Annis Gardner Whiting Capital Advisors, LLC Purchases in Q1 2025

Annis Gardner Whiting Capital Advisors, LLC

  • $236 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSTL
Postal Realty Trust, Inc.

Real Estate
6.67K
New
$12.42 - $14.39 $82.8K - $96K
6.67K $95.2M
MBB
Ishares Tr

ETFs
1.02K
New
$90.37 - $94.08 $91.7K - $95.5K
1.02K $95.2M
AON
Aon PLC

Financial Services
165
+ 32.16%
$348.44 - $409.32 $57.5K - $67.5K
678 $271M
PM
Philip Morris International Inc.

Consumer Defensive
44
+ 2.17%
$117.15 - $158.79 $5.15K - $6.99K
2.07K $331M
WHR
Whirlpool Corp

Consumer Cyclical
925
New
$88.58 - $133.14 $81.9K - $123K
925 $83.4M
PFE
Pfizer Inc

Healthcare
5.85K
+ 9.87%
$25.01 - $27.13 $146K - $159K
65.1K $1.65B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
754
+ 57.21%
$100.34 - $100.68 $75.7K - $75.9K
2.07K $209M
QCOM
Qualcomm Inc

Technology
496
+ 58.91%
$151.94 - $175.86 $75.4K - $87.2K
1.34K $206M
MDLZ
Mondelez International, Inc.

Consumer Defensive
871
+ 47.67%
$56.12 - $68.15 $48.9K - $59.4K
2.7K $184M
O
Realty Income Corp

Real Estate
1.14K
+ 80.79%
$51.67 - $58.49 $58.9K - $66.7K
2.55K $148M
LLY
Eli Lilly & CO

Healthcare
20
+ 2.03%
$725.72 - $929.72 $14.5K - $18.6K
1.01K $831M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
235
+ 66.2%
$208.48 - $244.03 $49K - $57.3K
590 $144M
AEP
American Electric Power CO Inc

Utilities
27
+ 0.72%
$90.32 - $109.27 $2.44K - $2.95K
3.79K $414M
SBLK
Star Bulk Carriers Corp.

Industrials
4.3K
New
$14.35 - $17.15 $61.7K - $73.7K
4.3K $66.9M
TMST
Timken Steel Corp

Basic Materials
5K
New
N/A
5K $66.8M
RES
Rpc Inc

Energy
11.6K
New
$5.18 - $7.01 $60.1K - $81.3K
11.6K $63.8M
MCK
Mckesson Corp

Healthcare
9
+ 1.63%
$566.21 - $672.99 $5.1K - $6.06K
561 $378M
SBUX
Starbucks Corp

Consumer Cyclical
336
+ 8.21%
$91.75 - $115.81 $30.8K - $38.9K
4.43K $434M
VZ
Verizon Communications Inc

Communication Services
119
+ 1.18%
$37.81 - $46.49 $4.5K - $5.53K
10.2K $464M
WM
Waste Management Inc

Industrials
46
+ 3.14%
$200.54 - $233.78 $9.22K - $10.8K
1.51K $349M
WELL
Welltower Inc.

Real Estate
191
+ 22.85%
$124.05 - $156.86 $23.7K - $30K
1.03K $157M
VB
Vanguard Small Cap ETF

ETFs
882
+ 11.22%
$217.89 - $252.64 $192K - $223K
8.74K $1.94B
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.25%
$286.85 - $318.64 $2.58K - $2.87K
3.58K $1.1B
PLTR
Palantir Technologies Inc.

Technology
494
+ 212.93%
$64.98 - $124.62 $32.1K - $61.6K
726 $61.3M
CSCO
Cisco Systems, Inc.

Technology
25
+ 0.15%
$58.74 - $64.87 $1.47K - $1.62K
16.2K $1B
BRKR
Bruker Corp

Healthcare
1K
New
$41.74 - $62.95 $41.7K - $63K
1K $41.7M
SYK
Stryker Corp

Healthcare
22
+ 0.8%
$355.18 - $399.9 $7.81K - $8.8K
2.76K $1.03B
JEPI
J P Morgan Exchange Traded Fd

ETFs
994
+ 4.21%
$56.17 - $59.71 $55.8K - $59.4K
24.6K $1.41B
UPS
United Parcel Service Inc

Industrials
560
+ 34.98%
$109.66 - $136.26 $61.4K - $76.3K
2.16K $238M
PG
Procter & Gamble CO

Consumer Defensive
82
+ 1.13%
$158.56 - $176.26 $13K - $14.5K
7.31K $1.25B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 3.54%
$1187.71 - $1432.58 $4.75K - $5.73K
117 $168M
TRV
Travelers Companies, Inc.

Financial Services
52
+ 6.51%
$232.43 - $265.13 $12.1K - $13.8K
851 $225M
EL
Estee Lauder Companies Inc

Consumer Defensive
461
+ 1182.05%
$64.26 - $85.48 $29.6K - $39.4K
500 $33M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
666
New
$44.81 - $46.22 $29.8K - $30.8K
666 $30M
DUK
Duke Energy Corp

Utilities
4
+ 0.22%
$105.87 - $121.97 $423 - $488
1.8K $220M
INTC
Intel Corp

Technology
648
+ 15.74%
$19.1 - $27.39 $12.4K - $17.7K
4.77K $108M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.16K
New
$21.23 - $23.75 $24.7K - $27.6K
1.16K $25.1M
MO
Altria Group, Inc.

Consumer Defensive
29
+ 1.0%
$50.81 - $60.02 $1.47K - $1.74K
2.94K $179M
SNX
Td Synnex Corp

Technology
231
New
$103.96 - $144.69 $24K - $33.4K
231 $24M
T
At&T Inc.

Communication Services
99
+ 2.64%
$21.56 - $28.28 $2.13K - $2.8K
3.84K $109M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.25K
+ 9.35%
$25.58 - $29.24 $57.6K - $65.8K
26.3K $689M
ETN
Eaton Corp PLC

Industrials
405
+ 27.78%
$271.83 - $371.23 $110K - $150K
1.86K $506M
HWM
Howmet Aerospace Inc.

Industrials
140
+ 100.72%
$110.79 - $139.39 $15.5K - $19.5K
279 $36.2M
BRO
Brown & Brown, Inc.

Financial Services
14
+ 1.65%
$100.54 - $124.4 $1.41K - $1.74K
864 $107M
GD
General Dynamics Corp

Industrials
30
+ 2.24%
$241.94 - $272.58 $7.26K - $8.18K
1.37K $373M
MSI
Motorola Solutions, Inc.

Technology
56
+ 32.37%
$411.73 - $482.1 $23.1K - $27K
229 $100M
D
Dominion Energy, Inc

Utilities
228
+ 7.3%
$52.85 - $57.43 $12K - $13.1K
3.35K $188M
HES
Hess Corp

Energy
15
+ 2.38%
$135.42 - $160.52 $2.03K - $2.41K
644 $103M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.53K
+ 11.77%
$37.84 - $44.02 $95.8K - $112K
24.1K $924M
Activity Summary
Buys All Purchases 240 New Holdings 65 Increased Positions 175 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
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