Wiley Bros. Aintree Capital, LLC Purchases in Q3 2024

Wiley Bros. Aintree Capital, LLC

  • $5.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
448K
+ 95.27%
$207.23 - $234.82 $92.8M - $105M
918K $214M
MSFT
Microsoft Corp

Technology
246K
+ 127.03%
$395.15 - $467.56 $97.3M - $115M
440K $189M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.41M
+ 139.25%
$57.32 - $62.65 $80.5M - $88M
2.41M $150M
IVV
Ishares Core S&P 500 ETF

ETFs
137K
+ 102.35%
$520.18 - $576.82 $71.2M - $79M
271K $156M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
687K
+ 212.72%
$96.25 - $101.98 $66.2M - $70.1M
1.01M $102M
IEFA
Ishares Tr

ETFs
862K
+ 235.25%
$70.09 - $78.74 $60.4M - $67.8M
1.23M $95.8M
DFAI
Dimensional ETF Tr

ETFs
2.12M
+ 390.49%
$28.69 - $32.06 $60.9M - $68M
2.67M $84.7M
AVGO
Broadcom Inc.

Technology
272K
+ 4535.29%
$136.27 - $1745.86 $37.1M - $475M
278K $48M
JPM
Jpmorgan Chase & CO

Financial Services
168K
+ 112.27%
$194.9 - $224.8 $32.8M - $37.9M
318K $67.1M
NVDA
Nvidia Corp

Technology
281K
+ 66.27%
$98.91 - $134.91 $27.8M - $37.9M
706K $85.7M
UNH
Unitedhealth Group Inc

Healthcare
38.2K
+ 143.56%
$488.01 - $604.18 $18.6M - $23.1M
64.8K $37.9M
JNJ
Johnson & Johnson

Healthcare
137K
+ 119.49%
$145.48 - $167.38 $20M - $23M
252K $40.9M
WMT
Walmart Inc.

Consumer Defensive
231K
+ 121.87%
$66.91 - $81.4 $15.5M - $18.8M
421K $34M
META
Meta Platforms, Inc.

Communication Services
33.8K
+ 129.41%
$453.41 - $572.44 $15.3M - $19.3M
59.9K $34.3M
LOW
Lowes Companies Inc

Consumer Cyclical
62.5K
+ 87.19%
$213.3 - $270.78 $13.3M - $16.9M
134K $36.3M
BLK
Black Rock Inc.

Financial Services
18.7K
+ 115.53%
$782.27 - $949.51 $14.6M - $17.8M
34.9K $33.1M
LLY
Eli Lilly & CO

Healthcare
22.6K
+ 135.64%
$772.14 - $960.02 $17.5M - $21.7M
39.3K $34.8M
MCD
Mcdonalds Corp

Consumer Cyclical
56.9K
+ 127.22%
$245.82 - $304.51 $14M - $17.3M
102K $31M
HD
Home Depot, Inc.

Consumer Cyclical
40.6K
+ 151.43%
$333.64 - $405.2 $13.6M - $16.5M
67.5K $27.3M
PG
Procter & Gamble CO

Consumer Defensive
99.4K
+ 109.27%
$160.76 - $177.82 $16M - $17.7M
190K $32.9M
NEE
Nextera Energy Inc

Utilities
187K
+ 126.41%
$69.9 - $84.97 $13.1M - $15.9M
335K $28.3M
XOM
Exxon Mobil Corp

Energy
148K
+ 143.66%
$109.72 - $119.0 $16.2M - $17.6M
251K $29.4M
ACN
Accenture PLC

Technology
43.9K
+ 115.98%
$295.44 - $355.81 $13M - $15.6M
81.7K $28.9M
VUG
Vanguard Growth ETF

ETFs
44.1K
+ 135.74%
$341.08 - $391.94 $15.1M - $17.3M
76.6K $29.4M
AFL
Aflac Inc

Financial Services
124K
+ 90.28%
$88.52 - $111.8 $11M - $13.8M
261K $29.2M
ABBV
Abb Vie Inc.

Healthcare
80.4K
+ 206.49%
$163.84 - $199.33 $13.2M - $16M
119K $23.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
281K
+ 883.62%
$54.98 - $59.51 $15.5M - $16.7M
313K $18.6M
ADP
Automatic Data Processing Inc

Industrials
54.4K
+ 118.4%
$233.44 - $279.45 $12.7M - $15.2M
100K $27.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
204K
+ 292.35%
$76.38 - $78.87 $15.5M - $16.1M
273K $21.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
190K
+ 435.38%
$79.29 - $84.02 $15.1M - $16M
234K $19.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
344K
+ 173.99%
$42.87 - $45.76 $14.7M - $15.7M
542K $24.5M
AMGN
Amgen Inc

Healthcare
48K
+ 117.49%
$309.38 - $337.38 $14.9M - $16.2M
88.9K $28.6M
COST
Costco Wholesale Corp

Consumer Defensive
17.2K
+ 101.52%
$801.83 - $917.05 $13.8M - $15.7M
34.1K $30.2M
MRK
Merck & Co., Inc.

Healthcare
147K
+ 160.8%
$111.15 - $128.97 $16.3M - $18.9M
238K $27M
ADI
Analog Devices Inc

Technology
66.7K
+ 116.9%
$200.56 - $243.33 $13.4M - $16.2M
124K $28.5M
PSX
Phillips 66

Energy
119K
+ 174.5%
$125.0 - $147.17 $14.9M - $17.6M
188K $24.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
112K
+ 137.07%
$113.41 - $125.62 $12.7M - $14.1M
194K $24.4M
GOOGL
Alphabet Inc.

Communication Services
96.9K
+ 109.44%
$148.65 - $191.18 $14.4M - $18.5M
185K $30.7M
ABT
Abbott Laboratories

Healthcare
119K
+ 110.1%
$100.07 - $118.13 $11.9M - $14M
226K $25.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
104K
+ 46.33%
$105.53 - $118.34 $11M - $12.3M
329K $38.5M
CSCO
Cisco Systems, Inc.

Technology
240K
+ 113.43%
$44.74 - $53.22 $10.7M - $12.7M
451K $24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
292K
+ 344.3%
$44.83 - $47.42 $13.1M - $13.8M
377K $17.7M
PEP
Pepsico Inc

Consumer Defensive
79.5K
+ 105.77%
$161.9 - $179.3 $12.9M - $14.3M
155K $26.3M
VZ
Verizon Communications Inc

Communication Services
289K
+ 135.34%
$38.89 - $45.0 $11.2M - $13M
503K $22.6M
CVX
Chevron Corp

Energy
98.1K
+ 109.21%
$137.88 - $161.97 $13.5M - $15.9M
188K $27.7M
CB
Chubb LTD

Financial Services
42.3K
+ 107.62%
$252.51 - $292.2 $10.7M - $12.4M
81.6K $23.5M
VIG
Vanguard Dividend Appreciation

ETFs
73.7K
+ 72.79%
$182.15 - $182.15 $13.4M - $13.4M
175K $31.9M
GD
General Dynamics Corp

Industrials
41.8K
+ 108.65%
$279.51 - $308.09 $11.7M - $12.9M
80.3K $24.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
136K
+ 196.01%
$91.42 - $91.82 $12.4M - $12.5M
206K $18.9M
Activity Summary
Buys All Purchases 1272 New Holdings 490 Increased Positions 782 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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