Dover Advisors, LLC Reduced Holdings in Q2 2025

Dover Advisors, LLC

  • $227 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UDR
Udr, Inc.

Real Estate
-83.1K
- 82.37%
$38.09 - $45.36 $3.17M - $3.77M
17.8K $727M
AAPL
Apple Inc.

Technology
-11.1K
- 14.13%
$172.42 - $223.89 $1.91M - $2.48M
67.4K $13.8B
SCHO
Schwab Short Term Us Treasury

ETFs
-59.7K
- 53.96%
$24.19 - $24.45 $1.44M - $1.46M
51K $1.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.42K
- 12.87%
$483.48 - $539.8 $687K - $767K
9.62K $4.67B
XOM
Exxon Mobil Corp

Energy
-3.57K
- 12.9%
$99.93 - $119.04 $356K - $424K
24.1K $2.6B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.18K
- 41.24%
$212.1 - $244.27 $462K - $532K
3.1K $678M
HD
Home Depot, Inc.

Consumer Cyclical
-1.63K
- 21.33%
$335.24 - $380.78 $545K - $620K
6K $2.2B
KNSL
Kinsale Capital Group, Inc.

Financial Services
-1.18K
- 46.12%
$419.99 - $501.97 $497K - $594K
1.38K $669M
JNJ
Johnson & Johnson

Healthcare
-2.08K
- 11.34%
$146.36 - $159.82 $304K - $332K
16.2K $2.48B
VZ
Verizon Communications Inc

Communication Services
-10.7K
- 43.32%
$41.67 - $45.62 $447K - $490K
14K $608M
MO
Altria Group, Inc.

Consumer Defensive
-7.95K
- 59.64%
$55.56 - $60.91 $442K - $484K
5.38K $315M
PEP
Pepsico Inc

Consumer Defensive
-924
- 5.51%
$128.02 - $151.37 $118K - $140K
15.9K $2.09B
CVX
Chevron Corp

Energy
-271
- 1.8%
$133.73 - $168.51 $36.2K - $45.7K
14.8K $2.11B
PG
Procter & Gamble CO

Consumer Defensive
-1.31K
- 9.82%
$157.66 - $172.39 $206K - $225K
12K $1.91B
BRX
Brixmor Property Group Inc.

Real Estate
-10.7K
- 32.29%
N/A
22.5K $586M
D
Dominion Energy, Inc

Utilities
-4.96K
- 29.37%
$49.66 - $58.0 $246K - $287K
11.9K $674M
VGSH
Vanguard

ETFs
-4.35K
- 7.42%
$58.32 - $58.95 $253K - $256K
54.2K $3.19B
ABBV
Abb Vie Inc.

Healthcare
-375
- 5.15%
$170.16 - $206.27 $63.8K - $77.4K
6.9K $1.28B
PFE
Pfizer Inc

Healthcare
-7.94K
- 35.09%
$21.59 - $24.84 $171K - $197K
14.7K $356M
T
At&T Inc.

Communication Services
-7.94K
- 33.9%
$26.33 - $28.94 $209K - $230K
15.5K $448M
DUK
Duke Energy Corp

Utilities
-897
- 4.38%
$112.46 - $124.05 $101K - $111K
19.6K $2.31B
MRK
Merck & Co., Inc.

Healthcare
-317
- 2.33%
$73.47 - $87.12 $23.3K - $27.6K
13.3K $1.05B
KO
Coca Cola CO

Consumer Defensive
-1.05K
- 1.48%
$68.37 - $73.9 $71.8K - $77.6K
70K $4.95B
NUE
Nucor Corp

Basic Materials
-1.57K
- 43.1%
$103.22 - $131.43 $162K - $206K
2.07K $268M
NVO
Novo Nordisk A S

Healthcare
-2.3K
- 32.21%
$58.08 - $81.05 $134K - $187K
4.85K $335M
AJG
Arthur J. Gallagher & Co.

Financial Services
-84
- 1.58%
$310.86 - $348.77 $26.1K - $29.3K
5.23K $1.67B
ASML
Asml Holding Nv

Technology
-651
- 24.3%
$595.37 - $815.24 $388K - $531K
2.03K $1.63B
LOW
Lowes Companies Inc

Consumer Cyclical
-114
- 1.11%
$210.83 - $235.28 $24K - $26.8K
10.2K $2.25B
IBM
International Business Machines Corp

Technology
-1.99K
- 20.52%
$221.03 - $294.78 $440K - $587K
7.71K $2.27B
KMB
Kimberly Clark Corp

Consumer Defensive
-732
- 31.35%
$126.84 - $145.22 $92.8K - $106K
1.6K $207M
NEE
Nextera Energy Inc

Utilities
-961
- 3.57%
$64.11 - $75.0 $61.6K - $72.1K
25.9K $1.8B
VIG
Vanguard Dividend Appreciation

ETFs
-626
- 24.87%
N/A
1.89K $387M
CRM
Salesforce, Inc.

Technology
-491
- 5.85%
$236.26 - $291.15 $116K - $143K
7.9K $2.15B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.49K
- 8.69%
$51.14 - $57.0 $76K - $84.7K
15.6K $887M
HAL
Halliburton CO

Energy
-1.14K
- 9.73%
$19.26 - $25.7 $21.9K - $29.2K
10.5K $215M
STZ
Constellation Brands, Inc.

Consumer Defensive
-16
- 0.43%
$160.0 - $195.62 $2.56K - $3.13K
3.73K $607M
CMI
Cummins Inc

Industrials
-275
- 26.19%
$267.12 - $336.65 $73.5K - $92.6K
775 $254M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.33K
- 10.34%
$29.0 - $30.68 $67.5K - $71.4K
20.2K $619M
ACN
Accenture PLC

Technology
-15
- 0.32%
$279.23 - $323.21 $4.19K - $4.85K
4.69K $1.4B
ALB
Albemarle Corp

Basic Materials
-16
- 0.29%
$50.76 - $72.25 $812 - $1.16K
5.49K $344M
ZTS
Zoetis Inc.

Healthcare
-30
- 0.63%
$144.41 - $170.3 $4.33K - $5.11K
4.74K $740M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-2.43K
- 14.18%
N/A
14.7K $303M
MAS
Masco Corp

Industrials
-320
- 7.98%
$58.73 - $71.06 $18.8K - $22.7K
3.69K $237M
GIS
General Mills Inc

Consumer Defensive
-100
- 2.4%
$50.37 - $60.97 $5.04K - $6.1K
4.06K $210M
ELV
Elevance Health, Inc.

Healthcare
-2
- 0.26%
$372.27 - $452.69 $745 - $905
773 $301M
OTIS
Otis Worldwide Corp

Industrials
-235
- 8.0%
$90.88 - $104.3 $21.4K - $24.5K
2.7K $268M
YUM
Yum Brands Inc

Consumer Cyclical
-100
- 5.43%
$138.36 - $161.45 $13.8K - $16.1K
1.74K $258M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-298
- 12.99%
$114.78 - $133.31 $34.2K - $39.7K
2K $266M
SYY
Sysco Corp

Consumer Defensive
-400
- 9.36%
$68.0 - $75.91 $27.2K - $30.4K
3.88K $293M
Activity Summary
Buys All Purchases 57 New Holdings 15 Increased Positions 42 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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