Dupree Financial Group, LLC Reduced Holdings in Q2 2025

Dupree Financial Group, LLC

  • $254 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
-123K
- 48.24%
$25.14 - $34.01 $3.1M - $4.2M
132K $4.16B
ENB
Enbridge Inc

Energy
-76.2K
- 18.66%
$41.09 - $47.16 $3.13M - $3.6M
332K $15.1B
VZ
Verizon Communications Inc

Communication Services
-47.6K
- 17.56%
$41.67 - $45.62 $1.98M - $2.17M
223K $9.66B
MELI
Mercadolibre Inc

Consumer Cyclical
-2.38K
- 38.96%
$1794.73 - $2613.63 $4.27M - $6.22M
3.73K $9.74B
O
Realty Income Corp

Real Estate
-26.3K
- 18.04%
$52.27 - $58.52 $1.38M - $1.54M
120K $6.89B
CVX
Chevron Corp

Energy
-917
- 1.77%
$133.73 - $168.51 $123K - $155K
50.8K $7.28B
BTI
British American Tobacco P.L.C.

Consumer Defensive
-78.5K
- 19.95%
$39.43 - $49.34 $3.09M - $3.87M
315K $14.9B
WPC
W. P. Carey Inc.

Real Estate
-18.4K
- 18.04%
$56.12 - $64.53 $1.03M - $1.19M
83.5K $5.21B
T
At&T Inc.

Communication Services
-45.2K
- 20.63%
$26.33 - $28.94 $1.19M - $1.31M
174K $5.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-407
- 5.04%
$483.48 - $539.8 $197K - $220K
7.67K $3.73B
AAPL
Apple Inc.

Technology
-570
- 2.94%
$172.42 - $223.89 $98.3K - $128K
18.8K $3.86B
XOM
Exxon Mobil Corp

Energy
-839
- 7.48%
$99.93 - $119.04 $83.8K - $99.9K
10.4K $1.12B
IBM
International Business Machines Corp

Technology
-412
- 35.03%
$221.03 - $294.78 $91.1K - $121K
764 $225M
COST
Costco Wholesale Corp

Consumer Defensive
-71
- 25.54%
$908.13 - $1056.85 $64.5K - $75K
207 $205M
MRK
Merck & Co., Inc.

Healthcare
-21
- 0.44%
$73.47 - $87.12 $1.54K - $1.83K
4.75K $376M
DVY
Ishares Tr

ETFs
-131
- 2.13%
$118.37 - $134.86 $15.5K - $17.7K
6.01K $799M
MMM
3 M CO

Industrials
-226
- 8.05%
$126.09 - $154.15 $28.5K - $34.8K
2.58K $393M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-486
- 3.18%
$20.99 - $23.93 $10.2K - $11.6K
14.8K $348M
KO
Coca Cola CO

Consumer Defensive
-137
- 4.06%
$68.37 - $73.9 $9.37K - $10.1K
3.24K $229M
IVV
Ishares Core S&P 500 ETF

ETFs
-56
- 13.59%
$498.8 - $620.9 $27.9K - $34.8K
356 $221M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-226
- 1.55%
$44.68 - $45.96 $10.1K - $10.4K
14.3K $655M
GNR
Spdr S&P Global Natural Resour

ETFs
-157
- 1.71%
$45.66 - $55.03 $7.17K - $8.64K
9.05K $491M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-156
- 2.54%
$90.56 - $109.49 $14.1K - $17.1K
5.99K $655M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-239
- 3.0%
$152.93 - $181.74 $36.6K - $43.4K
7.72K $1.4B
FNDF
Schwab Fundamental Intl Large

ETFs
-3.28K
- 7.63%
$32.25 - $40.02 $106K - $131K
39.7K $1.59B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-157
- 1.41%
$59.24 - $71.39 $9.3K - $11.2K
11K $784M
IGV
Ishares Expanded Tech Software

ETFs
-39
- 1.07%
$80.15 - $109.5 $3.13K - $4.27K
3.59K $393M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21
- 1.27%
$456.74 - $568.03 $9.59K - $11.9K
1.63K $925M
OSTK
Overstock.Com, Inc

Consumer Cyclical
-1.06K
- 1.22%
N/A
85.8K $591M
AVGO
Broadcom Inc.

Technology
-74
- 5.91%
$146.29 - $275.65 $10.8K - $20.4K
1.18K $325M
VIG
Vanguard Dividend Appreciation

ETFs
-95
- 0.56%
N/A
16.9K $3.46B
AMZN
Amazon Com Inc

Consumer Cyclical
-288
- 2.53%
$167.32 - $223.3 $48.2K - $64.3K
11.1K $2.44B
BEN
Franklin Resources Inc

Financial Services
-911
- 0.67%
$16.66 - $23.85 $15.2K - $21.7K
136K $3.24B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-304
- 1.53%
$141.37 - $228.57 $43K - $69.5K
19.6K $4.44B
Activity Summary
Buys All Purchases 28 New Holdings 12 Increased Positions 16 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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