Code Waechter LLC Sells in Q2 2025

Code Waechter LLC

  • $140 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
-9.7K
- 32.23%
$41.09 - $47.16 $399K - $458K
20.4K $924K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-38.5K
- 17.07%
$19.6 - $24.44 $755K - $942K
187K $4.57M
O
Realty Income Corp

Real Estate
-6.52K
- 42.5%
$52.27 - $58.52 $341K - $381K
8.82K $508K
TRP
Tc Energy Corp

Energy
-7.87K
- 36.87%
$44.48 - $51.4 $350K - $405K
13.5K $657K
MUB
Ishares National Muni Bond ETF

ETFs
-2.8K
- 23.09%
$102.31 - $105.8 $286K - $296K
9.32K $974K
Blackrock Inc
-5
- 2.06%
N/A
238 $0
IVV
Ishares Core S&P 500 ETF

ETFs
-660
- 20.99%
$498.8 - $620.9 $329K - $410K
2.48K $1.54M
CVX
Chevron Corp

Energy
-289
- 4.97%
$133.73 - $168.51 $38.6K - $48.7K
5.53K $791K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-8.98K
- 42.82%
$17.5 - $18.46 $157K - $166K
12K $221K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-13.9K
- 19.23%
$17.76 - $22.1 $247K - $308K
58.5K $1.29M
PEP
Pepsico Inc

Consumer Defensive
-380
- 12.04%
$128.02 - $151.37 $48.6K - $57.5K
2.78K $366K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.76K
- 17.46%
$51.16 - $62.02 $90K - $109K
8.32K $516K
HD
Home Depot, Inc.

Consumer Cyclical
-128
- 14.68%
$335.24 - $380.78 $42.9K - $48.7K
744 $272K
PM
Philip Morris International Inc.

Consumer Defensive
-356
- 15.82%
$149.23 - $184.95 $53.1K - $65.8K
1.9K $345K
V
Visa Inc.

Financial Services
-18
- 2.8%
$308.27 - $373.31 $5.55K - $6.72K
626 $222K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-10.4K
- 6.53%
$22.92 - $28.05 $238K - $292K
149K $4.17M
BX
Blackstone Inc.

Financial Services
-38
- 1.78%
$120.07 - $151.11 $4.56K - $5.74K
2.09K $313K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.69K
- 5.94%
$20.42 - $25.3 $116K - $144K
90.1K $2.28M
GOOG
Alphabet Inc.

Communication Services
-11
- 0.42%
$146.58 - $180.01 $1.61K - $1.98K
2.62K $463K
AMZN
Amazon Com Inc

Consumer Cyclical
-12
- 0.32%
$167.32 - $223.3 $2.01K - $2.68K
3.7K $810K
AVGO
Broadcom Inc.

Technology
-99
- 2.73%
$146.29 - $275.65 $14.5K - $27.3K
3.53K $973K
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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