Hyperion Partners, LLC Portfolio Holdings by Sector
Hyperion Partners, LLC
- $157 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SDY RWJ QQQ VXUS VOT JPIB SPLV BIV 23 stocks |
$123 Million
78.22% of portfolio
|
21
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.85 Million
3.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV AMGN BMY 4 stocks |
$5.24 Million
3.34% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO 3 stocks |
$2.35 Million
1.5% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.18 Million
1.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.85 Million
1.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.32 Million
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.09 Million
0.69% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.09 Million
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$976,403
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$972,722
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$938,114
0.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$884,216
0.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$879,098
0.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$818,032
0.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$812,958
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA ORCC 2 stocks |
$658,622
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$642,917
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$628,531
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$608,736
0.39% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$451,935
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$450,207
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$364,066
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$363,755
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$326,188
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$292,535
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$282,919
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$281,724
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$267,262
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$267,158
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$254,013
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$247,978
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$230,108
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$206,213
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HIO 1 stocks |
$45,493
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CVM 1 stocks |
$17,596
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|