Widmann Financial Services, Inc. Purchases in Q2 2024

Widmann Financial Services, Inc.

  • $123 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TELL
Tellurian Inc.

Energy
424K
+ 411.65%
$0.38 - $0.88 $161K - $373K
527K $363K
AZN
Astrazeneca PLC

Healthcare
3.21K
New
$66.81 - $80.83 $215K - $260K
3.21K $250K
NVDA
Nvidia Corp

Technology
2.02K
New
$118.11 - $1224.4 $239K - $2.47M
2.02K $249K
QCOM
Qualcomm Inc

Technology
1.02K
New
$157.63 - $227.09 $161K - $233K
1.02K $203K
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
New
$92.66 - $111.05 $161K - $193K
1.74K $191K
CEG
Constellation Energy Corp

Utilities
933
New
$180.9 - $231.27 $169K - $216K
933 $186K
D
Dominion Energy, Inc

Utilities
3.78K
New
$46.86 - $53.94 $177K - $204K
3.78K $185K
AMT
American Tower Corp

Real Estate
900
New
$171.0 - $200.41 $154K - $180K
900 $174K
CNI
Canadian National Railway CO

Industrials
1.45K
New
$116.77 - $131.52 $169K - $191K
1.45K $171K
AMZN
Amazon Com Inc

Consumer Cyclical
882
New
$173.67 - $197.85 $153K - $175K
882 $170K
TGT
Target Corp

Consumer Defensive
1.13K
New
$141.16 - $177.82 $160K - $201K
1.13K $167K
DVY
Ishares Tr

ETFs
1.38K
New
$115.73 - $125.75 $159K - $173K
1.38K $166K
IVV
Ishares Core S&P 500 ETF

ETFs
304
New
$497.53 - $549.64 $151K - $167K
304 $166K
V
Visa Inc.

Financial Services
633
New
$262.47 - $281.5 $166K - $178K
633 $166K
EEM
Ishares Msci Emerging Markets

ETFs
751
+ 0.88%
$39.71 - $43.79 $29.8K - $32.9K
86K $3.66M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.98K
New
$72.5 - $82.16 $144K - $163K
1.98K $159K
CTVA
Corteva, Inc.

Basic Materials
2.95K
New
$51.18 - $57.83 $151K - $171K
2.95K $159K
JCI
Johnson Controls International PLC

Industrials
2.19K
+ 49.58%
$60.47 - $73.9 $132K - $161K
6.59K $438K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.35K
New
$58.24 - $64.51 $137K - $151K
2.35K $150K
META
Meta Platforms, Inc.

Communication Services
283
New
$430.17 - $527.34 $122K - $149K
283 $142K
WM
Waste Management Inc

Industrials
650
New
$200.55 - $213.34 $130K - $139K
650 $138K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.33K
New
$94.27 - $104.77 $125K - $139K
1.33K $138K
OGN
Organon & Co.

Healthcare
6.5K
New
$17.45 - $21.96 $113K - $143K
6.5K $134K
BX
Blackstone Inc.

Financial Services
1.08K
New
$116.13 - $132.0 $125K - $142K
1.08K $133K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.37K
New
$82.59 - $99.69 $113K - $136K
1.37K $130K
ENB
Enbridge Inc

Energy
3.51K
New
$32.97 - $37.83 $116K - $133K
3.51K $124K
O
Realty Income Corp

Real Estate
2.33K
New
$50.8 - $55.45 $119K - $129K
2.33K $123K
TY
Tri Continental Corp

Financial Services
3.75K
New
$29.24 - $31.03 $110K - $116K
3.75K $116K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
630
New
$169.52 - $183.86 $107K - $116K
630 $115K
UNP
Union Pacific Corp

Industrials
500
New
$221.38 - $247.4 $111K - $124K
500 $113K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
7.3K
New
$13.33 - $15.0 $97.3K - $110K
7.3K $109K
APD
Air Products & Chemicals, Inc.

Basic Materials
293
+ 13.78%
$227.76 - $285.31 $66.7K - $83.6K
2.42K $624K
WELL
Welltower Inc.

Real Estate
1.03K
New
$88.31 - $105.01 $90.9K - $108K
1.03K $107K
DE
Deere & CO

Industrials
283
New
$364.98 - $414.02 $103K - $117K
283 $105K
SBUX
Starbucks Corp

Consumer Cyclical
1.34K
New
$72.5 - $91.53 $96.9K - $122K
1.34K $104K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.59K
New
$65.44 - $71.94 $104K - $115K
1.59K $104K
GOOGL
Alphabet Inc.

Communication Services
96
+ 3.53%
$150.53 - $185.41 $14.5K - $17.8K
2.82K $513K
WFC
Wells Fargo & Company

Financial Services
1.7K
New
$56.41 - $62.34 $96.1K - $106K
1.7K $101K
EXC
Exelon Corp

Utilities
2.93K
New
$34.61 - $38.73 $101K - $113K
2.93K $101K
ES
Eversource Energy

Utilities
1.77K
New
$56.71 - $61.92 $100K - $110K
1.77K $100K
AWK
American Water Works Company, Inc.

Utilities
767
New
$113.82 - $135.5 $87.3K - $104K
767 $99K
MAIN
Main Street Capital Corp

Financial Services
128
+ 0.56%
$46.68 - $50.88 $5.98K - $6.51K
22.8K $1.15M
FDVV
Fidelity High Dividend ETF

ETFs
1.36K
+ 15.65%
$43.48 - $47.63 $59.3K - $65K
10.1K $471K
GLW
Corning Inc

Technology
162
+ 1.48%
$30.91 - $40.21 $5.01K - $6.51K
11.1K $430K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$58.85 - $68.9 $177 - $207
6.61K $447K
ORCL
Oracle Corp

Technology
75
+ 3.34%
$113.75 - $144.64 $8.53K - $10.8K
2.32K $328K
CVX
Chevron Corp

Energy
183
+ 1.57%
$152.57 - $166.33 $27.9K - $30.4K
11.8K $1.85M
Ge Healthcare Technologies I
1.74K
New
N/A
1.74K $0
FSCO
Fs Cr Opportunities Corp Com
18.3K
New
N/A
18.3K $0
Activity Summary
Buys All Purchases 64 New Holdings 39 Increased Positions 25 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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