Ball & CO Wealth Management Inc. Purchases in Q1 2025

Ball & CO Wealth Management Inc.

  • $93.3 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
73K
New
$85.29 - $92.57 $6.23M - $6.76M
73K $6.65M
LQD
Ishares Iboxx $ Investment Gra

ETFs
41.7K
New
$105.1 - $109.61 $4.39M - $4.58M
41.7K $4.54M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.35K
+ 1.85%
$48.65 - $53.06 $260K - $284K
295K $15.3M
GILD
Gilead Sciences, Inc.

Healthcare
52
+ 0.71%
$89.14 - $117.41 $4.64K - $6.11K
7.39K $827K
ABBV
Abb Vie Inc.

Healthcare
19
+ 0.86%
$169.2 - $216.66 $3.21K - $4.12K
2.23K $467K
Fidelity Covington Trust
675
+ 3.87%
N/A
18.1K $538K
Fidelity Covington Trust
1.2K
+ 4.79%
N/A
26.2K $804K
CVS
Cvs Health Corp

Healthcare
13
+ 1.18%
$44.22 - $68.64 $575 - $892
1.11K $75K
XOM
Exxon Mobil Corp

Energy
16
+ 0.94%
$105.44 - $118.93 $1.69K - $1.9K
1.72K $205K
ONCY
Oncolytics Biotech Inc

Healthcare
31.9K
+ 726.0%
$0.55 - $0.93 $17.5K - $29.7K
36.3K $19K
T
At&T Inc.

Communication Services
15
+ 1.11%
$21.56 - $28.28 $323 - $424
1.36K $38K
IYK
Ishares U.S. Consumer Staples

ETFs
52
+ 15.12%
$63.29 - $71.8 $3.29K - $3.73K
396 $28K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.48%
$225.19 - $279.95 $901 - $1.12K
835 $204K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 1.87%
$50.81 - $60.02 $406 - $480
435 $26K
TSLA
Tesla, Inc.

Consumer Cyclical
10
New
$222.15 - $428.22 $2.22K - $4.28K
10 $2K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.84%
$61.61 - $70.93 $61.6 - $70.9
120 $8K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 1.03%
$53.9 - $63.11 $216 - $252
393 $23K
VTRS
Viatris Inc

Healthcare
1
+ 5.0%
$8.68 - $12.42 $8.68 - $12.4
21 $0
Canadian Pacific Kansas City
1
+ 0.5%
N/A
203 $14K
CMCSA
Comcast Corp

Communication Services
1
+ 2.44%
$33.19 - $38.23 $33.2 - $38.2
42 $1K
PFE
Pfizer Inc

Healthcare
3
+ 1.71%
$25.01 - $27.13 $75 - $81.4
178 $4K
HXL
Hexcel Corp

Industrials
1
+ 1.32%
$54.76 - $70.69 $54.8 - $70.7
77 $4K
MET
Metlife Inc

Financial Services
2
+ 0.65%
$77.7 - $87.0 $155 - $174
310 $24K
BLOK
Amplify ETF Tr Trnsformational

ETFs
6
+ 5.94%
$36.88 - $49.3 $221 - $296
107 $3K
SRE
Sempra Energy

Utilities
2
+ 0.85%
$67.85 - $87.67 $136 - $175
236 $16K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.84%
$347.25 - $424.87 $695 - $850
239 $87K
CLX
Clorox CO

Consumer Defensive
7
+ 0.82%
$141.76 - $162.89 $992 - $1.14K
864 $127K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.19%
$237.01 - $304.45 $237 - $304
528 $125K
Fidelity Covington Trust
930
+ 2.54%
N/A
37.6K $1.18M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 27 Reductions 19 Sold out 8 Options Calls 0 Puts 0
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