Campion Asset Management Sells in Q4 2024

Campion Asset Management

  • $132 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-133
- 3.98%
$727.2 - $932.06 $96.7K - $124K
3.21K $2.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-377
- 0.55%
$44.04 - $49.49 $16.6K - $18.7K
68.1K $3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.44K
- 7.98%
$121.89 - $135.52 $298K - $331K
28.2K $3.52M
IWM
Ishares Russell 2000 ETF

ETFs
-1.01K
- 5.88%
$216.13 - $242.4 $217K - $244K
16.1K $3.56M
CI
Cigna Corp

Healthcare
-290
- 16.11%
$265.59 - $358.58 $77K - $104K
1.51K $416K
XOM
Exxon Mobil Corp

Energy
-106
- 0.58%
$105.51 - $125.37 $11.2K - $13.3K
18.1K $1.95M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-575
- 10.75%
$72.97 - $96.75 $42K - $55.6K
4.78K $354K
UNH
Unitedhealth Group Inc

Healthcare
-13
- 0.71%
$485.52 - $625.25 $6.31K - $8.13K
1.82K $919K
ELV
Elevance Health, Inc.

Healthcare
-11
- 1.13%
$365.96 - $514.62 $4.03K - $5.66K
960 $354K
PSA
Public Storage

Real Estate
-10
- 0.54%
$289.33 - $360.21 $2.89K - $3.6K
1.83K $547K
JNJ
Johnson & Johnson

Healthcare
-58
- 1.09%
$143.34 - $165.86 $8.31K - $9.62K
5.27K $762K
IVE
Ishares S&P 500 Value ETF

ETFs
-450
- 20.06%
$189.5 - $206.17 $85.3K - $92.8K
1.79K $342K
PSX
Phillips 66

Energy
-205
- 4.72%
$110.35 - $138.93 $22.6K - $28.5K
4.14K $471K
EXC
Exelon Corp

Utilities
-1.27K
- 9.07%
$36.22 - $40.97 $46K - $52K
12.7K $479K
MRK
Merck & Co., Inc.

Healthcare
-37
- 0.65%
$96.31 - $114.76 $3.56K - $4.25K
5.64K $561K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.22K
- 1.13%
$87.25 - $95.52 $106K - $117K
106K $9.41M
O
Realty Income Corp

Real Estate
-317
- 5.69%
$51.76 - $64.71 $16.4K - $20.5K
5.25K $280K
VZ
Verizon Communications Inc

Communication Services
-61
- 0.45%
$39.6 - $45.21 $2.42K - $2.76K
13.5K $540K
SO
Southern CO

Utilities
-266
- 5.61%
$81.5 - $94.15 $21.7K - $25K
4.47K $368K
COP
Conocophillips

Energy
-175
- 2.61%
$95.12 - $114.72 $16.6K - $20.1K
6.52K $646K
DUK
Duke Energy Corp

Utilities
-242
- 5.61%
$105.76 - $120.76 $25.6K - $29.2K
4.07K $438K
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.26%
$161.05 - $179.7 $4.03K - $4.49K
9.53K $1.6M
PPL
Ppl Corp

Utilities
-1.24K
- 12.24%
$31.47 - $35.0 $39K - $43.4K
8.89K $288K
NSC
Norfolk Southern Corp

Industrials
-100
- 6.29%
$230.6 - $277.0 $23.1K - $27.7K
1.49K $349K
TGT
Target Corp

Consumer Defensive
-15
- 0.75%
$121.59 - $160.69 $1.82K - $2.41K
1.97K $266K
RTX
Raytheon Technologies Corp

Industrials
-30
- 0.43%
$114.45 - $127.21 $3.43K - $3.82K
6.98K $807K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-968
- 2.76%
$311.11 - $335.64 $301K - $325K
34.1K $11M
IWD
Ishares Russell 1000 Val ETF

ETFs
-111
- 5.28%
$183.23 - $199.79 $20.3K - $22.2K
1.99K $368K
MAA
Mid America Apartment Communities Inc.

Real Estate
-46
- 0.86%
$149.17 - $165.2 $6.86K - $7.6K
5.31K $820K
XLE
Energy Sector Spdr

ETFs
-210
- 4.55%
$83.32 - $97.27 $17.5K - $20.4K
4.41K $377K
CVX
Chevron Corp

Energy
-70
- 1.08%
$141.15 - $162.53 $9.88K - $11.4K
6.43K $931K
APD
Air Products & Chemicals, Inc.

Basic Materials
-52
- 4.9%
$285.5 - $335.62 $14.8K - $17.5K
1.01K $292K
LTC
Ltc Properties Inc

Real Estate
-90
- 1.38%
$34.42 - $39.44 $3.1K - $3.55K
6.45K $222K
MMM
3 M CO

Industrials
-25
- 1.27%
$124.74 - $137.12 $3.12K - $3.43K
1.95K $251K
ABT
Abbott Laboratories

Healthcare
-64
- 1.29%
$111.93 - $119.39 $7.16K - $7.64K
4.9K $554K
IWV
Ishares Russell 3000 ETF

ETFs
-32
- 4.24%
$323.08 - $349.08 $10.3K - $11.2K
722 $241K
IBM
International Business Machines Corp

Technology
-2
- 0.16%
$204.9 - $238.04 $410 - $476
1.27K $278K
BR
Broadridge Financial Solutions, Inc.

Technology
-75
- 4.57%
$209.64 - $236.44 $15.7K - $17.7K
1.57K $353K
BAC
Bank Of America Corp

Financial Services
-65
- 1.17%
$39.22 - $47.77 $2.55K - $3.11K
5.51K $242K
TM
Toyota Motor Corp

Consumer Cyclical
-10
- 0.4%
$169.2 - $199.52 $1.69K - $2K
2.48K $482K
CSCO
Cisco Systems, Inc.

Technology
-330
- 2.25%
$52.45 - $60.02 $17.3K - $19.8K
14.3K $848K
WFC
Wells Fargo & Company

Financial Services
-170
- 2.24%
$54.98 - $77.35 $9.35K - $13.1K
7.42K $520K
UNM
Unum Group

Financial Services
-100
- 1.19%
$58.88 - $77.07 $5.89K - $7.71K
8.3K $606K
VOX
Vanguard Communication Service

ETFs
-284
- 1.56%
$144.31 - $163.57 $41K - $46.5K
17.9K $2.78M
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 0.56%
$205.18 - $250.29 $5.75K - $7.01K
5K $1.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-692
- 1.98%
$94.19 - $106.95 $65.2K - $74K
34.3K $3.51M
AAPL
Apple Inc.

Technology
-287
- 1.53%
$221.69 - $259.02 $63.6K - $74.3K
18.4K $4.61M
Activity Summary
Buys All Purchases 8 New Holdings 0 Increased Positions 8 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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