Wendell David Associates Inc Incresed Positions in Q3 2024

Wendell David Associates Inc

  • $1.05 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
5.76K
+ 2.33%
$69.9 - $84.97 $403K - $489K
253K $21.4M
SYK
Stryker Corp

Healthcare
75
+ 0.06%
$315.94 - $371.96 $23.7K - $27.9K
121K $43.6M
MKC
Mccormick & CO Inc

Consumer Defensive
6.32K
+ 4.02%
$69.44 - $84.76 $439K - $536K
164K $13.5M
EQIX
Equinix Inc

Real Estate
2.07K
+ 236.22%
$749.0 - $890.01 $1.55M - $1.85M
2.95K $2.62M
BR
Broadridge Financial Solutions, Inc.

Technology
59
+ 0.06%
$196.56 - $218.55 $11.6K - $12.9K
106K $22.8M
BFB
Brown Forman Corp Cl B
20K
+ 15.68%
N/A
148K $7.27M
ECL
Ecolab Inc.

Basic Materials
1.17K
+ 1.57%
$228.86 - $255.76 $267K - $298K
75.6K $19.3M
LMT
Lockheed Martin Corp

Industrials
907
+ 14.71%
$460.3 - $584.56 $417K - $530K
7.07K $4.13M
RTX
Raytheon Technologies Corp

Industrials
269
+ 0.59%
$99.55 - $123.34 $26.8K - $33.2K
46.2K $5.6M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.11K
+ 88.25%
$259.22 - $299.75 $806K - $932K
6.63K $1.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
125
+ 0.85%
$405.19 - $478.57 $50.6K - $59.8K
14.8K $6.81M
APD
Air Products & Chemicals, Inc.

Basic Materials
100
+ 0.63%
$247.34 - $300.11 $24.7K - $30K
15.9K $4.73M
CL
Colgate Palmolive CO

Consumer Defensive
337
+ 0.41%
$95.54 - $108.77 $32.2K - $36.7K
82.2K $8.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
176
+ 4.27%
$531.86 - $624.21 $93.6K - $110K
4.3K $2.66M
V
Visa Inc.

Financial Services
430
+ 2.17%
$253.74 - $291.56 $109K - $125K
20.2K $5.56M
APH
Amphenol Corp

Technology
4.95K
+ 51.14%
$58.39 - $70.41 $289K - $349K
14.6K $953K
CASY
Caseys General Stores Inc

Consumer Cyclical
605
+ 11.45%
$354.52 - $391.16 $214K - $237K
5.89K $2.21M
AMGN
Amgen Inc

Healthcare
124
+ 1.09%
$309.38 - $337.38 $38.4K - $41.8K
11.5K $3.72M
GOOG
Alphabet Inc.

Communication Services
880
+ 47.54%
$149.54 - $192.66 $132K - $170K
2.73K $457K
LIN
Linde PLC

Basic Materials
125
+ 10.32%
$428.94 - $481.67 $53.6K - $60.2K
1.34K $637K
PFE
Pfizer Inc

Healthcare
1.19K
+ 2.04%
$27.7 - $31.39 $32.9K - $37.3K
59.5K $1.72M
CTAS
Cintas Corp

Industrials
1.41K
+ 333.1%
$201.38 - $819.83 $284K - $1.16M
1.83K $377K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.79K
+ 93.41%
$128.47 - $280.94 $230K - $502K
3.7K $573K
AVGO
Broadcom Inc.

Technology
1.2K
+ 897.01%
$136.27 - $1745.86 $164K - $2.1M
1.34K $230K
NVDA
Nvidia Corp

Technology
150
+ 1.01%
$98.91 - $134.91 $14.8K - $20.2K
15K $1.82M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.15%
$161.02 - $200.0 $9.66K - $12K
41.1K $7.67M
MPC
Marathon Petroleum Corp

Energy
263
+ 0.34%
$158.61 - $180.75 $41.7K - $47.5K
77.7K $12.7M
INTU
Intuit Inc

Technology
43
+ 0.11%
$602.97 - $670.49 $25.9K - $28.8K
40K $24.8M
MSFT
Microsoft Corp

Technology
1.16K
+ 0.84%
$395.15 - $467.56 $456K - $540K
139K $60M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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