Fairman Group, LLC Reduced Holdings in Q1 2025

Fairman Group, LLC

  • $109 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-17.6K
- 16.62%
$300.91 - $398.25 $5.3M - $7.01M
88.3K $31.1B
ACCD
Accolade, Inc.

Healthcare
-679K
- 37.69%
$3.35 - $7.01 $2.28M - $4.76M
1.12M $3.88B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-25.4K
- 22.72%
$24.88 - $26.85 $631K - $681K
86.3K $2.13B
AAPL
Apple Inc.

Technology
-1.4K
- 32.37%
$209.68 - $247.1 $293K - $346K
2.92K $732M
VEA
Vanguard Ftse Developed Market

ETFs
-4.36K
- 3.62%
$47.4 - $52.99 $207K - $231K
116K $5.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-500
- 14.55%
$442.66 - $534.52 $221K - $267K
2.94K $1.33B
JPM
Jpmorgan Chase & CO

Financial Services
-811
- 91.33%
$225.19 - $279.95 $183K - $227K
77 $18.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-480
- 24.54%
$222.15 - $428.22 $107K - $206K
1.48K $596M
ETN
Eaton Corp PLC

Industrials
-404
- 94.84%
$271.83 - $371.23 $110K - $150K
22 $7.3M
CMCSA
Comcast Corp

Communication Services
-3.33K
- 94.73%
$33.19 - $38.23 $110K - $127K
185 $6.94M
KO
Coca Cola CO

Consumer Defensive
-1K
- 79.87%
$60.81 - $72.32 $61.1K - $72.6K
253 $15.8M
CVX
Chevron Corp

Energy
-408
- 80.95%
$146.71 - $167.97 $59.9K - $68.5K
96 $13.9M
MRK
Merck & Co., Inc.

Healthcare
-518
- 36.2%
$83.01 - $101.02 $43K - $52.3K
913 $93.3M
XOM
Exxon Mobil Corp

Energy
-394
- 30.66%
$105.44 - $118.93 $41.5K - $46.9K
891 $95.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.97K
- 3.98%
$57.21 - $65.8 $113K - $130K
47.6K $3.05B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-387
- 6.15%
$42.5 - $46.71 $16.4K - $18.1K
5.91K $259M
MSFT
Microsoft Corp

Technology
-30
- 1.65%
$375.39 - $447.2 $11.3K - $13.4K
1.79K $752M
META
Meta Platforms, Inc.

Communication Services
-12
- 1.43%
$576.36 - $736.67 $6.92K - $8.84K
826 $484M
AMZN
Amazon Com Inc

Consumer Cyclical
-30
- 0.77%
$190.26 - $242.06 $5.71K - $7.26K
3.84K $843M
SCHW
Schwab Charles Corp

Financial Services
-69
- 60.0%
$71.24 - $83.64 $4.92K - $5.77K
46 $3.4M
CEG
Constellation Energy Corp

Utilities
-17
- 12.98%
$201.63 - $347.44 $3.43K - $5.91K
114 $25.5M
IQV
Iqvia Holdings Inc.

Healthcare
-19
- 46.34%
$176.3 - $209.96 $3.35K - $3.99K
22 $4.32M
ZTS
Zoetis Inc.

Healthcare
-22
- 33.33%
$156.48 - $175.67 $3.44K - $3.86K
44 $7.17M
EXC
Exelon Corp

Utilities
-51
- 12.98%
$37.3 - $46.08 $1.9K - $2.35K
342 $12.9M
ABBV
Abb Vie Inc.

Healthcare
-9
- 13.24%
$169.2 - $216.66 $1.52K - $1.95K
59 $10.4M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 1.48%
$347.25 - $424.87 $1.39K - $1.7K
266 $103M
ACGL
Arch Capital Group Ltd.

Financial Services
-15
- 0.52%
$88.13 - $96.94 $1.32K - $1.45K
2.89K $267M
PEP
Pepsico Inc

Consumer Defensive
-9
- 13.43%
$142.64 - $156.42 $1.28K - $1.41K
58 $8.9M
CSCO
Cisco Systems, Inc.

Technology
-21
- 33.33%
$58.74 - $64.87 $1.23K - $1.36K
42 $2.49M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5
- 1.6%
$168.84 - $202.89 $844 - $1.01K
308 $59.4M
TFC
Truist Financial Corp

Financial Services
-18
- 4.59%
$39.48 - $48.15 $711 - $867
374 $16.1M
SBUX
Starbucks Corp

Consumer Cyclical
-9
- 9.78%
$91.75 - $115.81 $826 - $1.04K
83 $7.49M
OGN
Organon & Co.

Healthcare
-50
- 76.92%
$14.29 - $16.41 $715 - $821
15 $226K
HON
Honeywell International Inc

Industrials
-2
- 8.33%
$202.75 - $226.52 $406 - $453
22 $4.97M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.25K
- 55.01%
$33.84 - $37.77 $76.2K - $85.1K
1.84K $140M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-1.94K
- 55.43%
$32.02 - $41.58 $62.1K - $80.7K
1.56K $131M
WMB
Williams Companies, Inc.

Energy
-175
- 19.44%
$54.02 - $61.09 $9.45K - $10.7K
725 $48.7M
VTV
Vanguard Value ETF

ETFs
-83
- 1.58%
$167.73 - $179.21 $13.9K - $14.9K
5.17K $889M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-220
- 8.77%
$102.49 - $119.96 $22.5K - $26.4K
2.29K $289M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.09K
- 47.45%
$85.55 - $94.34 $93.2K - $103K
1.21K $204M
Gsk PLC
-80
- 80.0%
N/A
20 $3.42M
ET
Energy Transfer LP

Energy
-2.5K
- 21.46%
$17.26 - $21.08 $43.2K - $52.7K
9.15K $228M
UNH
Unitedhealth Group Inc

Healthcare
-125
- 57.6%
$461.52 - $548.18 $57.7K - $68.5K
92 $110M
USB
Us Bancorp \De\

Financial Services
-7
- 1.97%
$40.92 - $50.9 $286 - $356
348 $17.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.33K
- 21.31%
$25.58 - $29.24 $34K - $38.9K
4.91K $173M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-35
- 11.44%
$522.96 - $601.18 $18.3K - $21K
271 $175M
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 2.0%
$551.42 - $612.93 $17.6K - $19.6K
1.57K $943M
VV
Vanguard Large Cap ETF

ETFs
-120
- 2.16%
$253.32 - $282.66 $30.4K - $33.9K
5.42K $1.49B
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 57 Reductions 49 Sold out 8 Options Calls 0 Puts 0
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