Albion Financial Group Incresed Positions in Q2 2025

Albion Financial Group

  • $1.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.2K
+ 6.69%
$456.74 - $568.03 $8.77M - $10.9M
306K $174M
MSFT
Microsoft Corp

Technology
726
+ 0.52%
$354.56 - $497.45 $257K - $361K
139K $69.2M
NVDA
Nvidia Corp

Technology
1.19K
+ 0.39%
$94.31 - $157.99 $112K - $187K
306K $48.3M
TJX
Tjx Companies Inc

Consumer Cyclical
115K
+ 1548.99%
$119.13 - $135.03 $13.6M - $15.5M
122K $15.1M
PWR
Quanta Services, Inc.

Industrials
21K
+ 111.13%
$239.47 - $381.26 $5.04M - $8.02M
40K $15.1M
AMZN
Amazon Com Inc

Consumer Cyclical
5.85K
+ 2.39%
$167.32 - $223.3 $979K - $1.31M
251K $55.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
319K
+ 56.55%
$24.32 - $27.87 $7.76M - $8.89M
883K $23.4M
APH
Amphenol Corp

Technology
4.56K
+ 2.87%
$59.09 - $98.75 $270K - $451K
164K $16.2M
CRM
Salesforce, Inc.

Technology
20.1K
+ 82.88%
$236.26 - $291.15 $4.76M - $5.87M
44.5K $12.1M
JPM
Jpmorgan Chase & CO

Financial Services
592
+ 0.62%
$210.28 - $289.91 $124K - $172K
96.1K $27.8M
UBER
Uber Technologies, Inc

Technology
2.13K
+ 1.25%
$64.62 - $93.3 $137K - $198K
172K $16.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.89K
+ 0.42%
$54.19 - $67.22 $102K - $127K
449K $30.2M
DIS
Walt Disney CO

Communication Services
2.39K
+ 2.28%
$81.72 - $124.01 $196K - $297K
107K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
211
+ 0.57%
$496.48 - $617.85 $105K - $130K
37.4K $23.1M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
13.1K
+ 12.55%
$70.34 - $87.93 $920K - $1.15M
117K $10.3M
MUB
Ishares National Muni Bond ETF

ETFs
19K
+ 20.07%
$102.31 - $105.8 $1.94M - $2.01M
114K $11.9M
MS
Morgan Stanley

Financial Services
487
+ 0.75%
$99.83 - $140.86 $48.6K - $68.6K
65.2K $9.18M
PABU
Ishares Tr Ishares Paris Align

ETFs
14.1K
+ 16.19%
$53.19 - $66.86 $750K - $943K
101K $6.77M
CSCO
Cisco Systems, Inc.

Technology
1.75K
+ 1.12%
$53.19 - $69.38 $92.9K - $121K
158K $11M
HON
Honeywell International Inc

Industrials
70
+ 0.11%
$182.86 - $232.88 $12.8K - $16.3K
61.3K $14.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.1K
+ 25.33%
$50.52 - $50.92 $1.12M - $1.13M
109K $5.57M
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 0.53%
$908.13 - $1056.85 $106K - $124K
22.2K $22M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
8.43K
+ 12.89%
N/A
73.8K $5.49M
LMT
Lockheed Martin Corp

Industrials
190
+ 0.63%
$430.82 - $486.45 $81.9K - $92.4K
30.3K $14M
VRT
Vertiv Holdings CO

Industrials
5.81K
+ 5.47%
N/A
112K $9.71M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.07K
+ 1.85%
$49.79 - $50.75 $452K - $460K
500K $25.4M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
139
+ 0.39%
$102.11 - $124.82 $14.2K - $17.3K
35.4K $4.42M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.6K
+ 0.47%
$58.63 - $59.9 $152K - $156K
557K $33.3M
TGT
Target Corp

Consumer Defensive
5.36K
+ 17.67%
$88.76 - $105.77 $476K - $567K
35.7K $3.52M
FSS
Federal Signal Corp

Industrials
20
+ 0.19%
$69.23 - $106.42 $1.38K - $2.13K
10.6K $1.13M
V
Visa Inc.

Financial Services
103
+ 0.15%
$308.27 - $373.31 $31.8K - $38.5K
67.8K $24.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
96
+ 0.24%
$59.98 - $74.92 $5.76K - $7.19K
39.6K $2.95M
MAIN
Main Street Capital Corp

Financial Services
345
+ 0.36%
$49.15 - $59.32 $17K - $20.5K
95.1K $5.62M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
45
+ 0.58%
$170.2 - $211.82 $7.66K - $9.53K
7.87K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
364
+ 0.54%
$335.24 - $380.78 $122K - $139K
68K $24.9M
FISV
Fiserv Inc

Technology
1.14K
+ 0.82%
N/A
141K $17.7M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$243.75 - $303.93 $244 - $304
4.66K $1.42M
GPC
Genuine Parts CO

Consumer Cyclical
749
+ 3.74%
$105.54 - $129.09 $79K - $96.7K
20.8K $2.52M
PLTR
Palantir Technologies Inc.

Technology
3
+ 0.12%
$74.01 - $144.25 $222 - $433
2.42K $330K
ABT
Abbott Laboratories

Healthcare
127
+ 0.41%
$123.95 - $138.08 $15.7K - $17.5K
30.8K $4.19M
VIG
Vanguard Dividend Appreciation

ETFs
568
+ 3.22%
N/A
18.2K $3.31M
HDV
Ishares Core High Dividend ETF

ETFs
1.08K
+ 18.37%
$108.41 - $120.51 $117K - $130K
6.95K $814K
NNN
National Retail Properties, Inc.

Real Estate
1.76K
+ 3.58%
$37.56 - $43.42 $66K - $76.3K
50.9K $2.2M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.96K
+ 6.5%
$24.66 - $25.17 $73.1K - $74.6K
48.6K $1.22M
WSM
Williams Sonoma Inc

Consumer Cyclical
198
+ 2.29%
$137.62 - $174.44 $27.2K - $34.5K
8.84K $1.44M
SMR
Nuscale Power Corp

Industrials
425
+ 26.23%
$12.6 - $43.24 $5.36K - $18.4K
2.05K $80K
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
GBDC
Golub Capital Bdc, Inc.

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