Waters Parkerson & Co., LLC Incresed Positions in Q4 2024

Waters Parkerson & Co., LLC

  • $1.82 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
8.9K
+ 0.77%
$39.22 - $47.77 $349K - $425K
1.17M $51.2M
DIS
Walt Disney CO

Communication Services
2.72K
+ 1.14%
$92.39 - $117.6 $252K - $320K
242K $27M
IVV
Ishares Core S&P 500 ETF

ETFs
6.29K
+ 34.32%
$570.51 - $610.59 $3.59M - $3.84M
24.6K $14.5M
DXCM
Dexcom Inc

Healthcare
4.36K
+ 1.41%
$65.68 - $81.01 $287K - $354K
313K $24.4M
AAPL
Apple Inc.

Technology
2.74K
+ 1.67%
$221.69 - $259.02 $607K - $709K
167K $41.7M
ROK
Rockwell Automation, Inc

Industrials
1.46K
+ 0.88%
$264.65 - $302.92 $386K - $442K
167K $47.7M
FHN
First Horizon Corp

Financial Services
113K
+ 203.37%
$14.91 - $21.42 $1.68M - $2.42M
168K $3.39M
NVDA
Nvidia Corp

Technology
10.4K
+ 14.04%
$117.0 - $148.88 $1.21M - $1.54M
84.1K $11.3M
PX
P10, Inc.

Financial Services
135K
+ 206.79%
$10.75 - $14.17 $1.45M - $1.91M
200K $2.52M
WMT
Walmart Inc.

Consumer Defensive
1K
+ 0.67%
$79.1 - $95.7 $79.1K - $95.7K
149K $13.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.3K
+ 70.31%
$94.43 - $105.47 $1.06M - $1.19M
27.3K $2.77M
MCD
Mcdonalds Corp

Consumer Cyclical
3.32K
+ 402.91%
$288.47 - $316.54 $958K - $1.05M
4.14K $1.2M
TSLA
Tesla, Inc.

Consumer Cyclical
401
+ 8.23%
$213.65 - $479.86 $85.7K - $192K
5.27K $2.13M
AMZN
Amazon Com Inc

Consumer Cyclical
822
+ 4.93%
$180.88 - $232.93 $149K - $191K
17.5K $3.83M
POOL
Pool Corp

Industrials
5.36K
+ 16.08%
$339.32 - $390.03 $1.82M - $2.09M
38.7K $13.2M
GOOG
Alphabet Inc.

Communication Services
261
+ 1.14%
$163.08 - $198.16 $42.6K - $51.7K
23.2K $4.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 14.87%
$442.29 - $483.08 $586K - $640K
10.2K $4.64M
XOM
Exxon Mobil Corp

Energy
49.1K
+ 9.98%
$105.51 - $125.37 $5.19M - $6.16M
542K $58.3M
IWM
Ishares Russell 2000 ETF

ETFs
1.79K
+ 1.66%
$216.13 - $242.4 $388K - $435K
110K $24.3M
GOOGL
Alphabet Inc.

Communication Services
230
+ 1.56%
$161.86 - $196.66 $37.2K - $45.2K
15K $2.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
447
+ 4.72%
$521.84 - $558.82 $233K - $250K
9.91K $5.34M
AVGO
Broadcom Inc.

Technology
331
+ 11.41%
$159.67 - $250.0 $52.9K - $82.8K
3.23K $749K
HWC
Hancock Whitney Corp

Financial Services
1.9K
+ 5.86%
$49.12 - $61.04 $93.4K - $116K
34.4K $1.88M
SPG
Simon Property Group Inc

Real Estate
391
+ 1.09%
$167.23 - $183.84 $65.4K - $71.9K
36.1K $6.22M
CVX
Chevron Corp

Energy
6.2K
+ 2.09%
$141.15 - $162.53 $875K - $1.01M
303K $43.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.33K
+ 43.92%
$51.54 - $52.55 $171K - $175K
10.9K $563K
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 1.06%
$481.22 - $538.17 $25.5K - $28.5K
5.07K $2.59M
VB
Vanguard Small Cap ETF

ETFs
492
+ 7.38%
$233.76 - $261.58 $115K - $129K
7.16K $1.72M
DVY
Ishares Tr

ETFs
1K
+ 51.02%
$129.55 - $143.41 $130K - $143K
2.96K $388K
CRM
Salesforce, Inc.

Technology
19
+ 1.08%
$270.87 - $367.87 $5.15K - $6.99K
1.78K $593K
EPD
Enterprise Products Partners L.P.

Energy
976
+ 3.2%
$28.66 - $34.43 $28K - $33.6K
31.5K $988K
MDT
Medtronic PLC

Healthcare
1.75K
+ 33.63%
$79.61 - $92.24 $139K - $161K
6.95K $555K
T
At&T Inc.

Communication Services
549
+ 0.64%
$21.22 - $23.88 $11.6K - $13.1K
86.1K $1.96M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 5.38%
$873.59 - $994.69 $43.7K - $49.7K
980 $897K
CSCO
Cisco Systems, Inc.

Technology
300
+ 3.89%
$52.45 - $60.02 $15.7K - $18K
8.02K $474K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 0.84%
$471.27 - $550.62 $6.13K - $7.16K
1.55K $810K
PANW
Palo Alto Networks Inc

Technology
1.95K
+ 101.56%
$181.96 - $405.9 $355K - $792K
3.87K $704K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
660
+ 5.27%
$61.68 - $67.87 $40.7K - $44.8K
13.2K $821K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
305
+ 11.25%
$96.64 - $101.23 $29.5K - $30.9K
3.02K $292K
ETN
Eaton Corp PLC

Industrials
14
+ 0.44%
$326.96 - $377.52 $4.58K - $5.29K
3.18K $1.06M
SYK
Stryker Corp

Healthcare
11
+ 0.63%
$345.14 - $392.15 $3.8K - $4.31K
1.77K $637K
SBUX
Starbucks Corp

Consumer Cyclical
250
+ 6.72%
$87.44 - $102.5 $21.9K - $25.6K
3.97K $361K
COP
Conocophillips

Energy
36
+ 1.67%
$95.12 - $114.72 $3.42K - $4.13K
2.2K $217K
PSX
Phillips 66

Energy
200
+ 10.6%
$110.35 - $138.93 $22.1K - $27.8K
2.09K $237K
TXN
Texas Instruments Inc

Technology
275
+ 5.02%
N/A
5.75K $1.12M
UNH
Unitedhealth Group Inc

Healthcare
126
+ 11.45%
$485.52 - $625.25 $61.2K - $78.8K
1.23K $620K
GD
General Dynamics Corp

Industrials
40
+ 4.29%
$260.28 - $314.03 $10.4K - $12.6K
972 $256K
SPGI
S&P Global Inc.

Financial Services
9
+ 0.53%
$480.36 - $529.17 $4.32K - $4.76K
1.71K $851K
CL
Colgate Palmolive CO

Consumer Defensive
200
+ 4.36%
$90.22 - $102.31 $18K - $20.5K
4.79K $435K
Activity Summary
Buys All Purchases 77 New Holdings 6 Increased Positions 71 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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