Avity Investment Management Inc. Incresed Positions in Q1 2025

Avity Investment Management Inc.

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
165K
+ 1347.67%
$158.56 - $176.26 $26.2M - $29.1M
177K $30.2M
JNJ
Johnson & Johnson

Healthcare
3.35K
+ 1.41%
$142.06 - $167.7 $476K - $562K
242K $40.1M
UBER
Uber Technologies, Inc

Technology
44.6K
+ 37.09%
$63.17 - $81.49 $2.82M - $3.63M
165K $12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.29K
+ 121.48%
$507.05 - $563.67 $4.71M - $5.24M
16.9K $8.66M
NEE
Nextera Energy Inc

Utilities
54.5K
+ 12.29%
$66.96 - $76.16 $3.65M - $4.15M
498K $35.3M
BDX
Becton Dickinson & CO

Healthcare
4.93K
+ 3.11%
$222.79 - $249.08 $1.1M - $1.23M
163K $37.4M
FLRN
Spdr Bloomberg Investment Grad

ETFs
29.3K
+ 31.95%
$30.71 - $30.87 $900K - $904K
121K $3.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30K
+ 153.34%
$24.91 - $29.02 $746K - $869K
49.5K $1.24M
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.8K
+ 148.89%
$25.77 - $27.6 $638K - $683K
41.4K $1.09M
TJX
Tjx Companies Inc

Consumer Cyclical
1.78K
+ 0.53%
$112.81 - $126.16 $201K - $225K
341K $41.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.69K
+ 25.23%
$74.85 - $84.89 $201K - $228K
13.3K $1.1M
ABBV
Abb Vie Inc.

Healthcare
400
+ 12.58%
$169.2 - $216.66 $67.7K - $86.7K
3.58K $749K
AEP
American Electric Power CO Inc

Utilities
550
+ 12.16%
$90.32 - $109.27 $49.7K - $60.1K
5.07K $554K
IBM
International Business Machines Corp

Technology
150
+ 4.55%
$217.4 - $264.74 $32.6K - $39.7K
3.45K $856K
WFC
Wells Fargo & Company

Financial Services
1.25K
+ 35.46%
$66.78 - $81.42 $83.5K - $102K
4.78K $342K
NFLX
Netflix Inc

Communication Services
7
+ 0.42%
$828.4 - $1058.6 $5.8K - $7.41K
1.66K $1.55M
CAT
Caterpillar Inc

Industrials
300
+ 26.67%
$326.75 - $407.63 $98K - $122K
1.43K $469K
CNMD
Conmed Corp

Healthcare
1.5K
+ 36.9%
$57.6 - $74.0 $86.4K - $111K
5.57K $327K
SPY
Spdr S&P 500 ETF Trust

ETFs
627
+ 5.46%
$551.42 - $612.93 $346K - $384K
12.1K $6.78M
DGX
Quest Diagnostics Inc

Healthcare
50
+ 3.08%
N/A
1.68K $229K
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 0.31%
N/A
8.13K $1.48M
Ge Healthcare Technologies I
4.95K
+ 1.31%
N/A
384K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
415
+ 5.03%
$23.16 - $27.04 $9.61K - $11.2K
8.66K $203K
DIS
Walt Disney CO

Communication Services
600
+ 9.47%
$96.87 - $114.0 $58.1K - $68.4K
6.93K $684K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.69%
$554.06 - $615.85 $3.32K - $3.7K
875 $488K
IWB
Ishares Tr Russell 1000 ETF

ETFs
60
+ 1.8%
$302.31 - $337.54 $18.1K - $20.3K
3.39K $1.03M
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
3K
+ 10.11%
$3.33 - $6.03 $9.99K - $18.1K
32.7K $110K
LOW
Lowes Companies Inc

Consumer Cyclical
78
+ 0.83%
$222.66 - $268.42 $17.4K - $20.9K
9.51K $2.22M
CARR
Carrier Global Corp

Industrials
21.8K
+ 7.1%
$62.07 - $70.55 $1.35M - $1.54M
329K $20.8M
AVGO
Broadcom Inc.

Technology
70
+ 3.06%
$167.43 - $244.7 $11.7K - $17.1K
2.36K $395K
TFC
Truist Financial Corp

Financial Services
8.46K
+ 3.02%
$39.48 - $48.15 $334K - $407K
289K $11.9M
AMAT
Applied Materials Inc

Technology
5.3K
+ 2.56%
$145.06 - $195.51 $769K - $1.04M
212K $30.8M
NVDA
Nvidia Corp

Technology
28.3K
+ 10.45%
$106.98 - $149.43 $3.02M - $4.22M
299K $32.4M
ACN
Accenture PLC

Technology
461
+ 0.37%
$300.91 - $398.25 $139K - $184K
125K $39M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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