Rice Partnership, LLC Incresed Positions in Q3 2024

Rice Partnership, LLC

  • $485 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
2.55K
+ 1.98%
$215.56 - $246.98 $550K - $630K
132K $32M
AXP
American Express CO

Financial Services
974
+ 1.66%
$225.92 - $271.17 $220K - $264K
59.8K $16.2M
RTX
Raytheon Technologies Corp

Industrials
9.58K
+ 22.98%
$99.55 - $123.34 $953K - $1.18M
51.3K $6.21M
MSI
Motorola Solutions, Inc.

Technology
1.3K
+ 5.86%
$385.65 - $450.49 $500K - $584K
23.4K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
3K
+ 18.07%
$191.76 - $263.26 $576K - $790K
19.6K $5.13M
DHR
Danaher Corp

Healthcare
1.76K
+ 3.78%
$239.25 - $280.76 $422K - $495K
48.4K $13.5M
INDA
Ishares Msci India Index Fund

ETFs
6.57K
+ 1.35%
$54.86 - $59.22 $361K - $389K
495K $29M
NFLX
Netflix Inc

Communication Services
2.04K
+ 28.02%
$598.55 - $722.26 $1.22M - $1.48M
9.33K $6.62M
HD
Home Depot, Inc.

Consumer Cyclical
376
+ 1.94%
$333.64 - $405.2 $125K - $152K
19.8K $8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.66K
+ 3.61%
$283.28 - $314.39 $471K - $523K
47.7K $15M
KO
Coca Cola CO

Consumer Defensive
4.93K
+ 5.42%
$62.69 - $73.01 $309K - $360K
96K $6.9M
EWN
Ishares Msci Netherlnds ETF

ETFs
20.5K
+ 39.76%
$46.22 - $52.65 $948K - $1.08M
72.1K $3.67M
USB
Us Bancorp \De\

Financial Services
69
+ 0.04%
$39.04 - $47.23 $2.69K - $3.26K
165K $7.56M
ETN
Eaton Corp PLC

Industrials
620
+ 1.42%
$272.52 - $333.02 $169K - $206K
44.4K $14.7M
NEE
Nextera Energy Inc

Utilities
544
+ 0.83%
$69.9 - $84.97 $38K - $46.2K
66K $5.58M
EQIX
Equinix Inc

Real Estate
354
+ 7.67%
$749.0 - $890.01 $265K - $315K
4.97K $4.41M
UNH
Unitedhealth Group Inc

Healthcare
799
+ 14.83%
$488.01 - $604.18 $390K - $483K
6.19K $3.62M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.32K
+ 4.64%
$201.82 - $234.36 $266K - $309K
29.7K $6.84M
COST
Costco Wholesale Corp

Consumer Defensive
211
+ 1.7%
$801.83 - $917.05 $169K - $193K
12.6K $11.2M
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
3.02K
+ 1.75%
$19.44 - $23.57 $58.7K - $71.2K
176K $3.95M
SRE
Sempra Energy

Utilities
3.83K
+ 11.22%
$74.97 - $84.04 $287K - $322K
38K $3.18M
DIS
Walt Disney CO

Communication Services
7.14K
+ 15.15%
$85.6 - $98.61 $612K - $704K
54.3K $5.22M
EWJ
Ishares Msci Japan ETF

ETFs
2.75K
+ 4.23%
$63.12 - $72.99 $173K - $200K
67.7K $4.84M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.03%
$460.3 - $584.56 $460 - $585
2.98K $1.74M
ABBV
Abb Vie Inc.

Healthcare
614
+ 15.71%
$163.84 - $199.33 $101K - $122K
4.52K $893K
OMC
Omnicom Group Inc.

Communication Services
15
+ 0.12%
$87.69 - $103.9 $1.32K - $1.56K
12K $1.24M
META
Meta Platforms, Inc.

Communication Services
65
+ 3.93%
$453.41 - $572.44 $29.5K - $37.2K
1.72K $982K
MA
Mastercard Inc

Financial Services
5
+ 0.19%
$429.6 - $500.99 $2.15K - $2.5K
2.68K $1.32M
AMZN
Amazon Com Inc

Consumer Cyclical
3.59K
+ 4.72%
$161.02 - $200.0 $578K - $718K
79.6K $14.8M
CSCO
Cisco Systems, Inc.

Technology
544
+ 3.6%
$44.74 - $53.22 $24.3K - $29K
15.6K $832K
FNDX
Schwab Fundamental U S Large C

ETFs
1.39K
+ 824.26%
$65.36 - $71.76 $91K - $100K
1.56K $112K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.04K
+ 88.85%
$61.11 - $67.85 $63.8K - $70.8K
2.22K $150K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.99K
+ 12450.0%
$28.02 - $32.68 $55.8K - $65.1K
2.01K $64K
CSL
Carlisle Companies Inc

Industrials
5
+ 0.49%
$376.5 - $449.34 $1.88K - $2.25K
1.02K $456K
IWM
Ishares Russell 2000 ETF

ETFs
46
+ 2.3%
$200.87 - $224.6 $9.24K - $10.3K
2.05K $452K
CL
Colgate Palmolive CO

Consumer Defensive
36
+ 0.59%
$95.54 - $108.77 $3.44K - $3.92K
6.12K $635K
SCHA
Schwab Strategic Tr Us Small C

ETFs
745
+ 776.04%
$46.9 - $51.96 $34.9K - $38.7K
841 $43K
QQQ
Invesco Qqq Trust, Series 1

ETFs
60
+ 6.66%
$434.77 - $502.96 $26.1K - $30.2K
961 $469K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
912
+ 1341.18%
$36.98 - $41.55 $33.7K - $37.9K
980 $40K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.27K
+ 21183.33%
$25.45 - $29.53 $32.3K - $37.5K
1.28K $37K
GIS
General Mills Inc

Consumer Defensive
6
+ 0.18%
$62.5 - $75.15 $375 - $451
3.43K $253K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 1.08%
$416.14 - $494.01 $2.5K - $2.96K
559 $274K
PEP
Pepsico Inc

Consumer Defensive
32
+ 0.88%
$161.9 - $179.3 $5.18K - $5.74K
3.66K $622K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
43
+ 1.19%
$91.37 - $101.65 $3.93K - $4.37K
3.65K $371K
XLK
Technology Sector Spdr

ETFs
100
+ 7.28%
$197.34 - $237.68 $19.7K - $23.8K
1.47K $332K
XOM
Exxon Mobil Corp

Energy
3
+ 0.03%
$109.72 - $119.0 $329 - $357
8.77K $1.03M
MUB
Ishares National Muni Bond ETF

ETFs
90
+ 12.84%
$106.13 - $108.7 $9.55K - $9.78K
791 $85K
IEF
Ishares Barclays

ETFs
46
+ 8.68%
$92.67 - $99.14 $4.26K - $4.56K
576 $56K
IEFA
Ishares Tr

ETFs
44
+ 8.18%
$70.09 - $78.74 $3.08K - $3.46K
582 $45K
Activity Summary
Buys All Purchases 85 New Holdings 19 Increased Positions 66 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rice Partnership, LLC Portfolio

Follow Rice Partnership, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rice Partnership, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rice Partnership, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email