Bowman & CO S.C. Incresed Positions in Q1 2025

Bowman & CO S.C.

  • $201 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.8K
+ 31.54%
$507.05 - $563.67 $5.96M - $6.63M
49.1K $25.1M
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 17.88%
$142.06 - $167.7 $240K - $283K
11.1K $1.85M
O
Realty Income Corp

Real Estate
6.31K
+ 28.55%
$51.67 - $58.49 $326K - $369K
28.4K $1.65M
CME
Cme Group Inc.

Financial Services
614
+ 7.13%
$225.82 - $266.54 $139K - $164K
9.23K $2.45M
UNH
Unitedhealth Group Inc

Healthcare
630
+ 16.01%
$461.52 - $548.18 $291K - $345K
4.57K $2.39M
VZ
Verizon Communications Inc

Communication Services
5.45K
+ 19.19%
$37.81 - $46.49 $206K - $253K
33.9K $1.54M
IEFA
Ishares Tr

ETFs
47
+ 0.07%
$69.57 - $78.65 $3.27K - $3.7K
64.5K $4.93M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 4.06%
$225.19 - $279.95 $227K - $282K
25.9K $6.35M
V
Visa Inc.

Financial Services
446
+ 7.23%
$306.92 - $362.71 $137K - $162K
6.62K $2.32M
FLMI
Franklin Dynamic Municipal Bon

ETFs
13K
+ 32.3%
$24.22 - $24.86 $316K - $324K
53.4K $1.3M
DRI
Darden Restaurants Inc

Consumer Cyclical
518
+ 5.71%
$180.02 - $208.56 $93.3K - $108K
9.58K $1.99M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.9K
+ 32.44%
$44.81 - $46.22 $309K - $319K
28.2K $1.26M
MDT
Medtronic PLC

Healthcare
1.1K
+ 6.54%
$79.84 - $94.5 $87.7K - $104K
17.9K $1.61M
ADI
Analog Devices Inc

Technology
1.47K
+ 24.61%
$201.56 - $243.82 $296K - $359K
7.45K $1.5M
STE
Steris PLC

Healthcare
400
+ 10.01%
$202.46 - $232.74 $81K - $93.1K
4.4K $996K
ALL
Allstate Corp

Financial Services
285
+ 4.43%
$180.99 - $210.18 $51.6K - $59.9K
6.72K $1.39M
APD
Air Products & Chemicals, Inc.

Basic Materials
398
+ 6.38%
$283.24 - $338.07 $113K - $135K
6.64K $1.96M
MPC
Marathon Petroleum Corp

Energy
388
+ 2.64%
$134.72 - $159.03 $52.3K - $61.7K
15.1K $2.2M
SPGI
S&P Global Inc.

Financial Services
211
+ 8.12%
$478.26 - $543.77 $101K - $115K
2.81K $1.43M
MUB
Ishares National Muni Bond ETF

ETFs
1.53K
+ 7.4%
$104.71 - $107.69 $160K - $165K
22.2K $2.34M
JCI
Johnson Controls International PLC

Industrials
1.14K
+ 6.21%
$76.12 - $90.6 $86.5K - $103K
19.4K $1.56M
TJX
Tjx Companies Inc

Consumer Cyclical
783
+ 5.61%
$112.81 - $126.16 $88.3K - $98.8K
14.7K $1.79M
VO
Vanguard Mid Cap ETF

ETFs
532
+ 11.65%
$251.87 - $277.95 $134K - $148K
5.1K $1.31M
FANG
Diamondback Energy, Inc.

Energy
727
+ 18.48%
$139.9 - $180.18 $102K - $131K
4.66K $745K
META
Meta Platforms, Inc.

Communication Services
259
+ 6.96%
$576.36 - $736.67 $149K - $191K
3.98K $2.3M
UNP
Union Pacific Corp

Industrials
112
+ 1.93%
$225.21 - $254.42 $25.2K - $28.5K
5.9K $1.39M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.52K
+ 5.95%
$18.36 - $20.51 $28K - $31.2K
27.1K $541K
LHX
L3 Harris Technologies, Inc.

Industrials
341
+ 7.44%
$194.65 - $222.86 $66.4K - $76K
4.92K $1.03M
FIS
Fidelity National Information Services, Inc.

Technology
2.22K
+ 13.56%
$68.12 - $83.42 $151K - $185K
18.6K $1.39M
CMCSA
Comcast Corp

Communication Services
2.36K
+ 6.95%
$33.19 - $38.23 $78.3K - $90.1K
36.3K $1.34M
IEMG
Ishares Inc

ETFs
1.18K
+ 19.23%
N/A
7.32K $392K
NEE
Nextera Energy Inc

Utilities
1.03K
+ 8.49%
$66.96 - $76.16 $69.1K - $78.6K
13.2K $934K
EW
Edwards Lifesciences Corp

Healthcare
1.09K
+ 8.74%
$67.95 - $76.19 $74.1K - $83.1K
13.6K $984K
FISV
Fiserv Inc

Technology
459
+ 5.78%
N/A
8.39K $1.05M
DXCM
Dexcom Inc

Healthcare
1.54K
+ 27.81%
$67.74 - $90.75 $104K - $139K
7.05K $481K
PEG
Public Service Enterprise Group Inc

Utilities
844
+ 7.43%
$78.2 - $90.39 $66K - $76.3K
12.2K $1M
KMB
Kimberly Clark Corp

Consumer Defensive
10
+ 0.3%
$124.46 - $147.4 $1.24K - $1.47K
3.4K $483K
MGV
Vanguard Mega Cap Value

ETFs
63
+ 0.54%
$123.61 - $133.01 $7.79K - $8.38K
11.6K $1.48M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
232
+ 12.0%
$196.12 - $229.48 $45.5K - $53.2K
2.17K $435K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
902
+ 16.45%
$102.49 - $119.96 $92.4K - $108K
6.39K $664K
LNT
Alliant Energy Corp

Utilities
14
+ 0.25%
$56.66 - $66.04 $793 - $925
5.69K $366K
WMT
Walmart Inc.

Consumer Defensive
1.59K
+ 3.7%
$84.5 - $105.05 $134K - $167K
44.6K $3.91M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21
+ 0.3%
$58.01 - $64.46 $1.22K - $1.35K
6.98K $436K
IQV
Iqvia Holdings Inc.

Healthcare
609
+ 12.92%
$176.3 - $209.96 $107K - $128K
5.32K $938K
SNPS
Synopsys Inc

Technology
115
+ 16.72%
$428.58 - $551.54 $49.3K - $63.4K
803 $344K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.33%
$890.62 - $1076.86 $891 - $1.08K
301 $284K
CINF
Cincinnati Financial Corp

Financial Services
10
+ 0.62%
$133.67 - $147.81 $1.34K - $1.48K
1.63K $240K
Wells Fargo CO New
5
+ 0.83%
N/A
605 $0
ILCG
Ishares Morningstar Growth ETF
1K
+ 15.35%
N/A
7.54K $0
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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