Weatherly Asset Management L. P. Incresed Positions in Q3 2024

Weatherly Asset Management L. P.

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
1.14K
+ 22.55%
$111.15 - $128.97 $127K - $147K
6.21K $705K
CI
Cigna Corp

Healthcare
155
+ 14.19%
$319.12 - $367.1 $49.5K - $56.9K
1.25K $432K
DUK
Duke Energy Corp

Utilities
301
+ 13.9%
$99.35 - $117.71 $29.9K - $35.4K
2.47K $284K
TMO
Thermo Fisher Scientific Inc.

Healthcare
24
+ 4.23%
$531.86 - $624.21 $12.8K - $15K
591 $365K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
102
+ 0.96%
$57.32 - $62.65 $5.85K - $6.39K
10.7K $665K
AVGO
Broadcom Inc.

Technology
3.47K
+ 899.74%
$136.27 - $1745.86 $473K - $6.06M
3.86K $665K
HSY
Hershey CO

Consumer Defensive
107
+ 3.96%
$182.45 - $203.25 $19.5K - $21.7K
2.81K $539K
UNP
Union Pacific Corp

Industrials
2
+ 0.16%
$221.78 - $256.09 $444 - $512
1.24K $306K
EMR
Emerson Electric CO

Industrials
180
+ 5.52%
$98.19 - $118.87 $17.7K - $21.4K
3.44K $376K
AMD
Advanced Micro Devices Inc

Technology
11
+ 0.86%
$128.67 - $183.96 $1.42K - $2.02K
1.3K $212K
CVX
Chevron Corp

Energy
520
+ 2.28%
$137.88 - $161.97 $71.7K - $84.2K
23.3K $3.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
210
+ 8.99%
$217.89 - $392.15 $45.8K - $82.4K
2.55K $713K
WM
Waste Management Inc

Industrials
1.82K
+ 1.69%
$196.96 - $223.45 $358K - $406K
109K $22.7M
GOOG
Alphabet Inc.

Communication Services
280
+ 1.04%
$149.54 - $192.66 $41.9K - $53.9K
27.2K $4.54M
LRCX
Lam Research Corp

Technology
4
+ 0.2%
$731.56 - $1127.3 $2.93K - $4.51K
2.03K $1.66M
COP
Conocophillips

Energy
67
+ 0.12%
$102.3 - $116.61 $6.85K - $7.81K
56.9K $5.99M
ASML
Asml Holding Nv

Technology
920
+ 8.7%
$749.82 - $1098.95 $690K - $1.01M
11.5K $9.58M
GOOGL
Alphabet Inc.

Communication Services
2.73K
+ 2.62%
$148.65 - $191.18 $406K - $522K
107K $17.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 0.72%
$161.02 - $200.0 $270K - $335K
234K $43.6M
MSFT
Microsoft Corp

Technology
612
+ 0.6%
$395.15 - $467.56 $242K - $286K
103K $44.4M
Activity Summary
Buys All Purchases 89 New Holdings 18 Increased Positions 71 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Weatherly Asset Management L. P. Portfolio

Follow Weatherly Asset Management L. P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weatherly Asset Management L. P., based on Form 13F filings with the SEC.

News

Stay updated on Weatherly Asset Management L. P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email