Select Asset Management & Trust Incresed Positions in Q3 2024

Select Asset Management & Trust

  • $272 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
8.62K
+ 8.27%
$517.38 - $573.86 $4.46M - $4.95M
113K $64.8M
VIG
Vanguard Dividend Appreciation

ETFs
25.9K
+ 29.82%
$182.15 - $182.15 $4.72M - $4.72M
113K $22.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
559
+ 0.69%
$386.81 - $423.12 $216K - $237K
81.8K $34.6M
MGV
Vanguard Mega Cap Value

ETFs
8.18K
+ 10.26%
$118.0 - $128.28 $965K - $1.05M
87.9K $11.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.28K
+ 2.4%
$117.9 - $128.2 $386K - $420K
140K $17.9M
AMZN
Amazon Com Inc

Consumer Cyclical
6.11K
+ 182.79%
$161.02 - $200.0 $983K - $1.22M
9.45K $1.76M
AAPL
Apple Inc.

Technology
1.61K
+ 9.15%
$207.23 - $234.82 $334K - $378K
19.2K $4.48M
XOM
Exxon Mobil Corp

Energy
5.37K
+ 65.74%
$109.72 - $119.0 $589K - $639K
13.5K $1.59M
PFE
Pfizer Inc

Healthcare
15.2K
+ 46.09%
$27.7 - $31.39 $420K - $476K
48.1K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
1.83K
+ 20.61%
$194.9 - $224.8 $356K - $410K
10.7K $2.25M
NVDA
Nvidia Corp

Technology
2.61K
+ 133.04%
$98.91 - $134.91 $258K - $352K
4.57K $555K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.04%
$405.19 - $478.57 $810 - $957
5.45K $2.51M
CVX
Chevron Corp

Energy
1.17K
+ 34.03%
$137.88 - $161.97 $162K - $190K
4.62K $680K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
102
+ 4.32%
$475.2 - $527.7 $48.5K - $53.8K
2.46K $1.3M
META
Meta Platforms, Inc.

Communication Services
10
+ 0.67%
$453.41 - $572.44 $4.53K - $5.72K
1.5K $857K
Heineken Holding Ord Eur1.6
131
+ 2.97%
N/A
4.55K $344K
GOOGL
Alphabet Inc.

Communication Services
76
+ 4.92%
$148.65 - $191.18 $11.3K - $14.5K
1.62K $269K
MSFT
Microsoft Corp

Technology
11
+ 0.14%
$395.15 - $467.56 $4.35K - $5.14K
8.13K $3.5M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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