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
FDX
Fedex Corp

Industrials
1.43K
New
$142.9 - $238.22 $205K - $341K
1.43K $214K
IXC
Ishares Tr Global Energy ETF

ETFs
6.38K
New
$31.41 - $38.76 $200K - $247K
6.38K $213K
TROW
Price T Rowe Group Inc

Financial Services
2.03K
New
$105.01 - $132.26 $213K - $268K
2.03K $213K
XLE
Energy Sector Spdr

ETFs
2.95K
New
$67.49 - $84.09 $199K - $248K
2.95K $213K
SPG
Simon Property Group Inc

Real Estate
2.38K
New
$63.72 - $108.64 $151K - $258K
2.38K $213K
AGO
Assured Guaranty LTD

Financial Services
4.37K
New
$46.2 - $58.86 $202K - $257K
4.37K $211K
WBS
Webster Financial Corp

Financial Services
4.68K
New
$25.0 - $49.88 $117K - $233K
4.68K $211K
FTNT
Fortinet, Inc.

Technology
4.28K
New
$48.29 - $62.88 $207K - $269K
4.28K $210K
Gsk PLC
6.95K
New
N/A
6.95K $208K
PLTR
Palantir Technologies Inc.

Technology
25.5K
New
$7.28 - $11.45 $186K - $292K
25.5K $208K
IT
Gartner Inc

Technology
745
New
$235.8 - $315.79 $176K - $235K
745 $206K
WST
West Pharmaceutical Services Inc

Healthcare
838
New
$246.08 - $343.65 $206K - $288K
838 $206K
FCX
Freeport Mcmoran Inc

Basic Materials
7.5K
New
$25.09 - $32.72 $188K - $245K
7.5K $205K
VONE
Vanguard Russell 1000 ETF

ETFs
1.25K
New
$163.38 - $196.39 $205K - $246K
1.25K $205K
ALB
Albemarle Corp

Basic Materials
772
New
$195.82 - $307.05 $151K - $237K
772 $204K
GLW
Corning Inc

Technology
6.99K
New
$29.02 - $37.54 $203K - $263K
6.99K $203K
MTDR
Matador Resources CO

Energy
4.16K
New
$43.5 - $62.73 $181K - $261K
4.16K $203K
SBAC
Sba Communications Corp

Real Estate
714
New
$282.27 - $355.13 $202K - $254K
714 $203K
XYL
Xylem Inc.

Industrials
2.33K
New
$75.45 - $103.96 $175K - $242K
2.33K $203K
DD
Du Pont De Nemours, Inc.

Basic Materials
4K
New
$50.05 - $62.7 $200K - $251K
4K $202K
URI
United Rentals, Inc.

Industrials
742
New
$241.58 - $339.31 $179K - $252K
742 $200K
ZION
Zions Bancorporation, National Association

Financial Services
3.93K
New
$20.08 - $58.97 $78.8K - $232K
3.93K $200K
ATO
Atmos Energy Corp

Utilities
1.95K
New
$101.85 - $121.39 $199K - $237K
1.95K $199K
IEX
Idex Corp

Industrials
995
New
$181.36 - $217.63 $180K - $217K
995 $199K
CTSH
Cognizant Technology Solutions Corp

Technology
3.45K
New
$57.44 - $70.3 $198K - $242K
3.45K $198K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.64K
New
$109.75 - $139.02 $180K - $228K
1.64K $198K
IX
Orix Corp

Financial Services
2.81K
New
$16.7 - $88.76 $46.9K - $249K
2.81K $198K
OSK
Oshkosh Corp

Industrials
2.81K
New
$70.29 - $89.51 $198K - $252K
2.81K $198K
HSBC
Hsbc Holdings PLC

Financial Services
7.55K
New
$6.31 - $33.44 $47.6K - $252K
7.55K $197K
CEG
Constellation Energy Corp

Utilities
2.36K
New
$54.0 - $89.36 $128K - $211K
2.36K $196K
WDAY
Workday, Inc.

Technology
1.29K
New
$137.78 - $179.55 $177K - $231K
1.29K $196K
UTHR
United Therapeutics Corp

Healthcare
932
New
$203.3 - $244.17 $189K - $228K
932 $195K
PKI
Perkinelmer Inc

Healthcare
1.6K
New
$118.07 - $160.96 $189K - $258K
1.6K $193K
CMA
Comerica Inc

Financial Services
2.68K
New
$71.1 - $86.59 $190K - $232K
2.68K $192K
HAL
Halliburton CO

Energy
7.8K
New
$23.31 - $31.9 $182K - $249K
7.8K $192K
O
Realty Income Corp

Real Estate
3.29K
New
$57.95 - $74.75 $190K - $246K
3.29K $192K
HES
Hess Corp

Energy
1.76K
New
$94.19 - $128.09 $165K - $225K
1.76K $191K
IMKTA
Ingles Markets Inc

Consumer Defensive
2.42K
New
$79.21 - $100.56 $191K - $243K
2.42K $191K
MLM
Martin Marietta Materials Inc

Basic Materials
584
New
$296.05 - $371.57 $173K - $217K
584 $188K
DINO
Hf Sinclair Corp

Energy
3.48K
New
$42.58 - $55.19 $148K - $192K
3.48K $187K
SHG
Shinhan Financial Group CO LTD

Financial Services
8.11K
New
$23.0 - $28.92 $187K - $235K
8.11K $187K
LNT
Alliant Energy Corp

Utilities
3.49K
New
$52.99 - $64.26 $185K - $224K
3.49K $185K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7.21K
New
$25.32 - $30.7 $182K - $221K
7.21K $184K
ODFL
Old Dominion Freight Line, Inc.

Industrials
735
New
$244.38 - $315.39 $180K - $232K
735 $183K
ZBRA
Zebra Technologies Corp

Technology
694
New
$262.01 - $358.43 $182K - $249K
694 $182K
DTE
Dte Energy CO

Utilities
1.56K
New
$51.06 - $135.97 $79.8K - $213K
1.56K $181K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.06K
New
$161.88 - $191.52 $171K - $202K
1.06K $181K
DHS
Wisdomtree Tr U.S

ETFs
2.38K
New
$75.81 - $87.12 $181K - $208K
2.38K $181K
CFG
Citizens Financial Group Inc

Financial Services
5.25K
New
$20.77 - $39.13 $109K - $205K
5.25K $180K
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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