Ckw Financial Group Purchases in Q1 2025

Ckw Financial Group

  • $800 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
50.3K
+ 2.36%
$69.57 - $78.65 $3.5M - $3.95M
2.18M $165M
MCD
Mcdonalds Corp

Consumer Cyclical
6K
+ 4.43%
$279.74 - $321.29 $1.68M - $1.93M
142K $44.4M
IEMG
Ishares Inc

ETFs
8.36K
+ 1.21%
N/A
697K $37.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.8K
+ 5.34%
$54.25 - $57.64 $1.24M - $1.32M
450K $24.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.42K
+ 4.6%
$56.51 - $62.98 $476K - $530K
191K $11.6M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
14.5K
+ 3.13%
$74.34 - $81.0 $1.08M - $1.17M
477K $36.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.03K
+ 132.94%
$551.42 - $612.93 $565K - $628K
1.8K $1.01M
SPG
Simon Property Group Inc

Real Estate
1.68K
New
$159.48 - $187.78 $267K - $315K
1.68K $279K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.56%
$442.66 - $534.52 $6.64K - $8.02K
2.68K $1.43M
JPM
Jpmorgan Chase & CO

Financial Services
343
+ 3.4%
$225.19 - $279.95 $77.2K - $96K
10.4K $2.54M
TRV
Travelers Companies, Inc.

Financial Services
344
New
$232.43 - $265.13 $80K - $91.2K
344 $91K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.15%
$208.48 - $244.03 $625 - $732
1.94K $474K
IBM
International Business Machines Corp

Technology
6
+ 0.31%
$217.4 - $264.74 $1.3K - $1.59K
1.94K $485K
FCX
Freeport Mcmoran Inc

Basic Materials
1.05K
New
$34.5 - $43.01 $36.3K - $45.2K
1.05K $40K
JNJ
Johnson & Johnson

Healthcare
16
+ 0.39%
$142.06 - $167.7 $2.27K - $2.68K
4.16K $637K
CVX
Chevron Corp

Energy
2
+ 0.16%
$146.71 - $167.97 $293 - $336
1.29K $217K
PFE
Pfizer Inc

Healthcare
1.14K
+ 126.27%
$25.01 - $27.13 $28.6K - $31K
2.05K $50K
CPF
Central Pacific Financial Corp

Financial Services
1.17K
+ 40.93%
$26.39 - $30.61 $30.8K - $35.8K
4.02K $109K
AON
Aon PLC

Financial Services
57
New
$348.44 - $409.32 $19.9K - $23.3K
57 $23K
XOM
Exxon Mobil Corp

Energy
7
+ 0.54%
$105.44 - $118.93 $738 - $833
1.31K $156K
PGNY
Progyny, Inc.

Healthcare
640
New
$17.43 - $23.88 $11.2K - $15.3K
640 $15K
MU
Micron Technology Inc

Technology
90
New
$86.89 - $109.38 $7.82K - $9.84K
90 $8K
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.1%
$55.94 - $66.15 $55.9 - $66.2
990 $63K
AOR
Ishares Tr Core Growth Allocat

ETFs
104
+ 8.28%
$56.63 - $59.39 $5.89K - $6.18K
1.36K $79K
AMGN
Amgen Inc

Healthcare
1
+ 0.81%
$258.59 - $327.36 $259 - $327
125 $38K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.27%
$60.81 - $72.32 $60.8 - $72.3
375 $27K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
200
+ 83.33%
$10.61 - $16.49 $2.12K - $3.3K
440 $6K
TWST
Twist Bioscience Corp

Healthcare
80
New
$36.71 - $54.07 $2.94K - $4.33K
80 $3K
WTW
Willis Towers Watson PLC

Financial Services
1
+ 0.83%
$306.61 - $340.78 $307 - $341
121 $41K
DIS
Walt Disney CO

Communication Services
57
+ 21.92%
$96.87 - $114.0 $5.52K - $6.5K
317 $31K
F
Ford Motor CO

Consumer Cyclical
185
+ 1.7%
$9.12 - $10.43 $1.69K - $1.93K
11.1K $110K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5
+ 2.89%
$74.85 - $84.89 $374 - $424
178 $15K
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.98%
$90.77 - $104.01 $90.8 - $104
103 $11K
CTO
Cto Realty Growth, Inc.

Real Estate
50
New
$18.06 - $20.83 $903 - $1.04K
50 $1K
VCIT
Vanguard Intermediate Term Cor

ETFs
8
New
$79.17 - $82.04 $633 - $656
8 $1K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14
+ 15.56%
$192.82 - $222.1 $2.7K - $3.11K
104 $20K
JEPI
J P Morgan Exchange Traded Fd

ETFs
20
New
$56.17 - $59.71 $1.12K - $1.19K
20 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.95%
$124.46 - $147.4 $124 - $147
106 $15K
PLUG
Plug Power Inc

Industrials
200
New
$1.34 - $3.15 $268 - $630
200 $0
AOA
Ishares Tr Core Aggressive All

ETFs
9
+ 1.22%
$75.7 - $80.01 $681 - $720
747 $57K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9
+ 4.0%
$12.61 - $14.92 $113 - $134
234 $3K
RIG
Transocean Ltd.

Energy
126
New
$2.67 - $4.28 $336 - $539
126 $0
23 Andme Holding CO Cl A New
20
New
N/A
20 $0
Sandisk Corp Com
1
New
N/A
1 $0
CNC
Centene Corp

Healthcare
0
New
$55.93 - $65.89 $0 - $0
0 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.26%
$72.7 - $84.32 $145 - $169
763 $57K
VTRS
Viatris Inc

Healthcare
140
+ 13.55%
$8.68 - $12.42 $1.22K - $1.74K
1.17K $10K
MGA
Magna International Inc

Consumer Cyclical
9
+ 0.61%
$33.99 - $41.85 $306 - $377
1.47K $50K
GNTX
Gentex Corp

Consumer Cyclical
6
+ 0.21%
$23.3 - $28.48 $140 - $171
2.82K $66K
Activity Summary
Buys All Purchases 53 New Holdings 15 Increased Positions 38 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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