Code Waechter LLC Incresed Positions in Q2 2025

Code Waechter LLC

  • $140 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
153K
+ 91.53%
$31.93 - $39.49 $4.87M - $6.03M
319K $12.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
110K
+ 30.01%
$22.27 - $29.21 $2.45M - $3.22M
477K $13.9M
QDPL
Pacer Fds Tr Metaurus Us Large
54.7K
+ 362.79%
$32.46 - $39.77 $1.78M - $2.17M
69.8K $2.75M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.6K
+ 109.65%
$51.14 - $57.0 $593K - $661K
22.2K $1.26M
MSFT
Microsoft Corp

Technology
99
+ 2.19%
$354.56 - $497.45 $35.1K - $49.2K
4.61K $2.29M
AAPL
Apple Inc.

Technology
2.65K
+ 32.27%
$172.42 - $223.89 $457K - $594K
10.9K $2.23M
TTE
Total Energies Se

Energy
5.07K
+ 52.54%
N/A
14.7K $1.01M
BALT
Innovator Etfs Tr
8.67K
+ 10.23%
$30.33 - $32.1 $263K - $278K
93.4K $3M
META
Meta Platforms, Inc.

Communication Services
199
+ 17.77%
$484.66 - $738.09 $96.4K - $147K
1.32K $973K
NGG
National Grid PLC

Utilities
3.17K
+ 37.92%
$62.74 - $74.79 $199K - $237K
11.5K $858K
USB
Us Bancorp \De\

Financial Services
5.77K
+ 58.21%
$36.4 - $45.76 $210K - $264K
15.7K $710K
NVDA
Nvidia Corp

Technology
26
+ 0.53%
$94.31 - $157.99 $2.45K - $4.11K
4.94K $780K
BMO
Bank Of Montreal

Financial Services
1.6K
+ 54.2%
$87.54 - $110.63 $140K - $177K
4.55K $503K
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.03K
+ 0.81%
$26.75 - $28.79 $27.5K - $29.6K
128K $3.67M
VZ
Verizon Communications Inc

Communication Services
5.54K
+ 42.49%
$41.67 - $45.62 $231K - $253K
18.6K $804K
GILD
Gilead Sciences, Inc.

Healthcare
1.87K
+ 37.71%
$96.91 - $113.0 $181K - $211K
6.83K $757K
HBAN
Huntington Bancshares Inc

Financial Services
9.74K
+ 44.27%
$12.49 - $16.76 $122K - $163K
31.7K $531K
PNC
Pnc Financial Services Group, Inc.

Financial Services
939
+ 41.38%
$149.76 - $186.42 $141K - $175K
3.21K $598K
XEL
Xcel Energy Inc

Utilities
3.07K
+ 49.17%
$65.65 - $72.39 $201K - $222K
9.3K $633K
XOM
Exxon Mobil Corp

Energy
2.01K
+ 66.05%
$99.93 - $119.04 $201K - $239K
5.05K $544K
ABBV
Abb Vie Inc.

Healthcare
1.45K
+ 37.34%
$170.16 - $206.27 $246K - $298K
5.32K $987K
TFC
Truist Financial Corp

Financial Services
3.59K
+ 40.49%
$34.79 - $42.99 $125K - $154K
12.5K $535K
PFE
Pfizer Inc

Healthcare
7.37K
+ 55.75%
$21.59 - $24.84 $159K - $183K
20.6K $499K
AMGN
Amgen Inc

Healthcare
761
+ 51.21%
$262.28 - $309.85 $200K - $236K
2.25K $627K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
4.38K
+ 8.91%
$35.4 - $41.9 $155K - $183K
53.5K $2.18M
PLD
Prologis, Inc.

Real Estate
1.7K
+ 53.1%
$89.76 - $112.34 $152K - $191K
4.89K $514K
JPM
Jpmorgan Chase & CO

Financial Services
119
+ 4.43%
$210.28 - $289.91 $25K - $34.5K
2.81K $813K
LLY
Eli Lilly & CO

Healthcare
199
+ 77.43%
$713.71 - $898.95 $142K - $179K
456 $355K
DUK
Duke Energy Corp

Utilities
1.34K
+ 38.63%
$112.46 - $124.05 $150K - $166K
4.79K $565K
AEP
American Electric Power CO Inc

Utilities
1.52K
+ 49.27%
$98.59 - $109.11 $150K - $166K
4.6K $477K
RTX
Raytheon Technologies Corp

Industrials
727
+ 29.58%
$113.75 - $148.48 $82.7K - $108K
3.19K $465K
SO
Southern CO

Utilities
1.49K
+ 47.02%
$84.91 - $92.56 $127K - $138K
4.67K $428K
MS
Morgan Stanley

Financial Services
102
+ 2.36%
$99.83 - $140.86 $10.2K - $14.4K
4.43K $624K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.96K
+ 63.82%
$53.23 - $70.65 $157K - $209K
7.59K $439K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.02K
+ 1.44%
$24.54 - $25.07 $74K - $75.6K
213K $5.32M
WMB
Williams Companies, Inc.

Energy
1.27K
+ 14.86%
$54.33 - $62.87 $69.1K - $79.9K
9.82K $616K
AIG
American International Group, Inc.

Financial Services
1.27K
+ 44.61%
$77.56 - $87.72 $98.3K - $111K
4.11K $351K
BMY
Bristol Myers Squibb CO

Healthcare
4.69K
+ 57.35%
$44.12 - $59.6 $207K - $280K
12.9K $595K
PPL
Ppl Corp

Utilities
3.28K
+ 49.59%
$33.45 - $36.5 $110K - $120K
9.88K $334K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.98K
+ 74.38%
$67.83 - $92.33 $134K - $183K
4.64K $336K
GE
General Electric CO

Industrials
71
+ 5.85%
$166.81 - $257.39 $11.8K - $18.3K
1.28K $330K
SNY
Sanofi

Healthcare
3.28K
+ 27.53%
$47.62 - $55.44 $156K - $182K
15.2K $733K
AMCR
Amcor PLC

Consumer Cyclical
7.82K
+ 42.13%
$8.57 - $9.81 $67K - $76.7K
26.4K $242K
TSLA
Tesla, Inc.

Consumer Cyclical
28
+ 3.49%
$221.86 - $362.89 $6.21K - $10.2K
831 $263K
ETR
Entergy Corp

Utilities
754
+ 22.18%
$79.01 - $86.61 $59.6K - $65.3K
4.15K $345K
CARR
Carrier Global Corp

Industrials
189
+ 5.59%
$55.55 - $75.83 $10.5K - $14.3K
3.57K $261K
T
At&T Inc.

Communication Services
1.01K
+ 6.85%
$26.33 - $28.94 $26.7K - $29.3K
15.8K $457K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 4.89%
$908.13 - $1056.85 $18.2K - $21.1K
429 $424K
KO
Coca Cola CO

Consumer Defensive
405
+ 6.34%
$68.37 - $73.9 $27.7K - $29.9K
6.8K $480K
Activity Summary
Buys All Purchases 70 New Holdings 12 Increased Positions 58 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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