Services
2K
+ 40.0%
$36.55 - $47.99 $73.1K - $96K
7K $291K
C
Citigroup Inc

Financial Services
2.27K
+ 36.55%
$45.69 - $54.09 $104K - $123K
8.49K $391K
JNJ
Johnson & Johnson

Healthcare
223
+ 0.6%
$168.19 - $186.01 $37.5K - $41.5K
37.4K $6.63M
WMT
Walmart Inc.

Consumer Defensive
681
+ 30.19%
$118.29 - $159.87 $80.6K - $109K
2.94K $357K
KO
Coca Cola CO

Consumer Defensive
153
+ 1.77%
$59.07 - $66.21 $9.04K - $10.1K
8.78K $552K
VBR
Vanguard Small Cap Value ETF

ETFs
400
+ 19.02%
$146.67 - $178.24 $58.7K - $71.3K
2.5K $375K
PANW
Palo Alto Networks Inc

Technology
125
+ 10.75%
$436.37 - $629.01 $54.5K - $78.6K
1.29K $636K
EPD
Enterprise Products Partners L.P.

Energy
36
+ 0.35%
$23.45 - $28.47 $844 - $1.02K
10.3K $252K
GWW
W.W. Grainger, Inc.

Industrials
147
+ 10.27%
$442.09 - $527.11 $65K - $77.5K
1.58K $718K
MDLZ
Mondelez International, Inc.

Consumer Defensive
23
+ 0.3%
$58.47 - $66.38 $1.34K - $1.53K
7.79K $484K
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.07%
$158.74 - $219.95 $159 - $220
1.36K $231K
MO
Altria Group, Inc.

Consumer Defensive
501
+ 7.52%
$41.5 - $56.57 $20.8K - $28.3K
7.16K $299K
ADP
Automatic Data Processing Inc

Industrials
51
+ 1.49%
$199.94 - $238.5 $10.2K - $12.2K
3.47K $729K
T
At&T Inc.

Communication Services
808
+ 2.59%
$17.92 - $21.32 $14.5K - $17.2K
32K $671K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
240
+ 2.61%
$99.2 - $114.57 $23.8K - $27.5K
9.44K $960K
AKAM
Akamai Technologies Inc

Technology
200
+ 6.14%
$87.46 - $121.92 $17.5K - $24.4K
3.46K $316K
UPS
United Parcel Service Inc

Industrials
137
+ 4.31%
$167.39 - $206.64 $22.9K - $28.3K
3.31K $605K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.05%
$219.07 - $270.08 $219 - $270
1.94K $439K
VIG
Vanguard Dividend Appreciation

ETFs
185
+ 3.02%
N/A
6.3K $904K
XLE
Energy Sector Spdr

ETFs
209
+ 0.95%
$70.66 - $92.28 $14.8K - $19.3K
22.3K $1.59M
XLV
Select Sector Spdr Fund Health

ETFs
54
+ 0.67%
$119.89 - $142.83 $6.47K - $7.71K
8.07K $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
245
+ 7.12%
$69.84 - $121.86 $17.1K - $29.9K
3.69K $257K
NUE
Nucor Corp

Basic Materials
82
+ 2.02%
$104.41 - $175.59 $8.56K - $14.4K
4.15K $433K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
51
+ 2.03%
$402.57 - $493.76 $20.5K - $25.2K
2.57K $1.06M
UBER
Uber Technologies, Inc

Technology
17
+ 0.12%
$20.46 - $36.51 $348 - $621
14.6K $298K
VO
Vanguard Mid Cap ETF

ETFs
90
+ 1.54%
$190.36 - $240.41 $17.1K - $21.6K
5.95K $1.17M
Activity Summary
Buys All Purchases 72 New Holdings 11 Increased Positions 61 Sells All Sells 109 Reductions 79 Sold out 30 Options Calls 0 Puts 0
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