Mwa Asset Management Incresed Positions in Q4 2024

Mwa Asset Management

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
2.54K
+ 92.6%
$204.9 - $238.04 $521K - $605K
5.29K $1.16B
NOW
Service Now, Inc.

Technology
82
+ 5.85%
$867.18 - $1148.42 $71.1K - $94.2K
1.48K $1.57B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
548
+ 7.81%
$172.07 - $207.36 $94.3K - $114K
7.56K $1.49B
BAC
Bank Of America Corp

Financial Services
600
+ 1.36%
$39.22 - $47.77 $23.5K - $28.7K
44.7K $1.96B
WMT
Walmart Inc.

Consumer Defensive
435
+ 2.42%
$79.1 - $95.7 $34.4K - $41.6K
18.4K $1.66B
C
Citigroup Inc

Financial Services
1.6K
+ 12.7%
$61.31 - $72.5 $98K - $116K
14.2K $998M
IWP
Ishares Russell Mid Cap Growth

ETFs
63
+ 0.41%
$116.4 - $138.52 $7.33K - $8.73K
15.6K $1.97B
IWM
Ishares Russell 2000 ETF

ETFs
640
+ 6.64%
$216.13 - $242.4 $138K - $155K
10.3K $2.27B
IVW
Ishares S&P 500 Growth ETF

ETFs
819
+ 36.21%
$94.43 - $105.47 $77.3K - $86.4K
3.08K $313M
CMI
Cummins Inc

Industrials
14
+ 0.38%
$324.93 - $383.42 $4.55K - $5.37K
3.69K $1.29B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
603
+ 23.34%
$396.64 - $516.74 $239K - $312K
3.19K $1.28B
MA
Mastercard Inc

Financial Services
23
+ 1.16%
$491.3 - $536.15 $11.3K - $12.3K
2K $1.05B
HON
Honeywell International Inc

Industrials
3
+ 0.09%
$202.84 - $236.0 $609 - $708
3.44K $777M
VPN
Global X Fds Data Ctr Reits &

ETFs
4.72K
+ 36.34%
N/A
17.7K $293M
ADP
Automatic Data Processing Inc

Industrials
17
+ 0.69%
$280.08 - $307.97 $4.76K - $5.24K
2.48K $726M
VTWO
Vanguard Russell 2000 ETF

ETFs
470
+ 15.67%
$87.42 - $98.06 $41.1K - $46.1K
3.47K $310M
CAH
Cardinal Health Inc

Healthcare
95
+ 2.94%
$107.89 - $125.33 $10.2K - $11.9K
3.32K $393M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
566
+ 2.62%
$61.68 - $67.87 $34.9K - $38.4K
22.1K $1.38B
PAYX
Paychex Inc

Industrials
76
+ 1.93%
$135.86 - $148.73 $10.3K - $11.3K
4.01K $562M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
43
+ 0.75%
$278.19 - $315.36 $12K - $13.6K
5.8K $1.67B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
606
+ 7.63%
$44.2 - $49.46 $26.8K - $30K
8.55K $391M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13
+ 1.21%
$340.59 - $380.5 $4.43K - $4.95K
1.08K $397M
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.16%
$225.97 - $266.66 $1.36K - $1.6K
3.69K $888M
LLY
Eli Lilly & CO

Healthcare
70
+ 26.42%
$727.2 - $932.06 $50.9K - $65.2K
335 $259M
MCD
Mcdonalds Corp

Consumer Cyclical
203
+ 7.71%
$288.47 - $316.54 $58.6K - $64.3K
2.84K $822M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
540
+ 5.45%
$56.06 - $61.35 $30.3K - $33.1K
10.4K $590M
T
At&T Inc.

Communication Services
12
+ 0.1%
$21.22 - $23.88 $255 - $287
12.2K $277M
IWR
Ishares Russell Mid Cap ETF

ETFs
50
+ 1.16%
$87.25 - $95.52 $4.36K - $4.78K
4.36K $386M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
195
+ 3.52%
$67.38 - $75.88 $13.1K - $14.8K
5.74K $388M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
74
+ 1.27%
$80.93 - $85.66 $5.99K - $6.34K
5.91K $478M
IWS
Ishares Russell Midcap Value E

ETFs
187
+ 1.6%
$128.08 - $140.32 $24K - $26.2K
11.9K $1.54B
PDI
Pimco Dynamic Income Fund

Financial Services
1.09K
+ 6.59%
$18.33 - $20.85 $19.9K - $22.6K
17.6K $322M
IWD
Ishares Russell 1000 Val ETF

ETFs
34
+ 0.85%
$183.23 - $199.79 $6.23K - $6.79K
4.01K $743M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
404
+ 7.84%
$56.27 - $69.89 $22.7K - $28.2K
5.55K $315M
TT
Trane Technologies PLC

Industrials
47
+ 2.74%
$369.35 - $419.14 $17.4K - $19.7K
1.76K $651M
SBUX
Starbucks Corp

Consumer Cyclical
73
+ 1.99%
$87.44 - $102.5 $6.38K - $7.48K
3.75K $342M
IWN
Ishares Russell2000 Val ETF

ETFs
18
+ 0.24%
$162.69 - $181.35 $2.93K - $3.26K
7.61K $1.25B
DHR
Danaher Corp

Healthcare
172
+ 13.65%
$226.16 - $274.52 $38.9K - $47.2K
1.43K $329M
KLAC
Kla Corp

Technology
24
+ 3.73%
$614.46 - $829.55 $14.7K - $19.9K
667 $420M
RTX
Raytheon Technologies Corp

Industrials
62
+ 0.36%
$114.45 - $127.21 $7.1K - $7.89K
17.3K $2B
TSCO
Tractor Supply CO

Consumer Cyclical
16.5K
+ 398.28%
$52.59 - $303.74 $865K - $5M
20.6K $1.09B
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.19%
$385.02 - $431.37 $5.78K - $6.47K
7.9K $3.07B
AMGN
Amgen Inc

Healthcare
93
+ 3.77%
$258.78 - $328.31 $24.1K - $30.5K
2.56K $668M
MMM
3 M CO

Industrials
41
+ 0.21%
$124.74 - $137.12 $5.11K - $5.62K
19.9K $2.57B
LMT
Lockheed Martin Corp

Industrials
45
+ 2.16%
$479.66 - $614.62 $21.6K - $27.7K
2.12K $1.03B
UNH
Unitedhealth Group Inc

Healthcare
93
+ 2.5%
$485.52 - $625.25 $45.2K - $58.1K
3.81K $1.93B
ABBV
Abb Vie Inc.

Healthcare
229
+ 1.38%
$164.99 - $203.87 $37.8K - $46.7K
16.8K $2.99B
STX
Seagate Technology Holdings PLC

Technology
104
+ 0.53%
$86.31 - $112.64 $8.98K - $11.7K
19.6K $1.69B
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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