Annapolis Financial Services, LLC Incresed Positions in Q3 2024

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 2.48%
$213.3 - $270.78 $640 - $812
124 $33K
DE
Deere & CO

Industrials
2
+ 1.47%
$344.84 - $418.0 $690 - $836
138 $57K
KO
Coca Cola CO

Consumer Defensive
13
+ 2.09%
$62.69 - $73.01 $815 - $949
635 $45K
CB
Chubb LTD

Financial Services
2
+ 1.16%
$252.51 - $292.2 $505 - $584
175 $50K
CARR
Carrier Global Corp

Industrials
2
+ 0.67%
$61.9 - $80.88 $124 - $162
302 $24K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
35
+ 388.89%
$150.01 - $182.29 $5.25K - $6.38K
44 $7K
V
Visa Inc.

Financial Services
3
+ 0.69%
$253.74 - $291.56 $761 - $875
439 $120K
NVDA
Nvidia Corp

Technology
61
+ 5.81%
$98.91 - $134.91 $6.03K - $8.23K
1.11K $134K
ORCL
Oracle Corp

Technology
5
+ 3.57%
$125.9 - $170.35 $630 - $852
145 $24K
CMCSA
Comcast Corp

Communication Services
44
+ 3.6%
$37.33 - $41.78 $1.64K - $1.84K
1.27K $52K
ABT
Abbott Laboratories

Healthcare
6
+ 1.63%
$100.07 - $118.13 $600 - $709
374 $42K
MA
Mastercard Inc

Financial Services
2
+ 3.51%
$429.6 - $500.99 $859 - $1K
59 $29K
COF
Capital One Financial Corp

Financial Services
4
+ 1.27%
$131.42 - $153.05 $526 - $612
320 $47K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 1.82%
$531.86 - $624.21 $532 - $624
56 $34K
CEG
Constellation Energy Corp

Utilities
2
+ 3.23%
$167.08 - $262.86 $334 - $526
64 $16K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.56%
$136.93 - $162.81 $137 - $163
180 $28K
SPGI
S&P Global Inc.

Financial Services
1
+ 3.23%
$446.32 - $527.38 $446 - $527
32 $16K
KR
Kroger CO

Consumer Defensive
6
+ 1.83%
$50.43 - $57.3 $303 - $344
334 $19K
AMGN
Amgen Inc

Healthcare
2
+ 0.8%
$309.38 - $337.38 $619 - $675
252 $81K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 36.84%
$160.76 - $177.82 $2.25K - $2.49K
52 $9K
XLK
Technology Sector Spdr

ETFs
11
+ 0.88%
$197.34 - $237.68 $2.17K - $2.61K
1.26K $284K
BAC
Bank Of America Corp

Financial Services
55
+ 0.94%
$36.65 - $44.13 $2.02K - $2.43K
5.89K $233K
CNC
Centene Corp

Healthcare
9
+ 10.23%
$64.89 - $80.23 $584 - $722
97 $7K
TGT
Target Corp

Consumer Defensive
2
+ 1.05%
$133.47 - $159.25 $267 - $319
193 $30K
CI
Cigna Corp

Healthcare
4
+ 11.43%
$319.12 - $367.1 $1.28K - $1.47K
39 $13K
PPG
Ppg Industries Inc

Basic Materials
8
+ 26.67%
$118.32 - $134.55 $947 - $1.08K
38 $5K
BMY
Bristol Myers Squibb CO

Healthcare
17
+ 16.04%
$39.66 - $51.75 $674 - $880
123 $6K
PCG
Pg&E Corp

Utilities
51
+ 7.81%
$17.08 - $20.6 $871 - $1.05K
704 $13K
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.67%
$91.43 - $104.43 $91.4 - $104
151 $15K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.74%
$211.35 - $255.11 $211 - $255
136 $33K
ETN
Eaton Corp PLC

Industrials
1
+ 2.78%
$272.52 - $333.02 $273 - $333
37 $12K
EXC
Exelon Corp

Utilities
4
+ 2.15%
$34.24 - $40.55 $137 - $162
190 $7K
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 33.33%
$191.76 - $263.26 $384 - $527
8 $2K
LMT
Lockheed Martin Corp

Industrials
1
+ 50.0%
$460.3 - $584.56 $460 - $585
3 $1K
DEO
Diageo PLC

Consumer Defensive
2
+ 3.03%
$120.02 - $140.77 $240 - $282
68 $9K
COP
Conocophillips

Energy
25
+ 13.09%
$102.3 - $116.61 $2.56K - $2.92K
216 $22K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 1.56%
$460.0 - $505.78 $460 - $506
65 $30K
LUV
Southwest Airlines CO

Industrials
10
+ 1.74%
$23.7 - $29.93 $237 - $299
586 $17K
ELV
Elevance Health, Inc.

Healthcare
1
+ 33.33%
$500.12 - $562.29 $500 - $562
4 $2K
NAVI
Navient Corp

Financial Services
12
+ 1.97%
$14.08 - $16.93 $169 - $203
621 $9K
EMR
Emerson Electric CO

Industrials
5
+ 3.47%
$98.19 - $118.87 $491 - $594
149 $16K
Vanguard Wellington Fd
134
+ 31.68%
N/A
557 $0
AVGE
American Centy ETF Tr Avantis
4.51K
+ 75.72%
N/A
10.5K $0
VRSK
Verisk Analytics, Inc.

Industrials
1
+ 1.64%
$260.31 - $285.99 $260 - $286
62 $16K
Ge Healthcare Technologies I
3
+ 1.55%
N/A
196 $0
Dimensional ETF Trust
23K
+ 19.25%
N/A
143K $0
Linde PLC
1
+ 1.45%
N/A
70 $0
ADBE
Adobe Inc.

Technology
1
+ 16.67%
$508.13 - $586.55 $508 - $587
7 $3K
Ge Vernova Inc
3
+ 4.84%
N/A
65 $0
Activity Summary
Buys All Purchases 239 New Holdings 129 Increased Positions 110 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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