Ancora Advisors, LLC Reduced Holdings in Q2 2025

Ancora Advisors, LLC

  • $4.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-3K
- 3.6%
$64.11 - $75.0 $192K - $225K
80.4K $5.58M
MDT
Medtronic PLC

Healthcare
-2.48K
- 5.77%
$80.68 - $88.86 $200K - $220K
40.4K $3.52M
JACK
Jack In The Box Inc

Consumer Cyclical
-11K
- 78.57%
$16.83 - $28.8 $185K - $317K
3K $52K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.28K
- 45.4%
$72.02 - $73.82 $308K - $316K
5.15K $379K
GLD
Spdr Gold Trust

ETFs
-1.79K
- 12.57%
$273.71 - $316.29 $490K - $567K
12.5K $3.8M
SBUX
Starbucks Corp

Consumer Cyclical
-1.46K
- 5.37%
$79.69 - $99.41 $116K - $145K
25.7K $2.35M
SON
Sonoco Products CO

Consumer Cyclical
-4.2K
- 12.54%
$40.6 - $47.93 $170K - $201K
29.3K $1.28M
OPBK
Op Bancorp

Financial Services
-31K
- 26.62%
$10.54 - $13.34 $326K - $413K
85.4K $1.11M
GENI
Genius Sports LTD

Communication Services
-33.8K
- 16.53%
$8.67 - $11.05 $293K - $374K
171K $1.78M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-28.6K
- 37.68%
$7.69 - $11.46 $220K - $327K
47.3K $541K
ASLE
Aer Sale Corp

Industrials
-607
- 0.35%
$5.72 - $7.7 $3.47K - $4.67K
175K $1.05M
HSY
Hershey CO

Consumer Defensive
-972
- 4.81%
$151.29 - $173.13 $147K - $168K
19.2K $3.19M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
-1.3K
- 21.85%
$218.94 - $269.48 $284K - $349K
4.63K $1.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.27K
- 3.0%
$82.21 - $83.12 $269K - $272K
106K $8.75M
VVX
V2 X, Inc.

Industrials
-4.33K
- 6.83%
$43.76 - $52.31 $189K - $227K
59.1K $2.87M
ELMD
Electromed, Inc.

Healthcare
-8.94K
- 38.73%
$19.34 - $24.19 $173K - $216K
14.1K $310K
SHW
Sherwin Williams CO

Basic Materials
-285
- 1.3%
$313.51 - $363.51 $89.4K - $104K
21.7K $7.44M
LXFR
Luxfer Holdings PLC

Industrials
-19.3K
- 23.23%
$9.58 - $12.45 $185K - $241K
63.9K $778K
UNP
Union Pacific Corp

Industrials
-94
- 0.32%
$208.27 - $238.46 $19.6K - $22.4K
29.5K $6.79M
TURN
180 Degree Capital Corp.

Financial Services
-50K
- 35.94%
$3.5 - $4.12 $175K - $206K
89.1K $353K
IT
Gartner Inc

Technology
-136
- 1.57%
$377.5 - $449.52 $51.3K - $61.1K
8.53K $3.45M
WTW
Willis Towers Watson PLC

Financial Services
-540
- 93.75%
$295.96 - $337.43 $160K - $182K
36 $11K
V
Visa Inc.

Financial Services
-1.03K
- 2.56%
$308.27 - $373.31 $318K - $386K
39.3K $14M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-12.5K
- 10.88%
$26.18 - $30.91 $327K - $386K
102K $3.08M
CMCSA
Comcast Corp

Communication Services
-2.61K
- 3.92%
$32.84 - $36.72 $85.8K - $95.9K
64.1K $2.29M
ELA
Envela Corp

Consumer Cyclical
-27.4K
- 61.06%
$5.48 - $6.98 $150K - $191K
17.5K $107K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-3.01K
- 34.25%
$50.56 - $59.57 $152K - $179K
5.77K $299K
RSG
Republic Services, Inc.

Industrials
-1.37K
- 3.59%
$227.2 - $258.07 $311K - $354K
36.8K $9.07M
BSM
Black Stone Minerals, L.P.

Energy
-4.24K
- 9.19%
$12.78 - $15.36 $54.2K - $65.1K
41.9K $548K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.98K
- 5.18%
$41.1 - $42.37 $164K - $169K
72.9K $3.08M
CABO
Cable One, Inc.

Communication Services
-325
- 39.39%
$126.05 - $276.15 $41K - $89.7K
500 $67K
DEO
Diageo PLC

Consumer Defensive
-953
- 8.44%
$99.86 - $115.75 $95.2K - $110K
10.3K $1.04M
F
Ford Motor CO

Consumer Cyclical
-14.6K
- 66.89%
$8.69 - $10.85 $127K - $159K
7.25K $78K
IQV
Iqvia Holdings Inc.

Healthcare
-725
- 62.13%
$137.0 - $174.37 $99.3K - $126K
442 $69K
CCI
Crown Castle International Corp

Real Estate
-1.14K
- 13.01%
$94.83 - $107.06 $108K - $122K
7.64K $784K
VZ
Verizon Communications Inc

Communication Services
-1.19K
- 3.21%
$41.67 - $45.62 $49.7K - $54.4K
35.9K $1.55M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-339
- 0.2%
$102.02 - $103.5 $34.6K - $35.1K
166K $17.1M
OKE
Oneok Inc

Energy
-531
- 11.23%
$78.71 - $100.37 $41.8K - $53.3K
4.2K $342K
PII
Polaris Inc.

Consumer Cyclical
-3K
- 50.0%
$31.97 - $42.61 $95.9K - $128K
3K $121K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.93K
- 4.88%
$51.14 - $57.0 $98.9K - $110K
37.7K $2.14M
BIOF
Blue Biofuels, Inc.

Basic Materials
-1.13M
- 71.01%
$0.1 - $0.17 $113K - $193K
463K $74K
CVS
Cvs Health Corp

Healthcare
-1.81K
- 22.86%
$60.04 - $70.18 $109K - $127K
6.1K $421K
TDG
Trans Digm Group Inc

Industrials
-694
- 10.12%
$1231.75 - $1520.64 $855K - $1.06M
6.16K $9.37M
EXPD
Expeditors International Of Washington Inc

Industrials
-145
- 0.91%
$102.84 - $122.24 $14.9K - $17.7K
15.8K $1.81M
CRWD
Crowd Strike Holdings, Inc.

Technology
-565
- 49.47%
$321.63 - $509.31 $182K - $288K
577 $293K
HDV
Ishares Core High Dividend ETF

ETFs
-470
- 3.57%
$108.41 - $120.51 $51K - $56.6K
12.7K $1.49M
FNDX
Schwab Fundamental U S Large C

ETFs
-4.64K
- 70.22%
$20.84 - $24.54 $96.6K - $114K
1.97K $48K
FDX
Fedex Corp

Industrials
-71
- 1.29%
$198.07 - $245.17 $14.1K - $17.4K
5.45K $1.24M
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
-1.4K
- 0.87%
$14.06 - $16.54 $19.6K - $23.1K
158K $2.51M
Activity Summary
Buys All Purchases 851 New Holdings 317 Increased Positions 534 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 12 Puts 8
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