Elgethun Capital Management Purchases in Q1 2025

Elgethun Capital Management

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
896
+ 0.7%
$442.66 - $534.52 $397K - $479K
128K $68.2M
BOC
Boston Omaha Corp

Communication Services
450K
+ 80.43%
$13.42 - $15.41 $6.04M - $6.93M
1.01M $14.7M
EFV
Msci Eafe Value ETF

ETFs
53.2K
+ 17.38%
$51.88 - $60.73 $2.76M - $3.23M
359K $21.2M
FRFHF
Fairfax Financial Holdings LTD

Financial Services
1.05K
+ 4.49%
$1335.11 - $1477.36 $1.4M - $1.55M
24.5K $35.4M
FNDE
Schwab Fundamental Emerging Mk

ETFs
63.5K
+ 18.16%
$28.11 - $32.0 $1.78M - $2.03M
413K $12.7M
STLA
Stellantis N.V.

Consumer Cyclical
229K
+ 259.8%
$11.21 - $14.21 $2.56M - $3.25M
317K $3.55M
INTC
Intel Corp

Technology
98.6K
+ 243.23%
$19.1 - $27.39 $1.88M - $2.7M
139K $3.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
80K
+ 17.6%
$18.36 - $20.51 $1.47M - $1.64M
534K $10.6M
SCHW
Schwab Charles Corp

Financial Services
11.2K
+ 7.6%
$71.24 - $83.64 $800K - $939K
159K $12.4M
IEMG
Ishares Inc

ETFs
22.7K
+ 7.2%
N/A
338K $18.1M
VBR
Vanguard Small Cap Value ETF

ETFs
7.11K
+ 39.93%
$183.02 - $207.75 $1.3M - $1.48M
24.9K $4.64M
C
Citigroup Inc

Financial Services
10.9K
+ 6.88%
$67.23 - $84.63 $733K - $923K
170K $12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.89K
+ 24.56%
$169.43 - $182.84 $829K - $894K
24.8K $4.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.25K
+ 1.31%
$48.65 - $53.06 $110K - $119K
174K $9.04M
ACI
Albertsons Companies, Inc.

Consumer Defensive
15K
+ 8.44%
$19.58 - $22.02 $294K - $330K
193K $4.24M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.3K
+ 59.22%
$40.03 - $46.81 $774K - $905K
52K $2.12M
VDE
Vanguard Energy ETF

ETFs
1.89K
+ 3.92%
$119.14 - $132.76 $225K - $251K
50.2K $6.51M
VEA
Vanguard Ftse Developed Market

ETFs
12.2K
New
$47.4 - $52.99 $580K - $649K
12.2K $622K
KR
Kroger CO

Consumer Defensive
1.44K
+ 1.83%
$58.36 - $67.72 $84.2K - $97.7K
80.3K $5.44M
FFXDF
Fairfax India Holdings Corporation

Financial Services
23.3K
+ 8.94%
$15.58 - $19.81 $362K - $461K
283K $4.74M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.46K
New
$76.94 - $78.28 $497K - $506K
6.46K $505K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.7K
New
$126.11 - $135.06 $467K - $500K
3.7K $477K
CASH
Meta Financial Group Inc

Financial Services
7.47K
+ 4.49%
$69.94 - $81.54 $522K - $609K
174K $12.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.01K
New
$49.25 - $50.66 $395K - $406K
8.01K $397K
UNH
Unitedhealth Group Inc

Healthcare
403
+ 5.69%
$461.52 - $548.18 $186K - $221K
7.48K $3.92M
IEFA
Ishares Tr

ETFs
3.8K
+ 72.3%
$69.57 - $78.65 $264K - $299K
9.06K $685K
EPD
Enterprise Products Partners L.P.

Energy
720
+ 0.71%
$31.75 - $34.14 $22.9K - $24.6K
102K $3.47M
WRB
Berkley W R Corp

Financial Services
2
+ 0.01%
$56.7 - $71.27 $113 - $143
24.1K $1.71M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.33K
+ 14.54%
$25.77 - $27.6 $240K - $258K
73.5K $1.95M
SCHO
Schwab Short Term Us Treasury

ETFs
11.5K
New
$24.1 - $24.34 $277K - $279K
11.5K $279K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.69K
New
$71.17 - $73.66 $262K - $272K
3.69K $270K
ORCL
Oracle Corp

Technology
1.95K
+ 183.62%
$139.81 - $186.47 $273K - $364K
3.01K $421K
TRV
Travelers Companies, Inc.

Financial Services
910
New
$232.43 - $265.13 $212K - $241K
910 $240K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.51K
+ 17.56%
$42.5 - $46.71 $192K - $211K
30.2K $1.37M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10K
New
$22.46 - $23.26 $225K - $233K
10K $231K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.27K
+ 171.53%
$102.49 - $119.96 $233K - $272K
3.6K $375K
PM
Philip Morris International Inc.

Consumer Defensive
349
+ 8.18%
$117.15 - $158.79 $40.9K - $55.4K
4.62K $733K
VTI
Vanguard Total Stock Market Et

ETFs
744
+ 44.15%
$271.18 - $303.12 $202K - $226K
2.43K $667K
MMM
3 M CO

Industrials
352
+ 5.12%
$129.7 - $155.12 $45.7K - $54.6K
7.23K $1.06M
DE
Deere & CO

Industrials
267
+ 54.71%
$408.57 - $509.27 $109K - $136K
755 $354K
KO
Coca Cola CO

Consumer Defensive
557
+ 5.17%
$60.81 - $72.32 $33.9K - $40.3K
11.3K $812K
XOM
Exxon Mobil Corp

Energy
178
+ 2.02%
$105.44 - $118.93 $18.8K - $21.2K
8.97K $1.07M
JNJ
Johnson & Johnson

Healthcare
229
+ 6.37%
$142.06 - $167.7 $32.5K - $38.4K
3.82K $634K
TBBK
Bancorp, Inc.

Financial Services
1.6K
+ 1.47%
$49.74 - $62.75 $79.8K - $101K
110K $5.83M
ECL
Ecolab Inc.

Basic Materials
334
+ 70.61%
$229.72 - $269.82 $76.7K - $90.1K
807 $204K
ABT
Abbott Laboratories

Healthcare
189
+ 6.66%
$111.1 - $140.22 $21K - $26.5K
3.03K $401K
HD
Home Depot, Inc.

Consumer Cyclical
393
+ 13.56%
$347.25 - $424.87 $136K - $167K
3.29K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
198
+ 4.19%
$225.19 - $279.95 $44.6K - $55.4K
4.92K $1.21M
GLD
Spdr Gold Trust

ETFs
100
+ 19.42%
$243.19 - $288.14 $24.3K - $28.8K
615 $177K
Activity Summary
Buys All Purchases 75 New Holdings 9 Increased Positions 66 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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