Minot Wealth Management LLC Reduced Holdings in Q2 2022

Minot Wealth Management LLC

  • $389 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.77K
- 11.11%
$151.59 - $273.6 $571K - $1.03M
30.1K $4.57M
AMAT
Applied Materials Inc

Technology
-20.9K
- 53.23%
$89.59 - $129.44 $1.87M - $2.71M
18.4K $1.67M
ACN
Accenture PLC

Technology
-3.11K
- 10.04%
$270.9 - $344.47 $844K - $1.07M
27.9K $7.75M
TGT
Target Corp

Consumer Defensive
-4.59K
- 15.83%
$139.3 - $249.32 $640K - $1.15M
24.4K $3.45M
NKE
Nike, Inc.

Consumer Cyclical
-17.7K
- 69.72%
$102.2 - $137.05 $1.81M - $2.42M
7.68K $784K
AVGO
Broadcom Inc.

Technology
-269
- 1.91%
$485.81 - $634.85 $131K - $171K
13.8K $6.72M
QCOM
Qualcomm Inc

Technology
-8.4K
- 19.56%
$120.09 - $153.81 $1.01M - $1.29M
34.5K $4.41M
MDT
Medtronic PLC

Healthcare
-14.8K
- 39.41%
$87.4 - $113.09 $1.29M - $1.68M
22.8K $2.04M
ROK
Rockwell Automation, Inc

Industrials
-6.75K
- 72.32%
$191.09 - $284.48 $1.29M - $1.92M
2.58K $515K
HON
Honeywell International Inc

Industrials
-7.31K
- 31.57%
$173.2 - $205.85 $1.27M - $1.5M
15.8K $2.75M
NEE
Nextera Energy Inc

Utilities
-14.4K
- 26.86%
$68.51 - $87.08 $985K - $1.25M
39.2K $3.03M
ICE
Intercontinental Exchange, Inc.

Financial Services
-9.66K
- 63.62%
$90.33 - $132.7 $873K - $1.28M
5.52K $519K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-28.1K
- 65.23%
$45.82 - $49.76 $1.29M - $1.4M
15K $698K
ADBE
Adobe Inc.

Technology
-2.2K
- 32.44%
$360.79 - $468.81 $794K - $1.03M
4.59K $1.68M
DHR
Danaher Corp

Healthcare
-1.63K
- 6.69%
$237.11 - $299.66 $387K - $490K
22.8K $5.78M
ANET
Arista Networks, Inc.

Technology
-3
- 0.01%
$90.42 - $142.75 $271 - $428
30.2K $2.84M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.24K
- 11.18%
$171.61 - $208.74 $557K - $677K
25.8K $4.5M
V
Visa Inc.

Financial Services
-2.67K
- 9.19%
$189.05 - $227.74 $505K - $609K
26.4K $5.2M
JPM
Jpmorgan Chase & CO

Financial Services
-6.22K
- 27.86%
$112.61 - $135.91 $700K - $845K
16.1K $1.81M
TXN
Texas Instruments Inc

Technology
-522
- 1.36%
$150.2 - $182.71 $78.4K - $95.4K
37.7K $5.8M
COST
Costco Wholesale Corp

Consumer Defensive
-290
- 2.84%
$416.43 - $608.05 $121K - $176K
9.93K $4.76M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-23.6K
- 55.8%
$41.69 - $44.58 $983K - $1.05M
18.7K $788K
GS
Goldman Sachs Group Inc

Financial Services
-2.87K
- 75.01%
$279.79 - $341.06 $802K - $977K
955 $284K
NWL
Newell Brands Inc.

Consumer Defensive
-43.9K
- 77.34%
$17.86 - $24.26 $784K - $1.07M
12.9K $245K
INTU
Intuit Inc

Technology
-1.43K
- 38.55%
$353.31 - $505.65 $507K - $725K
2.29K $881K
ABT
Abbott Laboratories

Healthcare
-2.96K
- 4.99%
$102.07 - $123.37 $302K - $365K
56.3K $6.12M
SBUX
Starbucks Corp

Consumer Cyclical
-8.98K
- 67.74%
$69.9 - $91.49 $627K - $821K
4.28K $327K
CSCO
Cisco Systems, Inc.

Technology
-6.23K
- 16.81%
$41.72 - $55.87 $260K - $348K
30.8K $1.31M
RIO
Rio Tinto PLC

Basic Materials
-7.43K
- 55.78%
$60.81 - $82.68 $452K - $614K
5.89K $359K
PAYX
Paychex Inc

Industrials
-333
- 1.18%
$113.0 - $141.23 $37.6K - $47K
27.8K $3.17M
ABBV
Abb Vie Inc.

Healthcare
-447
- 0.68%
$137.62 - $174.96 $61.5K - $78.2K
65.7K $10.1M
BEP
Brookfield Renewable Partners L.P.

Utilities
-700
- 0.7%
$33.39 - $40.97 $23.4K - $28.7K
99.4K $3.46M
CMCSA
Comcast Corp

Communication Services
-11.3K
- 58.72%
$37.91 - $48.11 $429K - $545K
7.96K $312K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-16.1K
- 40.13%
$26.53 - $30.53 $427K - $491K
24K $648K
INTC
Intel Corp

Technology
-5.28K
- 19.27%
$36.97 - $49.2 $195K - $260K
22.1K $828K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 0.26%
$337.07 - $419.85 $5.06K - $6.3K
5.79K $2.01M
TJX
Tjx Companies Inc

Consumer Cyclical
-6.54K
- 34.83%
$54.99 - $66.78 $360K - $437K
12.2K $684K
IVV
Ishares Core S&P 500 ETF

ETFs
-585
- 21.6%
$366.99 - $458.8 $215K - $268K
2.12K $805K
UNP
Union Pacific Corp

Industrials
-17
- 0.24%
$206.45 - $259.96 $3.51K - $4.42K
6.94K $1.48M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.4K
- 12.63%
$63.06 - $78.0 $151K - $187K
16.6K $1.07M
ITW
Illinois Tool Works Inc

Industrials
-1.61K
- 51.67%
$178.25 - $213.01 $287K - $343K
1.51K $274K
BAC
Bank Of America Corp

Financial Services
-2.56K
- 9.25%
$31.13 - $40.9 $79.7K - $105K
25.1K $781K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-2.45K
- 1.09%
$17.94 - $19.65 $43.9K - $48K
221K $3.97M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-401
- 0.97%
$66.73 - $79.1 $26.8K - $31.7K
41K $2.88M
CRM
Salesforce, Inc.

Technology
-862
- 28.94%
$155.6 - $218.85 $134K - $189K
2.12K $349K
PG
Procter & Gamble CO

Consumer Defensive
-283
- 1.09%
$132.36 - $163.65 $37.5K - $46.3K
25.8K $3.71M
FRG
Franchise Group, Inc.

Consumer Cyclical
-2.1K
- 7.5%
$35.07 - $43.58 $73.6K - $91.5K
25.9K $908K
META
Meta Platforms, Inc.

Communication Services
-325
- 13.01%
$155.85 - $233.89 $50.7K - $76K
2.17K $351K
GLD
Spdr Gold Trust

ETFs
-146
- 0.99%
$168.46 - $184.65 $24.6K - $27K
14.6K $2.46M
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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