Smith Chas P & Associates Pa Cpas Incresed Positions in Q3 2024

Smith Chas P & Associates Pa Cpas

  • $1.77 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
2.58K
+ 2.44%
$295.44 - $355.81 $761K - $916K
108K $38.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
118
+ 0.09%
$247.34 - $300.11 $29.2K - $35.4K
126K $37.6M
LOW
Lowes Companies Inc

Consumer Cyclical
6.4K
+ 31.71%
$213.3 - $270.78 $1.36M - $1.73M
26.6K $7.2M
HSY
Hershey CO

Consumer Defensive
6.48K
+ 5.38%
$182.45 - $203.25 $1.18M - $1.32M
127K $24.3M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.71K
+ 0.08%
$18.36 - $19.08 $31.3K - $32.6K
2.12M $40.4M
ORCL
Oracle Corp

Technology
339
+ 1.08%
$125.9 - $170.35 $42.7K - $57.7K
31.6K $5.38M
IWM
Ishares Russell 2000 ETF

ETFs
255
+ 1.35%
$200.87 - $224.6 $51.2K - $57.3K
19.2K $4.24M
CAT
Caterpillar Inc

Industrials
775
+ 52.83%
$316.8 - $391.12 $246K - $303K
2.24K $876K
IWR
Ishares Russell Mid Cap ETF

ETFs
286
+ 0.59%
$79.92 - $88.19 $22.9K - $25.2K
49.1K $4.33M
NVDA
Nvidia Corp

Technology
2.57K
+ 15.25%
$98.91 - $134.91 $254K - $346K
19.4K $2.35M
WM
Waste Management Inc

Industrials
1.05K
+ 60.82%
$196.96 - $223.45 $206K - $234K
2.77K $575K
RTX
Raytheon Technologies Corp

Industrials
267
+ 4.1%
$99.55 - $123.34 $26.6K - $32.9K
6.78K $820K
CL
Colgate Palmolive CO

Consumer Defensive
323
+ 1.78%
$95.54 - $108.77 $30.9K - $35.1K
18.5K $1.92M
XOM
Exxon Mobil Corp

Energy
714
+ 2.24%
$109.72 - $119.0 $78.3K - $85K
32.6K $3.82M
DUK
Duke Energy Corp

Utilities
557
+ 10.45%
$99.35 - $117.71 $55.3K - $65.6K
5.89K $679K
ABBV
Abb Vie Inc.

Healthcare
136
+ 3.05%
$163.84 - $199.33 $22.3K - $27.1K
4.59K $907K
IBM
International Business Machines Corp

Technology
137
+ 6.44%
$175.1 - $223.38 $24K - $30.6K
2.26K $500K
VB
Vanguard Small Cap ETF

ETFs
200
+ 5.06%
$214.77 - $237.72 $43K - $47.5K
4.15K $984K
TFC
Truist Financial Corp

Financial Services
307
+ 1.14%
$38.22 - $44.94 $11.7K - $13.8K
27.2K $1.16M
CW
Curtiss Wright Corp

Industrials
1
+ 0.05%
$265.18 - $332.22 $265 - $332
1.94K $638K
VZ
Verizon Communications Inc

Communication Services
754
+ 3.56%
$38.89 - $45.0 $29.3K - $33.9K
21.9K $984K
MMM
3 M CO

Industrials
7
+ 0.23%
$99.69 - $139.42 $698 - $976
3.09K $422K
PAYX
Paychex Inc

Industrials
348
+ 11.49%
$116.17 - $135.19 $40.4K - $47K
3.38K $453K
PM
Philip Morris International Inc.

Consumer Defensive
10
+ 0.24%
$101.25 - $127.45 $1.01K - $1.27K
4.09K $496K
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.99%
$191.76 - $263.26 $2.3K - $3.16K
1.22K $319K
CLX
Clorox CO

Consumer Defensive
200
+ 11.81%
$131.73 - $166.97 $26.3K - $33.4K
1.89K $308K
UNP
Union Pacific Corp

Industrials
187
+ 13.41%
$221.78 - $256.09 $41.5K - $47.9K
1.58K $389K
XLF
Financial Sector Spdr

ETFs
629
+ 7.16%
$40.84 - $45.74 $25.7K - $28.8K
9.42K $426K
GS
Goldman Sachs Group Inc

Financial Services
22
+ 1.78%
$459.02 - $510.25 $10.1K - $11.2K
1.26K $621K
AVGO
Broadcom Inc.

Technology
3.8K
+ 914.7%
$136.27 - $1745.86 $517K - $6.63M
4.21K $726K
DVY
Ishares Tr

ETFs
40
+ 1.08%
$119.99 - $135.74 $4.8K - $5.43K
3.74K $505K
AXP
American Express CO

Financial Services
70
+ 8.01%
$225.92 - $271.17 $15.8K - $19K
944 $255K
NSC
Norfolk Southern Corp

Industrials
14
+ 1.09%
$213.75 - $259.69 $2.99K - $3.64K
1.3K $322K
RSP
Invesco S&P 500 Equal Weight E

ETFs
12
+ 0.57%
$162.83 - $179.16 $1.95K - $2.15K
2.12K $379K
CWB
Spdr Bloomberg Convertible Sec

ETFs
144
+ 3.57%
$71.19 - $76.59 $10.3K - $11K
4.18K $319K
VUG
Vanguard Growth ETF

ETFs
35
+ 5.65%
$341.08 - $391.94 $11.9K - $13.7K
655 $251K
XLK
Technology Sector Spdr

ETFs
50
+ 2.67%
$197.34 - $237.68 $9.87K - $11.9K
1.93K $434K
XLP
Consumer Staples Sector Spdr

ETFs
106
+ 2.27%
$76.04 - $76.04 $8.06K - $8.06K
4.77K $362K
BAC
Bank Of America Corp

Financial Services
40
+ 0.39%
$36.65 - $44.13 $1.47K - $1.77K
10.3K $409K
DIS
Walt Disney CO

Communication Services
156
+ 2.93%
$85.6 - $98.61 $13.4K - $15.4K
5.48K $526K
HON
Honeywell International Inc

Industrials
5
+ 0.3%
$196.73 - $220.21 $984 - $1.1K
1.66K $342K
CVX
Chevron Corp

Energy
832
+ 5.42%
$137.88 - $161.97 $115K - $135K
16.2K $2.38M
LLY
Eli Lilly & CO

Healthcare
8
+ 0.52%
$772.14 - $960.02 $6.18K - $7.68K
1.54K $1.37M
ADBE
Adobe Inc.

Technology
32
+ 2.52%
$508.13 - $586.55 $16.3K - $18.8K
1.3K $673K
AMZN
Amazon Com Inc

Consumer Cyclical
116
+ 0.47%
$161.02 - $200.0 $18.7K - $23.2K
24.8K $4.62M
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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