Brogan Financial, Inc. Incresed Positions in Q1 2025

Brogan Financial, Inc.

  • $206 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
3.95K
+ 0.62%
$28.88 - $32.4 $114K - $128K
636K $19.9B
WMT
Walmart Inc.

Consumer Defensive
4.87K
+ 96.23%
$84.5 - $105.05 $412K - $512K
9.93K $872M
DRSK
ETF Ser Solutions Aptus Define

ETFs
19.8K
+ 2.07%
$27.06 - $28.25 $535K - $559K
976K $26.6B
TSLA
Tesla, Inc.

Consumer Cyclical
1.14K
+ 193.56%
$222.15 - $428.22 $254K - $489K
1.73K $449M
HD
Home Depot, Inc.

Consumer Cyclical
616
+ 45.7%
$347.25 - $424.87 $214K - $262K
1.96K $720M
ABBV
Abb Vie Inc.

Healthcare
234
+ 7.89%
$169.2 - $216.66 $39.6K - $50.7K
3.2K $670M
ELV
Elevance Health, Inc.

Healthcare
7
+ 0.42%
$365.9 - $436.25 $2.56K - $3.05K
1.67K $726M
JPM
Jpmorgan Chase & CO

Financial Services
397
+ 29.65%
$225.19 - $279.95 $89.4K - $111K
1.74K $426M
ROP
Roper Technologies Inc

Industrials
36
+ 3.57%
$502.71 - $593.81 $18.1K - $21.4K
1.05K $616M
ABT
Abbott Laboratories

Healthcare
218
+ 7.27%
$111.1 - $140.22 $24.2K - $30.6K
3.22K $426M
LOW
Lowes Companies Inc

Consumer Cyclical
416
+ 33.96%
$222.66 - $268.42 $92.6K - $112K
1.64K $383M
KO
Coca Cola CO

Consumer Defensive
412
+ 8.42%
$60.81 - $72.32 $25.1K - $29.8K
5.31K $380M
AMT
American Tower Corp

Real Estate
112
+ 8.19%
$173.46 - $217.6 $19.4K - $24.4K
1.48K $322M
XOM
Exxon Mobil Corp

Energy
36
+ 0.65%
$105.44 - $118.93 $3.8K - $4.28K
5.61K $667M
MSFT
Microsoft Corp

Technology
549
+ 17.41%
$375.39 - $447.2 $206K - $246K
3.7K $1.39B
CHE
Chemed Corp

Healthcare
29
+ 7.3%
$521.84 - $615.32 $15.1K - $17.8K
426 $262M
PGR
Progressive Corp

Financial Services
14
+ 1.56%
$235.61 - $291.22 $3.3K - $4.08K
912 $258M
V
Visa Inc.

Financial Services
18
+ 1.85%
$306.92 - $362.71 $5.52K - $6.53K
992 $348M
CAT
Caterpillar Inc

Industrials
216
+ 18.93%
$326.75 - $407.63 $70.6K - $88K
1.36K $447M
UNH
Unitedhealth Group Inc

Healthcare
27
+ 3.41%
$461.52 - $548.18 $12.5K - $14.8K
819 $429M
NVDA
Nvidia Corp

Technology
1.15K
+ 30.57%
$106.98 - $149.43 $123K - $172K
4.93K $534M
BR
Broadridge Financial Solutions, Inc.

Technology
28
+ 3.03%
$221.46 - $244.83 $6.2K - $6.86K
952 $231M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.46%
$433.45 - $513.82 $867 - $1.03K
441 $226M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.42%
$182.82 - $196.21 $2.01K - $2.16K
2.61K $492M
SAIC
Science Applications International Corp

Technology
17
+ 0.33%
$95.77 - $119.82 $1.63K - $2.04K
5.22K $586M
DGRO
Ishares Core Dividend Growth E

ETFs
18
+ 0.51%
$60.46 - $64.42 $1.09K - $1.16K
3.55K $219M
NEE
Nextera Energy Inc

Utilities
45
+ 0.78%
$66.96 - $76.16 $3.01K - $3.43K
5.79K $410M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
55
+ 3.56%
$507.05 - $563.67 $27.9K - $31K
1.6K $823M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.29%
$57.21 - $65.8 $572 - $658
3.44K $201M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.33%
$554.06 - $615.85 $1.11K - $1.23K
604 $339M
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.31%
$250.16 - $278.79 $1K - $1.12K
1.29K $326M
PWR
Quanta Services, Inc.

Industrials
73
+ 9.86%
$236.71 - $358.03 $17.3K - $26.1K
813 $207M
DFUS
Dimensional ETF Tr U S Equity

ETFs
22
+ 0.23%
$59.61 - $66.71 $1.31K - $1.47K
9.48K $573M
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.15%
$220.9 - $277.54 $442 - $555
1.34K $313M
Jacobs Solutions Inc
8
+ 0.26%
N/A
3.12K $377M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.26K
+ 0.97%
$169.43 - $182.84 $214K - $231K
132K $22.9B
AMZN
Amazon Com Inc

Consumer Cyclical
262
+ 6.64%
$190.26 - $242.06 $49.8K - $63.4K
4.21K $800M
LDOS
Leidos Holdings, Inc.

Technology
23
+ 0.3%
$126.82 - $161.11 $2.92K - $3.71K
7.65K $1.03B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.11%
$360.07 - $417.26 $720 - $835
1.86K $670M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.02K
+ 3.09%
$64.88 - $72.1 $131K - $145K
67.3K $4.42B
BX
Blackstone Inc.

Financial Services
20
+ 0.72%
$136.53 - $186.74 $2.73K - $3.73K
2.82K $394M
AAPL
Apple Inc.

Technology
223
+ 1.45%
$209.68 - $247.1 $46.8K - $55.1K
15.6K $3.47B
OSCV
Opus Small Cap Value ETF

ETFs
15.5K
+ 2.0%
$34.16 - $38.45 $529K - $595K
789K $27.5B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
19.7K
+ 1.03%
$38.36 - $41.43 $755K - $815K
1.94M $74.9B
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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