Country Club Bank Reduced Holdings in Q1 2025

Country Club Bank

  • $1.44 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-1.29K
- 1.18%
$19.0 - $19.66 $24.5K - $25.3K
108K $2.12M
WFC
Wells Fargo & Company

Financial Services
-110
- 0.5%
$66.78 - $81.42 $7.35K - $8.96K
21.8K $1.57M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.05%
$36.74 - $50.04 $110 - $150
5.47K $242K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-1.57K
- 1.7%
$21.92 - $22.89 $34.5K - $36K
90.9K $2.08M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
-1.24K
- 1.2%
$19.55 - $20.33 $24.3K - $25.3K
103K $2.09M
VNQ
Vanguard Specialized Funds Van

ETFs
-387
- 0.83%
$85.55 - $94.34 $33.1K - $36.5K
46.2K $4.18M
VZ
Verizon Communications Inc

Communication Services
-1.57K
- 8.09%
$37.81 - $46.49 $59.2K - $72.8K
17.8K $807K
XLU
Utilities Sector Spdr

ETFs
-157
- 1.03%
$74.7 - $80.27 $11.7K - $12.6K
15.1K $1.19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-128
- 0.2%
$81.83 - $82.73 $10.5K - $10.6K
62.7K $5.19M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-211
- 0.06%
$9.47 - $11.46 $2K - $2.42K
326K $3.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-271
- 0.39%
$126.11 - $135.06 $34.2K - $36.6K
69.8K $9M
ADP
Automatic Data Processing Inc

Industrials
-35
- 0.61%
$286.85 - $318.64 $10K - $11.2K
5.68K $1.73M
COP
Conocophillips

Energy
-375
- 1.81%
$88.6 - $105.85 $33.2K - $39.7K
20.3K $2.13M
PG
Procter & Gamble CO

Consumer Defensive
-621
- 0.86%
$158.56 - $176.26 $98.5K - $109K
71.9K $12.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.8K
- 1.69%
$18.36 - $20.51 $33K - $36.9K
104K $2.06M
GLD
Spdr Gold Trust

ETFs
-20
- 0.76%
$243.19 - $288.14 $4.86K - $5.76K
2.62K $755K
WM
Waste Management Inc

Industrials
-100
- 2.12%
$200.54 - $233.78 $20.1K - $23.4K
4.63K $1.07M
SO
Southern CO

Utilities
-15
- 0.12%
$80.96 - $92.96 $1.21K - $1.39K
12.8K $1.18M
C
Citigroup Inc

Financial Services
-6
- -0.0%
$67.23 - $84.63 $403 - $508
226K $16M
LLY
Eli Lilly & CO

Healthcare
-47
- 1.39%
$725.72 - $929.72 $34.1K - $43.7K
3.33K $2.75M
NFLX
Netflix Inc

Communication Services
-17
- 0.43%
$828.4 - $1058.6 $14.1K - $18K
3.92K $3.66M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-1.91K
- 1.78%
$34.32 - $37.26 $65.4K - $71K
105K $3.82M
T
At&T Inc.

Communication Services
-2.13K
- 4.5%
$21.56 - $28.28 $45.8K - $60.1K
45.1K $1.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.02K
- 2.15%
$67.08 - $76.14 $68.6K - $77.9K
46.5K $3.42M
IDU
Ishares Tr U S Utils ETF

ETFs
-821
- 1.36%
$95.33 - $102.77 $78.3K - $84.4K
59.5K $6.04M
COST
Costco Wholesale Corp

Consumer Defensive
-74
- 0.72%
$890.62 - $1076.86 $65.9K - $79.7K
10.2K $9.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-333
- 1.51%
$34.58 - $45.97 $11.5K - $15.3K
21.7K $999K
ABBV
Abb Vie Inc.

Healthcare
-90
- 0.81%
$169.2 - $216.66 $15.2K - $19.5K
11K $2.3M
EFG
Msci Eafe Growth ETF

ETFs
-1.31K
- 0.59%
$96.1 - $106.37 $126K - $139K
219K $21.9M
KLAC
Kla Corp

Technology
-235
- 1.24%
$636.62 - $777.63 $150K - $183K
18.8K $12.8M
BK
Bank Of New York Mellon Corp

Financial Services
-1.48K
- 1.14%
$75.42 - $88.95 $111K - $131K
128K $10.8M
NVS
Novartis Ag

Healthcare
-160
- 0.26%
$97.14 - $115.57 $15.5K - $18.5K
60.9K $6.79M
PM
Philip Morris International Inc.

Consumer Defensive
-12.4K
- 14.81%
$117.15 - $158.79 $1.46M - $1.98M
71.6K $11.4M
SHEL
Shell PLC

Energy
-1.24K
- 0.72%
$62.84 - $73.29 $78.1K - $91.1K
172K $12.6M
CVX
Chevron Corp

Energy
-368
- 0.36%
$146.71 - $167.97 $54K - $61.8K
102K $17.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-124
- 0.19%
$442.66 - $534.52 $54.9K - $66.3K
65.4K $34.9M
Activity Summary
Buys All Purchases 122 New Holdings 11 Increased Positions 111 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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