Alpha Omega Wealth Management LLC Sells in Q2 2025

Alpha Omega Wealth Management LLC

  • $533 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.04K
- 1.38%
$172.42 - $223.89 $179K - $232K
73.9K $15.2M
ABBV
Abb Vie Inc.

Healthcare
-218
- 0.44%
$170.16 - $206.27 $37.1K - $45K
49.5K $9.18M
MLM
Martin Marietta Materials Inc

Basic Materials
-2.66K
- 49.92%
$452.51 - $568.19 $1.21M - $1.51M
2.67K $1.47M
AQN
Algonquin Power & Utilities Corp.

Utilities
-231K
- 52.06%
$4.56 - $6.22 $1.06M - $1.44M
213K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.53K
- 28.61%
$210.83 - $235.28 $745K - $831K
8.81K $1.96M
CVS
Cvs Health Corp

Healthcare
-15.4K
- 10.36%
$60.04 - $70.18 $927K - $1.08M
133K $9.21M
JNJ
Johnson & Johnson

Healthcare
-629
- 1.23%
$146.36 - $159.82 $92.1K - $101K
50.5K $7.71M
VZ
Verizon Communications Inc

Communication Services
-4.86K
- 2.07%
$41.67 - $45.62 $203K - $222K
230K $9.96M
T
At&T Inc.

Communication Services
-28.8K
- 9.5%
$26.33 - $28.94 $758K - $833K
274K $7.93M
BMY
Bristol Myers Squibb CO

Healthcare
-190
- 0.63%
$44.12 - $59.6 $8.38K - $11.3K
29.9K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-66
- 0.68%
$483.48 - $539.8 $31.9K - $35.6K
9.6K $4.66M
FTV
Fortive Corp

Technology
-14
- 0.07%
$52.13 - $74.29 $730 - $1.04K
19.3K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-490
- 3.79%
$285.55 - $321.23 $140K - $157K
12.4K $3.63M
XOM
Exxon Mobil Corp

Energy
-1.34K
- 5.83%
$99.93 - $119.04 $134K - $160K
21.7K $2.34M
PEP
Pepsico Inc

Consumer Defensive
-400
- 2.25%
$128.02 - $151.37 $51.2K - $60.5K
17.3K $2.29M
MRK
Merck & Co., Inc.

Healthcare
-146
- 0.44%
$73.47 - $87.12 $10.7K - $12.7K
32.9K $2.61M
LNT
Alliant Energy Corp

Utilities
-2.25K
- 3.99%
$58.79 - $64.85 $132K - $146K
54.2K $3.28M
STZ
Constellation Brands, Inc.

Consumer Defensive
-761
- 6.9%
$160.0 - $195.62 $122K - $149K
10.3K $1.67M
SPG
Simon Property Group Inc

Real Estate
-544
- 1.28%
$140.37 - $171.44 $76.4K - $93.3K
41.8K $6.73M
AEP
American Electric Power CO Inc

Utilities
-652
- 1.68%
$98.59 - $109.11 $64.3K - $71.1K
38.2K $3.96M
WY
Weyerhaeuser CO

Real Estate
-7.46K
- 34.34%
$24.69 - $29.48 $184K - $220K
14.3K $366K
CMP
Compass Minerals International Inc

Basic Materials
-37.9K
- 78.53%
$9.12 - $20.29 $345K - $768K
10.4K $208K
WSO
Watsco Inc

Industrials
-6
- 0.18%
$421.84 - $520.66 $2.53K - $3.12K
3.4K $1.5M
SJM
J M Smucker CO

Consumer Defensive
-48
- 0.48%
$94.41 - $118.52 $4.53K - $5.69K
9.97K $978K
PG
Procter & Gamble CO

Consumer Defensive
-190
- 1.33%
$157.66 - $172.39 $30K - $32.8K
14.1K $2.25M
ENB
Enbridge Inc

Energy
-6.02K
- 4.83%
$41.09 - $47.16 $247K - $284K
119K $5.38M
HBI
Hanesbrands Inc.

Consumer Cyclical
-14.2K
- 26.57%
$4.32 - $5.95 $61.4K - $84.5K
39.2K $179K
DUK
Duke Energy Corp

Utilities
-511
- 3.66%
$112.46 - $124.05 $57.5K - $63.4K
13.5K $1.59M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-957
- 1.15%
$63.54 - $68.5 $60.8K - $65.6K
82.3K $5.55M
UPS
United Parcel Service Inc

Industrials
-191
- 2.71%
$91.92 - $110.2 $17.6K - $21K
6.85K $691K
INTC
Intel Corp

Technology
-2.18K
- 2.29%
$18.13 - $22.69 $39.5K - $49.4K
92.8K $2.08M
ABT
Abbott Laboratories

Healthcare
-1.1K
- 5.09%
$123.95 - $138.08 $136K - $152K
20.5K $2.79M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-30
- 0.14%
$146.74 - $176.07 $4.4K - $5.28K
20.8K $3.37M
ELV
Elevance Health, Inc.

Healthcare
-53
- 5.68%
$372.27 - $452.69 $19.7K - $24K
880 $342K
ALL
Allstate Corp

Financial Services
-33
- 0.35%
$180.53 - $212.64 $5.96K - $7.02K
9.53K $1.92M
KO
Coca Cola CO

Consumer Defensive
-688
- 5.02%
$68.37 - $73.9 $47K - $50.8K
13K $921K
WPC
W. P. Carey Inc.

Real Estate
-70
- 0.13%
$56.12 - $64.53 $3.93K - $4.52K
52.8K $3.29M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-296
- 1.2%
$102.02 - $103.5 $30.2K - $30.6K
24.3K $2.51M
O
Realty Income Corp

Real Estate
-137
- 0.16%
$52.27 - $58.52 $7.16K - $8.02K
86.6K $4.99M
CMCSA
Comcast Corp

Communication Services
-328
- 1.4%
$32.84 - $36.72 $10.8K - $12K
23.2K $826K
MO
Altria Group, Inc.

Consumer Defensive
-282
- 1.98%
$55.56 - $60.91 $15.7K - $17.2K
14K $818K
PAYX
Paychex Inc

Industrials
-50
- 1.83%
$137.01 - $159.78 $6.85K - $7.99K
2.68K $390K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.22K
- 4.23%
$22.68 - $23.28 $27.6K - $28.3K
27.5K $636K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-100
- 1.55%
$45.07 - $52.57 $4.51K - $5.26K
6.35K $310K
ZTS
Zoetis Inc.

Healthcare
-24
- 1.0%
$144.41 - $170.3 $3.47K - $4.09K
2.37K $368K
NEE
Nextera Energy Inc

Utilities
-172
- 2.31%
$64.11 - $75.0 $11K - $12.9K
7.27K $504K
CHKP
Check Point Software Technologies LTD

Technology
-4
- 0.13%
$204.26 - $233.47 $817 - $934
3.03K $669K
TXN
Texas Instruments Inc

Technology
-103
- 3.05%
N/A
3.27K $636K
SHEL
Shell PLC

Energy
-84
- 1.64%
$59.75 - $73.05 $5.02K - $6.14K
5.05K $355K
Activity Summary
Buys All Purchases 66 New Holdings 9 Increased Positions 57 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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