Mv Capital Management, Inc. Purchases in Q3 2024

Mv Capital Management, Inc.

  • $920 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
993
+ 0.37%
$163.84 - $199.33 $163K - $198K
267K $52.6M
AAPL
Apple Inc.

Technology
9.88K
+ 12.39%
$207.23 - $234.82 $2.05M - $2.32M
89.6K $20.9M
ABT
Abbott Laboratories

Healthcare
2.24K
+ 0.79%
$100.07 - $118.13 $224K - $264K
285K $32.4M
GRMN
Garmin LTD

Technology
14.4K
+ 11331.5%
$161.1 - $183.29 $2.32M - $2.64M
14.5K $2.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.1K
+ 3.99%
$96.25 - $101.98 $972K - $1.03M
263K $26.6M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
55.5K
+ 9.78%
$24.34 - $25.83 $1.35M - $1.43M
624K $16M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 66.67%
$610460.0 - $715910.0 $1.22M - $1.43M
5 $3.45M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
47.5K
+ 9.36%
$20.12 - $21.28 $956K - $1.01M
555K $11.8M
IBDV
Ishares Tr

Technology
31.1K
+ 5.57%
$21.11 - $22.24 $657K - $692K
589K $13.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
25.2K
+ 4.69%
$22.51 - $23.57 $567K - $593K
562K $13.2M
MSCI
Msci Inc.

Financial Services
524
+ 13.48%
$479.31 - $584.91 $251K - $306K
4.41K $2.57M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.7K
+ 2.08%
$24.62 - $25.59 $262K - $273K
524K $13.4M
IWM
Ishares Russell 2000 ETF

ETFs
966
+ 3.9%
$200.87 - $224.6 $194K - $217K
25.7K $5.68M
CRM
Salesforce, Inc.

Technology
1.71K
+ 19.96%
$238.42 - $276.53 $407K - $473K
10.3K $2.81M
MA
Mastercard Inc

Financial Services
539
+ 8.65%
$429.6 - $500.99 $232K - $270K
6.77K $3.34M
CNC
Centene Corp

Healthcare
4.29K
+ 15.66%
$64.89 - $80.23 $278K - $344K
31.7K $2.39M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.08K
+ 1.68%
$23.63 - $24.42 $215K - $222K
549K $13.4M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.5K
+ 26.11%
$21.7 - $22.6 $487K - $507K
108K $2.44M
V
Visa Inc.

Financial Services
1.28K
+ 8.05%
$253.74 - $291.56 $325K - $374K
17.2K $4.73M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.44K
+ 2.5%
$79.92 - $88.19 $115K - $127K
59.1K $5.21M
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 7.23%
$145.48 - $167.38 $199K - $228K
20.2K $3.28M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.53K
+ 1.93%
$21.96 - $22.69 $209K - $216K
503K $11.4M
PKG
Packaging Corp Of America

Consumer Cyclical
337
+ 2.69%
$176.32 - $215.7 $59.4K - $72.7K
12.9K $2.77M
CFG
Citizens Financial Group Inc

Financial Services
764
+ 1.14%
$35.24 - $43.24 $26.9K - $33K
68K $2.79M
SYY
Sysco Corp

Consumer Defensive
1.99K
+ 6.18%
$69.16 - $78.98 $138K - $157K
34.2K $2.67M
TJX
Tjx Companies Inc

Consumer Cyclical
1.03K
+ 3.43%
$107.93 - $120.23 $111K - $124K
31.1K $3.66M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.93K
+ 0.88%
$22.55 - $23.1 $111K - $114K
566K $13.1M
ORCL
Oracle Corp

Technology
1.57K
+ 82.2%
$125.9 - $170.35 $197K - $267K
3.47K $591K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.46K
+ 3.35%
$50.85 - $53.88 $125K - $133K
76K $4.08M
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 5.27%
$191.76 - $263.26 $40.1K - $55K
4.18K $1.09M
IWN
Ishares Russell2000 Val ETF

ETFs
888
+ 8.14%
$150.05 - $171.34 $133K - $152K
11.8K $1.97M
JPM
Jpmorgan Chase & CO

Financial Services
286
+ 1.0%
$194.9 - $224.8 $55.7K - $64.3K
29K $6.11M
EXPD
Expeditors International Of Washington Inc

Industrials
992
+ 4.85%
$116.1 - $131.42 $115K - $130K
21.4K $2.82M
IWS
Ishares Russell Midcap Value E

ETFs
1.1K
+ 10.51%
$119.52 - $132.25 $131K - $145K
11.6K $1.53M
PG
Procter & Gamble CO

Consumer Defensive
348
+ 1.41%
$160.76 - $177.82 $55.9K - $61.9K
25.1K $4.35M
AMZN
Amazon Com Inc

Consumer Cyclical
1.84K
+ 15.81%
$161.02 - $200.0 $296K - $368K
13.5K $2.51M
AMGN
Amgen Inc

Healthcare
523
+ 6.5%
$309.38 - $337.38 $162K - $176K
8.57K $2.76M
COST
Costco Wholesale Corp

Consumer Defensive
95
+ 2.26%
$801.83 - $917.05 $76.2K - $87.1K
4.3K $3.81M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.2K
+ 1.78%
$23.75 - $23.75 $243K - $243K
584K $13.9M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.33%
$245.82 - $304.51 $3.2K - $3.96K
3.99K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
79
+ 4.79%
$488.01 - $604.18 $38.6K - $47.7K
1.73K $1.01M
IBM
International Business Machines Corp

Technology
21
+ 0.67%
$175.1 - $223.38 $3.68K - $4.69K
3.13K $692K
META
Meta Platforms, Inc.

Communication Services
25
+ 1.27%
$453.41 - $572.44 $11.3K - $14.3K
1.99K $1.14M
RTX
Raytheon Technologies Corp

Industrials
276
+ 5.52%
$99.55 - $123.34 $27.5K - $34K
5.27K $638K
APP
App Lovin Corp

Technology
791
+ 132.27%
$67.14 - $130.65 $53.1K - $103K
1.39K $181K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
3.66K
+ 5.43%
$21.22 - $22.22 $77.8K - $81.4K
71.1K $1.57M
SHW
Sherwin Williams CO

Basic Materials
45
+ 3.37%
$294.65 - $384.0 $13.3K - $17.3K
1.38K $526K
NEE
Nextera Energy Inc

Utilities
555
+ 10.28%
$69.9 - $84.97 $38.8K - $47.2K
5.95K $503K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
282
+ 3.72%
$105.53 - $118.34 $29.8K - $33.4K
7.87K $920K
Activity Summary
Buys All Purchases 547 New Holdings 86 Increased Positions 461 Sells All Sells 296 Reductions 295 Sold out 1 Options Calls 0 Puts 0
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