Burkett Financial Services, LLC Purchases in Q3 2024

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GPN
Global Payments Inc

Industrials
55
New
$92.66 - $112.97 $5.1K - $6.21K
55 $5.63M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3
+ 0.61%
$111.9 - $124.28 $336 - $373
498 $61.5M
UNH
Unitedhealth Group Inc

Healthcare
9
New
$488.01 - $604.18 $4.39K - $5.44K
9 $5.26M
ACN
Accenture PLC

Technology
14
New
$295.44 - $355.81 $4.14K - $4.98K
14 $4.95M
XOM
Exxon Mobil Corp

Energy
5
+ 0.26%
$109.72 - $119.0 $549 - $595
1.9K $222M
AFL
Aflac Inc

Financial Services
40
New
$88.52 - $111.8 $3.54K - $4.47K
40 $4.47M
ADI
Analog Devices Inc

Technology
19
New
$200.56 - $243.33 $3.81K - $4.62K
19 $4.37M
AEP
American Electric Power CO Inc

Utilities
2
+ 0.74%
$87.11 - $104.95 $174 - $210
274 $28.2M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.46%
$170.05 - $200.86 $170 - $201
220 $44M
I Shares Bitcoin Trust ETF
43
+ 3.68%
N/A
1.21K $43.8M
ADP
Automatic Data Processing Inc

Industrials
13
New
$233.44 - $279.45 $3.03K - $3.63K
13 $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
4
New
$801.83 - $917.05 $3.21K - $3.67K
4 $3.55M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.54%
$200.87 - $224.6 $201 - $225
186 $41M
CB
Chubb LTD

Financial Services
12
New
$252.51 - $292.2 $3.03K - $3.51K
12 $3.46M
ITW
Illinois Tool Works Inc

Industrials
13
New
$233.14 - $263.97 $3.03K - $3.43K
13 $3.41M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 1.27%
$101.25 - $127.45 $203 - $255
160 $19.4M
SPGI
S&P Global Inc.

Financial Services
6
New
$446.32 - $527.38 $2.68K - $3.16K
6 $3.1M
V
Visa Inc.

Financial Services
1
+ 0.43%
$253.74 - $291.56 $254 - $292
235 $64.6M
SYY
Sysco Corp

Consumer Defensive
3
+ 0.71%
$69.16 - $78.98 $207 - $237
424 $33.1M
FCCO
First Community Corp

Financial Services
5
+ 0.73%
$16.15 - $23.19 $80.8 - $116
686 $14.7M
PAYX
Paychex Inc

Industrials
22
New
$116.17 - $135.19 $2.56K - $2.97K
22 $2.95M
BLK
Black Rock Inc.

Financial Services
3
New
$782.27 - $949.51 $2.35K - $2.85K
3 $2.85M
FDS
Factset Research Systems Inc

Financial Services
6
New
$397.04 - $469.48 $2.38K - $2.82K
6 $2.76M
NSC
Norfolk Southern Corp

Industrials
11
New
$213.75 - $259.69 $2.35K - $2.86K
11 $2.73M
FNB
Fnb Corp

Financial Services
190
New
$13.41 - $15.55 $2.55K - $2.95K
190 $2.68M
LHX
L3 Harris Technologies, Inc.

Industrials
11
New
$221.96 - $243.27 $2.44K - $2.68K
11 $2.62M
TGT
Target Corp

Consumer Defensive
13
+ 17.57%
$133.47 - $159.25 $1.74K - $2.07K
87 $13.5M
MCD
Mcdonalds Corp

Consumer Cyclical
8
New
$245.82 - $304.51 $1.97K - $2.44K
8 $2.44M
NEE
Nextera Energy Inc

Utilities
27
New
$69.9 - $84.97 $1.89K - $2.29K
27 $2.28M
PSX
Phillips 66

Energy
26
+ 21.67%
$125.0 - $147.17 $3.25K - $3.83K
146 $19.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
29
+ 4.78%
$47.18 - $48.74 $1.37K - $1.41K
636 $31M
Peakstone Realty Trust Class E
10
+ 1.52%
N/A
667 $9.09M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.76%
$66.59 - $83.99 $66.6 - $84
132 $11.1M
GWW
W.W. Grainger, Inc.

Industrials
2
New
$896.19 - $1044.18 $1.79K - $2.09K
2 $2.08M
UBSI
United Bankshares Inc

Financial Services
4
+ 1.05%
$31.56 - $39.32 $126 - $157
385 $14.3M
EMR
Emerson Electric CO

Industrials
20
+ 5.99%
$98.19 - $118.87 $1.96K - $2.38K
354 $38.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.21%
$84.81 - $93.54 $84.8 - $93.5
467 $43M
SYK
Stryker Corp

Healthcare
1
+ 1.22%
$315.94 - $371.96 $316 - $372
83 $29.9M
SON
Sonoco Products CO

Consumer Cyclical
1
+ 0.23%
$48.33 - $56.57 $48.3 - $56.6
443 $24.2M
DLTR
Dollar Tree, Inc.

Consumer Defensive
50
+ 100.0%
$63.56 - $107.36 $3.18K - $5.37K
100 $7.03M
IAT
Ishares Tr

ETFs
2
+ 0.78%
$40.8 - $48.93 $81.6 - $97.9
259 $12.3M
CL
Colgate Palmolive CO

Consumer Defensive
15
New
$95.54 - $108.77 $1.43K - $1.63K
15 $1.56M
CSX
Csx Corp

Industrials
4
+ 0.4%
$32.48 - $35.45 $130 - $142
996 $34.4M
HSY
Hershey CO

Consumer Defensive
1
+ 0.91%
$182.45 - $203.25 $182 - $203
111 $21.2M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.17%
$133.16 - $158.73 $133 - $159
604 $91.5M
BAX
Baxter International Inc

Healthcare
1
+ 0.66%
$32.85 - $40.26 $32.9 - $40.3
153 $5.8M
EPD
Enterprise Products Partners L.P.

Energy
20
+ 1.81%
$27.88 - $30.0 $558 - $600
1.13K $32.7M
TASK
Task Us, Inc.

Technology
50
+ 40.0%
$12.0 - $16.9 $600 - $845
175 $2.26M
CMCSA
Comcast Corp

Communication Services
2
+ 1.07%
$37.33 - $41.78 $74.7 - $83.6
189 $7.89M
Activity Summary
Buys All Purchases 120 New Holdings 30 Increased Positions 90 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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