Wipfli Financial Advisors Llc, Purchases in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.7M
New
$29.6 - $34.78 $50.3M - $59.1M
1.7M $50.3M
AMZN
Amazon Com Inc

Consumer Cyclical
89.8K
New
$109.22 - $144.78 $9.8M - $13M
89.8K $10.1M
GOOGL
Alphabet Inc.

Communication Services
81.1K
New
$95.65 - $122.08 $7.76M - $9.9M
81.1K $7.76M
UNH
Unitedhealth Group Inc

Healthcare
13.1K
New
$501.24 - $549.95 $6.57M - $7.21M
13.1K $6.63M
TSLA
Tesla, Inc.

Consumer Cyclical
23.9K
New
$265.25 - $927.96 $6.34M - $22.2M
23.9K $6.35M
JNJ
Johnson & Johnson

Healthcare
34.5K
New
$161.33 - $179.52 $5.57M - $6.19M
34.5K $5.64M
ACN
Accenture PLC

Technology
20K
New
$256.34 - $320.78 $5.13M - $6.42M
20K $5.15M
PM
Philip Morris International Inc.

Consumer Defensive
59K
New
$83.01 - $101.72 $4.89M - $6M
59K $4.97M
JPM
Jpmorgan Chase & CO

Financial Services
45.6K
New
$20.73 - $120.58 $946K - $5.5M
45.6K $4.77M
FHN
First Horizon Corp

Financial Services
187K
New
$21.31 - $23.54 $3.99M - $4.41M
187K $4.32M
V
Visa Inc.

Financial Services
20.4K
New
$177.28 - $217.14 $3.61M - $4.42M
20.4K $3.62M
ABBV
Abb Vie Inc.

Healthcare
26.8K
New
$134.21 - $153.93 $3.6M - $4.13M
26.8K $3.6M
LLY
Eli Lilly & CO

Healthcare
9.67K
New
$296.48 - $337.87 $2.87M - $3.27M
9.67K $3.13M
SHW
Sherwin Williams CO

Basic Materials
14.9K
New
$204.75 - $259.01 $3.05M - $3.86M
14.9K $3.05M
COST
Costco Wholesale Corp

Consumer Defensive
6.37K
New
$466.4 - $560.96 $2.97M - $3.57M
6.37K $3.01M
BAC
Bank Of America Corp

Financial Services
95.5K
New
$18.8 - $35.27 $1.8M - $3.37M
95.5K $2.88M
MA
Mastercard Inc

Financial Services
9.64K
New
$284.34 - $359.95 $2.74M - $3.47M
9.64K $2.74M
PEP
Pepsico Inc

Consumer Defensive
16.5K
New
$163.26 - $180.4 $2.69M - $2.98M
16.5K $2.7M
ABT
Abbott Laboratories

Healthcare
27.8K
New
$96.76 - $112.03 $2.69M - $3.11M
27.8K $2.69M
NVDA
Nvidia Corp

Technology
21.2K
New
$121.39 - $192.15 $2.57M - $4.08M
21.2K $2.58M
FNDC
Schwab Fundamental Intl Small

ETFs
94.6K
New
$27.09 - $32.72 $2.56M - $3.1M
94.6K $2.57M
META
Meta Platforms, Inc.

Communication Services
18.1K
New
$134.4 - $183.17 $2.43M - $3.31M
18.1K $2.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.77K
New
$507.19 - $604.49 $2.42M - $2.89M
4.77K $2.42M
XOM
Exxon Mobil Corp

Energy
25.9K
New
$83.14 - $100.12 $2.15M - $2.59M
25.9K $2.26M
TXN
Texas Instruments Inc

Technology
13.6K
New
$148.54 - $185.4 $2.01M - $2.51M
13.6K $2.1M
DHR
Danaher Corp

Healthcare
8.04K
New
$247.06 - $1507.4 $1.99M - $12.1M
8.04K $2.08M
MRK
Merck & Co., Inc.

Healthcare
22.7K
New
$84.53 - $94.96 $1.92M - $2.15M
22.7K $1.96M
PFE
Pfizer Inc

Healthcare
44.8K
New
$43.76 - $53.42 $1.96M - $2.39M
44.8K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
8.4K
New
$230.74 - $266.82 $1.94M - $2.24M
8.4K $1.94M
CVX
Chevron Corp

Energy
13.2K
New
$135.94 - $164.63 $1.79M - $2.17M
13.2K $1.89M
UNP
Union Pacific Corp

Industrials
9.66K
New
$194.82 - $241.91 $1.88M - $2.34M
9.66K $1.88M
NEE
Nextera Energy Inc

Utilities
23.5K
New
$54.18 - $90.81 $1.27M - $2.13M
23.5K $1.84M
KO
Coca Cola CO

Consumer Defensive
32.5K
New
$56.02 - $65.22 $1.82M - $2.12M
32.5K $1.83M
WMT
Walmart Inc.

Consumer Defensive
14.1K
New
$121.98 - $139.52 $1.72M - $1.97M
14.1K $1.83M
DIS
Walt Disney CO

Communication Services
19.2K
New
$91.84 - $124.96 $1.76M - $2.4M
19.2K $1.81M
AVGO
Broadcom Inc.

Technology
3.92K
New
$444.01 - $1748.97 $1.74M - $6.86M
3.92K $1.74M
LOW
Lowes Companies Inc

Consumer Cyclical
8.73K
New
$177.36 - $216.47 $1.55M - $1.89M
8.73K $1.64M
DE
Deere & CO

Industrials
4.86K
New
$289.14 - $385.48 $1.41M - $1.87M
4.86K $1.63M
INTU
Intuit Inc

Technology
4K
New
$379.87 - $489.23 $1.52M - $1.96M
4K $1.55M
CSCO
Cisco Systems, Inc.

Technology
38.7K
New
$40.0 - $49.37 $1.55M - $1.91M
38.7K $1.55M
NKE
Nike, Inc.

Consumer Cyclical
18.3K
New
$83.12 - $118.06 $1.52M - $2.16M
18.3K $1.53M
ADBE
Adobe Inc.

Technology
5.48K
New
$275.2 - $451.02 $1.51M - $2.47M
5.48K $1.51M
HON
Honeywell International Inc

Industrials
8.62K
New
$166.97 - $203.72 $1.44M - $1.76M
8.62K $1.44M
MS
Morgan Stanley

Financial Services
17.8K
New
$21.84 - $90.15 $388K - $1.6M
17.8K $1.4M
STRV
Ea Ser Tr Strive 500 ETF
57.2K
New
N/A
57.2K $1.31M
UPS
United Parcel Service Inc

Industrials
7.95K
New
$161.54 - $208.05 $1.28M - $1.65M
7.95K $1.29M
AMGN
Amgen Inc

Healthcare
5.61K
New
$224.46 - $253.15 $1.26M - $1.42M
5.61K $1.26M
FISV
Fiserv Inc

Technology
13.3K
New
$91.66 - $110.72 $1.22M - $1.47M
13.3K $1.25M
QCOM
Qualcomm Inc

Technology
11K
New
$112.98 - $155.86 $1.24M - $1.71M
11K $1.24M
Activity Summary
Buys All Purchases 2622 New Holdings 2562 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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