Pya Waltman Capital, LLC Incresed Positions in Q2 2024

Pya Waltman Capital, LLC

  • $242 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
6.25K
+ 67.98%
$254.61 - $298.96 $1.59M - $1.87M
15.4K $4.62M
AVGO
Broadcom Inc.

Technology
129
+ 6.23%
$1204.71 - $1828.87 $155K - $236K
2.2K $3.53M
NOMD
Nomad Foods LTD

Consumer Defensive
74.7K
+ 45.7%
$16.48 - $19.61 $1.23M - $1.47M
238K $3.93M
TXN
Texas Instruments Inc

Technology
1.79K
+ 13.31%
$159.68 - $202.54 $286K - $362K
15.2K $2.96M
SPGI
S&P Global Inc.

Financial Services
158
+ 0.71%
$408.56 - $448.91 $64.6K - $70.9K
22.5K $10.1M
AMGN
Amgen Inc

Healthcare
637
+ 6.68%
$262.75 - $319.31 $167K - $203K
10.2K $3.18M
GLD
Spdr Gold Trust

ETFs
1.58K
+ 52.8%
$207.82 - $224.56 $329K - $355K
4.58K $984K
PG
Procter & Gamble CO

Consumer Defensive
1.99K
+ 13.27%
$155.33 - $168.56 $309K - $336K
17K $2.8M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$165.0 - $216.67 $165 - $217
7.99K $1.68M
GD
General Dynamics Corp

Industrials
666
+ 10.34%
$281.11 - $300.23 $187K - $200K
7.11K $2.06M
AMT
American Tower Corp

Real Estate
1.18K
+ 14.96%
$171.0 - $200.41 $201K - $235K
9.03K $1.76M
LMT
Lockheed Martin Corp

Industrials
256
+ 6.87%
$447.57 - $471.51 $115K - $121K
3.99K $1.86M
NEE
Nextera Energy Inc

Utilities
816
+ 6.7%
$61.7 - $80.02 $50.3K - $65.3K
13K $919K
APD
Air Products & Chemicals, Inc.

Basic Materials
247
+ 8.03%
$227.76 - $285.31 $56.3K - $70.5K
3.32K $857K
MSFT
Microsoft Corp

Technology
5
+ 0.13%
$389.33 - $452.85 $1.95K - $2.26K
3.8K $1.7M
CVX
Chevron Corp

Energy
751
+ 5.48%
$152.57 - $166.33 $115K - $125K
14.5K $2.26M
VZ
Verizon Communications Inc

Communication Services
2.54K
+ 11.24%
$38.6 - $42.84 $97.9K - $109K
25.1K $1.04M
PEP
Pepsico Inc

Consumer Defensive
1.05K
+ 7.35%
$163.33 - $183.11 $172K - $193K
15.4K $2.54M
CSCO
Cisco Systems, Inc.

Technology
1.25K
+ 8.38%
$45.52 - $50.04 $57K - $62.7K
16.2K $769K
ABBV
Abb Vie Inc.

Healthcare
1.12K
+ 6.94%
$154.79 - $180.76 $173K - $202K
17.2K $2.95M
TROW
Price T Rowe Group Inc

Financial Services
1.04K
+ 7.03%
$108.72 - $120.3 $113K - $125K
15.8K $1.82M
MCD
Mcdonalds Corp

Consumer Cyclical
402
+ 10.77%
$249.37 - $280.22 $100K - $113K
4.13K $1.05M
VGSH
Vanguard

ETFs
76
+ 0.16%
$57.55 - $58.0 $4.37K - $4.41K
48.2K $2.79M
Fidelity Wise Origin Bitcoin
646
+ 2.0%
N/A
32.9K $0
UPS
United Parcel Service Inc

Industrials
1.18K
+ 7.36%
$134.2 - $152.27 $158K - $180K
17.2K $2.35M
GPC
Genuine Parts CO

Consumer Cyclical
395
+ 7.15%
$136.7 - $163.38 $54K - $64.5K
5.92K $818K
TRV
Travelers Companies, Inc.

Financial Services
440
+ 9.18%
$203.34 - $230.89 $89.5K - $102K
5.24K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
741
+ 8.64%
$72.5 - $91.53 $53.7K - $67.8K
9.32K $725K
ALL
Allstate Corp

Financial Services
695
+ 4.96%
$157.07 - $175.41 $109K - $122K
14.7K $2.35M
MTN
Vail Resorts Inc

Consumer Cyclical
3.41K
+ 19.17%
$173.94 - $232.25 $593K - $791K
21.2K $3.82M
ETSY
Etsy Inc

Consumer Cyclical
80
+ 0.47%
$57.67 - $69.74 $4.61K - $5.58K
17.2K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
528
+ 5.78%
$325.1 - $368.03 $172K - $194K
9.66K $3.33M
JNJ
Johnson & Johnson

Healthcare
1.34K
+ 3.58%
$144.38 - $157.78 $193K - $211K
38.7K $5.66M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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