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
ODP
Odp Corp

Consumer Cyclical
300
New
$14.31 - $24.81 $4.29K - $7.44K
300 $4.3M
MDU
Mdu Resources Group Inc

Industrials
278
+ 60.96%
$16.45 - $18.61 $4.57K - $5.17K
734 $12.5M
SCHO
Schwab Short Term Us Treasury

ETFs
168
New
$24.1 - $24.34 $4.05K - $4.09K
168 $4.09M
WRB
Berkley W R Corp

Financial Services
46
+ 90.2%
$56.7 - $71.27 $2.61K - $3.28K
97 $6.9M
Outfront Media Inc
239
New
N/A
239 $3.86M
LNTH
Lantheus Holdings, Inc.

Healthcare
31
+ 31.0%
$78.23 - $110.01 $2.43K - $3.41K
131 $12.8M
DTE
Dte Energy CO

Utilities
3
+ 1.58%
$117.6 - $138.27 $353 - $415
193 $26.9M
NEM
Newmont Corp

Basic Materials
24
+ 10.39%
$37.79 - $48.39 $907 - $1.16K
255 $12.3M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 0.76%
$306.61 - $340.78 $307 - $341
133 $45.1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
11
+ 7.05%
$106.31 - $123.73 $1.17K - $1.36K
167 $20.7M
ED
Consolidated Edison Inc

Utilities
11
+ 10.58%
$88.0 - $110.59 $968 - $1.22K
115 $12.7M
SBAC
Sba Communications Corp

Real Estate
4
+ 2.76%
$192.76 - $224.91 $771 - $900
149 $32.8M
AVB
Avalonbay Communities Inc

Real Estate
18
+ 13.33%
$207.86 - $228.08 $3.74K - $4.11K
153 $33.1M
TSCO
Tractor Supply CO

Consumer Cyclical
8
+ 0.66%
$51.66 - $57.94 $413 - $464
1.22K $67.1M
MGM
Mgm Resorts International

Consumer Cyclical
4.74K
+ 17.24%
$29.64 - $40.37 $141K - $192K
32.3K $956M
PPL
Ppl Corp

Utilities
35
+ 8.91%
$31.68 - $36.11 $1.11K - $1.26K
428 $15.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
100
New
$25.77 - $27.6 $2.58K - $2.76K
100 $2.66M
VLY
Valley National Bancorp

Financial Services
940
+ 2.76%
$8.56 - $10.42 $8.05K - $9.79K
35K $314M
IEF
Ishares Barclays

ETFs
10
+ 1.83%
$91.17 - $95.39 $912 - $954
555 $52.9M
UDR
Udr, Inc.

Real Estate
27
+ 3.74%
$40.09 - $46.04 $1.08K - $1.24K
748 $33.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
227
+ 7.57%
$55.11 - $65.5 $12.5K - $14.9K
3.23K $183M
PNW
Pinnacle West Capital Corp

Utilities
11
+ 9.02%
$81.76 - $95.25 $899 - $1.05K
133 $12.7M
AMAT
Applied Materials Inc

Technology
192
+ 13.15%
$145.06 - $195.51 $27.9K - $37.5K
1.65K $240M
EXC
Exelon Corp

Utilities
9
+ 4.11%
$37.3 - $46.08 $336 - $415
228 $10.5M
RSG
Republic Services, Inc.

Industrials
4
+ 14.29%
$200.09 - $242.16 $800 - $969
32 $7.75M
ANSS
Ansys Inc

Technology
10
+ 19.61%
$316.56 - $360.36 $3.17K - $3.6K
61 $19.3M
EFX
Equifax Inc

Industrials
11
+ 17.46%
$235.63 - $278.34 $2.59K - $3.06K
74 $18M
PH
Parker Hannifin Corp

Industrials
13
+ 6.13%
$591.65 - $707.05 $7.69K - $9.19K
225 $137M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
39
+ 15.92%
$30.38 - $34.94 $1.18K - $1.36K
284 $9.78M
Smurfit Westrock PLC
66
+ 47.48%
N/A
205 $9.24M
MOGA
Moog Inc Cla
10
New
N/A
10 $1.73M
KEYS
Keysight Technologies, Inc.

Technology
22
+ 13.5%
$148.16 - $185.11 $3.26K - $4.07K
185 $27.7M
ICFI
Icf International, Inc.

Industrials
36
+ 80.0%
$77.68 - $133.28 $2.8K - $4.8K
81 $6.89M
Hennessy Fds Tr
46
New
N/A
46 $1.37M
IDA
Idacorp Inc

Utilities
10
+ 41.67%
$105.58 - $119.04 $1.06K - $1.19K
34 $3.95M
FE
Firstenergy Corp

Utilities
31
+ 72.09%
$37.95 - $43.5 $1.18K - $1.35K
74 $2.99M
VICI
Vici Properties Inc.

Real Estate
25
+ 19.08%
$28.21 - $32.68 $705 - $817
156 $5.09M
RMD
Resmed Inc

Healthcare
7
+ 9.21%
$219.7 - $257.65 $1.54K - $1.8K
83 $18.6M
Capital Group International
29
+ 13.36%
N/A
246 $6.41M
POR
Portland General Electric CO

Utilities
26
New
$40.56 - $45.24 $1.05K - $1.18K
26 $1.17M
CPRT
Copart Inc

Consumer Cyclical
20
+ 50.0%
$52.3 - $59.83 $1.05K - $1.2K
60 $3.4M
NEE
Nextera Energy Inc

Utilities
57
+ 1.48%
$66.96 - $76.16 $3.82K - $4.34K
3.9K $276M
EQR
Equity Residential

Real Estate
12
+ 150.0%
$66.98 - $75.02 $804 - $900
20 $1.44M
CGUS
Capital Group Core Equity ETF
51
+ 8.43%
$33.08 - $36.62 $1.69K - $1.87K
656 $22M
Jacobs Solutions Inc
9
+ 37.5%
N/A
33 $3.99M
MANH
Manhattan Associates Inc

Technology
10
+ 100.0%
$163.5 - $295.1 $1.64K - $2.95K
20 $3.46M
DECK
Deckers Outdoor Corp

Consumer Cyclical
10
+ 250.0%
$111.56 - $223.11 $1.12K - $2.23K
14 $1.57M
PNR
Pentair PLC

Industrials
33
+ 20.0%
$84.0 - $105.35 $2.77K - $3.48K
198 $17.3M
ACGL
Arch Capital Group Ltd.

Financial Services
5
+ 8.93%
$88.13 - $96.94 $441 - $485
61 $5.87M
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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