Drake & Associates, LLC Purchases in Q2 2025

Drake & Associates, LLC

  • $407 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
364
+ 44.23%
$519.19 - $590.78 $189K - $215K
1.19K $672K
HD
Home Depot, Inc.

Consumer Cyclical
510
+ 38.9%
$335.24 - $380.78 $171K - $194K
1.82K $667K
ISRG
Intuitive Surgical Inc

Healthcare
293
+ 50.78%
$451.58 - $565.94 $132K - $166K
870 $472K
FISV
Fiserv Inc

Technology
1.36K
+ 29.59%
N/A
5.97K $747K
WEC
Wec Energy Group, Inc.

Utilities
1.94K
+ 27.43%
$102.24 - $109.76 $198K - $213K
9.01K $939K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
8.76K
+ 1.17%
$23.03 - $23.59 $202K - $207K
759K $17.9M
ROK
Rockwell Automation, Inc

Industrials
8
+ 0.38%
$218.97 - $332.17 $1.75K - $2.66K
2.14K $710K
MA
Mastercard Inc

Financial Services
206
+ 22.03%
$479.92 - $590.74 $98.9K - $122K
1.14K $641K
GOOGL
Alphabet Inc.

Communication Services
132
+ 2.99%
$144.7 - $178.6 $19.1K - $23.6K
4.54K $800K
RTX
Raytheon Technologies Corp

Industrials
501
+ 24.16%
$113.75 - $148.48 $57K - $74.4K
2.58K $376K
CPRT
Copart Inc

Consumer Cyclical
2.87K
+ 34.35%
$47.72 - $63.84 $137K - $183K
11.2K $551K
SO
Southern CO

Utilities
797
+ 15.27%
$84.91 - $92.56 $67.7K - $73.8K
6.02K $552K
TSLA
Tesla, Inc.

Consumer Cyclical
59
+ 7.04%
$221.86 - $362.89 $13.1K - $21.4K
897 $284K
KMI
Kinder Morgan, Inc.

Energy
1.42K
+ 8.43%
$25.21 - $29.4 $35.9K - $41.9K
18.3K $538K
VTI
Vanguard Total Stock Market Et

ETFs
26
+ 1.98%
$243.75 - $303.93 $6.34K - $7.9K
1.34K $407K
WM
Waste Management Inc

Industrials
194
+ 8.97%
$216.47 - $242.1 $42K - $47K
2.36K $539K
UNP
Union Pacific Corp

Industrials
94
+ 9.87%
$208.27 - $238.46 $19.6K - $22.4K
1.05K $240K
T
At&T Inc.

Communication Services
306
+ 3.54%
$26.33 - $28.94 $8.06K - $8.86K
8.94K $258K
LLY
Eli Lilly & CO

Healthcare
54
+ 6.38%
$713.71 - $898.95 $38.5K - $48.5K
900 $701K
Ralliant Corp
8.51K
New
N/A
8.51K $0
CVX
Chevron Corp

Energy
524
+ 15.63%
$133.73 - $168.51 $70.1K - $88.3K
3.88K $555K
XOM
Exxon Mobil Corp

Energy
87
+ 4.51%
$99.93 - $119.04 $8.69K - $10.4K
2.01K $217K
UNH
Unitedhealth Group Inc

Healthcare
310
+ 27.93%
$274.35 - $599.47 $85K - $186K
1.42K $442K
ABBV
Abb Vie Inc.

Healthcare
48
+ 0.61%
$170.16 - $206.27 $8.17K - $9.9K
7.86K $1.46M
Activity Summary
Buys All Purchases 75 New Holdings 14 Increased Positions 61 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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