Surevest, LLC New Holdings in Q3 2022

Surevest, LLC

  • $368 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
7.07K
New
$16.84 - $20.7 $119K - $146K
7.07K $119K
SNOW
Snowflake Inc.

Technology
644
New
$130.12 - $197.98 $83.8K - $127K
644 $109K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
850
New
$37.43 - $52.19 $31.8K - $44.4K
850 $32K
VUG
Vanguard Growth ETF

ETFs
106
New
$213.95 - $266.28 $22.7K - $28.2K
106 $23K
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
VHT
Vanguard Health Care ETF

ETFs
45
New
$223.7 - $250.44 $10.1K - $11.3K
45 $10K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
159
New
$48.3 - $59.56 $7.68K - $9.47K
159 $8K
PCH
Potlatchdeltic Corp

Real Estate
114
New
$39.5 - $49.69 $4.5K - $5.66K
114 $5K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
200
New
$23.04 - $53.09 $4.61K - $10.6K
200 $5K
ACI
Albertsons Companies, Inc.

Consumer Defensive
152
New
$24.66 - $29.71 $3.75K - $4.52K
152 $4K
EFG
Msci Eafe Growth ETF

ETFs
55
New
$71.9 - $88.11 $3.95K - $4.85K
55 $4K
HLN
Haleon PLC

Healthcare
448
New
$5.63 - $7.5 $2.52K - $3.36K
448 $3K
PGR
Progressive Corp

Financial Services
20
New
$110.29 - $129.22 $2.21K - $2.58K
20 $2K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
50
New
$34.99 - $50.67 $1.75K - $2.53K
50 $2K
TXN
Texas Instruments Inc

Technology
12
New
$148.54 - $185.4 $1.78K - $2.22K
12 $2K
AVGO
Broadcom Inc.

Technology
5
New
$444.01 - $1748.97 $2.22K - $8.74K
5 $2K
HSIC
Henry Schein Inc

Healthcare
30
New
$65.77 - $78.83 $1.97K - $2.36K
30 $2K
WMB
Williams Companies, Inc.

Energy
38
New
$28.42 - $35.6 $1.08K - $1.35K
38 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
8
New
$109.75 - $139.02 $878 - $1.11K
8 $1K
EHAB
Enhabit, Inc.

Healthcare
25
New
$12.45 - $22.74 $311 - $569
25 $0
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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