Elgethun Capital Management Sells in Q2 2025

Elgethun Capital Management

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.8K
- 6.88%
$483.48 - $539.8 $4.26M - $4.75M
119K $57.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.09K
- 0.63%
$45.07 - $52.57 $49.3K - $57.5K
173K $8.45M
AAPL
Apple Inc.

Technology
-75
- 0.47%
$172.42 - $223.89 $12.9K - $16.8K
15.8K $3.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-21.1K
- 19.42%
$19.6 - $24.44 $414K - $516K
87.6K $2.14M
XOM
Exxon Mobil Corp

Energy
-1.13K
- 12.55%
$99.93 - $119.04 $113K - $134K
7.85K $845K
ABBV
Abb Vie Inc.

Healthcare
-282
- 4.34%
$170.16 - $206.27 $48K - $58.2K
6.22K $1.15M
INTC
Intel Corp

Technology
-6.72K
- 4.83%
$18.13 - $22.69 $122K - $152K
132K $2.97M
BP
Bp PLC

Energy
-3.29K
- 19.74%
$26.11 - $33.81 $85.8K - $111K
13.4K $399K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2K
- 54.23%
$72.02 - $73.82 $144K - $148K
1.69K $124K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.82K
- 48.3%
$63.54 - $68.5 $115K - $124K
1.95K $131K
ICE
Intercontinental Exchange, Inc.

Financial Services
-400
- 18.32%
$151.62 - $183.47 $60.6K - $73.4K
1.78K $327K
WERN
Werner Enterprises Inc

Industrials
-541
- 5.58%
$24.66 - $30.08 $13.3K - $16.3K
9.15K $250K
MKL
Markel Corp

Financial Services
-35
- 11.78%
$1678.5 - $1997.36 $58.7K - $69.9K
262 $523K
SPGI
S&P Global Inc.

Financial Services
-100
- 9.23%
$438.31 - $527.29 $43.8K - $52.7K
983 $518K
SCHO
Schwab Short Term Us Treasury

ETFs
-1K
- 8.71%
$24.19 - $24.45 $24.2K - $24.5K
10.5K $255K
KO
Coca Cola CO

Consumer Defensive
-183
- 1.61%
$68.37 - $73.9 $12.5K - $13.5K
11.2K $789K
ECL
Ecolab Inc.

Basic Materials
-100
- 12.39%
$225.65 - $270.95 $22.6K - $27.1K
707 $190K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-300
- 12.63%
$224.16 - $285.86 $67.2K - $85.8K
2.08K $593K
VNQ
Vanguard Specialized Funds Van

ETFs
-68
- 5.17%
$79.79 - $91.42 $5.43K - $6.22K
1.25K $111K
HON
Honeywell International Inc

Industrials
-180
- 9.33%
$182.86 - $232.88 $32.9K - $41.9K
1.75K $407K
GEFB
Greif, Inc. Cl B
-2.41K
- 28.37%
N/A
6.09K $0
VUSB
Vanguard Bd Index Fds
-4.37K
- 97.48%
N/A
113 $0
TXN
Texas Instruments Inc

Technology
-1
- 0.12%
N/A
844 $164K
ABT
Abbott Laboratories

Healthcare
-57
- 1.88%
$123.95 - $138.08 $7.07K - $7.87K
2.97K $403K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-147
- 2.34%
$26.69 - $33.44 $3.92K - $4.92K
6.13K $201K
NKE
Nike, Inc.

Consumer Cyclical
-17
- 0.84%
$53.27 - $72.04 $906 - $1.22K
2K $142K
FNDF
Schwab Fundamental Intl Large

ETFs
-326
- 3.83%
$32.25 - $40.02 $10.5K - $13K
8.19K $327K
MMM
3 M CO

Industrials
-118
- 1.63%
$126.09 - $154.15 $14.9K - $18.2K
7.11K $1.08M
XLF
Financial Sector Spdr

ETFs
-190
- 1.54%
$43.92 - $52.37 $8.34K - $9.95K
12.2K $636K
VTI
Vanguard Total Stock Market Et

ETFs
-79
- 3.25%
$243.75 - $303.93 $19.3K - $24K
2.35K $714K
CAT
Caterpillar Inc

Industrials
-29
- 2.72%
$273.94 - $388.21 $7.94K - $11.3K
1.04K $402K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-263
- 0.87%
$39.89 - $49.46 $10.5K - $13K
29.9K $1.48M
BWB
Bridgewater Bancshares Inc

Financial Services
-350
- 0.42%
$12.29 - $16.19 $4.3K - $5.67K
82.2K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
-16
- 0.33%
$210.28 - $289.91 $3.36K - $4.64K
4.9K $1.42M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-20
- 0.52%
$141.37 - $228.57 $2.83K - $4.57K
3.82K $865K
WMT
Walmart Inc.

Consumer Defensive
-20
- 0.09%
$81.79 - $99.98 $1.64K - $2K
23.3K $2.28M
NVDA
Nvidia Corp

Technology
-330
- 5.59%
$94.31 - $157.99 $31.1K - $52.1K
5.57K $880K
KR
Kroger CO

Consumer Defensive
-686
- 0.85%
$64.62 - $74.0 $44.3K - $50.8K
79.6K $5.71M
AMZN
Amazon Com Inc

Consumer Cyclical
-14
- 0.08%
$167.32 - $223.3 $2.34K - $3.13K
17.4K $3.82M
AXP
American Express CO

Financial Services
-171
- 0.99%
$231.39 - $318.98 $39.6K - $54.5K
17.1K $5.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22K
- 3.22%
$19.1 - $23.83 $420K - $524K
662K $15.8M
MSFT
Microsoft Corp

Technology
-191
- 0.78%
$354.56 - $497.45 $67.7K - $95K
24.4K $12.1M
Activity Summary
Buys All Purchases 62 New Holdings 2 Increased Positions 60 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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