Presidio Capital Management, LLC Incresed Positions in Q3 2024

Presidio Capital Management, LLC

  • $155 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.3K
+ 10.27%
$77.02 - $85.06 $2.03M - $2.24M
282K $23.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
47K
+ 16.16%
$32.65 - $36.69 $1.53M - $1.72M
338K $12.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.87K
+ 6.09%
$405.19 - $478.57 $756K - $893K
32.5K $15M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.28K
+ 3.13%
$102.05 - $114.97 $233K - $262K
75.2K $8.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.94K
+ 6.7%
$53.41 - $57.9 $478K - $518K
142K $8.24M
NVDA
Nvidia Corp

Technology
3.15K
+ 24.48%
$98.91 - $134.91 $311K - $424K
16K $1.94M
BX
Blackstone Inc.

Financial Services
703
+ 19.52%
$120.77 - $159.66 $84.9K - $112K
4.3K $658K
COST
Costco Wholesale Corp

Consumer Defensive
214
+ 48.97%
$801.83 - $917.05 $172K - $196K
651 $577K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.51K
+ 30.55%
$50.15 - $51.27 $176K - $180K
15K $769K
UNH
Unitedhealth Group Inc

Healthcare
62
+ 3.65%
$488.01 - $604.18 $30.3K - $37.5K
1.76K $1.03M
MSFT
Microsoft Corp

Technology
290
+ 10.37%
$395.15 - $467.56 $115K - $136K
3.09K $1.33M
META
Meta Platforms, Inc.

Communication Services
46
+ 7.48%
$453.41 - $572.44 $20.9K - $26.3K
661 $378K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.16K
+ 9.85%
$50.61 - $50.96 $58.7K - $59.1K
12.9K $658K
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 2.39%
$245.82 - $304.51 $6.15K - $7.61K
1.07K $325K
JNJ
Johnson & Johnson

Healthcare
61
+ 4.38%
$145.48 - $167.38 $8.87K - $10.2K
1.46K $235K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.12%
$256.4 - $289.78 $256 - $290
864 $245K
GOOGL
Alphabet Inc.

Communication Services
312
+ 10.45%
$148.65 - $191.18 $46.4K - $59.6K
3.3K $546K
GOOG
Alphabet Inc.

Communication Services
171
+ 10.36%
$149.54 - $192.66 $25.6K - $32.9K
1.82K $304K
Activity Summary
Buys All Purchases 32 New Holdings 13 Increased Positions 19 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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