Hemington Wealth Management Purchases in Q3 2024

Hemington Wealth Management

  • $371 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
489
New
$138.85 - $182.81 $67.9K - $89.4K
489 $100K
APH
Amphenol Corp

Technology
1.48K
New
$58.39 - $70.41 $86.4K - $104K
1.48K $99K
TIP
Ishares Tr Tips Bd ETF

ETFs
917
New
$105.92 - $110.83 $97.1K - $102K
917 $99K
VEA
Vanguard Ftse Developed Market

ETFs
1.99K
New
$47.6 - $53.31 $94.7K - $106K
1.99K $99K
VST
Vistra Corp.

Utilities
795
New
$69.0 - $119.06 $54.9K - $94.7K
795 $99K
BMY
Bristol Myers Squibb CO

Healthcare
1.77K
New
$39.66 - $51.75 $70.2K - $91.6K
1.77K $98K
AVGO
Broadcom Inc.

Technology
2.92K
+ 1053.07%
$136.27 - $1745.86 $397K - $5.09M
3.19K $542K
HEI
Heico Corp

Industrials
401
New
$220.59 - $267.96 $88.5K - $107K
401 $98K
LEN
Lennar Corp

Consumer Cyclical
578
New
$142.5 - $192.45 $82.4K - $111K
578 $98K
BX
Blackstone Inc.

Financial Services
581
New
$120.77 - $159.66 $70.2K - $92.8K
581 $97K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.42K
New
$64.35 - $75.71 $91.6K - $108K
1.42K $97K
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 15.33%
$517.38 - $573.86 $67.3K - $74.6K
978 $556K
QUAL
Ishares Msci Usa Quality Facto

ETFs
528
New
$162.64 - $179.3 $85.9K - $94.7K
528 $93K
HIG
Hartford Financial Services Group, Inc.

Financial Services
825
New
$98.71 - $117.61 $81.4K - $97K
825 $91K
MTB
M&T Bank Corp

Financial Services
469
New
$146.49 - $179.85 $68.7K - $84.3K
469 $91K
PFE
Pfizer Inc

Healthcare
3.18K
New
$27.7 - $31.39 $88.1K - $99.9K
3.18K $90K
SCHW
Schwab Charles Corp

Financial Services
1.26K
New
$61.74 - $76.08 $77.5K - $95.6K
1.26K $88K
Brookfield Asset Managmt LTD
34
+ 0.6%
N/A
5.7K $302K
SNPS
Synopsys Inc

Technology
171
New
$463.97 - $621.3 $79.3K - $106K
171 $87K
TRV
Travelers Companies, Inc.

Financial Services
354
New
$201.87 - $242.35 $71.5K - $85.8K
354 $87K
V
Visa Inc.

Financial Services
109
+ 5.39%
$253.74 - $291.56 $27.7K - $31.8K
2.13K $618K
AON
Aon PLC

Financial Services
235
New
$293.16 - $351.06 $68.9K - $82.5K
235 $86K
PNC
Pnc Financial Services Group, Inc.

Financial Services
458
New
$156.14 - $187.2 $71.5K - $85.7K
458 $86K
BCML
Bay Com Corp

Financial Services
3.43K
New
$19.39 - $24.63 $66.5K - $84.5K
3.43K $85K
CSX
Csx Corp

Industrials
2.5K
New
$32.48 - $35.45 $81.2K - $88.6K
2.5K $84K
ELV
Elevance Health, Inc.

Healthcare
208
New
$500.12 - $562.29 $104K - $117K
208 $84K
TDG
Trans Digm Group Inc

Industrials
65
New
$1202.03 - $1427.41 $78.1K - $92.8K
65 $84K
SBUX
Starbucks Corp

Consumer Cyclical
850
New
$72.51 - $98.6 $61.6K - $83.8K
850 $83K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
996
New
$81.31 - $83.29 $81K - $83K
996 $82K
KKR
Kkr & Co. Inc.

Financial Services
594
New
$104.51 - $133.23 $62.1K - $79.1K
594 $82K
ADSK
Autodesk, Inc.

Technology
286
New
$245.83 - $245.83 $70.3K - $70.3K
286 $81K
IWN
Ishares Russell2000 Val ETF

ETFs
494
New
$150.05 - $171.34 $74.1K - $84.6K
494 $81K
NSC
Norfolk Southern Corp

Industrials
326
New
$213.75 - $259.69 $69.7K - $84.7K
326 $81K
C
Citigroup Inc

Financial Services
1.25K
New
$56.11 - $67.61 $70.2K - $84.6K
1.25K $80K
IVW
Ishares S&P 500 Growth ETF

ETFs
844
New
$84.77 - $97.13 $71.5K - $82K
844 $80K
MDT
Medtronic PLC

Healthcare
901
New
$76.84 - $91.03 $69.2K - $82K
901 $80K
SO
Southern CO

Utilities
882
New
$77.0 - $90.52 $67.9K - $79.8K
882 $80K
VV
Vanguard Large Cap ETF

ETFs
308
New
$236.92 - $263.4 $73K - $81.1K
308 $80K
GD
General Dynamics Corp

Industrials
273
New
$279.51 - $308.09 $76.3K - $84.1K
273 $79K
ICE
Intercontinental Exchange, Inc.

Financial Services
510
New
$136.93 - $162.81 $69.8K - $83K
510 $79K
LOW
Lowes Companies Inc

Consumer Cyclical
155
+ 16.51%
$213.3 - $270.78 $33.1K - $42K
1.09K $286K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
94
New
$1024.09 - $1201.76 $96.3K - $113K
94 $78K
USB
Us Bancorp \De\

Financial Services
1.63K
New
$39.04 - $47.23 $63.8K - $77.2K
1.63K $78K
WMT
Walmart Inc.

Consumer Defensive
125
+ 2.68%
$66.91 - $81.4 $8.36K - $10.2K
4.8K $393K
COF
Capital One Financial Corp

Financial Services
465
New
$131.42 - $153.05 $61.1K - $71.2K
465 $75K
COP
Conocophillips

Energy
691
New
$102.3 - $116.61 $70.7K - $80.6K
691 $75K
Gsk PLC
2.06K
New
N/A
2.06K $75K
HPQ
Hp Inc

Technology
2.13K
New
$32.02 - $38.11 $68.2K - $81.2K
2.13K $75K
MO
Altria Group, Inc.

Consumer Defensive
1.37K
New
$45.95 - $54.71 $62.7K - $74.7K
1.37K $74K
Activity Summary
Buys All Purchases 1738 New Holdings 1695 Increased Positions 43 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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