Annis Gardner Whiting Capital Advisors, LLC Purchases in Q2 2025

Annis Gardner Whiting Capital Advisors, LLC

  • $289 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Gsk PLC
680
+ 47.09%
N/A
2.12K $81.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
995
+ 71.07%
$24.94 - $25.42 $24.8K - $25.3K
2.4K $60.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.09K
New
$22.7 - $23.33 $24.8K - $25.5K
1.09K $25.5M
BCS
Barclays PLC

Financial Services
1.36K
New
$12.69 - $18.61 $17.2K - $25.3K
1.36K $25.2M
PSX
Phillips 66

Energy
215
+ 154.68%
$92.87 - $125.73 $20K - $27K
354 $42.2M
DASH
Door Dash, Inc.

Communication Services
101
New
$163.16 - $246.51 $16.5K - $24.9K
101 $24.9M
DG
Dollar General Corp

Consumer Defensive
192
+ 176.15%
$86.02 - $114.95 $16.5K - $22.1K
301 $34.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
New
$416.06 - $551.64 $18.7K - $24.8K
45 $24.8M
NOC
Northrop Grumman Corp

Industrials
51
+ 89.47%
$456.3 - $540.39 $23.3K - $27.6K
108 $54M
NEM
Newmont Corp

Basic Materials
382
+ 149.8%
$44.18 - $59.46 $16.9K - $22.7K
637 $37.1M
BMO
Bank Of Montreal

Financial Services
223
New
$87.54 - $110.63 $19.5K - $24.7K
223 $24.7M
DLR
Digital Realty Trust, Inc.

Real Estate
61
+ 13.9%
$136.11 - $177.69 $8.3K - $10.8K
500 $87.2M
CTVA
Corteva, Inc.

Basic Materials
84
+ 5.43%
$55.52 - $74.53 $4.66K - $6.26K
1.63K $122M
CMC
Commercial Metals CO

Basic Materials
300
+ 9.38%
$39.2 - $50.67 $11.8K - $15.2K
3.5K $171M
FE
Firstenergy Corp

Utilities
590
+ 797.3%
$38.31 - $43.17 $22.6K - $25.5K
664 $26.7M
FLJP
Franklin Templeton ETF Tr

ETFs
731
New
$26.35 - $32.28 $19.3K - $23.6K
731 $23.5M
DDOG
Datadog, Inc.

Technology
174
New
$87.0 - $134.33 $15.1K - $23.4K
174 $23.4M
URI
United Rentals, Inc.

Industrials
14
+ 14.0%
$551.94 - $753.4 $7.73K - $10.5K
114 $85.9M
LMND
Lemonade, Inc.

Financial Services
519
New
$25.12 - $45.79 $13K - $23.8K
519 $22.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
312
New
$67.83 - $92.33 $21.2K - $28.8K
312 $22.7M
PPL
Ppl Corp

Utilities
692
+ 161.68%
$33.45 - $36.5 $23.1K - $25.3K
1.12K $38.1M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
344
New
$58.95 - $66.19 $20.3K - $22.8K
344 $22.5M
FITB
Fifth Third Bancorp

Financial Services
529
+ 268.53%
$33.32 - $41.51 $17.6K - $22K
726 $30.1M
IDA
Idacorp Inc

Utilities
193
+ 567.65%
$111.01 - $119.72 $21.4K - $23.1K
227 $26.2M
IT
Gartner Inc

Technology
57
+ 107.55%
$377.5 - $449.52 $21.5K - $25.6K
110 $44.5M
NVR
Nvr Inc

Consumer Cyclical
3
New
$6700.0 - $7410.93 $20.1K - $22.2K
3 $22.2M
ADP
Automatic Data Processing Inc

Industrials
37
+ 1.03%
$276.76 - $326.81 $10.2K - $12.1K
3.62K $1.12B
PANW
Palo Alto Networks Inc

Technology
56
+ 19.24%
$152.44 - $204.64 $8.54K - $11.5K
347 $71M
ITW
Illinois Tool Works Inc

Industrials
89
+ 8.9%
$218.41 - $252.43 $19.4K - $22.5K
1.09K $271M
ARES
Ares Management Corp

Financial Services
123
New
$118.04 - $175.83 $14.5K - $21.6K
123 $21.3M
HLI
Houlihan Lokey, Inc.

Financial Services
118
New
$141.59 - $182.75 $16.7K - $21.6K
118 $21.2M
MSCI
Msci Inc.

Financial Services
33
+ 16.92%
$506.56 - $576.74 $16.7K - $19K
228 $131M
AIG
American International Group, Inc.

Financial Services
249
+ 185.82%
$77.56 - $87.72 $19.3K - $21.8K
383 $32.8M
PMAR
Innovator U.S. Equity Power Bu

ETFs
500
New
$37.18 - $42.23 $18.6K - $21.1K
500 $21.1M
Veralto Corp
202
+ 111.6%
N/A
383 $38.7M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
433
New
$45.71 - $61.66 $19.8K - $26.7K
433 $20.9M
GLW
Corning Inc

Technology
300
+ 40.27%
$39.07 - $52.59 $11.7K - $15.8K
1.05K $55M
HWM
Howmet Aerospace Inc.

Industrials
27
+ 9.68%
$112.33 - $186.13 $3.03K - $5.03K
306 $57M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
916
+ 106.26%
$22.3 - $22.57 $20.4K - $20.7K
1.78K $40M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
890
New
$22.81 - $22.97 $20.3K - $20.4K
890 $20.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
867
New
$23.29 - $23.38 $20.2K - $20.3K
867 $20.3M
EPD
Enterprise Products Partners L.P.

Energy
1.1K
+ 24.4%
$28.95 - $34.22 $31.8K - $37.6K
5.6K $174M
PNOV
Innovator U.S. Equity Power Bu
500
New
N/A
500 $19.8M
SHOP
Shopify Inc.

Technology
43
+ 5.78%
$76.89 - $115.35 $3.31K - $4.96K
787 $90.8M
NSC
Norfolk Southern Corp

Industrials
64
+ 35.16%
$206.34 - $257.46 $13.2K - $16.5K
246 $62.9M
UPS
United Parcel Service Inc

Industrials
385
+ 17.82%
$91.92 - $110.2 $35.4K - $42.4K
2.55K $257M
MCO
Moodys Corp

Financial Services
28
+ 19.18%
$396.7 - $501.59 $11.1K - $14K
174 $87.3M
LEN
Lennar Corp

Consumer Cyclical
181
+ 96.28%
$102.76 - $115.66 $18.6K - $20.9K
369 $40.8M
GTES
Gates Industrial Corp PLC

Industrials
834
New
$15.56 - $23.13 $13K - $19.3K
834 $19.2M
Activity Summary
Buys All Purchases 1073 New Holdings 618 Increased Positions 455 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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