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
ELV
Elevance Health, Inc.

Healthcare
2.71K
New
$445.98 - $507.0 $1.21M - $1.38M
2.71K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.2K
New
$51.23 - $57.83 $1.19M - $1.34M
23.2K $1.19M
NFLX
Netflix Inc

Communication Services
5.06K
New
$174.45 - $249.11 $882K - $1.26M
5.06K $1.19M
CRM
Salesforce, Inc.

Technology
8.2K
New
$143.84 - $191.27 $1.18M - $1.57M
8.2K $1.18M
WFC
Wells Fargo & Company

Financial Services
28.8K
New
$1.55 - $45.53 $44.6K - $1.31M
28.8K $1.16M
ORCL
Oracle Corp

Technology
18.8K
New
$61.07 - $79.52 $1.15M - $1.5M
18.8K $1.15M
PYPL
Pay Pal Holdings, Inc.

Financial Services
13.3K
New
$69.55 - $102.08 $925K - $1.36M
13.3K $1.15M
SBUX
Starbucks Corp

Consumer Cyclical
13.4K
New
$77.76 - $92.7 $1.04M - $1.24M
13.4K $1.13M
ETN
Eaton Corp PLC

Industrials
8.33K
New
$125.04 - $153.35 $1.04M - $1.28M
8.33K $1.11M
LMT
Lockheed Martin Corp

Industrials
2.8K
New
$386.29 - $441.59 $1.08M - $1.24M
2.8K $1.08M
CMCSA
Comcast Corp

Communication Services
36.3K
New
$29.33 - $65.5 $1.06M - $2.38M
36.3K $1.06M
HUM
Humana Inc

Healthcare
2.16K
New
$458.85 - $502.89 $992K - $1.09M
2.16K $1.05M
SPGI
S&P Global Inc.

Financial Services
3.41K
New
$305.35 - $393.2 $1.04M - $1.34M
3.41K $1.04M
BMY
Bristol Myers Squibb CO

Healthcare
14.4K
New
$0.13 - $76.84 $1.87K - $1.11M
14.4K $1.02M
CVS
Cvs Health Corp

Healthcare
10.5K
New
$92.53 - $106.43 $975K - $1.12M
10.5K $1.01M
USB
Us Bancorp \De\

Financial Services
24.7K
New
$18.43 - $48.21 $455K - $1.19M
24.7K $1M
MO
Altria Group, Inc.

Consumer Defensive
24.2K
New
$40.38 - $46.22 $977K - $1.12M
24.2K $998K
CAG
Conagra Brands Inc.

Consumer Defensive
30.4K
New
$32.63 - $35.74 $992K - $1.09M
30.4K $992K
TMUS
T Mobile Us, Inc.

Communication Services
7.3K
New
$132.32 - $146.86 $966K - $1.07M
7.3K $980K
MDLZ
Mondelez International, Inc.

Consumer Defensive
17.7K
New
$54.83 - $65.96 $972K - $1.17M
17.7K $978K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
12.6K
New
$71.66 - $83.25 $900K - $1.05M
12.6K $972K
WM
Waste Management Inc

Industrials
6.05K
New
$149.27 - $175.29 $903K - $1.06M
6.05K $969K
AIZ
Assurant, Inc.

Financial Services
6.66K
New
$22.0 - $177.49 $147K - $1.18M
6.66K $968K
ADP
Automatic Data Processing Inc

Industrials
4.25K
New
$211.07 - $260.94 $897K - $1.11M
4.25K $965K
AON
Aon PLC

Financial Services
3.57K
New
$267.1 - $302.57 $952K - $1.08M
3.57K $955K
CM
Canadian Imperial Bank Of Commerce

Financial Services
21.5K
New
$43.63 - $53.17 $936K - $1.14M
21.5K $952K
IWR
Ishares Russell Mid Cap ETF

ETFs
15.2K
New
$62.15 - $74.82 $944K - $1.14M
15.2K $944K
CSX
Csx Corp

Industrials
34.7K
New
$26.64 - $34.48 $924K - $1.2M
34.7K $924K
PLD
Prologis, Inc.

Real Estate
9.09K
New
$57.93 - $132.78 $527K - $1.21M
9.09K $924K
IEMG
Ishares Inc

ETFs
21.3K
New
$44.37 - $50.42 $946K - $1.08M
21.3K $917K
WEC
Wec Energy Group, Inc.

Utilities
10.2K
New
$89.43 - $107.65 $911K - $1.1M
10.2K $911K
DVN
Devon Energy Corp

Energy
15K
New
$51.0 - $74.14 $764K - $1.11M
15K $901K
RTX
Raytheon Technologies Corp

Industrials
10.7K
New
$81.0 - $97.02 $870K - $1.04M
10.7K $879K
SYK
Stryker Corp

Healthcare
4.25K
New
$189.27 - $231.83 $805K - $986K
4.25K $864K
SCHW
Schwab Charles Corp

Financial Services
12K
New
$21.16 - $74.92 $253K - $897K
12K $861K
INTC
Intel Corp

Technology
33.4K
New
$25.77 - $40.61 $860K - $1.36M
33.4K $860K
GS
Goldman Sachs Group Inc

Financial Services
2.88K
New
$19.27 - $342.58 $55.5K - $986K
2.88K $843K
CAT
Caterpillar Inc

Industrials
5.05K
New
$162.44 - $198.25 $820K - $1M
5.05K $829K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
17K
New
$48.3 - $59.56 $821K - $1.01M
17K $829K
AMAT
Applied Materials Inc

Technology
10.1K
New
$81.93 - $111.06 $826K - $1.12M
10.1K $826K
AMD
Advanced Micro Devices Inc

Technology
12.6K
New
$63.36 - $103.91 $799K - $1.31M
12.6K $799K
VZ
Verizon Communications Inc

Communication Services
21K
New
$37.97 - $51.64 $796K - $1.08M
21K $796K
NOC
Northrop Grumman Corp

Industrials
1.68K
New
$444.65 - $496.46 $749K - $836K
1.68K $792K
TGT
Target Corp

Consumer Defensive
5.34K
New
$142.38 - $180.19 $760K - $962K
5.34K $792K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.12K
New
$636.08 - $743.76 $714K - $835K
1.12K $790K
TJX
Tjx Companies Inc

Consumer Cyclical
12.6K
New
$56.04 - $68.54 $708K - $866K
12.6K $785K
CDNS
Cadence Design Systems Inc

Technology
4.76K
New
$149.64 - $193.09 $712K - $919K
4.76K $778K
COP
Conocophillips

Energy
7.49K
New
$81.61 - $117.71 $611K - $881K
7.49K $774K
PXD
Pioneer Natural Resources CO

Energy
3.54K
New
$205.41 - $262.5 $728K - $930K
3.54K $767K
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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