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
JBGS
Jbg Smith Properties

Real Estate
-15
- 0.04%
$23.05 - $29.55 $346 - $443
35.4K $838K
VXF
Vanguard Extended Market ETF

ETFs
-394
- 10.4%
$126.57 - $168.36 $49.9K - $66.3K
3.4K $445K
NOW
Service Now, Inc.

Technology
-200
- 19.36%
$412.25 - $574.82 $82.5K - $115K
833 $396K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-621
- 19.93%
$194.2 - $261.13 $121K - $162K
2.5K $515K
PEP
Pepsico Inc

Consumer Defensive
-920
- 4.53%
$156.12 - $177.5 $144K - $163K
19.4K $3.23M
TSLA
Tesla, Inc.

Consumer Cyclical
-13
- 3.36%
$628.16 - $1145.45 $8.17K - $14.9K
374 $252K
MMM
3 M CO

Industrials
-651
- 18.45%
$129.41 - $154.23 $84.2K - $100K
2.88K $372K
MCD
Mcdonalds Corp

Consumer Cyclical
-530
- 3.02%
$229.0 - $255.85 $121K - $136K
17K $4.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-925
- 19.89%
$61.48 - $74.59 $56.9K - $69K
3.73K $233K
CCI
Crown Castle International Corp

Real Estate
-359
- 13.08%
$154.99 - $198.02 $55.6K - $71.1K
2.39K $402K
MA
Mastercard Inc

Financial Services
-47
- 2.38%
$308.78 - $378.83 $14.5K - $17.8K
1.93K $609K
VEA
Vanguard Ftse Developed Market

ETFs
-1.17K
- 16.99%
$40.38 - $48.66 $47.1K - $56.8K
5.7K $233K
KMI
Kinder Morgan, Inc.

Energy
-1.9K
- 6.7%
$16.05 - $20.14 $30.5K - $38.3K
26.5K $444K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-900
- 16.51%
$75.68 - $77.74 $68.1K - $70K
4.55K $349K
NSC
Norfolk Southern Corp

Industrials
-19
- 1.96%
$221.47 - $269.82 $4.21K - $5.13K
950 $216K
VTI
Vanguard Total Stock Market Et

ETFs
-46
- 3.22%
$183.02 - $230.52 $8.42K - $10.6K
1.38K $260K
FISV
Fiserv Inc

Technology
-15
- 0.37%
$88.38 - $104.74 $1.33K - $1.57K
4.02K $357K
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.17%
$170.7 - $214.67 $341 - $429
1.2K $211K
PRU
Prudential Financial Inc

Financial Services
-39
- 1.59%
$91.33 - $121.06 $3.56K - $4.72K
2.41K $230K
PWR
Quanta Services, Inc.

Industrials
-4
- 0.04%
$108.76 - $138.91 $435 - $556
8.96K $1.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 0.1%
$572.57 - $743.86 $573 - $744
969 $612K
VZ
Verizon Communications Inc

Communication Services
-378
- 2.87%
$46.23 - $55.01 $17.5K - $20.8K
12.8K $650K
VICI
Vici Properties Inc.

Real Estate
-410
- 4.73%
$26.68 - $32.45 $10.9K - $13.3K
8.26K $246K
PFE
Pfizer Inc

Healthcare
-699
- 1.24%
$46.53 - $55.17 $32.5K - $38.6K
55.6K $2.91M
D
Dominion Energy, Inc

Utilities
-40
- 0.83%
$73.41 - $88.38 $2.94K - $3.54K
4.78K $381K
GIS
General Mills Inc

Consumer Defensive
-250
- 6.87%
$66.13 - $75.45 $16.5K - $18.9K
3.39K $256K
KMB
Kimberly Clark Corp

Consumer Defensive
-12
- 0.51%
$121.65 - $143.48 $1.46K - $1.72K
2.32K $314K
UNH
Unitedhealth Group Inc

Healthcare
-35
- 0.21%
$452.06 - $546.01 $15.8K - $19.1K
16.5K $8.47M
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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