Albion Financial Group Incresed Positions in Q1 2025

Albion Financial Group

  • $1.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
22.2K
+ 1223.51%
$576.36 - $736.67 $12.8M - $16.3M
24K $13.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
134K
+ 1832.15%
$92.45 - $106.69 $12.4M - $14.3M
141K $13.1M
APH
Amphenol Corp

Technology
159K
+ 31950.91%
$61.62 - $78.55 $9.79M - $12.5M
159K $10.4M
UBER
Uber Technologies, Inc

Technology
76.9K
+ 82.51%
$63.17 - $81.49 $4.86M - $6.26M
170K $12.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
171K
+ 43.38%
$27.01 - $28.54 $4.61M - $4.87M
564K $15.8M
MDT
Medtronic PLC

Healthcare
49.2K
+ 247.79%
$79.84 - $94.5 $3.93M - $4.65M
69.1K $6.21M
CRM
Salesforce, Inc.

Technology
18.4K
+ 308.28%
$268.36 - $359.95 $4.92M - $6.61M
24.3K $6.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.2K
+ 50.29%
$468.34 - $539.52 $4.78M - $5.51M
30.5K $14.3M
V
Visa Inc.

Financial Services
730
+ 1.09%
$306.92 - $362.71 $224K - $265K
67.7K $23.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
25.7K
+ 4.86%
$57.44 - $59.4 $1.47M - $1.53M
554K $32.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
34.5K
+ 10.09%
$39.18 - $43.52 $1.35M - $1.5M
376K $15.7M
GE
General Electric CO

Industrials
52
+ 0.1%
$168.59 - $212.13 $8.77K - $11K
52.8K $10.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.6K
+ 5.42%
$77.7 - $78.94 $1.37M - $1.39M
343K $27M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.64K
+ 0.82%
$56.51 - $62.98 $206K - $229K
447K $27.1M
JMBS
Janus Detroit Str Tr Henderson

ETFs
23.4K
+ 4.32%
$43.53 - $45.42 $1.02M - $1.06M
565K $25.6M
ABBV
Abb Vie Inc.

Healthcare
220
+ 0.49%
$169.2 - $216.66 $37.2K - $47.7K
45.4K $9.52M
ECL
Ecolab Inc.

Basic Materials
5.27K
+ 89.69%
$229.72 - $269.82 $1.21M - $1.42M
11.1K $2.83M
WEC
Wec Energy Group, Inc.

Utilities
5.55K
+ 9.84%
$92.12 - $108.98 $511K - $605K
62K $6.75M
AMGN
Amgen Inc

Healthcare
319
+ 1.21%
$258.59 - $327.36 $82.5K - $104K
26.6K $8.3M
IVV
Ishares Core S&P 500 ETF

ETFs
2.44K
+ 1078.76%
$554.06 - $615.85 $1.35M - $1.5M
2.66K $1.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
26.4K
+ 5.67%
$50.48 - $51.04 $1.33M - $1.35M
491K $24.9M
SBUX
Starbucks Corp

Consumer Cyclical
3.19K
+ 2.19%
$91.75 - $115.81 $293K - $370K
149K $14.6M
TXN
Texas Instruments Inc

Technology
6.72K
+ 26.02%
N/A
32.5K $6.33M
SO
Southern CO

Utilities
4.73K
+ 6.05%
$80.96 - $92.96 $383K - $440K
83K $7.64M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
22.6K
+ 1167.22%
$48.65 - $53.06 $1.1M - $1.2M
24.6K $1.28M
PAYX
Paychex Inc

Industrials
2.84K
+ 5.69%
$136.06 - $154.52 $386K - $438K
52.6K $8.12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10.9K
+ 2828.05%
$97.38 - $104.52 $1.06M - $1.14M
11.3K $1.15M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11.7K
+ 243.73%
$96.93 - $109.51 $1.13M - $1.28M
16.5K $1.62M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
13.2K
+ 50.31%
$63.91 - $70.19 $846K - $929K
39.5K $2.66M
COST
Costco Wholesale Corp

Consumer Defensive
245
+ 1.12%
$890.62 - $1076.86 $218K - $264K
22.1K $20.9M
CVX
Chevron Corp

Energy
1.68K
+ 7.6%
$146.71 - $167.97 $246K - $282K
23.8K $3.98M
PABU
Ishares Tr Ishares Paris Align

ETFs
16.9K
+ 24.05%
$59.33 - $66.86 $1M - $1.13M
87.1K $5.22M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
59.7K
+ 56.62%
$11.22 - $11.8 $670K - $705K
165K $1.85M
ABT
Abbott Laboratories

Healthcare
127
+ 0.42%
$111.1 - $140.22 $14.1K - $17.8K
30.7K $4.07M
MUB
Ishares National Muni Bond ETF

ETFs
6K
+ 6.76%
$104.71 - $107.69 $628K - $646K
94.7K $9.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.13K
+ 149.91%
$120.29 - $134.6 $497K - $556K
6.89K $840K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.95K
+ 11.42%
$50.72 - $50.92 $454K - $456K
87.3K $4.44M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
4.05K
+ 12.97%
$111.29 - $123.42 $451K - $500K
35.3K $4.03M
VGSH
Vanguard

ETFs
6.48K
+ 123.54%
$58.07 - $58.69 $376K - $380K
11.7K $687K
AWK
American Water Works Company, Inc.

Utilities
1.05K
+ 10.97%
$121.01 - $149.31 $127K - $157K
10.7K $1.57M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
14.3K
+ 45.73%
$24.6 - $24.99 $352K - $358K
45.6K $1.14M
UNP
Union Pacific Corp

Industrials
292
+ 0.83%
$225.21 - $254.42 $65.8K - $74.3K
35.6K $8.41M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.05K
+ 339.81%
$55.41 - $60.74 $280K - $307K
6.54K $369K
CMCSA
Comcast Corp

Communication Services
6.82K
+ 4606.76%
$33.19 - $38.23 $226K - $261K
6.97K $257K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
7.53K
+ 7.79%
$78.45 - $87.45 $591K - $659K
104K $8.29M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.5K
+ 259.26%
$61.9 - $66.89 $217K - $234K
4.85K $308K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.14K
+ 1.78%
$73.16 - $83.16 $83.5K - $95K
65.4K $4.87M
PLTR
Palantir Technologies Inc.

Technology
2.41K
+ 17192.86%
$64.98 - $124.62 $156K - $300K
2.42K $204K
JNJ
Johnson & Johnson

Healthcare
27
+ 0.3%
$142.06 - $167.7 $3.84K - $4.53K
9.02K $1.5M
Activity Summary
Buys All Purchases 132 New Holdings 29 Increased Positions 103 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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