Kore Private Wealth LLC Purchases in Q3 2022

Kore Private Wealth LLC

  • $554 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
33
+ 0.39%
$1.55 - $45.53 $51.2 - $1.5K
8.41K $338K
AME
Ametek Inc

Industrials
6
+ 0.28%
$109.1 - $130.31 $655 - $782
2.15K $244K
TXN
Texas Instruments Inc

Technology
30
+ 1.91%
$148.54 - $185.4 $4.46K - $5.56K
1.6K $247K
AGI
Alamos Gold Inc

Basic Materials
42
+ 0.33%
$6.48 - $8.12 $272 - $341
12.6K $93K
EPP
Ishares Inc

ETFs
3.13K
+ 11.34%
$37.52 - $44.33 $117K - $139K
30.7K $1.15M
LLY
Eli Lilly & CO

Healthcare
15
+ 0.61%
$296.48 - $337.87 $4.45K - $5.07K
2.47K $797K
ML
Moneylion Inc.

Technology
18.4K
+ 52.69%
$0.28 - $2.42 $5.16K - $44.6K
53.4K $48K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 1.75%
$501.24 - $549.95 $8.52K - $9.35K
987 $499K
Blackrock Corpor Hi Yld Fd I
30K
New
N/A
30K $0
GS
Goldman Sachs Group Inc

Financial Services
17
+ 0.59%
$19.27 - $342.58 $328 - $5.82K
2.91K $851K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$79.54 - $95.9 $79.5 - $95.9
2.7K $215K
APO
Apollo Global Management, Inc.

Financial Services
8
+ 0.1%
$46.5 - $61.48 $372 - $492
7.76K $361K
ACN
Accenture PLC

Technology
11
+ 1.26%
$256.34 - $320.78 $2.82K - $3.53K
884 $227K
AMGN
Amgen Inc

Healthcare
1
+ 0.09%
$224.46 - $253.15 $224 - $253
1.14K $258K
ABBV
Abb Vie Inc.

Healthcare
375
+ 9.92%
$134.21 - $153.93 $50.3K - $57.7K
4.15K $558K
PDCE
Pdc Energy, Inc.

Energy
558
+ 3.79%
$52.19 - $69.38 $29.1K - $38.7K
15.3K $884K
WBD
Warner Bros. Discovery, Inc.

Communication Services
360
+ 2.46%
$11.32 - $17.48 $4.08K - $6.29K
15K $173K
ATVI
Activision Blizzard, Inc.

Communication Services
5
+ 0.07%
$74.33 - $81.0 $372 - $405
7.24K $538K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 0.43%
$466.4 - $560.96 $10.3K - $12.3K
5.09K $2.4M
VDC
Vanguard Consumer Staples ETF

ETFs
150
+ 3.85%
$171.79 - $199.02 $25.8K - $29.9K
4.05K $695K
BK
Bank Of New York Mellon Corp

Financial Services
77
+ 0.72%
$38.52 - $45.03 $2.97K - $3.47K
10.8K $415K
STWD
Starwood Property Trust, Inc.

Real Estate
744
+ 4.17%
$18.22 - $24.34 $13.6K - $18.1K
18.6K $338K
LYV
Live Nation Entertainment, Inc.

Communication Services
100
+ 1.45%
$73.78 - $99.04 $7.38K - $9.9K
7K $533K
VTV
Vanguard Value ETF

ETFs
217
+ 2.78%
$123.48 - $143.43 $26.8K - $31.1K
8.02K $990K
ABT
Abbott Laboratories

Healthcare
6
+ 0.17%
$96.76 - $112.03 $581 - $672
3.62K $350K
AVGO
Broadcom Inc.

Technology
28
+ 2.06%
$444.01 - $1748.97 $12.4K - $49K
1.39K $616K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.01%
$119.49 - $146.95 $119 - $147
7.88K $941K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
3.3K
+ 8.91%
$16.35 - $20.1 $54K - $66.3K
40.3K $663K
KMB
Kimberly Clark Corp

Consumer Defensive
81
+ 3.23%
$112.54 - $137.39 $9.12K - $11.1K
2.59K $291K
LMT
Lockheed Martin Corp

Industrials
44
+ 2.94%
$386.29 - $441.59 $17K - $19.4K
1.54K $595K
SYY
Sysco Corp

Consumer Defensive
37
+ 0.98%
$70.71 - $88.23 $2.62K - $3.26K
3.81K $269K
MA
Mastercard Inc

Financial Services
16
+ 0.8%
$284.34 - $359.95 $4.55K - $5.76K
2.01K $570K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.03%
$56.02 - $65.22 $168 - $196
9.35K $524K
UPS
United Parcel Service Inc

Industrials
4
+ 0.13%
$161.54 - $208.05 $646 - $832
3.1K $501K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
590
+ 3.0%
$29.14 - $177.75 $17.2K - $105K
20.2K $2.95M
NVDA
Nvidia Corp

Technology
383
+ 9.64%
$121.39 - $192.15 $46.5K - $73.6K
4.36K $529K
CSX
Csx Corp

Industrials
19
+ 0.06%
$26.64 - $34.48 $506 - $655
31.7K $845K
CPE
Callon Petroleum CO

Energy
884
+ 3.45%
$31.36 - $46.04 $27.7K - $40.7K
26.5K $928K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.37%
$230.74 - $266.82 $4.38K - $5.07K
5.1K $1.18M
T
At&T Inc.

Communication Services
171
+ 1.16%
$15.34 - $23.1 $2.62K - $3.95K
14.9K $228K
GOOGL
Alphabet Inc.

Communication Services
36.1K
+ 2112.4%
$95.65 - $122.08 $3.46M - $4.41M
37.8K $3.62M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
2.65K
+ 5.03%
$25.64 - $31.27 $68K - $83K
55.4K $1.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
637
+ 3.5%
$328.3 - $395.04 $209K - $252K
18.8K $6.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
+ 3.28%
$267.26 - $333.06 $280K - $349K
33.1K $8.83M
XLF
Financial Sector Spdr

ETFs
4.76K
+ 1.73%
$30.36 - $35.81 $145K - $170K
280K $8.5M
PFE
Pfizer Inc

Healthcare
48
+ 0.25%
$43.76 - $53.42 $2.1K - $2.56K
19.6K $856K
XLI
Industrial Sector Spdr

ETFs
1.46K
+ 2.25%
$82.84 - $100.53 $121K - $147K
66.4K $5.5M
CMCSA
Comcast Corp

Communication Services
286
+ 0.98%
$29.33 - $65.5 $8.39K - $18.7K
29.5K $865K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
11.2K
+ 7.18%
$31.71 - $39.04 $354K - $436K
167K $5.33M
Activity Summary
Buys All Purchases 107 New Holdings 16 Increased Positions 91 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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