Smith Chas P & Associates Pa Cpas Reduced Holdings in Q3 2024

Smith Chas P & Associates Pa Cpas

  • $1.77 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-14.6K
- 3.83%
$194.9 - $224.8 $2.84M - $3.28M
366K $77.2M
AMGN
Amgen Inc

Healthcare
-2.8K
- 2.46%
$309.38 - $337.38 $866K - $944K
111K $35.7M
SO
Southern CO

Utilities
-1.18K
- 4.19%
$77.0 - $90.52 $91.2K - $107K
27.1K $2.44M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-500
- 1.24%
$111.9 - $124.28 $56K - $62.1K
39.9K $4.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.79K
- 4.16%
$105.53 - $118.34 $400K - $448K
87.1K $10.2M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-4
- 0.01%
$122.74 - $163.95 $491 - $656
27.8K $4.56M
DGRO
Ishares Core Dividend Growth E

ETFs
-11.1K
- 4.58%
$57.47 - $62.76 $637K - $696K
231K $14.5M
PEP
Pepsico Inc

Consumer Defensive
-3.18K
- 1.32%
$161.9 - $179.3 $515K - $571K
238K $40.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-40
- 0.16%
$517.38 - $573.86 $20.7K - $23K
24.4K $14M
NEE
Nextera Energy Inc

Utilities
-5.56K
- 6.31%
$69.9 - $84.97 $389K - $472K
82.5K $6.97M
V
Visa Inc.

Financial Services
-4.93K
- 2.89%
$253.74 - $291.56 $1.25M - $1.44M
166K $45.6M
GD
General Dynamics Corp

Industrials
-1.85K
- 1.56%
$279.51 - $308.09 $518K - $571K
117K $35.3M
PG
Procter & Gamble CO

Consumer Defensive
-4.68K
- 1.76%
$160.76 - $177.82 $753K - $833K
262K $45.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-15.2K
- 1.56%
$32.65 - $36.69 $495K - $557K
956K $34.8M
JNJ
Johnson & Johnson

Healthcare
-3.02K
- 1.15%
$145.48 - $167.38 $439K - $505K
259K $42M
CB
Chubb LTD

Financial Services
-3.6K
- 2.26%
$252.51 - $292.2 $908K - $1.05M
156K $44.9M
UNH
Unitedhealth Group Inc

Healthcare
-2.99K
- 2.98%
$488.01 - $604.18 $1.46M - $1.81M
97.4K $56.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.23K
- 3.39%
$405.19 - $478.57 $2.53M - $2.98M
178K $81.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.45K
- 1.96%
$245.82 - $304.51 $847K - $1.05M
172K $52.4M
AAPL
Apple Inc.

Technology
-14.9K
- 2.86%
$207.23 - $234.82 $3.09M - $3.5M
507K $118M
LMT
Lockheed Martin Corp

Industrials
-2.65K
- 3.14%
$460.3 - $584.56 $1.22M - $1.55M
81.6K $47.7M
HD
Home Depot, Inc.

Consumer Cyclical
-4.85K
- 2.36%
$333.64 - $405.2 $1.62M - $1.96M
201K $81.3M
WMT
Walmart Inc.

Consumer Defensive
-43.2K
- 3.97%
$66.91 - $81.4 $2.89M - $3.52M
1.05M $84.4M
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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