Alley Investment Management Company, LLC Sells in Q1 2025

Alley Investment Management Company, LLC

  • $770 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
-161K
- 87.1%
$48.41 - $64.3 $7.81M - $10.4M
23.9K $1.16M
UNH
Unitedhealth Group Inc

Healthcare
-14.9K
- 95.97%
$461.52 - $548.18 $6.87M - $8.15M
625 $327K
MRK
Merck & Co., Inc.

Healthcare
-53.7K
- 51.18%
$83.01 - $101.02 $4.46M - $5.43M
51.3K $4.6M
DFS
Discover Financial Services

Financial Services
-19.2K
- 24.4%
$152.99 - $203.25 $2.93M - $3.9M
59.4K $10.1M
LMT
Lockheed Martin Corp

Industrials
-84
- 0.27%
$423.19 - $506.29 $35.5K - $42.5K
31.4K $14M
COST
Costco Wholesale Corp

Consumer Defensive
-1.19K
- 5.22%
$890.62 - $1076.86 $1.06M - $1.28M
21.6K $20.4M
MUB
Ishares National Muni Bond ETF

ETFs
-2.55K
- 1.93%
$104.71 - $107.69 $267K - $274K
130K $13.7M
IWM
Ishares Russell 2000 ETF

ETFs
-149
- 1.21%
$198.1 - $229.79 $29.5K - $34.2K
12.2K $2.43M
VV
Vanguard Large Cap ETF

ETFs
-180
- 1.82%
$253.32 - $282.66 $45.6K - $50.9K
9.73K $2.5M
AVGO
Broadcom Inc.

Technology
-90
- 4.55%
$167.43 - $244.7 $15.1K - $22K
1.89K $316K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.38K
- 2.43%
$21.75 - $24.28 $29.9K - $33.4K
55.2K $1.22M
IWR
Ishares Russell Mid Cap ETF

ETFs
-59
- 0.25%
$82.81 - $92.93 $4.89K - $5.48K
24K $2.04M
KMB
Kimberly Clark Corp

Consumer Defensive
-479
- 17.07%
$124.46 - $147.4 $59.6K - $70.6K
2.33K $330K
PEP
Pepsico Inc

Consumer Defensive
-7
- 0.41%
$142.64 - $156.42 $998 - $1.09K
1.7K $254K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-482
- 3.15%
$22.46 - $23.26 $10.8K - $11.2K
14.8K $342K
HYG
Ishares Tr

ETFs
-132
- 0.1%
$78.51 - $80.11 $10.4K - $10.6K
138K $10.9M
V
Visa Inc.

Financial Services
-52
- 4.03%
$306.92 - $362.71 $16K - $18.9K
1.24K $434K
JNJ
Johnson & Johnson

Healthcare
-397
- 8.96%
$142.06 - $167.7 $56.4K - $66.6K
4.03K $668K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-130
- 1.38%
$74.85 - $84.89 $9.73K - $11K
9.27K $757K
FAST
Fastenal CO

Industrials
-270
- 2.11%
$71.11 - $79.98 $19.2K - $21.6K
12.5K $971K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-284
- 0.29%
$42.5 - $46.71 $12.1K - $13.3K
98.8K $4.47M
MO
Altria Group, Inc.

Consumer Defensive
-2.19K
- 5.2%
$50.81 - $60.02 $111K - $132K
40K $2.4M
VEA
Vanguard Ftse Developed Market

ETFs
-933
- 1.04%
$47.4 - $52.99 $44.2K - $49.4K
88.8K $4.52M
CME
Cme Group Inc.

Financial Services
-400
- 2.48%
$225.82 - $266.54 $90.3K - $107K
15.7K $4.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-79
- 0.32%
$442.66 - $534.52 $35K - $42.2K
24.7K $13.1M
ABBV
Abb Vie Inc.

Healthcare
-1.24K
- 1.05%
$169.2 - $216.66 $209K - $268K
117K $24.4M
PM
Philip Morris International Inc.

Consumer Defensive
-322
- 0.2%
$117.15 - $158.79 $37.7K - $51.1K
163K $25.8M
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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