Pegasus Asset Management, Inc. Incresed Positions in Q4 2024

Pegasus Asset Management, Inc.

  • $325 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
2.26K
+ 79.21%
$727.2 - $932.06 $1.64M - $2.1M
5.1K $3.94M
CRM
Salesforce, Inc.

Technology
109
+ 0.68%
$270.87 - $367.87 $29.5K - $40.1K
16.2K $5.4M
NVDA
Nvidia Corp

Technology
28
+ 0.04%
$117.0 - $148.88 $3.28K - $4.17K
76.6K $10.3M
SOFI
So Fi Technologies, Inc.

Financial Services
1.44K
+ 1.27%
$7.63 - $16.88 $11K - $24.3K
114K $1.76M
DIS
Walt Disney CO

Communication Services
543
+ 1.59%
$92.39 - $117.6 $50.2K - $63.9K
34.7K $3.87M
ASML
Asml Holding Nv

Technology
1.38K
+ 42.98%
$658.43 - $872.27 $907K - $1.2M
4.58K $3.17M
EW
Edwards Lifesciences Corp

Healthcare
159
+ 0.37%
$64.54 - $75.92 $10.3K - $12.1K
42.6K $3.16M
IBM
International Business Machines Corp

Technology
153
+ 6.09%
$204.9 - $238.04 $31.3K - $36.4K
2.67K $586K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.41K
+ 300.08%
$25.93 - $105.3 $192K - $780K
9.87K $275K
HD
Home Depot, Inc.

Consumer Cyclical
219
+ 4.39%
$385.02 - $431.37 $84.3K - $94.5K
5.21K $2.03M
UNP
Union Pacific Corp

Industrials
3
+ 0.23%
$223.15 - $249.32 $669 - $748
1.29K $293K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.72K
+ 65.74%
$25.33 - $51.16 $246K - $497K
24.5K $633K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.1K
+ 142.77%
$27.54 - $83.04 $388K - $1.17M
23.9K $663K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.03%
$161.05 - $179.7 $1.29K - $1.44K
31.5K $5.28M
NKE
Nike, Inc.

Consumer Cyclical
1.75K
+ 6.25%
$73.36 - $89.13 $129K - $156K
29.8K $2.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.04K
+ 45.75%
$22.4 - $68.28 $68K - $207K
9.67K $224K
DUK
Duke Energy Corp

Utilities
178
+ 0.52%
$105.76 - $120.76 $18.8K - $21.5K
34.6K $3.72M
MSFT
Microsoft Corp

Technology
111
+ 0.31%
$406.35 - $454.46 $45.1K - $50.4K
36.3K $15.3M
MRK
Merck & Co., Inc.

Healthcare
475
+ 1.35%
$96.31 - $114.76 $45.7K - $54.5K
35.6K $3.54M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
791K
+ 188.33%
$22.01 - $66.82 $17.4M - $52.9M
1.21M $27.5M
PEP
Pepsico Inc

Consumer Defensive
174
+ 0.59%
$151.29 - $176.1 $26.3K - $30.6K
29.9K $4.54M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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