Albion Financial Group Purchases in Q3 2025

Albion Financial Group

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
IVV
Ishares Core S&P 500 ETF

ETFs
290
+ 1933.33%
$620.67 - $670.08 $180K - $194K
305 $204K
IVW
Ishares S&P 500 Growth ETF

ETFs
217
+ 1.82%
$108.97 - $121.65 $23.6K - $26.4K
12.2K $1.47M
DELL
Dell Technologies Inc.

Technology
1K
New
$120.96 - $141.77 $121K - $142K
1K $141K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.16K
New
$110.74 - $122.12 $128K - $141K
1.16K $139K
ED
Consolidated Edison Inc

Utilities
1.3K
+ 2.86%
$95.57 - $105.36 $124K - $137K
46.8K $4.7M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
79
+ 1.0%
$210.88 - $226.87 $16.7K - $17.9K
7.95K $1.8M
TXN
Texas Instruments Inc

Technology
642
+ 1.97%
N/A
33.2K $6.47M
A
Agilent Technologies, Inc.

Healthcare
113
+ 1.08%
$112.04 - $128.75 $12.7K - $14.5K
10.5K $1.35M
PLTR
Palantir Technologies Inc.

Technology
21
+ 0.87%
$130.68 - $186.97 $2.74K - $3.93K
2.45K $446K
ITOT
Ishares Core S&P Total U.S. St

ETFs
254
+ 3.69%
$135.0 - $146.02 $34.3K - $37.1K
7.14K $1.04M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.81K
+ 1.74%
$11.15 - $11.87 $31.3K - $33.3K
164K $1.9M
WMT
Walmart Inc.

Consumer Defensive
1K
+ 3033.33%
$94.4 - $104.27 $94.5K - $104K
1.03K $106K
GLW
Corning Inc

Technology
1.2K
+ 3636.36%
$51.6 - $82.03 $61.9K - $98.4K
1.23K $101K
SPYG
Spdr Portfolio

ETFs
942
New
$94.33 - $105.31 $88.9K - $99.2K
942 $98K
AMGN
Amgen Inc

Healthcare
37
+ 0.14%
$271.18 - $309.22 $10K - $11.4K
26.6K $7.52M
HDV
Ishares Core High Dividend ETF

ETFs
293
+ 4.21%
$118.16 - $123.66 $34.6K - $36.2K
7.25K $887K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.19K
+ 5940.0%
$53.54 - $64.21 $63.6K - $76.3K
1.21K $72K
IBM
International Business Machines Corp

Technology
515
+ 8.49%
$234.77 - $292.47 $121K - $151K
6.58K $1.86M
BAC
Bank Of America Corp

Financial Services
205
+ 1.6%
$44.92 - $52.42 $9.21K - $10.7K
13K $672K
NNN
National Retail Properties, Inc.

Real Estate
2.23K
+ 4.38%
$40.68 - $44.1 $90.6K - $98.3K
53.1K $2.26M
NEE
Nextera Energy Inc

Utilities
52
+ 0.59%
$69.77 - $77.54 $3.63K - $4.03K
8.91K $672K
T
At&T Inc.

Communication Services
2K
+ 554.44%
$26.94 - $29.62 $53.8K - $59.1K
2.36K $66K
INTC
Intel Corp

Technology
600
+ 19.58%
$19.31 - $35.5 $11.6K - $21.3K
3.67K $122K
VZ
Verizon Communications Inc

Communication Services
1.09K
+ 12.64%
$40.84 - $45.06 $44.4K - $49K
9.7K $426K
IDV
Ishares Tr

ETFs
1.48K
New
$34.54 - $37.28 $50.9K - $55K
1.48K $53K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
18
+ 0.05%
$71.6 - $76.11 $1.29K - $1.37K
39.6K $3M
DUK
Duke Energy Corp

Utilities
58
+ 0.82%
$116.31 - $125.93 $6.75K - $7.3K
7.1K $879K
SRLN
Ssga Active Trust

ETFs
1.14K
+ 1.82%
$41.28 - $41.65 $46.9K - $47.3K
63.5K $2.64M
PEG
Public Service Enterprise Group Inc

Utilities
530
+ 215.45%
$79.99 - $90.14 $42.4K - $47.8K
776 $64K
KHC
Kraft Heinz CO

Consumer Defensive
1.65K
New
$25.63 - $28.94 $42.4K - $47.9K
1.65K $43K
RTX
Raytheon Technologies Corp

Industrials
155
+ 19.21%
$144.19 - $167.33 $22.3K - $25.9K
962 $160K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
29
+ 0.75%
$79.52 - $89.63 $2.31K - $2.6K
3.9K $347K
MA
Mastercard Inc

Financial Services
59
+ 12.34%
$550.18 - $598.96 $32.5K - $35.3K
537 $305K
CEG
Constellation Energy Corp

Utilities
100
+ 39.84%
$298.82 - $354.89 $29.9K - $35.5K
351 $115K
SHEL
Shell PLC

Energy
424
+ 152.52%
$69.82 - $73.93 $29.6K - $31.3K
702 $50K
WFC
Wells Fargo & Company

Financial Services
299
+ 156.54%
$77.05 - $85.16 $23K - $25.5K
490 $41K
SYY
Sysco Corp

Consumer Defensive
215
+ 19.69%
$76.33 - $82.51 $16.4K - $17.7K
1.31K $107K
BA
Boeing CO

Industrials
100
+ 64.1%
$209.79 - $237.38 $21K - $23.7K
256 $55K
PFE
Pfizer Inc

Healthcare
700
+ 74.31%
$23.29 - $25.88 $16.3K - $18.1K
1.64K $41K
SE
Sea LTD

Consumer Cyclical
101
+ 1442.86%
$146.23 - $196.5 $14.8K - $19.8K
108 $19K
CG
Carlyle Group Inc.

Financial Services
273
New
$52.82 - $69.35 $14.4K - $18.9K
273 $17K
ASML
Asml Holding Nv

Technology
10
+ 27.78%
$689.63 - $968.09 $6.9K - $9.68K
46 $44K
POET
Poet Technologies Inc.

Technology
3K
New
$4.9 - $7.44 $14.7K - $22.3K
3K $16K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
153
New
$89.32 - $107.82 $13.7K - $16.5K
153 $16K
JOBY
Joby Aviation, Inc.

Industrials
1K
New
$9.81 - $20.39 $9.81K - $20.4K
1K $16K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
28
+ 1.03%
$136.48 - $142.97 $3.82K - $4K
2.74K $384K
EXC
Exelon Corp

Utilities
328
+ 54.67%
$42.73 - $45.54 $14K - $14.9K
928 $41K
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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