Weinberger Asset Management, Inc Sells in Q2 2025

Weinberger Asset Management, Inc

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-133
- 6.05%
$274.35 - $599.47 $36.5K - $79.7K
2.06K $644M
PCG
Pg&E Corp

Utilities
-104
- 0.13%
$13.55 - $17.87 $1.41K - $1.86K
81.6K $1.14B
AAPL
Apple Inc.

Technology
-238
- 1.88%
$172.42 - $223.89 $41K - $53.3K
12.5K $2.56B
XOM
Exxon Mobil Corp

Energy
-1.33K
- 29.25%
$99.93 - $119.04 $133K - $158K
3.22K $347M
SPY
Spdr S&P 500 ETF Trust

ETFs
-870
- 11.81%
$496.48 - $617.85 $432K - $538K
6.5K $4.01B
IWN
Ishares Russell2000 Val ETF

ETFs
-1.32K
- 8.24%
$131.84 - $157.76 $174K - $208K
14.7K $2.32B
MRK
Merck & Co., Inc.

Healthcare
-92
- 1.06%
$73.47 - $87.12 $6.76K - $8.02K
8.55K $677M
PFE
Pfizer Inc

Healthcare
-1.69K
- 10.07%
$21.59 - $24.84 $36.6K - $42.1K
15.1K $366M
JNJ
Johnson & Johnson

Healthcare
-135
- 4.68%
$146.36 - $159.82 $19.8K - $21.6K
2.75K $420M
MO
Altria Group, Inc.

Consumer Defensive
-153
- 0.44%
$55.56 - $60.91 $8.5K - $9.32K
34.5K $2.02B
DVY
Ishares Tr

ETFs
-130
- 0.73%
$118.37 - $134.86 $15.4K - $17.5K
17.6K $2.34B
KO
Coca Cola CO

Consumer Defensive
-143
- 1.04%
$68.37 - $73.9 $9.78K - $10.6K
13.5K $958M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-258
- 4.9%
$43.28 - $50.37 $11.2K - $13K
5.01K $251M
WM
Waste Management Inc

Industrials
-4
- 0.16%
$216.47 - $242.1 $866 - $968
2.53K $579M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-11.8K
- 3.79%
$23.55 - $27.67 $279K - $328K
300K $8.31B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-49
- 0.41%
$66.87 - $79.47 $3.28K - $3.89K
11.8K $934M
WFC
Wells Fargo & Company

Financial Services
-50
- 1.17%
$60.98 - $80.12 $3.05K - $4.01K
4.22K $338M
VIG
Vanguard Dividend Appreciation

ETFs
-436
- 3.78%
N/A
11.1K $2.27B
KMI
Kinder Morgan, Inc.

Energy
-106
- 0.23%
$25.21 - $29.4 $2.67K - $3.12K
46.9K $1.38B
CSCO
Cisco Systems, Inc.

Technology
-32
- 0.48%
$53.19 - $69.38 $1.7K - $2.22K
6.57K $456M
DE
Deere & CO

Industrials
-7
- 0.34%
$412.99 - $531.48 $2.89K - $3.72K
2.07K $1.05B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-730
- 1.84%
$51.16 - $62.02 $37.3K - $45.3K
39K $2.42B
VEA
Vanguard Ftse Developed Market

ETFs
-5.88K
- 8.11%
$45.65 - $57.01 $268K - $335K
66.6K $3.79B
AVGO
Broadcom Inc.

Technology
-5
- 0.31%
$146.29 - $275.65 $731 - $1.38K
1.58K $437M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-888
- 1.92%
$73.7 - $90.98 $65.4K - $80.8K
45.3K $4.12B
SQ
Block, Inc.

Technology
-11
- 0.05%
N/A
22.6K $1.54B
VOT
Vanguard Mid Cap Growth Index

ETFs
-78
- 0.85%
$216.28 - $284.39 $16.9K - $22.2K
9.1K $2.59B
RBLX
Roblox Corp

Communication Services
-1.62K
- 12.36%
$51.22 - $105.59 $83K - $171K
11.5K $1.21B
Ge Vernova Inc
-100
- 3.22%
N/A
3K $1.59B
GE
General Electric CO

Industrials
-25
- 0.21%
$166.81 - $257.39 $4.17K - $6.43K
12K $3.08B
META
Meta Platforms, Inc.

Communication Services
-28
- 0.62%
$484.66 - $738.09 $13.6K - $20.7K
4.45K $3.29B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-97
- 0.03%
$17.76 - $22.1 $1.72K - $2.14K
323K $7.13B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.44K
- 1.56%
$19.1 - $23.83 $161K - $201K
532K $12.7B
PM
Philip Morris International Inc.

Consumer Defensive
-682
- 0.53%
$149.23 - $184.95 $102K - $126K
128K $23.4B
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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