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
SRLN
Ssga Active Trust

ETFs
4.94K
+ 8.48%
$41.02 - $41.99 $203K - $208K
63.3K $2.6M
XYL
Xylem Inc.

Industrials
875
+ 6.51%
$114.02 - $132.04 $99.8K - $116K
14.3K $1.71M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.4K
+ 1066.67%
$22.25 - $23.0 $142K - $147K
7K $160K
PEP
Pepsico Inc

Consumer Defensive
1.49K
+ 3.82%
$142.64 - $156.42 $213K - $234K
40.6K $6.09M
FISV
Fiserv Inc

Technology
1.11K
+ 0.8%
N/A
140K $17.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
800
+ 555.56%
$165.25 - $224.62 $132K - $180K
944 $156K
FTCS
First Trust Capital Strength E

ETFs
1.4K
+ 275.25%
$86.39 - $91.35 $121K - $128K
1.91K $171K
JPIN
Jp Morgan Diversified Return I

ETFs
1.16K
+ 323.4%
$52.75 - $58.91 $61.2K - $68.4K
1.52K $86K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
674
+ 72.01%
$97.76 - $107.35 $65.9K - $72.4K
1.61K $161K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.64K
+ 21.11%
$57.21 - $65.8 $93.7K - $108K
9.4K $548K
ADBE
Adobe Inc.

Technology
405
+ 22.39%
$377.84 - $464.11 $153K - $188K
2.21K $849K
IWM
Ishares Russell 2000 ETF

ETFs
242
+ 36.34%
$198.1 - $229.79 $47.9K - $55.6K
908 $181K
SYK
Stryker Corp

Healthcare
27
+ 4.23%
$355.18 - $399.9 $9.59K - $10.8K
665 $247K
NFLX
Netflix Inc

Communication Services
15
+ 23.08%
$828.4 - $1058.6 $12.4K - $15.9K
80 $74K
ITA
Ishares Tr

ETFs
85
+ 39.53%
$144.84 - $159.5 $12.3K - $13.6K
300 $45K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.01%
$112.81 - $126.16 $113 - $126
7.4K $900K
SMR
Nuscale Power Corp

Industrials
780
+ 92.86%
$14.16 - $29.08 $11K - $22.7K
1.62K $22K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60
+ 1200.0%
$64.88 - $72.1 $3.89K - $4.33K
65 $4K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
105
+ 1.98%
$11.44 - $12.4 $1.2K - $1.3K
5.41K $65K
WY
Weyerhaeuser CO

Real Estate
130
+ 361.11%
$27.29 - $31.39 $3.55K - $4.08K
166 $4K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
8
+ 0.92%
$55.76 - $59.54 $446 - $476
875 $50K
O
Realty Income Corp

Real Estate
5
+ 1.34%
$51.67 - $58.49 $258 - $292
377 $21K
ARKG
Ark Genomic Revolution ETF (De

ETFs
82
+ 146.43%
$20.76 - $29.81 $1.7K - $2.44K
138 $2K
OGN
Organon & Co.

Healthcare
3
+ 3.0%
$14.29 - $16.41 $42.9 - $49.2
103 $1K
Blackrock Inc
340
+ 2.99%
N/A
11.7K $0
VB
Vanguard Small Cap ETF

ETFs
31
+ 8.61%
$217.89 - $252.64 $6.75K - $7.83K
391 $86K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2
+ 8.33%
$39.02 - $42.89 $78 - $85.8
26 $1K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.53%
$66.78 - $81.42 $66.8 - $81.4
191 $13K
Ge Vernova Inc
12
+ 0.09%
N/A
13.2K $0
JPHY
Jp Morgan High Yield Research

ETFs
21.4K
+ 71.79%
N/A
51.2K $0
FTGS
First Tr Exchange Traded Fd Gr
4.4K
+ 330.23%
N/A
5.74K $0
IX
Orix Corp

Financial Services
380
+ 400.0%
$20.44 - $107.42 $7.77K - $40.8K
475 $9K
ARKW
Ark Next Generation Internet E

ETFs
1
+ 1.79%
$91.59 - $125.64 $91.6 - $126
57 $5K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
380
+ 10.89%
$68.07 - $78.99 $25.9K - $30K
3.87K $263K
ET
Energy Transfer LP

Energy
46
+ 1.61%
$17.26 - $21.08 $794 - $970
2.9K $53K
SQ
Block, Inc.

Technology
10
+ 5.41%
$54.04 - $92.95 $540 - $930
195 $11K
CTSH
Cognizant Technology Solutions Corp

Technology
5
+ 0.04%
$75.32 - $90.7 $377 - $454
13.1K $1M
SLG
Sl Green Realty Corp

Real Estate
15
+ 1.26%
$55.58 - $68.38 $834 - $1.03K
1.2K $69K
MTD
Mettler Toledo International Inc

Healthcare
11
+ 1.48%
$1177.09 - $1390.0 $12.9K - $15.3K
754 $890K
CLRO
Clearone Inc

Technology
7K
+ 3.33%
$0.48 - $1.31 $3.36K - $9.17K
217K $121K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.59K
+ 2.41%
$10.61 - $16.49 $27.5K - $42.7K
110K $1.37M
CLX
Clorox CO

Consumer Defensive
2.67K
+ 8.31%
$141.76 - $162.89 $378K - $435K
34.8K $5.12M
A
Agilent Technologies, Inc.

Healthcare
408
+ 4.05%
$116.69 - $152.6 $47.6K - $62.3K
10.5K $1.23M
HON
Honeywell International Inc

Industrials
595
+ 0.98%
$202.75 - $226.52 $121K - $135K
61.3K $13M
SPY
Spdr S&P 500 ETF Trust

ETFs
355
+ 0.96%
$551.42 - $612.93 $196K - $218K
37.2K $20.8M
DIS
Walt Disney CO

Communication Services
4.72K
+ 4.71%
$96.87 - $114.0 $457K - $538K
105K $10.4M
HD
Home Depot, Inc.

Consumer Cyclical
903
+ 1.35%
$347.25 - $424.87 $314K - $384K
67.6K $24.8M
ACN
Accenture PLC

Technology
492
+ 1.01%
$300.91 - $398.25 $148K - $196K
49.1K $15.3M
ORCL
Oracle Corp

Technology
1.5K
+ 0.93%
$139.81 - $186.47 $210K - $280K
164K $22.9M
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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