Kore Private Wealth LLC Sells in Q3 2022

Kore Private Wealth LLC

  • $554 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-157
- 16.35%
$507.19 - $604.49 $79.6K - $94.9K
803 $407K
SPGI
S&P Global Inc.

Financial Services
-35
- 1.16%
$305.35 - $393.2 $10.7K - $13.8K
2.98K $910K
XLU
Utilities Sector Spdr

ETFs
-163
- 0.85%
$65.51 - $78.12 $10.7K - $12.7K
19K $1.25M
VEA
Vanguard Ftse Developed Market

ETFs
-953
- 6.99%
$36.19 - $43.74 $34.5K - $41.7K
12.7K $461K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
-63
- 0.48%
N/A
12.9K $3.46M
NOW
Service Now, Inc.

Technology
-59
- 8.22%
$370.1 - $516.2 $21.8K - $30.5K
659 $249K
UNP
Union Pacific Corp

Industrials
-120
- 3.34%
$194.82 - $241.91 $23.4K - $29K
3.48K $677K
IEZ
Ishares Tr

ETFs
-3.23K
- 11.68%
$13.6 - $17.49 $43.9K - $56.4K
24.4K $351K
BXP
Boston Properties Inc

Real Estate
-44
- 0.72%
$73.66 - $91.16 $3.24K - $4.01K
6.05K $454K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-280
- 11.02%
$210.4 - $257.47 $58.9K - $72.1K
2.26K $476K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-480
- 6.89%
$54.83 - $65.96 $26.3K - $31.7K
6.49K $356K
BMY
Bristol Myers Squibb CO

Healthcare
-515
- 7.96%
$0.13 - $76.84 $67 - $39.6K
5.96K $423K
MAA
Mid America Apartment Communities Inc.

Real Estate
-16
- 0.44%
$57.9 - $185.73 $926 - $2.97K
3.59K $556K
QCOM
Qualcomm Inc

Technology
-128
- 4.24%
$112.98 - $155.86 $14.5K - $20K
2.89K $327K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-2.01K
- 10.47%
$16.14 - $23.5 $32.5K - $47.3K
17.2K $280K
D
Dominion Energy, Inc

Utilities
-133
- 3.05%
$69.11 - $85.65 $9.19K - $11.4K
4.22K $292K
CAT
Caterpillar Inc

Industrials
-87
- 3.25%
$162.44 - $198.25 $14.1K - $17.2K
2.59K $424K
XOM
Exxon Mobil Corp

Energy
-1.49K
- 3.22%
$83.14 - $100.12 $124K - $149K
44.8K $3.91M
MMM
3 M CO

Industrials
-80
- 3.72%
$110.5 - $151.43 $8.84K - $12.1K
2.07K $229K
PEP
Pepsico Inc

Consumer Defensive
-64
- 0.61%
$163.26 - $180.4 $10.4K - $11.5K
10.4K $1.7M
C
Citigroup Inc

Financial Services
-375
- 5.87%
$27.25 - $52.59 $10.2K - $19.7K
6.01K $251K
RXI
Ishares Tr

ETFs
-258
- 13.22%
$122.1 - $147.62 $31.5K - $38.1K
1.69K $207K
BAC
Bank Of America Corp

Financial Services
-453
- 1.51%
$18.8 - $35.27 $8.52K - $16K
29.6K $894K
AXP
American Express CO

Financial Services
-246
- 12.44%
$134.91 - $165.84 $33.2K - $40.8K
1.73K $234K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.27K
- 8.44%
$33.39 - $41.29 $109K - $135K
35.5K $1.3M
SNOW
Snowflake Inc.

Technology
-607
- 28.82%
$130.12 - $197.98 $79K - $120K
1.5K $255K
EMR
Emerson Electric CO

Industrials
-179
- 4.5%
$73.06 - $90.39 $13.1K - $16.2K
3.8K $278K
KRE
Spdr S&P Regional Banking ETF

ETFs
-690
- 11.39%
$56.83 - $68.54 $39.2K - $47.3K
5.37K $316K
MRK
Merck & Co., Inc.

Healthcare
-51
- 0.87%
$84.53 - $94.96 $4.31K - $4.84K
5.82K $501K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-106
- 4.84%
$25.2 - $166.28 $2.67K - $17.6K
2.08K $311K
OTIS
Otis Worldwide Corp

Industrials
-79
- 2.11%
$63.8 - $81.75 $5.04K - $6.46K
3.66K $233K
APD
Air Products & Chemicals, Inc.

Basic Materials
-38
- 1.59%
$221.98 - $274.11 $8.44K - $10.4K
2.35K $547K
ACWI
Ishares Msci Acwi ETF

ETFs
-21
- 0.62%
$77.83 - $92.7 $1.63K - $1.95K
3.34K $260K
WMT
Walmart Inc.

Consumer Defensive
-448
- 8.2%
$121.98 - $139.52 $54.6K - $62.5K
5.01K $650K
NEE
Nextera Energy Inc

Utilities
-238
- 4.83%
$54.18 - $90.81 $12.9K - $21.6K
4.69K $368K
TMUS
T Mobile Us, Inc.

Communication Services
-91
- 1.93%
$132.32 - $146.86 $12K - $13.4K
4.61K $619K
GD
General Dynamics Corp

Industrials
-5
- 0.4%
$209.79 - $243.69 $1.05K - $1.22K
1.23K $262K
SBUX
Starbucks Corp

Consumer Cyclical
-372
- 13.0%
$77.76 - $92.7 $28.9K - $34.5K
2.49K $210K
IBB
Ishares Biotechnology ETF

ETFs
-66
- 2.93%
$113.42 - $134.82 $7.49K - $8.9K
2.19K $256K
MS
Morgan Stanley

Financial Services
-215
- 6.41%
$21.84 - $90.15 $4.7K - $19.4K
3.14K $248K
AON
Aon PLC

Financial Services
-5
- 0.24%
$267.1 - $302.57 $1.34K - $1.51K
2.07K $555K
HD
Home Depot, Inc.

Consumer Cyclical
-47
- 0.8%
$266.58 - $327.38 $12.5K - $15.4K
5.84K $1.61M
CARR
Carrier Global Corp

Industrials
-53
- 0.67%
$35.28 - $44.41 $1.87K - $2.35K
7.92K $281K
SM
Sm Energy CO

Energy
-4.53K
- 8.62%
$30.36 - $46.9 $138K - $212K
48K $1.81M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-120
- 0.39%
$6.86 - $11.95 $823 - $1.43K
30.3K $245K
OPCH
Option Care Health, Inc.

Healthcare
-500
- 2.74%
$28.39 - $35.14 $14.2K - $17.6K
17.8K $559K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.56K
- 3.3%
$112.38 - $150.83 $175K - $235K
45.6K $5.69M
ET
Energy Transfer LP

Energy
-113K
- 8.63%
$9.54 - $22.82 $1.08M - $2.58M
1.2M $13.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-857
- 6.11%
$69.55 - $102.08 $59.6K - $87.5K
13.2K $1.13M
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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