Reston Wealth Management LLC Purchases in Q3 2024

Reston Wealth Management LLC

  • $275 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
9
New
$88.52 - $111.8 $797 - $1.01K
9 $1K
GMAB
Genmab A/S

Healthcare
54
New
$23.84 - $28.48 $1.29K - $1.54K
54 $1K
AKAM
Akamai Technologies Inc

Technology
21
New
N/A
21 $1K
OMC
Omnicom Group Inc.

Communication Services
16
New
$87.69 - $103.9 $1.4K - $1.66K
16 $1K
ED
Consolidated Edison Inc

Utilities
15
New
$88.42 - $104.97 $1.33K - $1.57K
15 $1K
CLX
Clorox CO

Consumer Defensive
4
New
$131.73 - $166.97 $527 - $668
4 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
New
$210.25 - $231.86 $841 - $927
4 $0
Brookfield Asset Managmt LTD
276
New
N/A
276 $0
Knife River Corp
12
New
N/A
12 $0
CMI
Cummins Inc

Industrials
3
New
$266.63 - $326.4 $800 - $979
3 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
0
New
$104.47 - $116.17 $0 - $0
0 $0
ETN
Eaton Corp PLC

Industrials
2
New
$272.52 - $333.02 $545 - $666
2 $0
LRN
Stride, Inc.

Consumer Defensive
11
New
$66.21 - $85.31 $728 - $938
11 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
96
New
$6.71 - $8.78 $644 - $843
96 $0
UDR
Udr, Inc.

Real Estate
4
New
$39.96 - $47.13 $160 - $189
4 $0
Linde PLC
160
New
N/A
160 $0
ROL
Rollins Inc

Consumer Cyclical
6
New
$45.93 - $51.4 $276 - $308
6 $0
Ge Vernova Inc
27
New
N/A
27 $0
XYL
Xylem Inc.

Industrials
2
New
$126.14 - $141.53 $252 - $283
2 $0
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1
New
$22.61 - $22.79 $22.6 - $22.8
1 $0
SWKS
Skyworks Solutions, Inc.

Technology
10
New
$96.22 - $120.68 $962 - $1.21K
10 $0
MNST
Monster Beverage Corp

Consumer Defensive
2
New
$45.01 - $52.47 $90 - $105
2 $0
MMM
3 M CO

Industrials
4
New
$99.69 - $139.42 $399 - $558
4 $0
RIO
Rio Tinto PLC

Basic Materials
1
New
$59.71 - $71.21 $59.7 - $71.2
1 $0
IQV
Iqvia Holdings Inc.

Healthcare
1
New
$206.81 - $251.55 $207 - $252
1 $0
USEP
Innovator U.S. Equity Ultra Bu
2.68K
New
N/A
2.68K $0
FIS
Fidelity National Information Services, Inc.

Technology
8
New
$72.8 - $85.04 $582 - $680
8 $0
CCI
Crown Castle International Corp

Real Estate
3
New
$95.29 - $120.24 $286 - $361
3 $0
ADM
Archer Daniels Midland CO

Consumer Defensive
6
New
$57.96 - $65.72 $348 - $394
6 $0
AME
Ametek Inc

Industrials
3
New
$152.74 - $176.01 $458 - $528
3 $0
ZTS
Zoetis Inc.

Healthcare
3
New
$172.58 - $196.48 $518 - $589
3 $0
IRM
Iron Mountain Inc

Real Estate
3
New
$89.69 - $119.32 $269 - $358
3 $0
NIO
Nio Inc.

Consumer Cyclical
15
New
$3.67 - $6.68 $55.1 - $100
15 $0
Veralto Corp
39
New
N/A
39 $0
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
0
New
$82.38 - $93.84 $0 - $0
0 $0
YUM
Yum Brands Inc

Consumer Cyclical
5
New
$125.95 - $139.96 $630 - $700
5 $0
BIBL
Northern Lts Fd Tr Iv

ETFs
2
New
$36.61 - $40.67 $73.2 - $81.3
2 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
New
$46.9 - $51.96 $46.9 - $52
1 $0
Ge Healthcare Technologies I
107
New
N/A
107 $0
USA
Liberty All Star Equity Fund

Financial Services
36
New
$6.43 - $7.14 $231 - $257
36 $0
IBM
International Business Machines Corp

Technology
4
New
$175.1 - $223.38 $700 - $894
4 $0
AVB
Avalonbay Communities Inc

Real Estate
2
New
$200.95 - $234.65 $402 - $469
2 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$277.16 - $333.3 $277 - $333
1 $0
BK
Bank Of New York Mellon Corp

Financial Services
4
New
$59.54 - $72.17 $238 - $289
4 $0
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
2
New
$17.93 - $18.61 $35.9 - $37.2
2 $0
ETR
Entergy Corp

Utilities
3
New
$104.75 - $131.61 $314 - $395
3 $0
MO
Altria Group, Inc.

Consumer Defensive
1
New
$45.95 - $54.71 $46 - $54.7
1 $0
Brookfield Corp
239
New
N/A
239 $0
FCX
Freeport Mcmoran Inc

Basic Materials
18
New
$39.52 - $51.92 $711 - $935
18 $0
Activity Summary
Buys All Purchases 435 New Holdings 401 Increased Positions 34 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Reston Wealth Management LLC Portfolio

Follow Reston Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Reston Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reston Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email