Annis Gardner Whiting Capital Advisors, LLC Incresed Positions in Q1 2025

Annis Gardner Whiting Capital Advisors, LLC

  • $236 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.15K
+ 0.79%
$58.01 - $64.46 $125K - $139K
275K $17.1B
SMP
Standard Motor Products, Inc.

Consumer Cyclical
21.1K
+ 972.95%
$24.92 - $31.9 $526K - $674K
23.3K $580M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.53K
+ 10.1%
$75.32 - $84.77 $191K - $215K
27.6K $2.26B
VEA
Vanguard Ftse Developed Market

ETFs
2K
+ 2.97%
$47.4 - $52.99 $94.8K - $106K
69.3K $3.52B
CVX
Chevron Corp

Energy
539
+ 5.77%
$146.71 - $167.97 $79.1K - $90.5K
9.89K $1.65B
UFPI
Ufp Industries Inc

Basic Materials
2.81K
+ 2505.36%
$103.91 - $118.67 $292K - $333K
2.92K $312M
AMGN
Amgen Inc

Healthcare
19
+ 0.34%
$258.59 - $327.36 $4.91K - $6.22K
5.68K $1.77B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.68K
+ 34.25%
N/A
22.2K $793M
VTI
Vanguard Total Stock Market Et

ETFs
5.94K
+ 6.3%
$271.18 - $303.12 $1.61M - $1.8M
100K $27.6B
HRB
H&R Block Inc

Consumer Cyclical
2.2K
+ 3142.86%
$49.96 - $55.97 $110K - $123K
2.27K $125M
XOM
Exxon Mobil Corp

Energy
86
+ 0.94%
$105.44 - $118.93 $9.07K - $10.2K
9.28K $1.1B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.76K
+ 25.09%
$32.74 - $36.2 $90.5K - $100K
13.8K $482M
DVN
Devon Energy Corp

Energy
3.02K
+ 3015.0%
$33.15 - $38.55 $99.9K - $116K
3.12K $117M
CCI
Crown Castle International Corp

Real Estate
1K
+ 717.14%
$84.33 - $106.39 $84.7K - $107K
1.14K $119M
ICLN
Ishares

ETFs
8.42K
+ 16.1%
$10.94 - $11.86 $92.1K - $99.8K
60.7K $693M
AON
Aon PLC

Financial Services
165
+ 32.16%
$348.44 - $409.32 $57.5K - $67.5K
678 $271M
PM
Philip Morris International Inc.

Consumer Defensive
44
+ 2.17%
$117.15 - $158.79 $5.15K - $6.99K
2.07K $331M
PFE
Pfizer Inc

Healthcare
5.85K
+ 9.87%
$25.01 - $27.13 $146K - $159K
65.1K $1.65B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
754
+ 57.21%
$100.34 - $100.68 $75.7K - $75.9K
2.07K $209M
QCOM
Qualcomm Inc

Technology
496
+ 58.91%
$151.94 - $175.86 $75.4K - $87.2K
1.34K $206M
MDLZ
Mondelez International, Inc.

Consumer Defensive
871
+ 47.67%
$56.12 - $68.15 $48.9K - $59.4K
2.7K $184M
O
Realty Income Corp

Real Estate
1.14K
+ 80.79%
$51.67 - $58.49 $58.9K - $66.7K
2.55K $148M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
23.9K
+ 1491.56%
$2.51 - $3.16 $59.9K - $75.4K
25.5K $76.9M
LLY
Eli Lilly & CO

Healthcare
20
+ 2.03%
$725.72 - $929.72 $14.5K - $18.6K
1.01K $831M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
235
+ 66.2%
$208.48 - $244.03 $49K - $57.3K
590 $144M
AEP
American Electric Power CO Inc

Utilities
27
+ 0.72%
$90.32 - $109.27 $2.44K - $2.95K
3.79K $414M
MCK
Mckesson Corp

Healthcare
9
+ 1.63%
$566.21 - $672.99 $5.1K - $6.06K
561 $378M
SBUX
Starbucks Corp

Consumer Cyclical
336
+ 8.21%
$91.75 - $115.81 $30.8K - $38.9K
4.43K $434M
VZ
Verizon Communications Inc

Communication Services
119
+ 1.18%
$37.81 - $46.49 $4.5K - $5.53K
10.2K $464M
WM
Waste Management Inc

Industrials
46
+ 3.14%
$200.54 - $233.78 $9.22K - $10.8K
1.51K $349M
WELL
Welltower Inc.

Real Estate
191
+ 22.85%
$124.05 - $156.86 $23.7K - $30K
1.03K $157M
VB
Vanguard Small Cap ETF

ETFs
882
+ 11.22%
$217.89 - $252.64 $192K - $223K
8.74K $1.94B
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.25%
$286.85 - $318.64 $2.58K - $2.87K
3.58K $1.1B
PLTR
Palantir Technologies Inc.

Technology
494
+ 212.93%
$64.98 - $124.62 $32.1K - $61.6K
726 $61.3M
CSCO
Cisco Systems, Inc.

Technology
25
+ 0.15%
$58.74 - $64.87 $1.47K - $1.62K
16.2K $1B
SYK
Stryker Corp

Healthcare
22
+ 0.8%
$355.18 - $399.9 $7.81K - $8.8K
2.76K $1.03B
JEPI
J P Morgan Exchange Traded Fd

ETFs
994
+ 4.21%
$56.17 - $59.71 $55.8K - $59.4K
24.6K $1.41B
UPS
United Parcel Service Inc

Industrials
560
+ 34.98%
$109.66 - $136.26 $61.4K - $76.3K
2.16K $238M
PG
Procter & Gamble CO

Consumer Defensive
82
+ 1.13%
$158.56 - $176.26 $13K - $14.5K
7.31K $1.25B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 3.54%
$1187.71 - $1432.58 $4.75K - $5.73K
117 $168M
TRV
Travelers Companies, Inc.

Financial Services
52
+ 6.51%
$232.43 - $265.13 $12.1K - $13.8K
851 $225M
EL
Estee Lauder Companies Inc

Consumer Defensive
461
+ 1182.05%
$64.26 - $85.48 $29.6K - $39.4K
500 $33M
DUK
Duke Energy Corp

Utilities
4
+ 0.22%
$105.87 - $121.97 $423 - $488
1.8K $220M
INTC
Intel Corp

Technology
648
+ 15.74%
$19.1 - $27.39 $12.4K - $17.7K
4.77K $108M
MO
Altria Group, Inc.

Consumer Defensive
29
+ 1.0%
$50.81 - $60.02 $1.47K - $1.74K
2.94K $179M
T
At&T Inc.

Communication Services
99
+ 2.64%
$21.56 - $28.28 $2.13K - $2.8K
3.84K $109M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.25K
+ 9.35%
$25.58 - $29.24 $57.6K - $65.8K
26.3K $689M
ETN
Eaton Corp PLC

Industrials
405
+ 27.78%
$271.83 - $371.23 $110K - $150K
1.86K $506M
HWM
Howmet Aerospace Inc.

Industrials
140
+ 100.72%
$110.79 - $139.39 $15.5K - $19.5K
279 $36.2M
Activity Summary
Buys All Purchases 240 New Holdings 65 Increased Positions 175 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email