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
OVV
Ovintiv Inc.

Energy
5.51K
New
$39.14 - $55.07 $216K - $303K
5.51K $253K
TWTR
Twitter, Inc.

Communication Services
5.78K
New
$32.65 - $44.5 $189K - $257K
5.78K $253K
ROK
Rockwell Automation, Inc

Industrials
1.17K
New
$197.95 - $259.44 $232K - $304K
1.17K $252K
BP
Bp PLC

Energy
8.77K
New
$4.82 - $32.47 $42.3K - $285K
8.77K $250K
MTD
Mettler Toledo International Inc

Healthcare
231
New
$1084.12 - $1366.39 $250K - $316K
231 $250K
ABC
Amerisourcebergen Corp

Healthcare
1.84K
New
$135.33 - $152.66 $249K - $280K
1.84K $249K
CLR
Continental Resources, Inc

Energy
3.73K
New
$62.65 - $72.31 $234K - $270K
3.73K $249K
TRGP
Targa Resources Corp.

Energy
4.11K
New
$56.28 - $72.72 $231K - $299K
4.11K $248K
ILMN
Illumina, Inc.

Healthcare
1.3K
New
$177.23 - $227.44 $230K - $295K
1.3K $247K
UL
Unilever PLC

Consumer Defensive
5.61K
New
$43.31 - $48.9 $243K - $274K
5.61K $246K
BIIB
Biogen Inc.

Healthcare
916
New
$194.69 - $268.46 $178K - $246K
916 $245K
BBY
Best Buy CO Inc

Consumer Cyclical
3.8K
New
$63.34 - $84.95 $241K - $323K
3.8K $244K
IBB
Ishares Biotechnology ETF

ETFs
2.08K
New
$113.42 - $134.82 $236K - $281K
2.08K $244K
AME
Ametek Inc

Industrials
2.12K
New
$109.1 - $130.31 $232K - $277K
2.12K $241K
ES
Eversource Energy

Utilities
3.08K
New
$77.96 - $93.96 $240K - $289K
3.08K $240K
GE
General Electric CO

Industrials
3.87K
New
$61.09 - $81.07 $237K - $314K
3.87K $240K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.82K
New
$62.91 - $76.54 $240K - $292K
3.82K $240K
MSBI
Midland States Bancorp, Inc.

Financial Services
10.2K
New
$23.57 - $28.8 $239K - $292K
10.2K $239K
IQV
Iqvia Holdings Inc.

Healthcare
1.31K
New
$181.14 - $248.26 $238K - $326K
1.31K $238K
RSG
Republic Services, Inc.

Industrials
1.74K
New
$126.75 - $148.1 $221K - $258K
1.74K $238K
XLF
Financial Sector Spdr

ETFs
7.85K
New
$30.36 - $35.81 $238K - $281K
7.85K $238K
ALGN
Align Technology Inc

Healthcare
1.14K
New
$207.11 - $293.89 $236K - $335K
1.14K $236K
DXCM
Dexcom Inc

Healthcare
2.92K
New
$76.35 - $94.18 $223K - $275K
2.92K $235K
FAST
Fastenal CO

Industrials
5.03K
New
$46.04 - $56.11 $232K - $282K
5.03K $232K
VRSN
Verisign Inc

Technology
1.34K
New
$170.81 - $206.47 $228K - $276K
1.34K $232K
XLI
Industrial Sector Spdr

ETFs
2.79K
New
$82.84 - $100.53 $231K - $280K
2.79K $231K
LEN
Lennar Corp

Consumer Cyclical
3.09K
New
$73.44 - $88.27 $227K - $272K
3.09K $230K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.73K
New
$71.38 - $94.98 $195K - $259K
2.73K $230K
AVY
Avery Dennison Corp

Industrials
1.39K
New
$162.7 - $204.12 $227K - $284K
1.39K $227K
MTH
Meritage Homes Corp

Consumer Cyclical
3.24K
New
$70.27 - $89.17 $227K - $289K
3.24K $227K
COOP
Mr. Cooper Group Inc.

Financial Services
5.59K
New
$36.7 - $47.21 $205K - $264K
5.59K $227K
SYY
Sysco Corp

Consumer Defensive
3.21K
New
$70.71 - $88.23 $227K - $283K
3.21K $227K
CP
Canadian Pacific Railway LTD

Industrials
3.36K
New
$66.72 - $82.6 $224K - $278K
3.36K $225K
RIO
Rio Tinto PLC

Basic Materials
4.07K
New
$51.22 - $61.5 $209K - $250K
4.07K $224K
EVRG
Evergy, Inc.

Utilities
3.76K
New
$59.4 - $71.43 $223K - $269K
3.76K $223K
INFY
Infosys LTD

Technology
13.1K
New
$16.61 - $20.38 $217K - $267K
13.1K $222K
TAP
Molson Coors Beverage CO

Consumer Defensive
4.63K
New
$47.49 - $63.95 $220K - $296K
4.63K $222K
NUE
Nucor Corp

Basic Materials
2.06K
New
$103.39 - $143.56 $213K - $296K
2.06K $221K
MTB
M&T Bank Corp

Financial Services
1.23K
New
$25.45 - $190.55 $31.4K - $235K
1.23K $218K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.32K
New
$159.35 - $202.58 $210K - $267K
1.32K $217K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.6K
New
$135.68 - $173.32 $216K - $276K
1.6K $217K
DOV
Dover Corp

Industrials
1.86K
New
$116.58 - $141.33 $217K - $263K
1.86K $217K
DOW
Dow Inc.

Basic Materials
4.95K
New
$43.39 - $56.11 $215K - $278K
4.95K $217K
CARR
Carrier Global Corp

Industrials
6.06K
New
$35.28 - $44.41 $214K - $269K
6.06K $216K
FIX
Comfort Systems Usa Inc

Industrials
2.22K
New
$84.09 - $108.44 $187K - $241K
2.22K $216K
EFX
Equifax Inc

Industrials
1.26K
New
$167.1 - $222.33 $211K - $280K
1.26K $216K
VOYA
Voya Financial, Inc.

Financial Services
3.55K
New
$23.69 - $64.28 $84.1K - $228K
3.55K $215K
WNS
Wns (Holdings) LTD

Technology
2.62K
New
$74.56 - $88.48 $196K - $232K
2.62K $215K
DLR
Digital Realty Trust, Inc.

Real Estate
2.16K
New
$23.5 - $136.93 $50.8K - $296K
2.16K $214K
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
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