Michels Family Financial, LLC Purchases and Sells in Q1 2025

Michels Family Financial, LLC

$111 Billion
Q1 2025

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
F	60.2K + 98.85%	$9.12 - $10.43 $549K - $628K	121K $1.21B
LMT	1.04K + 198.85%	$423.19 - $506.29 $441K - $528K	1.57K $700M
XOM	181 + 0.6%	$105.44 - $118.93 $19.1K - $21.5K	30.2K $3.6B
SCHD	5.85K + 2.65%	$27.01 - $28.54 $158K - $167K	227K $6.34B
CVX	77 + 0.71%	$146.71 - $167.97 $11.3K - $12.9K	11K $1.84B
CVS	222 + 2.2%	$44.22 - $68.64 $9.82K - $15.2K	10.3K $700M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EIX	14.6K New	$50.06 - $80.01 $732K - $1.17M	14.6K $862M
PVH	9.42K New	$63.81 - $107.78 $601K - $1.02M	9.42K $609M
PM	1.8K New	$117.15 - $158.79 $211K - $286K	1.8K $286M
EPD	6.14K New	$31.75 - $34.14 $195K - $210K	6.14K $210M
WFC	2.84K New	$66.78 - $81.42 $189K - $231K	2.84K $204M
TV	13.2K New	$1.68 - $2.17 $22.2K - $28.6K	13.2K $23.1M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	-297 - 0.44%	$24.91 - $29.02 $7.4K - $8.62K	67.1K $1.68B
WSM	-130 - 2.85%	$158.1 - $217.71 $20.6K - $28.3K	4.43K $700M
WFRD	-129 - 1.91%	$51.89 - $74.8 $6.69K - $9.65K	6.64K $356M
PSEP	-2.43K - 5.02%	N/A	45.9K $1.76B
ASC	-721 - 2.5%	$9.06 - $13.6 $6.53K - $9.81K	28.1K $275M
VTWG	-23 - 0.79%	$185.73 - $221.19 $4.27K - $5.09K	2.9K $541M

Activity Summary All Purchases 82 New Holdings 6 Increased Positions 76 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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