Abel Hall, LLC Incresed Positions in Q1 2025

Abel Hall, LLC

  • $166 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.78K
+ 0.52%
$25.54 - $28.79 $45.6K - $51.4K
343K $9.52B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
62.9K
+ 6.88%
$32.42 - $36.13 $2.04M - $2.27M
977K $32.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
615
+ 28.98%
$442.66 - $534.52 $272K - $329K
2.74K $1.46B
SHEL
Shell PLC

Energy
5.98K
+ 124.06%
$62.84 - $73.29 $376K - $438K
10.8K $792M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.29K
+ 1.66%
$26.09 - $30.21 $59.8K - $69.2K
140K $4.08B
GOOGL
Alphabet Inc.

Communication Services
3.61K
+ 63.26%
$154.33 - $206.19 $557K - $745K
9.32K $1.44B
XOM
Exxon Mobil Corp

Energy
1.62K
+ 13.07%
$105.44 - $118.93 $170K - $192K
14K $1.66B
MRK
Merck & Co., Inc.

Healthcare
3.01K
+ 59.93%
$83.01 - $101.02 $249K - $304K
8.02K $720M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.23K
+ 1.15%
$25.1 - $27.85 $30.8K - $34.2K
108K $2.92B
CMCSA
Comcast Corp

Communication Services
5.93K
+ 91.04%
$33.19 - $38.23 $197K - $227K
12.4K $459M
KO
Coca Cola CO

Consumer Defensive
1.74K
+ 22.33%
$60.81 - $72.32 $106K - $126K
9.52K $682M
HSBC
Hsbc Holdings PLC

Financial Services
2.03K
+ 21.4%
$48.68 - $61.58 $99K - $125K
11.5K $662M
AZN
Astrazeneca PLC

Healthcare
1.8K
+ 40.44%
$65.37 - $77.96 $118K - $140K
6.25K $459M
PG
Procter & Gamble CO

Consumer Defensive
922
+ 50.94%
$158.56 - $176.26 $146K - $163K
2.73K $466M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.19K
+ 6.51%
$25.35 - $27.46 $132K - $143K
84.9K $2.25B
ABBV
Abb Vie Inc.

Healthcare
359
+ 13.78%
$169.2 - $216.66 $60.7K - $77.8K
2.96K $621M
NVS
Novartis Ag

Healthcare
922
+ 24.31%
$97.14 - $115.57 $89.6K - $107K
4.71K $526M
Dimensional ETF Trust
4.55K
+ 10.9%
N/A
46.3K $1.21B
ASML
Asml Holding Nv

Technology
246
+ 40.2%
$662.63 - $776.99 $163K - $191K
858 $569M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
3.62K
+ 6.55%
$25.44 - $27.95 $92.1K - $101K
58.9K $1.59B
CVX
Chevron Corp

Energy
354
+ 9.36%
$146.71 - $167.97 $51.9K - $59.5K
4.14K $692M
CNQ
Canadian Natural Resources LTD

Energy
4.42K
+ 39.85%
$26.72 - $32.74 $118K - $145K
15.5K $478M
Gsk PLC
1.76K
+ 13.8%
N/A
14.5K $563M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.44K
+ 31.66%
$11.66 - $14.98 $75.1K - $96.4K
26.8K $365M
IBM
International Business Machines Corp

Technology
346
+ 24.73%
$217.4 - $264.74 $75.2K - $91.6K
1.75K $434M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3.83K
+ 7.02%
$24.27 - $26.2 $93K - $100K
58.4K $1.47B
PM
Philip Morris International Inc.

Consumer Defensive
344
+ 20.0%
$117.15 - $158.79 $40.3K - $54.6K
2.06K $328M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.69K
+ 3.36%
$32.57 - $35.82 $283K - $311K
267K $8.86B
VICI
Vici Properties Inc.

Real Estate
1.42K
+ 6.83%
$28.21 - $32.68 $40K - $46.3K
22.2K $723M
SO
Southern CO

Utilities
541
+ 7.88%
$80.96 - $92.96 $43.8K - $50.3K
7.4K $681M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.98K
+ 43.31%
$9.49 - $14.83 $47.3K - $73.9K
16.5K $225M
VZ
Verizon Communications Inc

Communication Services
1.26K
+ 12.75%
$37.81 - $46.49 $47.8K - $58.8K
11.2K $507M
PR
Permian Resources Corporation

Energy
8.38K
+ 62.91%
$12.33 - $16.0 $103K - $134K
21.7K $301M
MCD
Mcdonalds Corp

Consumer Cyclical
256
+ 20.4%
$279.74 - $321.29 $71.6K - $82.3K
1.51K $472M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.21K
+ 50.88%
$46.74 - $47.55 $103K - $105K
6.55K $311M
AXP
American Express CO

Financial Services
488
+ 46.92%
$255.39 - $325.87 $125K - $159K
1.53K $411M
CCI
Crown Castle International Corp

Real Estate
115
+ 1.83%
$84.33 - $106.39 $9.7K - $12.2K
6.39K $666M
INSM
Insmed Inc

Healthcare
938
+ 28.14%
$65.25 - $83.83 $61.2K - $78.6K
4.27K $326M
NEM
Newmont Corp

Basic Materials
642
+ 11.41%
$37.79 - $48.39 $24.3K - $31.1K
6.27K $303M
TM
Toyota Motor Corp

Consumer Cyclical
617
+ 43.95%
$176.53 - $195.35 $109K - $121K
2.02K $357M
PFE
Pfizer Inc

Healthcare
3.38K
+ 41.57%
$25.01 - $27.13 $84.5K - $91.6K
11.5K $292M
MFG
Mizuho Financial Group Inc

Financial Services
10.1K
+ 47.7%
$4.83 - $6.04 $48.7K - $60.9K
31.2K $172M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
46
+ 8.81%
$402.49 - $513.76 $18.5K - $23.6K
568 $275M
PH
Parker Hannifin Corp

Industrials
125
+ 30.71%
$591.65 - $707.05 $74K - $88.4K
532 $323M
LYG
Lloyds Banking Group PLC

Financial Services
9.21K
+ 41.37%
$2.58 - $3.9 $23.7K - $35.9K
31.5K $120M
ISRG
Intuitive Surgical Inc

Healthcare
132
+ 25.24%
$476.63 - $610.45 $62.9K - $80.6K
655 $324M
DFSV
Dimensional ETF Tr Dimensional

ETFs
26.3K
+ 9.99%
$27.56 - $32.1 $725K - $844K
289K $8.15B
COP
Conocophillips

Energy
228
+ 6.8%
$88.6 - $105.85 $20.2K - $24.1K
3.58K $376M
ISCV
Ishares Morningstar Small Cap

ETFs
892
+ 26.9%
$58.11 - $66.0 $51.8K - $58.9K
4.21K $250M
Activity Summary
Buys All Purchases 129 New Holdings 59 Increased Positions 70 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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