Pollock Investment Advisors, LLC Reduced Holdings in Q2 2025

Pollock Investment Advisors, LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
-134K
- 25.57%
$81.6 - $92.39 $10.9M - $12.3M
389K $35.3B
BDX
Becton Dickinson & CO

Healthcare
-406
- 7.47%
$165.15 - $226.42 $67.1K - $91.9K
5.03K $867M
AAPL
Apple Inc.

Technology
-712
- 10.87%
$172.42 - $223.89 $123K - $159K
5.84K $1.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-350
- 39.55%
$483.48 - $539.8 $169K - $189K
535 $260M
WEC
Wec Energy Group, Inc.

Utilities
-1.2K
- 10.91%
$102.24 - $109.76 $123K - $132K
9.8K $1.02B
JNJ
Johnson & Johnson

Healthcare
-505
- 7.02%
$146.36 - $159.82 $73.9K - $80.7K
6.69K $1.02B
TSCO
Tractor Supply CO

Consumer Cyclical
-2K
- 7.11%
$47.86 - $55.77 $95.7K - $112K
26.1K $1.38B
PEP
Pepsico Inc

Consumer Defensive
-333
- 5.3%
$128.02 - $151.37 $42.6K - $50.4K
5.95K $785M
GWW
W.W. Grainger, Inc.

Industrials
-200
- 19.42%
$919.93 - $1101.66 $184K - $220K
830 $863M
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 12.58%
$908.13 - $1056.85 $182K - $211K
1.39K $1.38B
KMB
Kimberly Clark Corp

Consumer Defensive
-514
- 18.79%
$126.84 - $145.22 $65.2K - $74.6K
2.22K $286M
MA
Mastercard Inc

Financial Services
-253
- 6.59%
$479.92 - $590.74 $121K - $149K
3.58K $2.01B
V
Visa Inc.

Financial Services
-300
- 7.52%
$308.27 - $373.31 $92.5K - $112K
3.69K $1.31B
ABT
Abbott Laboratories

Healthcare
-900
- 7.45%
$123.95 - $138.08 $112K - $124K
11.2K $1.52B
HSY
Hershey CO

Consumer Defensive
-300
- 5.22%
$151.29 - $173.13 $45.4K - $51.9K
5.45K $904M
ROST
Ross Stores, Inc.

Consumer Cyclical
-600
- 9.45%
$126.62 - $154.26 $76K - $92.6K
5.75K $734M
PG
Procter & Gamble CO

Consumer Defensive
-150
- 3.58%
$157.66 - $172.39 $23.6K - $25.9K
4.04K $643M
WDAY
Workday, Inc.

Technology
-300
- 15.79%
$210.47 - $274.71 $63.1K - $82.4K
1.6K $384M
ECL
Ecolab Inc.

Basic Materials
-475
- 10.27%
$225.65 - $270.95 $107K - $129K
4.15K $1.12B
CME
Cme Group Inc.

Financial Services
-350
- 7.02%
$252.37 - $290.71 $88.3K - $102K
4.63K $1.28B
TJX
Tjx Companies Inc

Consumer Cyclical
-490
- 3.34%
$119.13 - $135.03 $58.4K - $66.2K
14.2K $1.75B
LMT
Lockheed Martin Corp

Industrials
-200
- 5.57%
$430.82 - $486.45 $86.2K - $97.3K
3.39K $1.57B
MNST
Monster Beverage Corp

Consumer Defensive
-900
- 12.5%
$55.01 - $64.24 $49.5K - $57.8K
6.3K $395M
SYK
Stryker Corp

Healthcare
-240
- 7.62%
$337.37 - $395.63 $81K - $95K
2.91K $1.15B
WMT
Walmart Inc.

Consumer Defensive
-900
- 9.09%
$81.79 - $99.98 $73.6K - $90K
9K $880M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6
- 0.61%
$468.22 - $566.51 $2.81K - $3.4K
985 $558M
AMZN
Amazon Com Inc

Consumer Cyclical
-2
- 0.14%
$167.32 - $223.3 $335 - $447
1.46K $320M
MSFT
Microsoft Corp

Technology
-197
- 6.61%
$354.56 - $497.45 $69.8K - $98K
2.78K $1.38B
Activity Summary
Buys All Purchases 4 New Holdings 0 Increased Positions 4 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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