Annis Gardner Whiting Capital Advisors, LLC Purchases in Q2 2025

Annis Gardner Whiting Capital Advisors, LLC

  • $289 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.65K
+ 4.64%
$243.75 - $303.93 $1.13M - $1.41M
105K $32B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
35.5K
+ 12.91%
$55.54 - $69.09 $1.97M - $2.45M
310K $21.4B
MSFT
Microsoft Corp

Technology
1.82K
+ 8.82%
$354.56 - $497.45 $644K - $904K
22.4K $11.2B
NVDA
Nvidia Corp

Technology
6.56K
+ 16.49%
$94.31 - $157.99 $619K - $1.04M
46.3K $7.32B
META
Meta Platforms, Inc.

Communication Services
360
+ 4.94%
$484.66 - $738.09 $174K - $266K
7.65K $5.65B
AMZN
Amazon Com Inc

Consumer Cyclical
2.07K
+ 7.45%
$167.32 - $223.3 $346K - $462K
29.8K $6.54B
AVGO
Broadcom Inc.

Technology
777
+ 10.05%
$146.29 - $275.65 $114K - $214K
8.51K $2.35B
JPM
Jpmorgan Chase & CO

Financial Services
798
+ 5.72%
$210.28 - $289.91 $168K - $231K
14.8K $4.28B
PJUN
Innovator U.S. Equity Power Bu

ETFs
20.9K
New
$34.48 - $39.76 $720K - $830K
20.9K $830M
GS
Goldman Sachs Group Inc

Financial Services
136
+ 3.18%
$462.22 - $707.75 $62.9K - $96.3K
4.42K $3.13B
Onestream Inc
25K
New
N/A
25K $706M
PAPR
Innovator U.S. Equity Power Bu

ETFs
18.8K
New
$33.22 - $37.29 $623K - $699K
18.8K $699M
ORCL
Oracle Corp

Technology
766
+ 11.97%
$122.82 - $218.63 $94.1K - $167K
7.16K $1.57B
ABNB
Airbnb, Inc.

Consumer Cyclical
4.51K
+ 723.76%
$105.69 - $140.64 $477K - $634K
5.13K $679M
VEA
Vanguard Ftse Developed Market

ETFs
2.69K
+ 3.87%
$45.65 - $57.01 $123K - $153K
72K $4.11B
T Rowe Price ETF Inc
21.5K
New
N/A
21.5K $532M
GOGO
Gogo Inc.

Communication Services
3.91K
+ 5.24%
$6.62 - $14.79 $25.9K - $57.9K
78.6K $1.15B
GE
General Electric CO

Industrials
66
+ 0.84%
$166.81 - $257.39 $11K - $17K
7.89K $2.03B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.76K
+ 9.98%
$73.02 - $90.22 $201K - $249K
30.4K $2.71B
UBER
Uber Technologies, Inc

Technology
260
+ 1.27%
$64.62 - $93.3 $16.8K - $24.3K
20.8K $1.94B
Innovator Etfs Trust
15.7K
New
N/A
15.7K $412M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.5K
+ 33.72%
N/A
29.7K $1.18B
GOOG
Alphabet Inc.

Communication Services
751
+ 6.61%
$146.58 - $180.01 $110K - $135K
12.1K $2.15B
Innovator Etfs Trust
15.5K
New
N/A
15.5K $373M
BAPR
Innovator U.S. Equity Buffer E

ETFs
7.7K
New
$38.86 - $45.19 $299K - $348K
7.7K $348M
PDEC
Innovator U.S. Equity Power Bu
8.05K
+ 99.09%
N/A
16.2K $647M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.3K
+ 38.96%
$22.92 - $28.05 $235K - $288K
36.6K $1.03B
MAR
Marriott International Inc

Consumer Cyclical
346
+ 5.2%
$211.12 - $274.14 $73K - $94.9K
7K $1.91B
BRP
Brp Group, Inc.

Financial Services
7.64K
New
N/A
7.64K $327M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.85K
+ 23.77%
$51.14 - $57.0 $299K - $334K
30.5K $1.73B
IYW
Ishares Dj Us Tech ETF

ETFs
1.76K
+ 427.91%
$122.57 - $173.27 $216K - $305K
2.18K $377M
V
Visa Inc.

Financial Services
784
+ 18.16%
$308.27 - $373.31 $242K - $293K
5.1K $1.81B
VT
Vanguard Total World Stk Index

ETFs
689
+ 4.17%
$103.16 - $128.52 $71.1K - $88.6K
17.2K $2.21B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.24K
+ 21.8%
$33.46 - $41.33 $175K - $217K
29.3K $1.21B
Innovator Etfs Trust
10.3K
New
N/A
10.3K $286M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.25K
New
$171.4 - $227.1 $214K - $284K
1.25K $284M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
236
+ 1.35%
$108.06 - $135.3 $25.5K - $31.9K
17.7K $2.4B
SCHW
Schwab Charles Corp

Financial Services
506
+ 3.11%
$69.06 - $91.24 $34.9K - $46.2K
16.8K $1.53B
TSLA
Tesla, Inc.

Consumer Cyclical
625
+ 65.38%
$221.86 - $362.89 $139K - $227K
1.58K $502M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.77K
+ 111.08%
$97.68 - $121.38 $173K - $215K
3.37K $409M
Lam Research Corp
444
+ 6.05%
N/A
7.78K $759M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.14K
+ 30.02%
$30.87 - $39.17 $128K - $162K
17.9K $702M
ADSK
Autodesk, Inc.

Technology
235
+ 7.82%
N/A
3.24K $1B
INTU
Intuit Inc

Technology
109
+ 14.55%
$544.07 - $787.63 $59.3K - $85.9K
858 $676M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.57K
+ 15.24%
$57.41 - $74.81 $90K - $117K
11.9K $881M
ICLN
Ishares

ETFs
7.92K
+ 13.05%
$10.56 - $13.31 $83.7K - $105K
68.6K $900M
CRM
Salesforce, Inc.

Technology
709
+ 39.19%
$236.26 - $291.15 $168K - $206K
2.52K $688M
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 6.83%
$53.19 - $69.38 $59K - $77K
17.4K $1.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.35%
$456.74 - $568.03 $5.48K - $6.82K
3.39K $1.93B
Activity Summary
Buys All Purchases 1073 New Holdings 618 Increased Positions 455 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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