Albion Financial Group Purchases in Q2 2025

Albion Financial Group

  • $1.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.82K
+ 0.5%
$43.89 - $45.45 $124K - $128K
568K $25.6M
CEG
Constellation Energy Corp

Utilities
45
+ 21.84%
$170.96 - $322.76 $7.69K - $14.5K
251 $81K
CPNG
Coupang, Inc.

Consumer Cyclical
1K
New
$19.76 - $30.81 $19.8K - $30.8K
1K $29K
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.75K
+ 5.68%
$13.03 - $15.28 $48.9K - $57.4K
69.8K $1.02M
COF
Capital One Financial Corp

Financial Services
83
+ 91.21%
$150.57 - $212.76 $12.5K - $17.7K
174 $37K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
248
New
$50.27 - $62.05 $12.5K - $15.4K
248 $15K
EFA
Ishares Tr Msci Eafe ETF

ETFs
64
+ 5.78%
$72.96 - $90.39 $4.67K - $5.78K
1.17K $104K
AMD
Advanced Micro Devices Inc

Technology
95
New
$78.21 - $143.81 $7.43K - $13.7K
95 $13K
TXN
Texas Instruments Inc

Technology
67
+ 0.21%
N/A
32.6K $6.34M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
152
New
$65.42 - $80.7 $9.94K - $12.3K
152 $12K
BBAX
J P Morgan Betabuilders Develo

ETFs
144
New
$42.69 - $54.65 $6.15K - $7.87K
144 $7K
SLG
Sl Green Realty Corp

Real Estate
16
+ 1.33%
$47.9 - $65.94 $766 - $1.06K
1.22K $75K
VO
Vanguard Mid Cap ETF

ETFs
15
New
$228.54 - $279.83 $3.43K - $4.2K
15 $4K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
64
New
$55.24 - $68.55 $3.54K - $4.39K
64 $4K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
112
+ 2.73%
$48.13 - $49.85 $5.39K - $5.58K
4.21K $206K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 20.0%
$211.12 - $274.14 $1.48K - $1.92K
42 $11K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
72
New
$45.2 - $46.6 $3.25K - $3.36K
72 $3K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27
+ 41.54%
$58.41 - $72.69 $1.58K - $1.96K
92 $6K
BNDX
Vanguard Total International B

ETFs
56
New
$48.77 - $49.55 $2.73K - $2.77K
56 $2K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
24
New
$116.93 - $119.39 $2.81K - $2.87K
24 $2K
VCIT
Vanguard Intermediate Term Cor

ETFs
24
New
$79.56 - $82.92 $1.91K - $1.99K
24 $1K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
109
+ 2.02%
$10.7 - $12.22 $1.17K - $1.33K
5.52K $66K
O
Realty Income Corp

Real Estate
6
+ 1.59%
$52.27 - $58.52 $314 - $351
383 $22K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.62%
$108.87 - $133.04 $109 - $133
162 $21K
Wedbush Ser Tr
1K
New
N/A
1K $0
ET
Energy Transfer LP

Energy
52
+ 1.79%
$15.65 - $18.93 $814 - $984
2.95K $53K
Ralliant Corp
168
New
N/A
168 $0
VT
Vanguard Total World Stk Index

ETFs
1
+ 50.0%
$103.16 - $128.52 $103 - $129
3 $0
Stem Inc
6
New
N/A
6 $0
Nebius Group N.V.
1K
New
N/A
1K $0
Coreweave Inc
1K
New
N/A
1K $0
Vanguard Calif Tax Free Fds
200
+ 47.06%
N/A
625 $0
Clearone Inc
14.5K
New
N/A
14.5K $0
Blackrock Inc
14.5K
+ 124.36%
N/A
26.2K $0
SDOG
Alps Sector Dividend Dogs ETF

ETFs
9
+ 1.03%
$50.46 - $58.08 $454 - $523
884 $50K
DEO
Diageo PLC

Consumer Defensive
3
+ 1.24%
$99.86 - $115.75 $300 - $347
244 $24K
LLY
Eli Lilly & CO

Healthcare
15
+ 1.3%
$713.71 - $898.95 $10.7K - $13.5K
1.17K $910K
MRK
Merck & Co., Inc.

Healthcare
3.18K
+ 9.9%
$73.47 - $87.12 $234K - $277K
35.3K $2.8M
MDT
Medtronic PLC

Healthcare
913
+ 1.32%
$80.68 - $88.86 $73.7K - $81.1K
70K $6.1M
IBB
Ishares Biotechnology ETF

ETFs
172
+ 0.14%
$112.02 - $129.0 $19.3K - $22.2K
124K $15.7M
WEC
Wec Energy Group, Inc.

Utilities
809
+ 1.31%
$102.24 - $109.76 $82.7K - $88.8K
62.8K $6.54M
UNP
Union Pacific Corp

Industrials
19
+ 0.05%
$208.27 - $238.46 $3.96K - $4.53K
35.6K $8.19M
UPS
United Parcel Service Inc

Industrials
153
+ 0.53%
$91.92 - $110.2 $14.1K - $16.9K
28.8K $2.91M
AFL
Aflac Inc

Financial Services
86
+ 0.18%
$99.77 - $112.45 $8.58K - $9.67K
48.6K $5.12M
ED
Consolidated Edison Inc

Utilities
123
+ 0.27%
$98.05 - $113.3 $12.1K - $13.9K
45.5K $4.56M
CLX
Clorox CO

Consumer Defensive
115
+ 0.33%
$118.01 - $148.69 $13.6K - $17.1K
34.9K $4.19M
ABBV
Abb Vie Inc.

Healthcare
288
+ 0.63%
$170.16 - $206.27 $49K - $59.4K
45.7K $8.49M
Activity Summary
Buys All Purchases 98 New Holdings 20 Increased Positions 78 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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