Michels Family Financial, LLC Purchases in Q1 2025

Michels Family Financial, LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
14.6K
New
$50.06 - $80.01 $732K - $1.17M
14.6K $862M
F
Ford Motor CO

Consumer Cyclical
60.2K
+ 98.85%
$9.12 - $10.43 $549K - $628K
121K $1.21B
PVH
Pvh Corp.

Consumer Cyclical
9.42K
New
$63.81 - $107.78 $601K - $1.02M
9.42K $609M
LMT
Lockheed Martin Corp

Industrials
1.04K
+ 198.85%
$423.19 - $506.29 $441K - $528K
1.57K $700M
XOM
Exxon Mobil Corp

Energy
181
+ 0.6%
$105.44 - $118.93 $19.1K - $21.5K
30.2K $3.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.85K
+ 2.65%
$27.01 - $28.54 $158K - $167K
227K $6.34B
PM
Philip Morris International Inc.

Consumer Defensive
1.8K
New
$117.15 - $158.79 $211K - $286K
1.8K $286M
CVX
Chevron Corp

Energy
77
+ 0.71%
$146.71 - $167.97 $11.3K - $12.9K
11K $1.84B
CVS
Cvs Health Corp

Healthcare
222
+ 2.2%
$44.22 - $68.64 $9.82K - $15.2K
10.3K $700M
EPD
Enterprise Products Partners L.P.

Energy
6.14K
New
$31.75 - $34.14 $195K - $210K
6.14K $210M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 5.66%
$442.66 - $534.52 $39.4K - $47.6K
1.66K $885M
MO
Altria Group, Inc.

Consumer Defensive
415
+ 2.21%
$50.81 - $60.02 $21.1K - $24.9K
19.2K $1.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
813
+ 7.59%
$551.42 - $612.93 $448K - $498K
11.5K $6.44B
EFA
Ishares Tr Msci Eafe ETF

ETFs
349
+ 2.28%
$74.85 - $84.89 $26.1K - $29.6K
15.7K $1.28B
VZ
Verizon Communications Inc

Communication Services
595
+ 3.45%
$37.81 - $46.49 $22.5K - $27.7K
17.8K $809M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
601
+ 2.21%
$95.85 - $99.25 $57.6K - $59.6K
27.7K $2.74B
BTI
British American Tobacco P.L.C.

Consumer Defensive
422
+ 2.3%
$35.35 - $42.74 $14.9K - $18K
18.7K $775M
V
Visa Inc.

Financial Services
52
+ 2.15%
$306.92 - $362.71 $16K - $18.9K
2.48K $867M
VOD
Vodafone Group Public LTD CO

Communication Services
2.55K
+ 2.92%
$8.05 - $9.86 $20.6K - $25.2K
90K $844M
KO
Coca Cola CO

Consumer Defensive
127
+ 1.48%
$60.81 - $72.32 $7.72K - $9.18K
8.7K $623M
ABBV
Abb Vie Inc.

Healthcare
53
+ 2.24%
$169.2 - $216.66 $8.97K - $11.5K
2.42K $506M
VEA
Vanguard Ftse Developed Market

ETFs
1.07K
+ 10.32%
$47.4 - $52.99 $50.6K - $56.5K
11.4K $580M
TPR
Tapestry, Inc.

Consumer Cyclical
100
+ 0.69%
$65.63 - $89.21 $6.56K - $8.92K
14.6K $1.03B
MDT
Medtronic PLC

Healthcare
77
+ 1.09%
$79.84 - $94.5 $6.15K - $7.28K
7.14K $642M
Gsk PLC
418
+ 3.75%
N/A
11.6K $448M
T
At&T Inc.

Communication Services
93
+ 0.79%
$21.56 - $28.28 $2.01K - $2.63K
11.8K $335M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.07K
+ 2.7%
$23.32 - $23.84 $71.5K - $73.1K
117K $2.73B
CSCO
Cisco Systems, Inc.

Technology
228
+ 1.44%
$58.74 - $64.87 $13.4K - $14.8K
16K $990M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
579
+ 5.06%
$42.5 - $46.71 $24.6K - $27K
12K $544M
ABT
Abbott Laboratories

Healthcare
8
+ 0.42%
$111.1 - $140.22 $889 - $1.12K
1.94K $257M
SCHW
Schwab Charles Corp

Financial Services
105
+ 1.48%
$71.24 - $83.64 $7.48K - $8.78K
7.21K $564M
CMCSA
Comcast Corp

Communication Services
1.21K
+ 7.02%
$33.19 - $38.23 $40K - $46.1K
18.4K $679M
VTI
Vanguard Total Stock Market Et

ETFs
161
+ 20.1%
$271.18 - $303.12 $43.7K - $48.8K
962 $264M
QQQ
Invesco Qqq Trust, Series 1

ETFs
453
+ 10.64%
$468.34 - $539.52 $212K - $244K
4.71K $2.21B
VTV
Vanguard Value ETF

ETFs
5
+ 0.06%
$167.73 - $179.21 $839 - $896
9.07K $1.57B
ENB
Enbridge Inc

Energy
101
+ 0.71%
$41.54 - $45.45 $4.2K - $4.59K
14.4K $639M
UNH
Unitedhealth Group Inc

Healthcare
20
+ 2.54%
$461.52 - $548.18 $9.23K - $11K
806 $422M
IEFA
Ishares Tr

ETFs
87
+ 2.82%
$69.57 - $78.65 $6.05K - $6.84K
3.18K $240M
TV
Grupo Televisa, S.A.B.

Communication Services
13.2K
New
$1.68 - $2.17 $22.2K - $28.6K
13.2K $23.1M
C
Citigroup Inc

Financial Services
166
+ 1.16%
$67.23 - $84.63 $11.2K - $14K
14.5K $1.03B
PG
Procter & Gamble CO

Consumer Defensive
68
+ 3.17%
$158.56 - $176.26 $10.8K - $12K
2.21K $377M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
850
+ 6.55%
$29.34 - $31.31 $24.9K - $26.6K
13.8K $411M
MPC
Marathon Petroleum Corp

Energy
5
+ 0.25%
$134.72 - $159.03 $674 - $795
2K $292M
DNL
Wiswisdomtree Tr

ETFs
650
+ 1.57%
$35.56 - $38.21 $23.1K - $24.8K
42.1K $1.5B
RWL
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.37%
$96.9 - $104.39 $1.07K - $1.15K
2.99K $297M
WU
Western Union CO

Financial Services
541
+ 1.13%
$10.24 - $11.62 $5.54K - $6.29K
48.2K $510M
META
Meta Platforms, Inc.

Communication Services
46
+ 1.79%
$576.36 - $736.67 $26.5K - $33.9K
2.62K $1.51B
VOE
Vanguard Mid Cap Value Index F

ETFs
101
+ 0.88%
$156.61 - $168.02 $15.8K - $17K
11.6K $1.86B
FFIN
First Financial Bankshares Inc

Financial Services
35
+ 0.48%
$34.78 - $38.52 $1.22K - $1.35K
7.32K $263M
Activity Summary
Buys All Purchases 82 New Holdings 6 Increased Positions 76 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Michels Family Financial, LLC Portfolio

Follow Michels Family Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Michels Family Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Michels Family Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email