Blalock Williams, LLC New Holdings in Q3 2025

Blalock Williams, LLC

  • $114 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
10.1K
New
$625.65 - $812.69 $6.3M - $8.18M
10.1K $7.68B
IVV
Ishares Core S&P 500 ETF

ETFs
7.2K
New
$620.67 - $670.08 $4.47M - $4.82M
7.2K $4.82B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
67K
New
$54.35 - $59.32 $3.64M - $3.97M
67K $3.97B
IVW
Ishares S&P 500 Growth ETF

ETFs
29K
New
$108.97 - $121.65 $3.15M - $3.52M
29K $3.49B
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.5K
New
$182.33 - $194.5 $3.19M - $3.4M
17.5K $3.4B
MSFT
Microsoft Corp

Technology
6.39K
New
$491.09 - $535.64 $3.14M - $3.42M
6.39K $3.31B
NVDA
Nvidia Corp

Technology
16.4K
New
$153.3 - $186.58 $2.52M - $3.07M
16.4K $3.07B
EFV
Msci Eafe Value ETF

ETFs
44.4K
New
$62.79 - $68.42 $2.79M - $3.04M
44.4K $3.01B
META
Meta Platforms, Inc.

Communication Services
4.08K
New
$695.21 - $791.73 $2.84M - $3.23M
4.08K $3B
IVE
Ishares S&P 500 Value ETF

ETFs
14.3K
New
$194.44 - $206.51 $2.78M - $2.95M
14.3K $2.95B
GOOGL
Alphabet Inc.

Communication Services
11.1K
New
$174.36 - $254.72 $1.94M - $2.84M
11.1K $2.71B
IEMG
Ishares Inc

ETFs
40.4K
New
N/A
40.4K $2.66B
AAPL
Apple Inc.

Technology
10.1K
New
$202.38 - $256.87 $2.04M - $2.59M
10.1K $2.56B
Arista Networks Inc
14.2K
New
N/A
14.2K $2.08B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20K
New
$97.75 - $100.75 $1.95M - $2.01M
20K $2B
AMZN
Amazon Com Inc

Consumer Cyclical
7.46K
New
$211.65 - $238.24 $1.58M - $1.78M
7.46K $1.64B
JPM
Jpmorgan Chase & CO

Financial Services
4.89K
New
$282.78 - $316.06 $1.38M - $1.54M
4.89K $1.54B
Blackrock ETF Trust
40.6K
New
N/A
40.6K $1.54B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.89K
New
$459.11 - $506.91 $1.33M - $1.46M
2.89K $1.45B
Blackrock ETF Trust
40.2K
New
N/A
40.2K $1.37B
GOOG
Alphabet Inc.

Communication Services
5.51K
New
$175.16 - $255.24 $965K - $1.41M
5.51K $1.34B
SCHW
Schwab Charles Corp

Financial Services
13.6K
New
$91.03 - $98.69 $1.23M - $1.34M
13.6K $1.29B
MA
Mastercard Inc

Financial Services
2.12K
New
$550.18 - $598.96 $1.17M - $1.27M
2.12K $1.21B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
24.8K
New
$45.6 - $46.92 $1.13M - $1.16M
24.8K $1.16B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.4K
New
$72.57 - $74.72 $1.05M - $1.08M
14.4K $1.07B
WMT
Walmart Inc.

Consumer Defensive
10.3K
New
$94.4 - $104.27 $972K - $1.07M
10.3K $1.06B
TSLA
Tesla, Inc.

Consumer Cyclical
2.19K
New
$293.94 - $444.72 $642K - $972K
2.19K $972M
MEDP
Medpace Holdings, Inc.

Healthcare
1.86K
New
$308.88 - $514.16 $573K - $954K
1.86K $954M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17.8K
New
$52.39 - $53.11 $932K - $945K
17.8K $943M
PGR
Progressive Corp

Financial Services
3.68K
New
$238.61 - $264.3 $877K - $972K
3.68K $908M
AVGO
Broadcom Inc.

Technology
2.74K
New
$264.74 - $369.57 $726K - $1.01M
2.74K $905M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.49K
New
$236.25 - $257.69 $825K - $900K
3.49K $895M
V
Visa Inc.

Financial Services
2.56K
New
$332.09 - $358.86 $849K - $918K
2.56K $873M
COST
Costco Wholesale Corp

Consumer Defensive
942
New
$915.95 - $994.57 $863K - $937K
942 $872M
HEIA
Heico Crp Cl A
3.38K
New
N/A
3.38K $860M
JNJ
Johnson & Johnson

Healthcare
4.62K
New
$155.17 - $185.42 $717K - $857K
4.62K $857M
IBP
Installed Building Products, Inc.

Consumer Cyclical
3.21K
New
$184.09 - $279.47 $591K - $898K
3.21K $792M
SHV
Ishares Tr

ETFs
7.1K
New
$110.06 - $110.49 $782K - $785K
7.1K $785M
ITA
Ishares Tr

ETFs
3.69K
New
$184.73 - $209.26 $681K - $772K
3.69K $772M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.79K
New
$415.15 - $489.89 $744K - $877K
1.79K $762M
SO
Southern CO

Utilities
8K
New
$90.83 - $96.0 $726K - $768K
8K $758M
SPTS
Spdr Portfolio Short Term Trea

ETFs
25K
New
$29.12 - $29.34 $728K - $734K
25K $733M
HD
Home Depot, Inc.

Consumer Cyclical
1.81K
New
$357.4 - $423.42 $646K - $766K
1.81K $733M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
24.6K
New
$28.38 - $29.05 $698K - $715K
24.6K $711M
PM
Philip Morris International Inc.

Consumer Defensive
4.26K
New
$157.77 - $183.27 $671K - $780K
4.26K $690M
VZ
Verizon Communications Inc

Communication Services
15K
New
$40.84 - $45.06 $614K - $677K
15K $660M
ZTS
Zoetis Inc.

Healthcare
4.31K
New
$141.13 - $159.19 $608K - $686K
4.31K $630M
PG
Procter & Gamble CO

Consumer Defensive
3.88K
New
$150.47 - $161.22 $584K - $626K
3.88K $596M
AME
Ametek Inc

Industrials
3.16K
New
$176.44 - $192.03 $558K - $608K
3.16K $595M
Activity Summary
Buys All Purchases 133 New Holdings 133 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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