Smith Chas P & Associates Pa Cpas Purchases in Q4 2024

Smith Chas P & Associates Pa Cpas

  • $1.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
47.1K
+ 63.62%
$253.56 - $278.5 $12M - $13.1M
121K $30.7M
ADP
Automatic Data Processing Inc

Industrials
22.4K
+ 27.8%
$280.08 - $307.97 $6.27M - $6.89M
103K $30.1M
JBT
John Bean Technologies Corp

Industrials
17.5K
New
$94.76 - $131.66 $1.66M - $2.3M
17.5K $2.22M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.67K
+ 1.3%
$198.04 - $221.51 $330K - $369K
130K $27.3M
ACN
Accenture PLC

Technology
4.92K
+ 4.54%
$343.9 - $376.86 $1.69M - $1.85M
113K $39.8M
AMZN
Amazon Com Inc

Consumer Cyclical
382
+ 1.54%
$180.88 - $232.93 $69.1K - $89K
25.2K $5.52M
DGRO
Ishares Core Dividend Growth E

ETFs
17K
+ 7.34%
$60.73 - $64.94 $1.03M - $1.1M
248K $15.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 8.33%
$664750.0 - $724132.5 $665K - $724K
13 $8.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
58
+ 0.24%
$567.81 - $607.81 $32.9K - $35.3K
24.5K $14.4M
NFLX
Netflix Inc

Communication Services
358
New
$687.65 - $936.56 $246K - $335K
358 $319K
LNC
Lincoln National Corp

Financial Services
7.48K
New
$30.46 - $36.84 $228K - $276K
7.48K $237K
FQAL
Fidelity Covington Tr Quality

ETFs
1.55K
+ 0.66%
$64.43 - $68.47 $99.9K - $106K
236K $15.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.96K
New
$100.18 - $109.1 $196K - $214K
1.96K $205K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
7.93K
New
$19.44 - $28.35 $154K - $225K
7.93K $204K
ENB
Enbridge Inc

Energy
4.81K
New
$40.4 - $43.92 $194K - $211K
4.81K $203K
GLW
Corning Inc

Technology
4.25K
New
$44.11 - $49.76 $187K - $211K
4.25K $201K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
19.3K
+ 2.02%
$35.45 - $40.33 $684K - $778K
976K $35M
META
Meta Platforms, Inc.

Communication Services
214
+ 9.78%
$554.08 - $632.68 $119K - $135K
2.4K $1.42M
MO
Altria Group, Inc.

Consumer Defensive
2.52K
+ 52.36%
$49.06 - $57.74 $124K - $146K
7.34K $383K
ADBE
Adobe Inc.

Technology
500
+ 38.46%
$437.39 - $552.96 $219K - $276K
1.8K $800K
T
At&T Inc.

Communication Services
4.08K
+ 15.96%
$21.22 - $23.88 $86.6K - $97.5K
29.7K $675K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.1K
+ 337.93%
$25.93 - $105.3 $417K - $1.69M
20.8K $580K
XLE
Energy Sector Spdr

ETFs
1.25K
+ 10.67%
$83.32 - $97.27 $104K - $122K
13K $1.11M
VTI
Vanguard Total Stock Market Et

ETFs
137
+ 4.51%
$280.04 - $302.45 $38.4K - $41.4K
3.18K $920K
CW
Curtiss Wright Corp

Industrials
2
+ 0.1%
$335.08 - $389.49 $670 - $779
1.94K $689K
WM
Waste Management Inc

Industrials
320
+ 11.55%
$201.79 - $228.46 $64.6K - $73.1K
3.09K $623K
CVX
Chevron Corp

Energy
543
+ 3.36%
$141.15 - $162.53 $76.6K - $88.3K
16.7K $2.42M
HON
Honeywell International Inc

Industrials
6
+ 0.36%
$202.84 - $236.0 $1.22K - $1.42K
1.66K $375K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.17%
$170.03 - $192.78 $340 - $386
1.21K $223K
DE
Deere & CO

Industrials
15
+ 1.5%
$389.45 - $466.0 $5.84K - $6.99K
1.02K $430K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.06K
+ 200.0%
$22.01 - $66.82 $155K - $472K
10.6K $240K
Blackrock Inc
228
New
N/A
228 $0
DUK
Duke Energy Corp

Utilities
1
+ 0.02%
$105.76 - $120.76 $106 - $121
5.89K $634K
VZ
Verizon Communications Inc

Communication Services
1.56K
+ 7.13%
$39.6 - $45.21 $61.9K - $70.7K
23.5K $939K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
39K
+ 1.84%
$18.62 - $19.05 $727K - $744K
2.16M $40.4M
KO
Coca Cola CO

Consumer Defensive
642
+ 3.03%
$61.74 - $71.71 $39.6K - $46K
21.8K $1.36M
SO
Southern CO

Utilities
216
+ 0.8%
$81.5 - $94.15 $17.6K - $20.3K
27.3K $2.24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37
+ 0.09%
$58.88 - $64.8 $2.18K - $2.4K
40.4K $2.38M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.9K
+ 1.51%
$285.5 - $335.62 $543K - $638K
128K $37.2M
PG
Procter & Gamble CO

Consumer Defensive
1.05K
+ 0.4%
$161.05 - $179.7 $169K - $189K
263K $44.1M
MSFT
Microsoft Corp

Technology
1.22K
+ 0.59%
$406.35 - $454.46 $494K - $552K
206K $86.8M
CB
Chubb LTD

Financial Services
1.47K
+ 0.94%
$271.57 - $301.89 $399K - $444K
157K $43.4M
MCD
Mcdonalds Corp

Consumer Cyclical
2.59K
+ 1.5%
$288.47 - $316.54 $747K - $820K
175K $50.7M
GD
General Dynamics Corp

Industrials
1.55K
+ 1.32%
$260.28 - $314.03 $402K - $485K
118K $31.2M
AMGN
Amgen Inc

Healthcare
666
+ 0.6%
$258.78 - $328.31 $172K - $219K
112K $29.1M
UNH
Unitedhealth Group Inc

Healthcare
376
+ 0.39%
$485.52 - $625.25 $183K - $235K
97.7K $49.4M
LMT
Lockheed Martin Corp

Industrials
926
+ 1.13%
$479.66 - $614.62 $444K - $569K
82.5K $40.1M
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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