Wipfli Financial Advisors Llc, New Holdings in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
498
New
$263.38 - $352.74 $131K - $176K
498 $139K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.21K
New
$43.44 - $51.83 $139K - $166K
3.21K $139K
CSL
Carlisle Companies Inc

Industrials
492
New
$241.2 - $316.14 $119K - $156K
492 $138K
COWN
Cowen Inc.

Financial Services
3.58K
New
$24.04 - $38.65 $86.1K - $138K
3.58K $138K
GL
Globe Life Inc.

Financial Services
1.39K
New
$20.26 - $105.02 $28.1K - $145K
1.39K $138K
IR
Ingersoll Rand Inc.

Industrials
3.19K
New
$39.85 - $53.97 $127K - $172K
3.19K $138K
KEY
Keycorp

Financial Services
8.64K
New
$15.96 - $28.08 $138K - $243K
8.64K $138K
R
Ryder System Inc

Industrials
1.83K
New
$66.51 - $83.88 $122K - $153K
1.83K $138K
SCI
Service Corp International

Consumer Cyclical
2.39K
New
$57.15 - $75.01 $137K - $179K
2.39K $138K
VTRS
Viatris Inc

Healthcare
16.2K
New
$8.48 - $11.13 $138K - $181K
16.2K $138K
DMLP
Dorchester Minerals, L.P.

Energy
5.5K
New
$23.48 - $30.41 $129K - $167K
5.5K $137K
EWBC
East West Bancorp Inc

Financial Services
2.05K
New
$63.86 - $77.57 $131K - $159K
2.05K $137K
G
Genpact LTD

Technology
3.11K
New
$42.62 - $48.63 $132K - $151K
3.11K $136K
LEA
Lear Corp

Consumer Cyclical
1.14K
New
$119.69 - $156.23 $136K - $178K
1.14K $136K
MGM
Mgm Resorts International

Consumer Cyclical
4.57K
New
$28.4 - $36.17 $130K - $165K
4.57K $136K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
30.2K
New
$4.5 - $5.67 $136K - $171K
30.2K $136K
PHM
Pultegroup Inc

Consumer Cyclical
3.62K
New
$37.5 - $45.91 $136K - $166K
3.62K $136K
CNI
Canadian National Railway CO

Industrials
1.25K
New
$107.99 - $128.76 $135K - $161K
1.25K $135K
ORI
Old Republic International Corp

Financial Services
6.47K
New
$20.42 - $24.7 $132K - $160K
6.47K $135K
BALL
Ball Corp

Consumer Cyclical
2.79K
New
$47.49 - $73.56 $132K - $205K
2.79K $134K
CBZ
Cbiz, Inc.

Industrials
3.13K
New
$39.89 - $48.01 $125K - $150K
3.13K $134K
DECK
Deckers Outdoor Corp

Consumer Cyclical
428
New
$244.67 - $357.67 $105K - $153K
428 $134K
EXPD
Expeditors International Of Washington Inc

Industrials
1.52K
New
$86.78 - $108.47 $132K - $165K
1.52K $134K
BKR
Baker Hughes CO

Energy
6.35K
New
$20.45 - $29.09 $130K - $185K
6.35K $133K
DGX
Quest Diagnostics Inc

Healthcare
1.09K
New
$121.77 - $141.1 $132K - $153K
1.09K $133K
SYF
Synchrony Financial

Financial Services
4.71K
New
$20.61 - $35.13 $97.2K - $166K
4.71K $133K
VFH
Vanguard Financial ETF

ETFs
1.78K
New
$74.44 - $88.21 $132K - $157K
1.78K $133K
ACGL
Arch Capital Group Ltd.

Financial Services
2.9K
New
$18.55 - $47.48 $53.8K - $138K
2.9K $132K
NGG
National Grid PLC

Utilities
2.56K
New
$51.49 - $82.0 $132K - $210K
2.56K $132K
RPM
Rpm International Inc

Basic Materials
1.58K
New
$79.55 - $97.29 $126K - $154K
1.58K $132K
WELL
Welltower Inc.

Real Estate
2.05K
New
$63.33 - $86.34 $130K - $177K
2.05K $132K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.4K
New
$11.32 - $17.48 $129K - $198K
11.4K $131K
TEAM
Atlassian Corp PLC

Technology
618
New
$184.98 - $289.36 $114K - $179K
618 $130K
ALC
Alcon Inc

Healthcare
2.21K
New
$56.96 - $78.09 $126K - $173K
2.21K $129K
AES
Aes Corp

Utilities
5.64K
New
$19.73 - $99.6 $111K - $562K
5.64K $128K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.45K
New
$49.9 - $57.32 $122K - $140K
2.45K $128K
KBH
Kb Home

Consumer Cyclical
4.95K
New
$25.51 - $33.46 $126K - $166K
4.95K $128K
EMN
Eastman Chemical CO

Basic Materials
1.78K
New
$70.81 - $101.91 $126K - $181K
1.78K $127K
ON
On Semiconductor Corp

Technology
2.03K
New
$46.84 - $75.89 $95.1K - $154K
2.03K $127K
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.43K
New
$25.24 - $65.95 $61.3K - $160K
2.43K $127K
UBER
Uber Technologies, Inc

Technology
4.79K
New
$20.65 - $33.13 $98.9K - $159K
4.79K $127K
KB
Kb Financial Group Inc.

Financial Services
4.17K
New
$30.14 - $40.47 $126K - $169K
4.17K $126K
ANET
Arista Networks, Inc.

Technology
1.11K
New
$93.41 - $132.74 $103K - $147K
1.11K $125K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.49K
New
$35.5 - $43.28 $124K - $151K
3.49K $125K
ENB
Enbridge Inc

Energy
3.38K
New
$22.95 - $44.93 $77.5K - $152K
3.38K $125K
XLV
Select Sector Spdr Fund Health

ETFs
1.04K
New
$121.11 - $134.29 $125K - $139K
1.04K $125K
BRO
Brown & Brown, Inc.

Financial Services
2.05K
New
$58.3 - $68.14 $120K - $140K
2.05K $124K
GIB
Cgi Inc

Technology
1.65K
New
$74.01 - $87.29 $122K - $144K
1.65K $124K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.65K
New
$72.2 - $92.33 $119K - $152K
1.65K $124K
Activity Summary
Buys All Purchases 2622 New Holdings 2562 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wipfli Financial Advisors Llc, Portfolio

Follow Wipfli Financial Advisors 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 Wipfli Financial Advisors Llc,, based on Form 13F filings with the SEC.

News

Stay updated on Wipfli Financial Advisors Llc, with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email