Code Waechter LLC Incresed Positions in Q1 2025

Code Waechter LLC

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
14.8K
+ 9.76%
$34.95 - $37.36 $518K - $554K
167K $5.94M
DRSK
ETF Ser Solutions Aptus Define

ETFs
19K
+ 17.67%
$27.06 - $28.25 $515K - $538K
127K $3.46M
ABBV
Abb Vie Inc.

Healthcare
1.55K
+ 66.81%
$169.2 - $216.66 $263K - $336K
3.88K $812K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.72K
+ 9.87%
$53.6 - $58.97 $521K - $573K
108K $5.93M
SNY
Sanofi

Healthcare
5.21K
+ 77.87%
$48.15 - $59.42 $251K - $310K
11.9K $660K
XLE
Energy Sector Spdr

ETFs
881
+ 3.03%
$85.7 - $93.96 $75.5K - $82.8K
30K $2.8M
MUB
Ishares National Muni Bond ETF

ETFs
2.8K
+ 30.03%
$104.71 - $107.69 $293K - $302K
12.1K $1.28M
IVV
Ishares Core S&P 500 ETF

ETFs
620
+ 24.56%
$554.06 - $615.85 $344K - $382K
3.14K $1.77M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
3.9K
+ 8.62%
$38.5 - $43.78 $150K - $171K
49.1K $2.02M
CVX
Chevron Corp

Energy
485
+ 9.1%
$146.71 - $167.97 $71.2K - $81.5K
5.81K $973K
JNJ
Johnson & Johnson

Healthcare
461
+ 11.29%
$142.06 - $167.7 $65.5K - $77.3K
4.55K $754K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
8.91K
+ 73.86%
$18.01 - $18.31 $160K - $163K
21K $379K
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
PEP
Pepsico Inc

Consumer Defensive
472
+ 17.59%
$142.64 - $156.42 $67.3K - $73.8K
3.16K $473K
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
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
Track This Portfolio

Track Code Waechter LLC Portfolio

Follow Code Waechter LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Code Waechter LLC, based on Form 13F filings with the SEC.

News

Stay updated on Code Waechter LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email