Surevest, LLC Incresed Positions in Q3 2022

Surevest, LLC

  • $368 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
186
+ 1.41%
$19.27 - $342.58 $3.58K - $63.7K
13.3K $3.91M
KMI
Kinder Morgan, Inc.

Energy
90
+ 36.59%
$16.09 - $46.45 $1.45K - $4.18K
336 $6K
CI
Cigna Corp

Healthcare
5
+ 100.0%
$264.84 - $294.15 $1.32K - $1.47K
10 $3K
FITB
Fifth Third Bancorp

Financial Services
55
+ 203.7%
$24.75 - $36.52 $1.36K - $2.01K
82 $3K
ETR
Entergy Corp

Utilities
20
+ 222.22%
$100.63 - $122.22 $2.01K - $2.44K
29 $3K
O
Realty Income Corp

Real Estate
36
+ 257.14%
$57.95 - $74.75 $2.09K - $2.69K
50 $3K
ETN
Eaton Corp PLC

Industrials
5
+ 10.64%
$125.04 - $153.35 $625 - $767
52 $7K
F
Ford Motor CO

Consumer Cyclical
87
+ 29.59%
$11.06 - $25.12 $962 - $2.19K
381 $4K
TFC
Truist Financial Corp

Financial Services
28
+ 112.0%
$20.41 - $50.47 $571 - $1.41K
53 $2K
VB
Vanguard Small Cap ETF

ETFs
7
+ 2.61%
$170.45 - $206.62 $1.19K - $1.45K
275 $47K
CSX
Csx Corp

Industrials
22
+ 34.92%
$26.64 - $34.48 $586 - $759
85 $2K
BC
Brunswick Corp

Consumer Cyclical
1
+ 1.32%
$25.48 - $86.39 $25.5 - $86.4
77 $5K
ELV
Elevance Health, Inc.

Healthcare
5
+ 5.32%
$445.98 - $507.0 $2.23K - $2.54K
99 $45K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 1.75%
$33.39 - $41.29 $33.4 - $41.3
58 $2K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.32%
$45.0 - $50.62 $90 - $101
625 $30K
NVT
N Vent Electric PLC

Industrials
2
+ 0.73%
$29.96 - $37.15 $59.9 - $74.3
277 $9K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.52%
$296.48 - $337.87 $593 - $676
390 $126K
PGF
Invesco Exchange Traded Fd Tr

ETFs
4
+ 1.63%
$14.84 - $16.84 $59.4 - $67.4
250 $4K
MET
Metlife Inc

Financial Services
1
+ 0.2%
$22.01 - $68.52 $22 - $68.5
504 $31K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
3
+ 0.32%
$4.59 - $6.59 $13.8 - $19.8
944 $4K
SIRI
Sirius Xm Holdings Inc.

Communication Services
4
+ 0.37%
$5.71 - $6.78 $22.8 - $27.1
1.09K $6K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.6%
$106.34 - $122.74 $213 - $245
335 $36K
PDP
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.1%
$66.63 - $78.22 $200 - $235
2.89K $195K
IGE
Ishares Tr North Amern Nat Res

ETFs
13
+ 0.84%
$33.17 - $40.89 $431 - $532
1.56K $54K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.61%
N/A
494 $67K
IYH
Ishares Tr

ETFs
1
+ 0.43%
$50.54 - $281.89 $50.5 - $282
233 $59K
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.48%
$49.14 - $249.68 $49.1 - $250
211 $41K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.25%
$143.4 - $172.87 $430 - $519
1.19K $171K
VEU
Vanguard Ftse All World Ex Us

ETFs
57
+ 2.64%
$44.35 - $52.71 $2.53K - $3K
2.22K $98K
PFE
Pfizer Inc

Healthcare
3.69K
+ 16.87%
$43.76 - $53.42 $162K - $197K
25.6K $1.12M
VV
Vanguard Large Cap ETF

ETFs
79
+ 1.71%
$163.56 - $196.95 $12.9K - $15.6K
4.7K $768K
NVDA
Nvidia Corp

Technology
1.08K
+ 20.04%
$121.39 - $192.15 $131K - $207K
6.46K $784K
IYR
Ishares Tr

ETFs
792
+ 8.14%
$80.64 - $103.19 $63.9K - $81.7K
10.5K $856K
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.1%
$79.28 - $102.13 $317 - $409
3.91K $313K
STAG
Stag Industrial, Inc.

Real Estate
4.04K
+ 6.15%
$28.21 - $35.14 $114K - $142K
69.7K $1.98M
RWX
Spdr Dow Jones International R

ETFs
2.44K
+ 9.08%
$23.44 - $30.29 $57.2K - $73.9K
29.3K $707K
PII
Polaris Inc.

Consumer Cyclical
574
+ 1.73%
$95.65 - $122.49 $54.9K - $70.3K
33.8K $3.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
145
+ 1.04%
$221.98 - $274.11 $32.2K - $39.7K
14.1K $3.29M
CLX
Clorox CO

Consumer Defensive
1.3K
+ 6.68%
$128.39 - $149.74 $167K - $194K
20.7K $2.66M
SCHP
Schwab Strategic Us Tips ETF

ETFs
348
+ 1.25%
$51.8 - $57.88 $18K - $20.1K
28.3K $1.47M
PANW
Palo Alto Networks Inc

Technology
22.2K
+ 196.01%
$161.57 - $574.15 $3.59M - $12.8M
33.5K $5.49M
CRM
Salesforce, Inc.

Technology
1.4K
+ 8.41%
$143.84 - $191.27 $202K - $269K
18.1K $2.6M
BWX
Spdr Bloomberg International T

ETFs
3.07K
+ 3.27%
$20.48 - $23.82 $63K - $73.2K
97K $2.02M
ZM
Zoom Video Communications, Inc.

Technology
1.96K
+ 20.03%
$73.33 - $120.74 $144K - $237K
11.7K $864K
GOOGL
Alphabet Inc.

Communication Services
14.6K
+ 1879.46%
$95.65 - $122.08 $1.4M - $1.79M
15.4K $1.48M
SHW
Sherwin Williams CO

Basic Materials
220
+ 1.56%
$204.75 - $259.01 $45K - $57K
14.4K $2.94M
TRV
Travelers Companies, Inc.

Financial Services
969
+ 4.09%
$150.6 - $174.11 $146K - $169K
24.7K $3.78M
LMT
Lockheed Martin Corp

Industrials
258
+ 3.37%
$386.29 - $441.59 $99.7K - $114K
7.91K $3.06M
SYY
Sysco Corp

Consumer Defensive
2.84K
+ 8.87%
$70.71 - $88.23 $201K - $250K
34.8K $2.46M
Activity Summary
Buys All Purchases 143 New Holdings 22 Increased Positions 121 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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