Tlwm Sells in Q3 2024

Tlwm

  • $491 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.42K
- 21.26%
$207.23 - $234.82 $709K - $803K
12.7K $2.95M
GOOGL
Alphabet Inc.

Communication Services
-163
- 1.4%
$148.65 - $191.18 $24.2K - $31.2K
11.5K $1.9M
SCHW
Schwab Charles Corp

Financial Services
-903
- 5.42%
$61.74 - $76.08 $55.8K - $68.7K
15.8K $1.02M
NXPI
Nxp Semiconductors N.V.

Technology
-67
- 1.68%
$225.14 - $290.78 $15.1K - $19.5K
3.93K $942K
AMZN
Amazon Com Inc

Consumer Cyclical
-204
- 1.66%
$161.02 - $200.0 $32.8K - $40.8K
12.1K $2.26M
MRK
Merck & Co., Inc.

Healthcare
-39
- 0.37%
$111.15 - $128.97 $4.33K - $5.03K
10.6K $1.21M
CVX
Chevron Corp

Energy
-163
- 1.77%
$137.88 - $161.97 $22.5K - $26.4K
9.03K $1.33M
HON
Honeywell International Inc

Industrials
-114
- 2.0%
$196.73 - $220.21 $22.4K - $25.1K
5.58K $1.15M
KO
Coca Cola CO

Consumer Defensive
-1.37K
- 28.79%
$62.69 - $73.01 $85.9K - $100K
3.39K $243K
COP
Conocophillips

Energy
-49
- 0.97%
$102.3 - $116.61 $5.01K - $5.71K
4.98K $524K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.27K
- 1.63%
$24.78 - $25.11 $106K - $107K
257K $6.45M
VONE
Vanguard Russell 1000 ETF

ETFs
-250
- 13.02%
$234.0 - $260.07 $58.5K - $65K
1.67K $434K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-1.65K
- 7.24%
$24.29 - $24.63 $40.1K - $40.6K
21.1K $517K
AZN
Astrazeneca PLC

Healthcare
-413
- 2.52%
$76.67 - $87.62 $31.7K - $36.2K
16K $1.24M
NICE
Nice Ltd.

Technology
-226
- 6.27%
$154.95 - $184.96 $35K - $41.8K
3.38K $587K
BAC
Bank Of America Corp

Financial Services
-623
- 1.76%
$36.65 - $44.13 $22.8K - $27.5K
34.8K $1.38M
BSMO
Invesco Bulletshares 2024 Muni

ETFs
-994
- 8.75%
$24.78 - $24.91 $24.6K - $24.8K
10.4K $257K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.14K
- 7.42%
$60.84 - $67.51 $69.4K - $77K
14.2K $961K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.08K
- 7.4%
$63.28 - $70.06 $68.5K - $75.8K
13.5K $948K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-638
- 1.8%
$23.75 - $23.75 $15.2K - $15.2K
34.8K $826K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-743
- 7.5%
$59.93 - $66.52 $44.5K - $49.4K
9.17K $609K
BSMU
Invesco Exchange Self Ind Tr

ETFs
-1K
- 4.14%
$21.72 - $22.21 $21.8K - $22.3K
23.2K $514K
STZ
Constellation Brands, Inc.

Consumer Defensive
-36
- 1.11%
$236.42 - $259.82 $8.51K - $9.35K
3.21K $825K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.13K
- 7.45%
$33.74 - $37.96 $38.1K - $42.9K
14K $526K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-221
- 1.95%
$22.87 - $23.34 $5.05K - $5.16K
11.1K $258K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-24
- 1.83%
$434.77 - $502.96 $10.4K - $12.1K
1.29K $629K
Jacobs Solutions Inc
-95
- 1.57%
N/A
5.95K $0
XOM
Exxon Mobil Corp

Energy
-116
- 1.25%
$109.72 - $119.0 $12.7K - $13.8K
9.17K $1.07M
MRVL
Marvell Technology, Inc.

Technology
-145
- 1.69%
$56.15 - $76.24 $8.14K - $11.1K
8.45K $609K
RSG
Republic Services, Inc.

Industrials
-112
- 1.54%
$189.34 - $208.21 $21.2K - $23.3K
7.14K $1.43M
JPM
Jpmorgan Chase & CO

Financial Services
-146
- 1.81%
$194.9 - $224.8 $28.5K - $32.8K
7.92K $1.67M
V
Visa Inc.

Financial Services
-80
- 1.53%
$253.74 - $291.56 $20.3K - $23.3K
5.16K $1.42M
MS
Morgan Stanley

Financial Services
-240
- 1.81%
$92.07 - $106.96 $22.1K - $25.7K
13K $1.36M
BSX
Boston Scientific Corp

Healthcare
-259
- 1.88%
$72.96 - $84.0 $18.9K - $21.8K
13.5K $1.13M
EMN
Eastman Chemical CO

Basic Materials
-392
- 4.39%
$93.82 - $113.74 $36.8K - $44.6K
8.54K $955K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-777
- 0.43%
$23.63 - $24.42 $18.4K - $19K
181K $4.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-56
- 2.22%
$405.19 - $478.57 $22.7K - $26.8K
2.46K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-58
- 2.01%
$245.82 - $304.51 $14.3K - $17.7K
2.82K $859K
UNH
Unitedhealth Group Inc

Healthcare
-86
- 3.2%
$488.01 - $604.18 $42K - $52K
2.6K $1.52M
META
Meta Platforms, Inc.

Communication Services
-14
- 0.34%
$453.41 - $572.44 $6.35K - $8.01K
4.06K $2.33M
WMT
Walmart Inc.

Consumer Defensive
-215
- 0.86%
$66.91 - $81.4 $14.4K - $17.5K
24.9K $2.01M
CRS
Carpenter Technology Corp

Industrials
-210
- 2.15%
$104.79 - $161.78 $22K - $34K
9.54K $1.52M
TSLA
Tesla, Inc.

Consumer Cyclical
-79
- 0.95%
$191.76 - $263.26 $15.1K - $20.8K
8.22K $2.15M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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