Code Waechter LLC Purchases in Q1 2025

Code Waechter LLC

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
2.05K
+ 31.49%
$54.02 - $61.09 $111K - $125K
8.55K $511K
SPY
Spdr S&P 500 ETF Trust

ETFs
327
+ 30.06%
$551.42 - $612.93 $180K - $200K
1.42K $792K
KO
Coca Cola CO

Consumer Defensive
1.39K
+ 27.85%
$60.81 - $72.32 $84.6K - $101K
6.39K $458K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.41K
+ 3.44%
$18.36 - $20.51 $44.2K - $49.4K
72.5K $1.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
464
+ 20.52%
$468.34 - $539.52 $217K - $250K
2.73K $1.28M
MS
Morgan Stanley

Financial Services
1.21K
+ 38.65%
$111.68 - $141.08 $135K - $170K
4.33K $505K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.1K
+ 15.89%
$23.16 - $27.04 $304K - $355K
95.8K $2.24M
RTX
Raytheon Technologies Corp

Industrials
317
+ 14.81%
$114.1 - $135.66 $36.2K - $43K
2.46K $326K
IWM
Ishares Russell 2000 ETF

ETFs
462
+ 48.63%
$198.1 - $229.79 $91.5K - $106K
1.41K $282K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.76K
+ 21.15%
$57.21 - $65.8 $101K - $116K
10.1K $588K
AMCR
Amcor PLC

Consumer Cyclical
3.88K
+ 26.41%
$9.33 - $10.39 $36.2K - $40.3K
18.6K $180K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.05K
+ 8.43%
$22.46 - $23.26 $23.5K - $24.3K
13.4K $311K
META
Meta Platforms, Inc.

Communication Services
47
+ 4.38%
$576.36 - $736.67 $27.1K - $34.6K
1.12K $646K
Atlasclear Holdings Inc
10K
New
N/A
10K $7K
CARR
Carrier Global Corp

Industrials
164
+ 5.09%
$62.07 - $70.55 $10.2K - $11.6K
3.38K $214K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.04K
+ 3.22%
$21.75 - $24.28 $153K - $171K
226K $4.98M
TSLA
Tesla, Inc.

Consumer Cyclical
66
+ 8.96%
$222.15 - $428.22 $14.7K - $28.3K
803 $208K
GOOGL
Alphabet Inc.

Communication Services
188
+ 5.09%
$154.33 - $206.19 $29K - $38.8K
3.88K $600K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.72K
+ 5.39%
$121.0 - $142.28 $208K - $244K
33.6K $4.18M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.4K
+ 6.9%
$96.3 - $112.23 $327K - $381K
52.6K $5.13M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
21.5K
+ 13.23%
$36.64 - $45.76 $788K - $984K
184K $6.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.21K
+ 2.29%
$24.91 - $29.02 $204K - $238K
367K $9.19M
Activity Summary
Buys All Purchases 73 New Holdings 38 Increased Positions 35 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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