Code Waechter LLC Purchases in Q3 2025

Code Waechter LLC

  • $153 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
7.7K
+ 22.28%
$237.58 - $259.17 $1.83M - $1.99M
42.2K $10.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.9K
+ 24.72%
$100.37 - $100.74 $2.4M - $2.4M
120K $12.1M
BALT
Innovator Etfs Tr
38K
+ 40.68%
$32.11 - $32.82 $1.22M - $1.25M
131K $4.31M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.49K
+ 5.04%
$85.31 - $97.03 $298K - $338K
72.7K $6.92M
BTI
British American Tobacco P.L.C.

Consumer Defensive
13.5K
+ 251.18%
$46.69 - $59.27 $628K - $798K
18.8K $998K
NVDA
Nvidia Corp

Technology
2.91K
+ 58.97%
$153.3 - $186.58 $447K - $544K
7.85K $1.47M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.81K
+ 3.91%
$113.22 - $123.86 $205K - $225K
48.2K $5.87M
AVGO
Broadcom Inc.

Technology
321
+ 9.09%
$264.74 - $369.57 $85K - $119K
3.85K $1.27M
ABBV
Abb Vie Inc.

Healthcare
188
+ 3.53%
$184.85 - $231.54 $34.8K - $43.5K
5.51K $1.28M
LMT
Lockheed Martin Corp

Industrials
515
New
$410.74 - $499.21 $212K - $257K
515 $257K
QDPL
Pacer Fds Tr Metaurus Us Large
1.46K
+ 2.1%
$39.4 - $42.1 $57.6K - $61.6K
71.2K $2.98M
ORCL
Oracle Corp

Technology
798
New
$218.96 - $328.33 $175K - $262K
798 $224K
KMB
Kimberly Clark Corp

Consumer Defensive
1.71K
New
$121.72 - $136.77 $208K - $234K
1.71K $212K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
657
New
$301.44 - $365.84 $198K - $240K
657 $212K
MSFT
Microsoft Corp

Technology
205
+ 4.44%
$491.09 - $535.64 $101K - $110K
4.82K $2.5M
FE
Firstenergy Corp

Utilities
3.59K
+ 69.38%
$39.76 - $45.82 $143K - $165K
8.77K $402K
GNRC
Generac Holdings Inc.

Industrials
1.1K
New
$146.61 - $202.85 $161K - $223K
1.1K $184K
LLY
Eli Lilly & CO

Healthcare
214
+ 46.93%
$625.65 - $812.69 $134K - $174K
670 $511K
PNC
Pnc Financial Services Group, Inc.

Financial Services
536
+ 16.71%
$185.88 - $207.44 $99.6K - $111K
3.74K $752K
XEL
Xcel Energy Inc

Utilities
255
+ 2.74%
$67.56 - $80.65 $17.2K - $20.6K
9.56K $770K
XOM
Exxon Mobil Corp

Energy
969
+ 19.18%
$105.83 - $117.22 $103K - $114K
6.02K $678K
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.24%
$293.94 - $444.72 $588 - $889
833 $370K
GE
General Electric CO

Industrials
92
+ 7.17%
$244.75 - $305.63 $22.5K - $28.1K
1.38K $413K
FDVV
Fidelity High Dividend ETF

ETFs
11
+ 0.05%
$52.42 - $55.71 $577 - $613
22K $1.22M
TRP
Tc Energy Corp

Energy
94
+ 0.7%
$46.58 - $54.41 $4.38K - $5.11K
13.6K $738K
DVY
Ishares Tr

ETFs
71
+ 1.01%
$133.88 - $142.57 $9.51K - $10.1K
7.12K $1.01M
PFE
Pfizer Inc

Healthcare
1.91K
+ 9.28%
$23.29 - $25.88 $44.5K - $49.5K
22.5K $573K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.49%
$617.65 - $666.84 $4.32K - $4.67K
1.42K $947K
IAU
Ishares Gold Trust

ETFs
174
+ 4.09%
$61.62 - $72.77 $10.7K - $12.7K
4.42K $321K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
2.39K
+ 4.47%
$38.66 - $40.82 $92.4K - $97.5K
55.9K $2.23M
TFC
Truist Financial Corp

Financial Services
214
+ 1.72%
$42.83 - $47.07 $9.17K - $10.1K
12.7K $579K
PEP
Pepsico Inc

Consumer Defensive
148
+ 5.33%
$133.81 - $152.16 $19.8K - $22.5K
2.92K $410K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
206
+ 1.13%
$47.56 - $49.7 $9.8K - $10.2K
18.4K $907K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
230
+ 1.13%
$42.43 - $45.05 $9.76K - $10.4K
20.5K $902K
AMGN
Amgen Inc

Healthcare
122
+ 5.43%
$271.18 - $309.22 $33.1K - $37.7K
2.37K $668K
O
Realty Income Corp

Real Estate
196
+ 2.22%
$56.13 - $60.79 $11K - $11.9K
9.02K $548K
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 6.03%
$303.93 - $329.86 $16.1K - $17.5K
932 $305K
PPL
Ppl Corp

Utilities
110
+ 1.11%
$33.54 - $37.24 $3.69K - $4.1K
9.99K $371K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
135
+ 1.62%
$62.09 - $66.51 $8.38K - $8.98K
8.46K $551K
MUB
Ishares National Muni Bond ETF

ETFs
130
+ 1.39%
$103.24 - $106.68 $13.4K - $13.9K
9.45K $1.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
166
+ 0.47%
$26.38 - $27.95 $4.38K - $4.64K
35.3K $964K
DUK
Duke Energy Corp

Utilities
30
+ 0.63%
$116.31 - $125.93 $3.49K - $3.78K
4.82K $596K
AMZN
Amazon Com Inc

Consumer Cyclical
130
+ 3.52%
$211.65 - $238.24 $27.5K - $31K
3.83K $840K
WEC
Wec Energy Group, Inc.

Utilities
27
+ 1.1%
$103.66 - $114.59 $2.8K - $3.09K
2.47K $283K
MLN
Vaneck Long Muni ETF

ETFs
316
+ 1.29%
$16.52 - $17.5 $5.22K - $5.53K
24.7K $432K
HBAN
Huntington Bancshares Inc

Financial Services
195
+ 0.61%
$15.87 - $17.88 $3.09K - $3.49K
31.9K $551K
NGG
National Grid PLC

Utilities
479
+ 4.15%
$67.98 - $74.38 $32.6K - $35.6K
12K $873K
SUB
Ishares Short Term National Mu

ETFs
52
+ 0.88%
$106.17 - $107.3 $5.52K - $5.58K
5.95K $634K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
304
+ 2.53%
$18.32 - $18.72 $5.57K - $5.69K
12.3K $228K
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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