Mendota Financial Group, LLC Reduced Holdings in Q2 2025

Mendota Financial Group, LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.6K
- 11.08%
$152.93 - $181.74 $1.16M - $1.38M
61K $11.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-275
- 3.52%
$483.48 - $539.8 $133K - $148K
7.54K $3.66B
UNH
Unitedhealth Group Inc

Healthcare
-14
- 7.22%
$274.35 - $599.47 $3.84K - $8.39K
180 $56.2M
AAPL
Apple Inc.

Technology
-116
- 9.18%
$172.42 - $223.89 $20K - $26K
1.15K $236M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.66K
- 2.43%
$24.19 - $24.45 $40.3K - $40.7K
66.9K $1.63B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.51K
- 17.17%
$16.93 - $17.81 $25.6K - $26.9K
7.3K $130M
L
Loews Corp

Financial Services
-233
- 1.64%
$80.89 - $92.09 $18.8K - $21.5K
13.9K $1.28B
PHYS
Sprott Physical Gold Trust

Financial Services
-1K
- 9.09%
$22.82 - $26.29 $22.8K - $26.3K
10K $254M
PSLV
Sprott Physical Silver Trust

Financial Services
-1.61K
- 9.14%
$9.98 - $12.51 $16.1K - $20.1K
16K $196M
DORM
Dorman Products, Inc.

Consumer Cyclical
-53
- 42.4%
$108.29 - $132.03 $5.74K - $7K
72 $8.83M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 50.0%
$285.55 - $321.23 $4.57K - $5.14K
16 $4.68M
GE
General Electric CO

Industrials
-35
- 40.23%
$166.81 - $257.39 $5.84K - $9.01K
52 $13.4M
GOOGL
Alphabet Inc.

Communication Services
-20
- 35.71%
$144.7 - $178.6 $2.89K - $3.57K
36 $6.35M
GOOG
Alphabet Inc.

Communication Services
-20
- 33.33%
$146.58 - $180.01 $2.93K - $3.6K
40 $7.1M
IBM
International Business Machines Corp

Technology
-19
- 17.43%
$221.03 - $294.78 $4.2K - $5.6K
90 $26.5M
Blackrock Inc
-4
- 5.06%
N/A
75 $78.7M
META
Meta Platforms, Inc.

Communication Services
-11
- 9.91%
$484.66 - $738.09 $5.33K - $8.12K
100 $73.8M
ADI
Analog Devices Inc

Technology
-15
- 3.45%
$164.6 - $238.02 $2.47K - $3.57K
420 $100M
PAR
Par Technology Corp

Technology
-47
- 1.7%
$50.87 - $69.82 $2.39K - $3.28K
2.72K $189M
JPM
Jpmorgan Chase & CO

Financial Services
-8
- 1.25%
$210.28 - $289.91 $1.68K - $2.32K
631 $183M
AVLV
American Centy ETF Tr Avantis
-131
- 0.73%
$56.85 - $68.21 $7.45K - $8.94K
17.8K $1.21B
MSFT
Microsoft Corp

Technology
-10
- 0.91%
$354.56 - $497.45 $3.55K - $4.97K
1.09K $542M
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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