Albion Financial Group Incresed Positions in Q3 2025

Albion Financial Group

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.5K
+ 7.69%
$567.77 - $614.76 $13.4M - $14.5M
330K $202M
AAPL
Apple Inc.

Technology
2.58K
+ 0.77%
$202.38 - $256.87 $522K - $663K
340K $86.5M
GOOGL
Alphabet Inc.

Communication Services
1.71K
+ 0.9%
$174.36 - $254.72 $298K - $435K
192K $46.6M
CSCO
Cisco Systems, Inc.

Technology
138K
+ 87.59%
$66.2 - $71.79 $9.17M - $9.94M
297K $20.3M
VIG
Vanguard Dividend Appreciation

ETFs
42.6K
+ 233.98%
N/A
60.8K $11.1M
ORCL
Oracle Corp

Technology
350
+ 0.39%
$218.96 - $328.33 $76.6K - $115K
91.1K $25.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
154K
+ 17.5%
$26.38 - $27.95 $4.07M - $4.32M
1.04M $28.3M
APH
Amphenol Corp

Technology
2.02K
+ 1.23%
$97.39 - $125.4 $197K - $254K
166K $20.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.46K
+ 0.28%
$92.26 - $97.51 $227K - $240K
874K $84.4M
MSFT
Microsoft Corp

Technology
359
+ 0.26%
$491.09 - $535.64 $176K - $192K
139K $72.2M
PWR
Quanta Services, Inc.

Industrials
2.39K
+ 5.99%
$372.29 - $421.68 $891K - $1.01M
42.4K $17.6M
GE
General Electric CO

Industrials
139
+ 0.26%
$244.75 - $305.63 $34K - $42.5K
52.8K $15.9M
ABBV
Abb Vie Inc.

Healthcare
252
+ 0.55%
$184.85 - $231.54 $46.6K - $58.3K
46K $10.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.3K
+ 0.74%
$66.38 - $71.68 $219K - $237K
452K $32.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
31.3K
+ 5.63%
$58.97 - $60.36 $1.85M - $1.89M
588K $35.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
790
+ 2.6%
$546.99 - $602.2 $432K - $476K
31.2K $18.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.05%
$617.65 - $666.84 $10.5K - $11.3K
37.4K $24.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
34K
+ 6.79%
$50.53 - $50.82 $1.72M - $1.73M
534K $27.1M
JMBS
Janus Detroit Str Tr Henderson

ETFs
29.7K
+ 5.22%
$44.34 - $45.94 $1.32M - $1.36M
598K $27.3M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
11K
+ 30.92%
$122.37 - $127.46 $1.34M - $1.4M
46.4K $5.91M
PABU
Ishares Tr Ishares Paris Align

ETFs
12.2K
+ 12.01%
$66.62 - $72.07 $810K - $877K
113K $8.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.17K
+ 3.02%
$459.11 - $506.91 $539K - $595K
40.1K $20.1M
LMT
Lockheed Martin Corp

Industrials
142
+ 0.47%
$410.74 - $499.21 $58.3K - $70.9K
30.4K $15.2M
PM
Philip Morris International Inc.

Consumer Defensive
6.32K
+ 6649.47%
$157.77 - $183.27 $997K - $1.16M
6.41K $1.04M
UBER
Uber Technologies, Inc

Technology
1.99K
+ 1.16%
$86.91 - $99.57 $173K - $199K
174K $17.1M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
2.97K
+ 2.53%
$87.95 - $94.49 $261K - $281K
120K $11.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.2K
+ 3.0%
$78.96 - $80.04 $807K - $818K
351K $28.1M
WEC
Wec Energy Group, Inc.

Utilities
1.27K
+ 2.03%
$103.66 - $114.59 $132K - $146K
64K $7.34M
TSLA
Tesla, Inc.

Consumer Cyclical
56
+ 0.93%
$293.94 - $444.72 $16.5K - $24.9K
6.06K $2.7M
MDT
Medtronic PLC

Healthcare
1.55K
+ 2.21%
$87.67 - $95.74 $135K - $148K
71.5K $6.81M
MCD
Mcdonalds Corp

Consumer Cyclical
832
+ 2.83%
$291.67 - $316.99 $243K - $264K
30.2K $9.19M
CVX
Chevron Corp

Energy
1.5K
+ 6.31%
$145.57 - $161.83 $218K - $243K
25.3K $3.92M
PEP
Pepsico Inc

Consumer Defensive
1.19K
+ 2.94%
$133.81 - $152.16 $159K - $181K
41.6K $5.84M
GPC
Genuine Parts CO

Consumer Cyclical
856
+ 4.12%
$122.23 - $142.77 $105K - $122K
21.6K $3M
XOM
Exxon Mobil Corp

Energy
3.89K
+ 71.22%
$105.83 - $117.22 $412K - $456K
9.36K $1.06M
AFL
Aflac Inc

Financial Services
1.27K
+ 2.62%
$98.09 - $111.7 $125K - $142K
49.8K $5.57M
JNJ
Johnson & Johnson

Healthcare
484
+ 5.49%
$155.17 - $185.42 $75.1K - $89.7K
9.31K $1.73M
QCOM
Qualcomm Inc

Technology
123
+ 0.25%
$145.84 - $173.55 $17.9K - $21.3K
49.2K $8.18M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.07K
+ 113.56%
$224.68 - $282.71 $241K - $303K
2.02K $563K
MO
Altria Group, Inc.

Consumer Defensive
4.8K
+ 288.98%
$57.75 - $67.68 $277K - $325K
6.46K $426K
DVY
Ishares Tr

ETFs
123
+ 0.37%
$133.88 - $142.57 $16.5K - $17.5K
33.1K $4.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.86K
+ 8370.69%
$60.9 - $70.75 $296K - $343K
4.91K $306K
SO
Southern CO

Utilities
546
+ 0.66%
$90.83 - $96.0 $49.6K - $52.4K
82.7K $7.83M
FISV
Fiserv Inc

Technology
2.34K
+ 1.65%
N/A
143K $18M
UNP
Union Pacific Corp

Industrials
264
+ 0.74%
$214.91 - $237.16 $56.7K - $62.6K
35.9K $8.48M
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 2.88%
$77.6 - $87.37 $78.8K - $88.8K
36.3K $3.05M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.37K
+ 3.99%
$50.81 - $51.07 $222K - $223K
114K $5.81M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
7.81K
+ 16.08%
$25.0 - $25.33 $195K - $198K
56.4K $1.43M
AEP
American Electric Power CO Inc

Utilities
863
+ 7.27%
$103.26 - $115.0 $89.1K - $99.2K
12.7K $1.43M
Activity Summary
Buys All Purchases 247 New Holdings 86 Increased Positions 161 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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