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
CMI
Cummins Inc

Industrials
1.96K
New
$194.08 - $232.4 $380K - $455K
1.96K $398K
RF
Regions Financial Corp

Financial Services
19.6K
New
$18.24 - $22.46 $357K - $440K
19.6K $396K
ATVI
Activision Blizzard, Inc.

Communication Services
5.31K
New
$74.33 - $81.0 $394K - $430K
5.31K $395K
ECL
Ecolab Inc.

Basic Materials
2.71K
New
$144.03 - $177.02 $390K - $479K
2.71K $392K
EQIX
Equinix Inc

Real Estate
688
New
$561.39 - $714.79 $386K - $492K
688 $391K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.46K
New
$70.77 - $77.08 $386K - $421K
5.46K $389K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
7.73K
New
$49.41 - $53.19 $382K - $411K
7.73K $382K
TRV
Travelers Companies, Inc.

Financial Services
2.49K
New
$150.6 - $174.11 $375K - $434K
2.49K $381K
ENPH
Enphase Energy, Inc.

Technology
1.36K
New
$189.47 - $320.62 $257K - $436K
1.36K $377K
CTVA
Corteva, Inc.

Basic Materials
6.52K
New
$51.49 - $63.81 $336K - $416K
6.52K $373K
IWM
Ishares Russell 2000 ETF

ETFs
2.23K
New
$164.17 - $201.07 $365K - $448K
2.23K $367K
AWK
American Water Works Company, Inc.

Utilities
2.81K
New
$130.16 - $159.5 $365K - $448K
2.81K $365K
D
Dominion Energy, Inc

Utilities
5.28K
New
$69.11 - $85.65 $365K - $452K
5.28K $365K
MKL
Markel Corp

Financial Services
336
New
$1069.89 - $1321.87 $359K - $444K
336 $364K
PEG
Public Service Enterprise Group Inc

Utilities
6.48K
New
$56.23 - $69.39 $364K - $450K
6.48K $364K
XLK
Technology Sector Spdr

ETFs
3.04K
New
$118.78 - $151.56 $361K - $461K
3.04K $361K
MRNA
Moderna, Inc.

Healthcare
3.05K
New
$118.07 - $194.18 $360K - $591K
3.05K $360K
RY
Royal Bank Of Canada

Financial Services
3.97K
New
$25.99 - $99.31 $103K - $394K
3.97K $357K
BKNG
Booking Holdings Inc.

Consumer Cyclical
214
New
$1643.21 - $2151.34 $352K - $460K
214 $352K
OXY
Occidental Petroleum Corp

Energy
5.71K
New
$41.05 - $75.26 $234K - $430K
5.71K $352K
COF
Capital One Financial Corp

Financial Services
3.8K
New
$19.08 - $114.76 $72.5K - $436K
3.8K $350K
TTE
Total Energies Se

Energy
7.47K
New
$44.86 - $54.73 $335K - $409K
7.47K $350K
EBAY
Ebay Inc

Consumer Cyclical
9.45K
New
$36.81 - $50.48 $348K - $477K
9.45K $348K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
231
New
$1261.46 - $1747.94 $291K - $404K
231 $347K
JCI
Johnson Controls International PLC

Industrials
7.03K
New
$46.3 - $59.0 $325K - $414K
7.03K $347K
PRU
Prudential Financial Inc

Financial Services
4.04K
New
$21.01 - $99.99 $84.8K - $404K
4.04K $346K
RRC
Range Resources Corp

Energy
13.6K
New
$23.69 - $35.06 $323K - $478K
13.6K $344K
LNG
Cheniere Energy, Inc.

Energy
2.06K
New
$122.39 - $174.17 $252K - $358K
2.06K $341K
SLB
Schlumberger Limited

Energy
9.43K
New
$31.33 - $40.38 $295K - $381K
9.43K $340K
PH
Parker Hannifin Corp

Industrials
1.4K
New
$238.29 - $308.0 $334K - $431K
1.4K $339K
AIG
American International Group, Inc.

Financial Services
7.1K
New
$24.22 - $56.53 $172K - $401K
7.1K $337K
HPQ
Hp Inc

Technology
13.3K
New
$24.92 - $35.23 $331K - $468K
13.3K $334K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.07K
New
$81.04 - $83.06 $330K - $338K
4.07K $331K
ONB
Old National Bancorp

Financial Services
20.1K
New
$14.75 - $27.4 $296K - $550K
20.1K $331K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
8.04K
New
$40.83 - $47.69 $328K - $383K
8.04K $328K
PSX
Phillips 66

Energy
4.02K
New
$74.16 - $93.57 $298K - $376K
4.02K $324K
HSY
Hershey CO

Consumer Defensive
1.47K
New
$215.06 - $233.38 $315K - $342K
1.47K $323K
VHT
Vanguard Health Care ETF

ETFs
1.43K
New
$223.7 - $250.44 $320K - $359K
1.43K $322K
MGEE
Mge Energy Inc

Utilities
4.85K
New
$65.63 - $85.71 $318K - $416K
4.85K $318K
KHC
Kraft Heinz CO

Consumer Defensive
9.46K
New
$32.95 - $39.18 $312K - $370K
9.46K $315K
CASA
Casa Systems Inc

Technology
100K
New
$3.13 - $4.74 $313K - $474K
100K $313K
PAYX
Paychex Inc

Industrials
2.79K
New
$112.21 - $139.16 $313K - $388K
2.79K $313K
RMD
Resmed Inc

Healthcare
1.43K
New
$212.32 - $243.58 $303K - $348K
1.43K $312K
XLY
Select Sector Spdr Consumer Di

ETFs
2.19K
New
$140.01 - $172.97 $307K - $379K
2.19K $312K
NVCR
Novo Cure LTD

Healthcare
4.08K
New
$67.99 - $89.57 $277K - $365K
4.08K $310K
WTRG
Essential Utilities, Inc.

Utilities
7.39K
New
$41.38 - $52.37 $306K - $387K
7.39K $306K
IEFA
Ishares Tr

ETFs
5.81K
New
$52.32 - $63.1 $304K - $366K
5.81K $306K
MNST
Monster Beverage Corp

Consumer Defensive
3.52K
New
$86.77 - $99.62 $306K - $351K
3.52K $306K
NYF
Ishares New York Muni Bond ETF

ETFs
5.82K
New
$50.53 - $53.83 $294K - $313K
5.82K $304K
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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