Modus Advisors, LLC Purchases in Q3 2024

Modus Advisors, LLC

  • $295 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
674
+ 2.08%
$120.77 - $159.66 $81.4K - $108K
33.1K $5.07M
CAT
Caterpillar Inc

Industrials
804
+ 7.14%
$316.8 - $391.12 $255K - $314K
12.1K $4.72M
PLTR
Palantir Technologies Inc.

Technology
22.6K
New
$24.09 - $37.95 $545K - $858K
22.6K $841K
ABBV
Abb Vie Inc.

Healthcare
289
+ 1.21%
$163.84 - $199.33 $47.3K - $57.6K
24.1K $4.76M
META
Meta Platforms, Inc.

Communication Services
805
+ 28.77%
$453.41 - $572.44 $365K - $461K
3.6K $2.06M
IYJ
Ishares Tr

ETFs
156
+ 0.35%
$118.32 - $133.67 $18.5K - $20.9K
44.4K $5.94M
HD
Home Depot, Inc.

Consumer Cyclical
135
+ 1.49%
$333.64 - $405.2 $45K - $54.7K
9.21K $3.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.39K
New
$147.95 - $191.05 $502K - $648K
3.39K $588K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.67K
+ 2.51%
$178.94 - $207.0 $298K - $345K
68K $13.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.19K
+ 4.01%
$106.11 - $113.72 $232K - $249K
56.7K $6.41M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.67K
+ 8.62%
$42.22 - $48.62 $282K - $324K
84K $3.91M
AMD
Advanced Micro Devices Inc

Technology
3.09K
New
$128.67 - $183.96 $398K - $568K
3.09K $507K
MCD
Mcdonalds Corp

Consumer Cyclical
71
+ 0.76%
$245.82 - $304.51 $17.5K - $21.6K
9.36K $2.85M
UBER
Uber Technologies, Inc

Technology
4.58K
+ 8.16%
$58.48 - $77.47 $268K - $355K
60.7K $4.56M
TGT
Target Corp

Consumer Defensive
2.79K
+ 96.84%
$133.47 - $159.25 $373K - $445K
5.68K $884K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.69K
+ 6.67%
$96.25 - $101.98 $259K - $274K
42.9K $4.35M
TSLA
Tesla, Inc.

Consumer Cyclical
1.61K
New
$191.76 - $263.26 $309K - $424K
1.61K $421K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.85K
+ 21.59%
$79.29 - $84.02 $305K - $324K
21.7K $1.82M
MSFT
Microsoft Corp

Technology
1.43K
+ 9.35%
$395.15 - $467.56 $565K - $669K
16.7K $7.2M
WMT
Walmart Inc.

Consumer Defensive
3.09K
+ 36.91%
$66.91 - $81.4 $206K - $251K
11.4K $924K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.18K
+ 3.63%
$100.75 - $111.62 $119K - $132K
33.7K $3.69M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.07K
+ 129.04%
$49.83 - $62.75 $302K - $381K
10.8K $620K
MU
Micron Technology Inc

Technology
3.08K
New
$86.27 - $136.82 $265K - $421K
3.08K $318K
COST
Costco Wholesale Corp

Consumer Defensive
301
+ 22.38%
$801.83 - $917.05 $241K - $276K
1.65K $1.46M
CRM
Salesforce, Inc.

Technology
290
+ 2.06%
$238.42 - $276.53 $69.1K - $80.2K
14.3K $3.93M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.88K
+ 3.49%
$48.4 - $50.91 $139K - $147K
85.4K $4.32M
AMAT
Applied Materials Inc

Technology
1.46K
New
$174.88 - $254.97 $256K - $373K
1.46K $295K
NEE
Nextera Energy Inc

Utilities
530
+ 2.95%
$69.9 - $84.97 $37K - $45K
18.5K $1.56M
MMM
3 M CO

Industrials
1.99K
New
$99.69 - $139.42 $198K - $277K
1.99K $271K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.4K
+ 15.73%
$54.98 - $59.51 $187K - $202K
25K $1.49M
INDA
Ishares Msci India Index Fund

ETFs
4.08K
+ 106.38%
$54.86 - $59.22 $224K - $242K
7.92K $463K
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 0.22%
$194.9 - $224.8 $11.5K - $13.3K
26.5K $5.58M
EME
Emcor Group, Inc.

Industrials
91
+ 3.4%
$340.22 - $435.6 $31K - $39.6K
2.77K $1.19M
GILD
Gilead Sciences, Inc.

Healthcare
677
+ 6.9%
$66.59 - $83.99 $45.1K - $56.9K
10.5K $879K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.32K
New
$55.81 - $61.01 $185K - $202K
3.32K $202K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.18K
+ 1.74%
$81.31 - $83.29 $96K - $98.4K
69K $5.74M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.78K
+ 12.63%
$49.7 - $56.11 $188K - $212K
33.7K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
232
+ 1.52%
$160.76 - $177.82 $37.3K - $41.3K
15.5K $2.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
88
+ 2.4%
$517.38 - $573.86 $45.5K - $50.5K
3.76K $2.15M
AMGN
Amgen Inc

Healthcare
259
+ 3.64%
$309.38 - $337.38 $80.1K - $87.4K
7.37K $2.38M
AMT
American Tower Corp

Real Estate
89
+ 3.06%
$192.27 - $242.73 $17.1K - $21.6K
3K $697K
LLY
Eli Lilly & CO

Healthcare
117
+ 32.32%
$772.14 - $960.02 $90.3K - $112K
479 $424K
PANW
Palo Alto Networks Inc

Technology
130
+ 0.7%
$294.18 - $368.01 $38.2K - $47.8K
18.6K $6.36M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.0%
$59.93 - $66.52 $59.9 - $66.5
26K $1.73M
PLD
Prologis, Inc.

Real Estate
227
+ 6.29%
$111.95 - $132.43 $25.4K - $30.1K
3.84K $484K
NVDA
Nvidia Corp

Technology
1.38K
+ 2.5%
$98.91 - $134.91 $136K - $186K
56.3K $6.84M
JNJ
Johnson & Johnson

Healthcare
54
+ 2.58%
$145.48 - $167.38 $7.86K - $9.04K
2.15K $348K
BND
Vanguard Bd Index Fd Inc Total

ETFs
70
+ 0.92%
$71.45 - $75.64 $5K - $5.29K
7.7K $578K
EPD
Enterprise Products Partners L.P.

Energy
6
+ 0.03%
$27.88 - $30.0 $167 - $180
19.5K $566K
Activity Summary
Buys All Purchases 65 New Holdings 10 Increased Positions 55 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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