Mwa Asset Management Sells in Q1 2025

Mwa Asset Management

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-1.29K
- 4.3%
$167.43 - $244.7 $216K - $315K
28.7K $4.8B
UNH
Unitedhealth Group Inc

Healthcare
-1.98K
- 51.98%
$461.52 - $548.18 $914K - $1.09M
1.83K $958M
AAPL
Apple Inc.

Technology
-319
- 1.19%
$209.68 - $247.1 $66.9K - $78.8K
26.6K $5.9B
GOOG
Alphabet Inc.

Communication Services
-148
- 0.68%
$156.06 - $207.71 $23.1K - $30.7K
21.6K $3.38B
AMZN
Amazon Com Inc

Consumer Cyclical
-343
- 1.54%
$190.26 - $242.06 $65.3K - $83K
22K $4.18B
TGT
Target Corp

Consumer Defensive
-3.21K
- 51.71%
$103.65 - $142.5 $332K - $457K
3K $313M
DIS
Walt Disney CO

Communication Services
-778
- 5.78%
$96.87 - $114.0 $75.4K - $88.7K
12.7K $1.25B
CRM
Salesforce, Inc.

Technology
-16
- 0.44%
$268.36 - $359.95 $4.29K - $5.76K
3.6K $967M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-150
- 3.29%
$360.07 - $417.26 $54K - $62.6K
4.41K $1.59B
ADBE
Adobe Inc.

Technology
-291
- 21.23%
$377.84 - $464.11 $110K - $135K
1.08K $414M
META
Meta Platforms, Inc.

Communication Services
-166
- 2.15%
$576.36 - $736.67 $95.7K - $122K
7.57K $4.36B
ACN
Accenture PLC

Technology
-105
- 3.59%
$300.91 - $398.25 $31.6K - $41.8K
2.82K $879M
XLK
Technology Sector Spdr

ETFs
-169
- 4.11%
$206.38 - $242.18 $34.9K - $40.9K
3.95K $815M
WSM
Williams Sonoma Inc

Consumer Cyclical
-118
- 2.87%
$158.1 - $217.71 $18.7K - $25.7K
4K $632M
MRK
Merck & Co., Inc.

Healthcare
-550
- 7.44%
$83.01 - $101.02 $45.7K - $55.6K
6.84K $614M
IWN
Ishares Russell2000 Val ETF

ETFs
-54
- 0.71%
$149.27 - $169.4 $8.06K - $9.15K
7.56K $1.14B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-101
- 0.46%
$57.21 - $65.8 $5.78K - $6.65K
22K $1.29B
DHR
Danaher Corp

Healthcare
-277
- 19.34%
$201.62 - $250.59 $55.8K - $69.4K
1.16K $237M
AXP
American Express CO

Financial Services
-41
- 1.7%
$255.39 - $325.87 $10.5K - $13.4K
2.38K $640M
FDN
First Tr Fd Dow Jones

ETFs
-54
- 2.01%
$221.38 - $266.86 $12K - $14.4K
2.63K $584M
STT
State Street Corp

Financial Services
-57
- 1.32%
$84.47 - $102.23 $4.81K - $5.83K
4.26K $382M
VBR
Vanguard Small Cap Value ETF

ETFs
-38
- 1.38%
$183.02 - $207.75 $6.95K - $7.89K
2.71K $505M
MGC
Vanguard Mega Cap ETF

ETFs
-29
- 1.9%
$199.2 - $222.69 $5.78K - $6.46K
1.5K $302M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-160
- 2.79%
$64.6 - $69.89 $10.3K - $11.2K
5.58K $366M
VPN
Global X Fds Data Ctr Reits &

ETFs
-992
- 5.6%
N/A
16.7K $272M
INTU
Intuit Inc

Technology
-12
- 1.26%
$555.63 - $630.23 $6.67K - $7.56K
938 $576M
FDVV
Fidelity High Dividend ETF

ETFs
-375
- 6.33%
$48.86 - $52.28 $18.3K - $19.6K
5.55K $275M
XLI
Industrial Sector Spdr

ETFs
-63
- 2.17%
$128.78 - $141.67 $8.11K - $8.93K
2.84K $372M
VZ
Verizon Communications Inc

Communication Services
-5.15K
- 12.33%
$37.81 - $46.49 $195K - $239K
36.6K $1.66B
IWD
Ishares Russell 1000 Val ETF

ETFs
-43
- 1.07%
$182.82 - $196.21 $7.86K - $8.44K
3.97K $747M
XLU
Utilities Sector Spdr

ETFs
-130
- 1.45%
$74.7 - $80.27 $9.71K - $10.4K
8.83K $696M
PDI
Pimco Dynamic Income Fund

Financial Services
-250
- 1.42%
$18.51 - $20.05 $4.63K - $5.01K
17.3K $343M
SBUX
Starbucks Corp

Consumer Cyclical
-25
- 0.67%
$91.75 - $115.81 $2.29K - $2.9K
3.72K $365M
V
Visa Inc.

Financial Services
-9
- 0.09%
$306.92 - $362.71 $2.76K - $3.26K
9.74K $3.41B
MMM
3 M CO

Industrials
-58
- 0.29%
$129.7 - $155.12 $7.52K - $9K
19.9K $2.92B
Activity Summary
Buys All Purchases 73 New Holdings 4 Increased Positions 69 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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