Wells Financial Advisors Inc New Holdings in Q3 2024

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
170
New
$333.64 - $405.2 $56.7K - $68.9K
170 $68K
KO
Coca Cola CO

Consumer Defensive
347
New
$62.69 - $73.01 $21.8K - $25.3K
347 $24K
PFF
Ishares Trust Ishares Pfd And

ETFs
397
New
$31.18 - $33.5 $12.4K - $13.3K
397 $13K
LQD
Ishares Iboxx $ Investment Gra

ETFs
122
New
$106.11 - $113.72 $12.9K - $13.9K
122 $13K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
157
New
$76.94 - $79.54 $12.1K - $12.5K
157 $12K
AVGO
Broadcom Inc.

Technology
70
New
$136.27 - $1745.86 $9.54K - $122K
70 $12K
IBM
International Business Machines Corp

Technology
58
New
$175.1 - $223.38 $10.2K - $13K
58 $12K
XOM
Exxon Mobil Corp

Energy
77
New
$109.72 - $119.0 $8.45K - $9.16K
77 $9K
PAYX
Paychex Inc

Industrials
72
New
$116.17 - $135.19 $8.36K - $9.73K
72 $9K
AFL
Aflac Inc

Financial Services
85
New
$88.52 - $111.8 $7.52K - $9.5K
85 $9K
ABBV
Abb Vie Inc.

Healthcare
37
New
$163.84 - $199.33 $6.06K - $7.38K
37 $7K
PEP
Pepsico Inc

Consumer Defensive
42
New
$161.9 - $179.3 $6.8K - $7.53K
42 $7K
MRK
Merck & Co., Inc.

Healthcare
65
New
$111.15 - $128.97 $7.22K - $8.38K
65 $7K
TXN
Texas Instruments Inc

Technology
34
New
$194.6 - $194.6 $6.62K - $6.62K
34 $6K
UPS
United Parcel Service Inc

Industrials
47
New
$123.32 - $147.38 $5.8K - $6.93K
47 $6K
JPM
Jpmorgan Chase & CO

Financial Services
30
New
$194.9 - $224.8 $5.85K - $6.74K
30 $6K
WEC
Wec Energy Group, Inc.

Utilities
67
New
$77.68 - $96.19 $5.2K - $6.44K
67 $6K
JNJ
Johnson & Johnson

Healthcare
35
New
$145.48 - $167.38 $5.09K - $5.86K
35 $5K
ACN
Accenture PLC

Technology
12
New
$295.44 - $355.81 $3.55K - $4.27K
12 $4K
VZ
Verizon Communications Inc

Communication Services
102
New
$38.89 - $45.0 $3.97K - $4.59K
102 $4K
BMO
Bank Of Montreal

Financial Services
45
New
$79.1 - $90.77 $3.56K - $4.08K
45 $4K
DHR
Danaher Corp

Healthcare
15
New
$239.25 - $280.76 $3.59K - $4.21K
15 $4K
DOW
Dow Inc.

Basic Materials
85
New
$50.15 - $55.41 $4.26K - $4.71K
85 $4K
T
At&T Inc.

Communication Services
167
New
$18.21 - $22.28 $3.04K - $3.72K
167 $3K
MDT
Medtronic PLC

Healthcare
37
New
$76.84 - $91.03 $2.84K - $3.37K
37 $3K
Veralto Corp Com Shs
5
New
N/A
5 $0
INTC
Intel Corp

Technology
25
New
$18.9 - $34.87 $472 - $872
25 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
40
New
$6.71 - $8.78 $268 - $351
40 $0
KD
Kyndryl Holdings, Inc.

Technology
10
New
$21.78 - $27.63 $218 - $276
10 $0
Activity Summary
Buys All Purchases 31 New Holdings 30 Increased Positions 1 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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