Ullmann Wealth Partners Group, LLC New Holdings in Q3 2024

Ullmann Wealth Partners Group, LLC

  • $772 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NUE
Nucor Corp

Basic Materials
5.53K
New
$137.77 - $166.14 $762K - $919K
5.53K $831K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.44K
New
$95.1 - $106.76 $707K - $794K
7.44K $794K
CAT
Caterpillar Inc

Industrials
1.99K
New
$316.8 - $391.12 $631K - $780K
1.99K $779K
BX
Blackstone Inc.

Financial Services
4.59K
New
$120.77 - $159.66 $554K - $732K
4.59K $702K
ICE
Intercontinental Exchange, Inc.

Financial Services
3.67K
New
$136.93 - $162.81 $502K - $597K
3.67K $589K
ADP
Automatic Data Processing Inc

Industrials
1.91K
New
$233.44 - $279.45 $446K - $534K
1.91K $528K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
952
New
$475.2 - $527.7 $452K - $502K
952 $502K
XLK
Technology Sector Spdr

ETFs
2.21K
New
$197.34 - $237.68 $437K - $526K
2.21K $499K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.45K
New
$58.03 - $65.37 $432K - $487K
7.45K $482K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.52K
New
$283.28 - $314.39 $431K - $478K
1.52K $478K
RGLD
Royal Gold Inc

Basic Materials
2.89K
New
$125.01 - $146.5 $362K - $424K
2.89K $405K
GPC
Genuine Parts CO

Consumer Cyclical
2.91K
New
$131.04 - $147.11 $381K - $428K
2.91K $405K
CMCSA
Comcast Corp

Communication Services
8.32K
New
$37.33 - $41.78 $310K - $347K
8.32K $347K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.1K
New
$77.02 - $85.06 $316K - $349K
4.1K $346K
LOW
Lowes Companies Inc

Consumer Cyclical
948
New
$213.3 - $270.78 $202K - $257K
948 $256K
IEMG
Ishares Inc

ETFs
4.29K
New
$53.64 - $53.64 $230K - $230K
4.29K $230K
VEA
Vanguard Ftse Developed Market

ETFs
4.21K
New
$47.6 - $53.31 $201K - $225K
4.21K $222K
GIS
General Mills Inc

Consumer Defensive
3K
New
$62.5 - $75.15 $187K - $225K
3K $221K
ADBE
Adobe Inc.

Technology
423
New
$508.13 - $586.55 $215K - $248K
423 $219K
FRME
First Merchants Corp

Financial Services
5.6K
New
$32.38 - $41.35 $181K - $232K
5.6K $208K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.87K
New
$64.57 - $71.76 $186K - $206K
2.87K $206K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.11K
New
$59.5 - $67.14 $185K - $209K
3.11K $205K
Arcadium Lithium PLC
10.2K
New
N/A
10.2K $0
Activity Summary
Buys All Purchases 90 New Holdings 24 Increased Positions 66 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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