Sendero Wealth Management, LLC Incresed Positions in Q3 2024

Sendero Wealth Management, LLC

  • $615 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
10.6K
+ 2.03%
$255.18 - $283.2 $2.7M - $3M
530K $150M
META
Meta Platforms, Inc.

Communication Services
2.78K
+ 15.57%
$453.41 - $572.44 $1.26M - $1.59M
20.6K $11.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
875
+ 0.37%
$113.41 - $125.62 $99.2K - $110K
238K $29.8M
AAPL
Apple Inc.

Technology
1.24K
+ 1.98%
$207.23 - $234.82 $258K - $292K
64K $14.9M
DE
Deere & CO

Industrials
1.93K
+ 10.86%
$344.84 - $418.0 $664K - $805K
19.7K $8.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
168K
+ 84.5%
$6.71 - $8.78 $1.13M - $1.48M
367K $3.03M
FCNCA
First Citizens Bancshares Inc

Financial Services
432
+ 10.26%
$1685.92 - $2128.51 $728K - $920K
4.64K $8.54M
LAD
Lithia Motors Inc

Consumer Cyclical
2.23K
+ 20.67%
$243.05 - $320.83 $543K - $716K
13K $4.14M
CRM
Salesforce, Inc.

Technology
3.74K
+ 19.75%
$238.42 - $276.53 $891K - $1.03M
22.7K $6.2M
IQV
Iqvia Holdings Inc.

Healthcare
1.9K
+ 5.55%
$206.81 - $251.55 $393K - $477K
36.1K $8.54M
CNC
Centene Corp

Healthcare
9.08K
+ 16.98%
$64.89 - $80.23 $589K - $728K
62.5K $4.71M
ANET
Arista Networks, Inc.

Technology
723
+ 2.73%
$311.42 - $388.21 $225K - $281K
27.2K $10.5M
COF
Capital One Financial Corp

Financial Services
3.85K
+ 8.26%
$131.42 - $153.05 $506K - $590K
50.5K $7.57M
ABT
Abbott Laboratories

Healthcare
8.47K
+ 101.28%
$100.07 - $118.13 $847K - $1M
16.8K $1.92M
COP
Conocophillips

Energy
14.4K
+ 19.33%
$102.3 - $116.61 $1.47M - $1.68M
88.7K $9.34M
FTNT
Fortinet, Inc.

Technology
1.1K
+ 2.76%
$55.39 - $77.55 $60.9K - $85.2K
40.8K $3.17M
WTW
Willis Towers Watson PLC

Financial Services
867
+ 5.45%
$257.34 - $294.53 $223K - $255K
16.8K $4.94M
PSX
Phillips 66

Energy
8.1K
+ 24.99%
$125.0 - $147.17 $1.01M - $1.19M
40.5K $5.32M
DT
Dynatrace, Inc.

Technology
8.3K
+ 29.29%
$40.49 - $53.47 $336K - $444K
36.6K $1.96M
BC
Brunswick Corp

Consumer Cyclical
2.95K
+ 8.27%
$69.46 - $84.53 $205K - $249K
38.5K $3.23M
V
Visa Inc.

Financial Services
1.41K
+ 8.6%
$253.74 - $291.56 $359K - $412K
17.8K $4.91M
MA
Mastercard Inc

Financial Services
111
+ 2.53%
$429.6 - $500.99 $47.7K - $55.6K
4.51K $2.22M
WDAY
Workday, Inc.

Technology
872
+ 26.2%
$207.75 - $264.68 $181K - $231K
4.2K $1.03M
FISV
Fiserv Inc

Technology
1.86K
+ 4.18%
N/A
46.3K $5.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
338
+ 3.66%
$332.02 - $382.76 $112K - $129K
9.57K $3.59M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 1.39%
$488.01 - $604.18 $18.1K - $22.4K
2.69K $1.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.29K
+ 29.06%
$105.53 - $118.34 $136K - $153K
5.73K $670K
UBER
Uber Technologies, Inc

Technology
1.13K
+ 2.71%
$58.48 - $77.47 $66.3K - $87.8K
43K $3.23M
ARW
Arrow Electronics Inc

Technology
804
+ 18.68%
$117.29 - $135.1 $94.3K - $109K
5.11K $678K
NVDA
Nvidia Corp

Technology
3.51K
+ 2.64%
$98.91 - $134.91 $347K - $473K
136K $16.6M
AMD
Advanced Micro Devices Inc

Technology
572
+ 2.76%
$128.67 - $183.96 $73.6K - $105K
21.3K $3.49M
AIG
American International Group, Inc.

Financial Services
1.83K
+ 5.61%
$70.16 - $79.23 $128K - $145K
34.5K $2.52M
WWD
Woodward, Inc.

Industrials
639
+ 14.67%
$151.73 - $187.23 $97K - $120K
4.99K $856K
CMCSA
Comcast Corp

Communication Services
405
+ 1.45%
$37.33 - $41.78 $15.1K - $16.9K
28.3K $1.18M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
615
+ 2.24%
$28.08 - $32.61 $17.3K - $20.1K
28K $887K
CNM
Core & Main, Inc.

Industrials
2.59K
+ 21.67%
$38.0 - $54.22 $98.3K - $140K
14.5K $645K
ADSK
Autodesk, Inc.

Technology
321
+ 2.74%
$245.83 - $245.83 $78.9K - $78.9K
12K $2.96M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.11%
$66.91 - $81.4 $335 - $407
4.47K $361K
DFS
Discover Financial Services

Financial Services
147
+ 6.87%
$123.41 - $144.72 $18.1K - $21.3K
2.29K $320K
SEE
Sealed Air Corp

Consumer Cyclical
550
+ 7.18%
$32.27 - $38.05 $17.7K - $20.9K
8.22K $298K
EPD
Enterprise Products Partners L.P.

Energy
827
+ 9.88%
$27.88 - $30.0 $23.1K - $24.8K
9.2K $267K
AVGO
Broadcom Inc.

Technology
1.63K
+ 900.0%
$136.27 - $1745.86 $222K - $2.84M
1.81K $312K
EOG
Eog Resources Inc

Energy
160
+ 7.22%
$117.9 - $132.65 $18.9K - $21.2K
2.38K $291K
GM
General Motors CO

Consumer Cyclical
530
+ 6.98%
$39.95 - $49.9 $21.2K - $26.4K
8.12K $364K
Ge Vernova Inc
2.61K
+ 43.73%
N/A
8.59K $0
2023 ETF Series Trust
22.9K
+ 5.03%
N/A
478K $0
SHEL
Shell PLC

Energy
1.92K
+ 8.99%
$65.65 - $73.28 $126K - $140K
23.2K $1.53M
WFC
Wells Fargo & Company

Financial Services
866
+ 4.16%
$51.58 - $60.97 $44.7K - $52.8K
21.7K $1.22M
MRK
Merck & Co., Inc.

Healthcare
188
+ 4.23%
$111.15 - $128.97 $20.9K - $24.2K
4.64K $526K
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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