Citadel Investment Advisory, Inc. Reduced Holdings in Q2 2025

Citadel Investment Advisory, Inc.

  • $214 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.86K
- 3.53%
$483.48 - $539.8 $1.86M - $2.08M
105K $51.2M
Medtronic
-1.15K
- 4.87%
N/A
22.4K $0
John Marshall Bancorp
-1.8K
- 4.49%
N/A
38.3K $0
United Parcel Service Inc
-225
- 4.83%
N/A
4.43K $0
JNJ
Johnson & Johnson

Healthcare
-1.11K
- 4.52%
$146.36 - $159.82 $163K - $178K
23.5K $3.59M
ABBV
Abb Vie Inc.

Healthcare
-140
- 0.76%
$170.16 - $206.27 $23.8K - $28.9K
18.3K $3.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-674
- 6.02%
$285.55 - $321.23 $192K - $217K
10.5K $3.08M
Colgate Palmolive
-200
- 4.77%
N/A
4K $0
PEP
Pepsico Inc

Consumer Defensive
-703
- 4.22%
$128.02 - $151.37 $90K - $106K
16K $2.11M
Vistaprint Nv Cimpress
-100
- 1.15%
N/A
8.58K $0
MTD
Mettler Toledo International Inc

Healthcare
-160
- 8.56%
$970.15 - $1216.57 $155K - $195K
1.71K $2.01M
LOW
Lowes Companies Inc

Consumer Cyclical
-550
- 11.07%
$210.83 - $235.28 $116K - $129K
4.42K $980K
CACC
Credit Acceptance Corp

Financial Services
-257
- 8.69%
$443.32 - $529.8 $114K - $136K
2.7K $1.38M
LECO
Lincoln Electric Holdings Inc

Industrials
-774
- 33.01%
$167.18 - $211.38 $129K - $164K
1.57K $325K
CABO
Cable One, Inc.

Communication Services
-65
- 9.63%
$126.05 - $276.15 $8.19K - $17.9K
610 $82K
HHC
Howard Hughes Corp

Real Estate
-200
- 1.67%
N/A
11.8K $800K
CMCSA
Comcast Corp

Communication Services
-1.45K
- 8.11%
$32.84 - $36.72 $47.6K - $53.2K
16.4K $586K
PG
Procter & Gamble CO

Consumer Defensive
-150
- 3.6%
$157.66 - $172.39 $23.6K - $25.9K
4.01K $639K
SYY
Sysco Corp

Consumer Defensive
-938
- 8.14%
$68.0 - $75.91 $63.8K - $71.2K
10.6K $801K
ENOV
Enovis Corp

Industrials
-166
- 5.43%
$29.65 - $37.35 $4.92K - $6.2K
2.89K $90K
KHC
Kraft Heinz CO

Consumer Defensive
-249
- 3.3%
$25.61 - $30.81 $6.38K - $7.67K
7.3K $188K
DHR
Danaher Corp

Healthcare
-25
- 0.57%
$174.64 - $205.16 $4.37K - $5.13K
4.35K $858K
T
At&T Inc.

Communication Services
-1.51K
- 9.39%
$26.33 - $28.94 $39.7K - $43.6K
14.5K $420K
WTW
Willis Towers Watson PLC

Financial Services
-9
- 1.09%
$295.96 - $337.43 $2.66K - $3.04K
817 $250K
LBTYK
Liberty Global PLC

Communication Services
-810
- 9.23%
$9.32 - $11.93 $7.55K - $9.66K
7.97K $82K
RE
Everest Re Group LTD

Financial Services
-100
- 4.49%
N/A
2.13K $788K
INTC
Intel Corp

Technology
-575
- 5.1%
$18.13 - $22.69 $10.4K - $13K
10.7K $239K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-171
- 3.51%
$63.54 - $68.5 $10.9K - $11.7K
4.7K $316K
SIRI
Sirius Xm Holdings Inc.

Communication Services
-672
- 7.33%
$19.34 - $22.97 $13K - $15.4K
8.49K $195K
LBTYA
Liberty Global PLC

Communication Services
-257
- 4.04%
$9.08 - $11.51 $2.33K - $2.96K
6.11K $61K
ESAB
Esab Corp

Industrials
-133
- 3.45%
$104.48 - $130.25 $13.9K - $17.3K
3.73K $449K
WRB
Berkley W R Corp

Financial Services
-168
- 1.85%
$64.28 - $75.17 $10.8K - $12.6K
8.93K $655K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.69K
- 4.85%
$7.69 - $11.46 $20.6K - $30.8K
52.7K $603K
GD
General Dynamics Corp

Industrials
-495
- 5.56%
$247.68 - $291.66 $123K - $144K
8.41K $2.45M
CSX
Csx Corp

Industrials
-3.75K
- 8.4%
$26.69 - $32.91 $100K - $123K
40.9K $1.33M
LBRDK
Liberty Broadband Corp

Communication Services
-249
- 6.8%
$73.65 - $101.29 $18.3K - $25.2K
3.41K $335K
CNI
Canadian National Railway CO

Industrials
-250
- 3.14%
$92.66 - $108.13 $23.2K - $27K
7.71K $802K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-250
- 4.03%
$66.1 - $97.75 $16.5K - $24.4K
5.96K $558K
LDOS
Leidos Holdings, Inc.

Technology
-150
- 3.32%
$132.9 - $160.3 $19.9K - $24K
4.37K $688K
AMZN
Amazon Com Inc

Consumer Cyclical
-300
- 5.91%
$167.32 - $223.3 $50.2K - $67K
4.77K $1.05M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-838
- 3.77%
$58.52 - $71.7 $49K - $60.1K
21.4K $1.47M
VIACA
Paramount Global

Communication Services
-274
- 3.91%
N/A
6.74K $185K
WFC
Wells Fargo & Company

Financial Services
-700
- 3.33%
$60.98 - $80.12 $42.7K - $56.1K
20.3K $1.63M
AXP
American Express CO

Financial Services
-677
- 10.09%
$231.39 - $318.98 $157K - $216K
6.03K $1.92M
BA
Boeing CO

Industrials
-90
- 2.51%
$136.59 - $217.51 $12.3K - $19.6K
3.5K $732K
MCO
Moodys Corp

Financial Services
-283
- 3.54%
$396.7 - $501.59 $112K - $142K
7.7K $3.86M
RTX
Raytheon Technologies Corp

Industrials
-1.5K
- 4.98%
$113.75 - $148.48 $170K - $222K
28.6K $4.17M
ETN
Eaton Corp PLC

Industrials
-213
- 6.16%
$246.52 - $356.99 $52.5K - $76K
3.24K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-287
- 3.23%
$210.28 - $289.91 $60.4K - $83.2K
8.6K $2.49M
Activity Summary
Buys All Purchases 9 New Holdings 2 Increased Positions 7 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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