Warther Private Wealth, LLC Reduced Holdings in Q3 2024

Warther Private Wealth, LLC

  • $280 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-217K
- 86.87%
$36.65 - $44.13 $7.96M - $9.59M
32.8K $1.3M
CVS
Cvs Health Corp

Healthcare
-129K
- 84.13%
$55.81 - $63.18 $7.2M - $8.15M
24.3K $1.53M
LMT
Lockheed Martin Corp

Industrials
-11.2K
- 83.35%
$460.3 - $584.56 $5.14M - $6.52M
2.23K $1.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-27K
- 26.59%
$147.95 - $191.05 $3.99M - $5.15M
74.4K $12.9M
MSFT
Microsoft Corp

Technology
-7.41K
- 21.0%
$395.15 - $467.56 $2.93M - $3.46M
27.9K $12M
AAPL
Apple Inc.

Technology
-26.7K
- 22.63%
$207.23 - $234.82 $5.53M - $6.27M
91.3K $21.3M
GOOGL
Alphabet Inc.

Communication Services
-6.92K
- 5.7%
$148.65 - $191.18 $1.03M - $1.32M
114K $19M
LEN
Lennar Corp

Consumer Cyclical
-16.3K
- 85.95%
$142.5 - $192.45 $2.33M - $3.14M
2.67K $500K
OXY
Occidental Petroleum Corp

Energy
-36.2K
- 86.65%
$49.91 - $63.73 $1.8M - $2.3M
5.57K $287K
NVDA
Nvidia Corp

Technology
-8.56K
- 11.19%
$98.91 - $134.91 $846K - $1.15M
67.9K $8.25M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-6.93K
- 75.9%
$112.12 - $149.09 $777K - $1.03M
2.2K $325K
CNC
Centene Corp

Healthcare
-6.54K
- 52.28%
$64.89 - $80.23 $424K - $525K
5.97K $449K
JPM
Jpmorgan Chase & CO

Financial Services
-1.59K
- 28.38%
$194.9 - $224.8 $310K - $357K
4.01K $845K
QCOM
Qualcomm Inc

Technology
-1K
- 27.27%
$156.12 - $209.64 $157K - $210K
2.68K $455K
NVO
Novo Nordisk A S

Healthcare
-4
- 0.04%
$119.07 - $145.42 $476 - $582
10.5K $1.25M
UNH
Unitedhealth Group Inc

Healthcare
-445
- 42.75%
$488.01 - $604.18 $217K - $269K
596 $348K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-636
- 27.58%
$405.19 - $478.57 $258K - $304K
1.67K $768K
CVX
Chevron Corp

Energy
-900
- 25.67%
$137.88 - $161.97 $124K - $146K
2.61K $383K
GOOG
Alphabet Inc.

Communication Services
-187
- 2.69%
$149.54 - $192.66 $28K - $36K
6.76K $1.13M
AXP
American Express CO

Financial Services
-4.71K
- 16.0%
$225.92 - $271.17 $1.06M - $1.28M
24.7K $6.71M
COST
Costco Wholesale Corp

Consumer Defensive
-111
- 13.04%
$801.83 - $917.05 $89K - $102K
740 $656K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-135
- 24.02%
$1066.32 - $1355.99 $144K - $183K
427 $562K
AZN
Astrazeneca PLC

Healthcare
-500
- 11.91%
$76.67 - $87.62 $38.3K - $43.8K
3.7K $288K
ET
Energy Transfer LP

Energy
-2K
- 6.25%
$15.43 - $16.44 $30.9K - $32.9K
30K $481K
V
Visa Inc.

Financial Services
-200
- 6.44%
$253.74 - $291.56 $50.7K - $58.3K
2.91K $798K
CRM
Salesforce, Inc.

Technology
-100
- 9.83%
$238.42 - $276.53 $23.8K - $27.7K
917 $250K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-200
- 6.67%
$210.25 - $231.86 $42.1K - $46.4K
2.8K $624K
META
Meta Platforms, Inc.

Communication Services
-19
- 4.61%
$453.41 - $572.44 $8.61K - $10.9K
393 $224K
XLF
Financial Sector Spdr

ETFs
-34
- 0.57%
$40.84 - $45.74 $1.39K - $1.56K
5.89K $266K
MA
Mastercard Inc

Financial Services
-85
- 6.72%
$429.6 - $500.99 $36.5K - $42.6K
1.18K $582K
CAT
Caterpillar Inc

Industrials
-61
- 4.41%
$316.8 - $391.12 $19.3K - $23.9K
1.32K $516K
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 2.91%
$333.64 - $405.2 $18K - $21.9K
1.8K $730K
Activity Summary
Buys All Purchases 22 New Holdings 8 Increased Positions 14 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 3 Puts 0
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