Code Waechter LLC New Holdings in Q1 2025

Code Waechter LLC

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
84.7K
New
$31.31 - $31.89 $2.65M - $2.7M
84.7K $2.66M
TTE
Total Energies Se

Energy
9.64K
New
N/A
9.64K $624K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.6K
New
$56.17 - $59.71 $594K - $631K
10.6K $604K
VZ
Verizon Communications Inc

Communication Services
13K
New
$37.81 - $46.49 $493K - $607K
13K $592K
GILD
Gilead Sciences, Inc.

Healthcare
4.96K
New
$89.14 - $117.41 $442K - $582K
4.96K $556K
QDPL
Pacer Fds Tr Metaurus Us Large
15.1K
New
$36.5 - $40.04 $550K - $604K
15.1K $550K
NGG
National Grid PLC

Utilities
8.37K
New
$56.13 - $65.61 $470K - $549K
8.37K $549K
BMY
Bristol Myers Squibb CO

Healthcare
8.18K
New
$53.9 - $63.11 $441K - $516K
8.18K $499K
AMGN
Amgen Inc

Healthcare
1.49K
New
$258.59 - $327.36 $384K - $486K
1.49K $463K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.04K
New
$49.25 - $50.66 $445K - $458K
9.04K $449K
DUK
Duke Energy Corp

Utilities
3.46K
New
$105.87 - $121.97 $366K - $422K
3.46K $422K
USB
Us Bancorp \De\

Financial Services
9.92K
New
$40.92 - $50.9 $406K - $505K
9.92K $419K
T
At&T Inc.

Communication Services
14.8K
New
$21.56 - $28.28 $319K - $418K
14.8K $418K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.27K
New
$168.84 - $202.89 $383K - $460K
2.27K $399K
TFC
Truist Financial Corp

Financial Services
8.87K
New
$39.48 - $48.15 $350K - $427K
8.87K $365K
XOM
Exxon Mobil Corp

Energy
3.04K
New
$105.44 - $118.93 $321K - $362K
3.04K $362K
PLD
Prologis, Inc.

Real Estate
3.2K
New
$103.59 - $124.04 $331K - $396K
3.2K $357K
VO
Vanguard Mid Cap ETF

ETFs
1.32K
New
$251.87 - $277.95 $332K - $366K
1.32K $341K
AEP
American Electric Power CO Inc

Utilities
3.08K
New
$90.32 - $109.27 $278K - $337K
3.08K $337K
PFE
Pfizer Inc

Healthcare
13.2K
New
$25.01 - $27.13 $331K - $359K
13.2K $335K
HBAN
Huntington Bancshares Inc

Financial Services
22K
New
$14.28 - $17.39 $314K - $383K
22K $330K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.64K
New
$69.82 - $78.67 $324K - $365K
4.64K $326K
SO
Southern CO

Utilities
3.17K
New
$80.96 - $92.96 $257K - $295K
3.17K $292K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.6K
New
$25.12 - $26.05 $290K - $301K
11.6K $291K
ETR
Entergy Corp

Utilities
3.4K
New
$75.26 - $87.89 $256K - $299K
3.4K $291K
BMO
Bank Of Montreal

Financial Services
2.95K
New
$94.92 - $104.14 $280K - $307K
2.95K $282K
Kenvue Inc
10.9K
New
N/A
10.9K $261K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.66K
New
$92.51 - $102.81 $246K - $273K
2.66K $246K
PPL
Ppl Corp

Utilities
6.6K
New
$31.68 - $36.11 $209K - $238K
6.6K $238K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
441
New
$507.05 - $563.67 $224K - $249K
441 $227K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.17K
New
$25.81 - $28.52 $211K - $233K
8.17K $225K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.04K
New
$108.02 - $120.45 $220K - $246K
2.04K $225K
VEA
Vanguard Ftse Developed Market

ETFs
4.42K
New
$47.4 - $52.99 $209K - $234K
4.42K $224K
PAYX
Paychex Inc

Industrials
1.42K
New
$136.06 - $154.52 $193K - $220K
1.42K $219K
UNP
Union Pacific Corp

Industrials
867
New
$225.21 - $254.42 $195K - $221K
867 $205K
FLO
Flowers Foods Inc

Consumer Defensive
10.1K
New
$18.05 - $20.78 $183K - $211K
10.1K $193K
Atlasclear Holdings Inc
10K
New
N/A
10K $7K
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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