Surevest, LLC Purchases in Q3 2022

Surevest, LLC

  • $368 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
75.1K
+ 122.65%
$22.11 - $25.24 $1.66M - $1.9M
136K $3.1M
AAPL
Apple Inc.

Technology
8.63K
+ 12.19%
$138.2 - $174.55 $1.19M - $1.51M
79.4K $11M
ILCG
Ishares Morningstar Growth ETF
23.8K
+ 29.01%
N/A
106K $5.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
12.3K
+ 40913.33%
$54.21 - $66.18 $665K - $812K
12.3K $667K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.06K
+ 335.18%
$79.96 - $95.04 $645K - $766K
10.5K $837K
SBUX
Starbucks Corp

Consumer Cyclical
2.82K
+ 10.73%
$77.76 - $92.7 $219K - $262K
29.1K $2.45M
AMZN
Amazon Com Inc

Consumer Cyclical
1.56K
+ 4.02%
$109.22 - $144.78 $170K - $225K
40.2K $4.55M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.74K
+ 10.91%
$112.81 - $168.87 $197K - $294K
17.7K $2.09M
ADP
Automatic Data Processing Inc

Industrials
489
+ 4.04%
$211.07 - $260.94 $103K - $128K
12.6K $2.85M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.15K
+ 9.3%
$69.55 - $102.08 $79.9K - $117K
13.5K $1.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.97K
+ 5.72%
$210.4 - $257.47 $835K - $1.02M
73.3K $15.4M
CMI
Cummins Inc

Industrials
307
+ 1.86%
$194.08 - $232.4 $59.6K - $71.3K
16.8K $3.42M
TWLO
Twilio Inc

Communication Services
4.44K
+ 75.54%
$65.94 - $98.19 $293K - $436K
10.3K $713K
TSLA
Tesla, Inc.

Consumer Cyclical
2.93K
+ 211.79%
$265.25 - $927.96 $776K - $2.72M
4.31K $1.14M
COIN
Coinbase Global, Inc.

Technology
1.59K
+ 42.96%
$49.04 - $98.02 $78.1K - $156K
5.3K $342K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.73K
+ 421.22%
$45.75 - $54.53 $171K - $204K
4.62K $211K
IWM
Ishares Russell 2000 ETF

ETFs
996
+ 121.32%
$164.17 - $201.07 $164K - $200K
1.82K $300K
ADM
Archer Daniels Midland CO

Consumer Defensive
519
+ 1.25%
$71.7 - $91.47 $37.2K - $47.5K
42.1K $3.39M
RBLX
Roblox Corp

Communication Services
2.66K
+ 13.83%
$35.07 - $49.81 $93.2K - $132K
21.9K $784K
OHI
Omega Healthcare Investors Inc

Real Estate
794
+ 0.93%
$28.64 - $33.56 $22.7K - $26.6K
85.9K $2.53M
DOCU
Docusign, Inc.

Technology
3.15K
+ 28.64%
$51.67 - $75.85 $163K - $239K
14.2K $757K
ARCC
Ares Capital Corp

Financial Services
7.07K
New
$16.84 - $20.7 $119K - $146K
7.07K $119K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.79K
+ 8.26%
$50.31 - $61.06 $191K - $232K
49.8K $2.51M
ILCB
Ishares Morningstar U.S. Equit

ETFs
8.31K
+ 7.33%
$49.39 - $59.48 $410K - $494K
122K $6.01M
BX
Blackstone Inc.

Financial Services
2.11K
+ 26.18%
$81.95 - $108.79 $173K - $230K
10.2K $852K
SNOW
Snowflake Inc.

Technology
644
New
$130.12 - $197.98 $83.8K - $127K
644 $109K
CB
Chubb LTD

Financial Services
1.49K
+ 12.91%
$174.74 - $202.41 $261K - $302K
13.1K $2.37M
Wells Fargo CO New
85
+ 5.21%
N/A
1.72K $2.07M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.26K
+ 7.14%
$53.88 - $64.86 $176K - $211K
48.9K $2.63M
COF
Capital One Financial Corp

Financial Services
1.67K
+ 21.92%
$19.08 - $114.76 $31.9K - $192K
9.31K $858K
MAS
Masco Corp

Industrials
2.85K
+ 14.66%
$45.6 - $56.31 $130K - $161K
22.3K $1.04M
ISCB
International Speedway Corp

ETFs
1.94K
+ 8.33%
$42.56 - $52.23 $82.6K - $101K
25.2K $1.08M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4.74K
+ 7.19%
$55.94 - $66.86 $265K - $317K
70.7K $3.96M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
850
New
$37.43 - $52.19 $31.8K - $44.4K
850 $32K
IXUS
Ishares Tr

ETFs
29.6K
+ 12.21%
$50.92 - $60.43 $1.51M - $1.79M
272K $13.8M
ISCG
Ishares Morningstar Small Cap

ETFs
855
+ 12.49%
$34.27 - $42.49 $29.3K - $36.3K
7.7K $267K
DIS
Walt Disney CO

Communication Services
263
+ 1.37%
$91.84 - $124.96 $24.2K - $32.9K
19.5K $1.84M
VUG
Vanguard Growth ETF

ETFs
106
New
$213.95 - $266.28 $22.7K - $28.2K
106 $23K
DVN
Devon Energy Corp

Energy
335
+ 1522.73%
$51.0 - $74.14 $17.1K - $24.8K
357 $21K
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 60.15%
$267.26 - $333.06 $21.4K - $26.6K
213 $57K
BMI
Badger Meter Inc

Technology
3
+ 0.24%
$78.4 - $102.45 $235 - $307
1.26K $116K
VBK
Vanguard Small Cap Growth ETF

ETFs
77
+ 65.25%
$192.77 - $237.17 $14.8K - $18.3K
195 $38K
WFC
Wells Fargo & Company

Financial Services
43
+ 0.37%
$1.55 - $45.53 $66.7 - $1.96K
11.6K $466K
ISCV
Ishares Morningstar Small Cap

ETFs
1.9K
+ 6.83%
$47.53 - $58.2 $90.1K - $110K
29.6K $1.41M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
165
New
$63.63 - $78.91 $10.5K - $13K
165 $12K
Gsk PLC
424
New
N/A
424 $12K
TMO
Thermo Fisher Scientific Inc.

Healthcare
23
+ 460.0%
$507.19 - $604.49 $11.7K - $13.9K
28 $14K
MS
Morgan Stanley

Financial Services
111
+ 37.0%
$21.84 - $90.15 $2.42K - $10K
411 $33K
VHT
Vanguard Health Care ETF

ETFs
45
New
$223.7 - $250.44 $10.1K - $11.3K
45 $10K
Activity Summary
Buys All Purchases 143 New Holdings 22 Increased Positions 121 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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