Excalibur Management Corp Incresed Positions in Q1 2025

Excalibur Management Corp

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
750
+ 3.47%
$442.66 - $534.52 $332K - $401K
22.4K $11.9M
CVS
Cvs Health Corp

Healthcare
130
+ 0.31%
$44.22 - $68.64 $5.75K - $8.92K
42K $2.84M
VZ
Verizon Communications Inc

Communication Services
458
+ 0.46%
$37.81 - $46.49 $17.3K - $21.3K
100K $4.55M
AAPL
Apple Inc.

Technology
9.05K
+ 16.6%
$209.68 - $247.1 $1.9M - $2.24M
63.6K $14.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.78K
+ 14.42%
$169.43 - $182.84 $470K - $507K
22K $3.81M
GLD
Spdr Gold Trust

ETFs
241
+ 3.63%
$243.19 - $288.14 $58.6K - $69.4K
6.89K $1.98M
KO
Coca Cola CO

Consumer Defensive
1.32K
+ 4.49%
$60.81 - $72.32 $80.4K - $95.6K
30.7K $2.2M
WPC
W. P. Carey Inc.

Real Estate
3
+ 0.01%
$53.5 - $65.05 $161 - $195
27.6K $1.74M
BMY
Bristol Myers Squibb CO

Healthcare
273
+ 0.84%
$53.9 - $63.11 $14.7K - $17.2K
32.7K $2M
PULS
Pgim ETF Tr

ETFs
2.92K
+ 26.13%
$49.56 - $49.78 $145K - $146K
14.1K $701K
VIG
Vanguard Dividend Appreciation

ETFs
671
+ 30.71%
N/A
2.86K $520K
GOOG
Alphabet Inc.

Communication Services
1.25K
+ 43.97%
$156.06 - $207.71 $195K - $259K
4.09K $638K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.14%
$725.72 - $929.72 $1.45K - $1.86K
1.47K $1.21M
GOLD
Barrick Gold Corp

Basic Materials
318
+ 1.96%
$15.45 - $19.56 $4.91K - $6.22K
16.6K $321K
AEP
American Electric Power CO Inc

Utilities
33
+ 0.87%
$90.32 - $109.27 $2.98K - $3.61K
3.85K $420K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
9
+ 0.15%
$46.15 - $63.53 $415 - $572
5.94K $365K
MCD
Mcdonalds Corp

Consumer Cyclical
92
+ 5.61%
$279.74 - $321.29 $25.7K - $29.6K
1.73K $541K
MDLZ
Mondelez International, Inc.

Consumer Defensive
90
+ 1.39%
$56.12 - $68.15 $5.05K - $6.13K
6.56K $444K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.13%
$890.62 - $1076.86 $1.78K - $2.15K
1.53K $1.45M
UL
Unilever PLC

Consumer Defensive
10
+ 0.07%
$54.72 - $60.29 $547 - $603
13.7K $818K
MDT
Medtronic PLC

Healthcare
6
+ 0.16%
$79.84 - $94.5 $479 - $567
3.73K $335K
COP
Conocophillips

Energy
60
+ 1.51%
$88.6 - $105.85 $5.32K - $6.35K
4.04K $424K
CB
Chubb LTD

Financial Services
6
+ 0.7%
$257.71 - $301.99 $1.55K - $1.81K
863 $260K
PEP
Pepsico Inc

Consumer Defensive
289
+ 1.78%
$142.64 - $156.42 $41.2K - $45.2K
16.5K $2.47M
NEE
Nextera Energy Inc

Utilities
154
+ 1.7%
$66.96 - $76.16 $10.3K - $11.7K
9.2K $651K
Blackrock Inc
1
+ 0.22%
N/A
447 $0
Gsk PLC
195
+ 1.6%
N/A
12.4K $0
MET
Metlife Inc

Financial Services
65
+ 1.79%
$77.7 - $87.0 $5.05K - $5.66K
3.71K $297K
DD
Du Pont De Nemours, Inc.

Basic Materials
100
+ 1.56%
$72.7 - $84.32 $7.27K - $8.43K
6.51K $486K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.26%
$271.18 - $303.12 $542 - $606
758 $208K
AMD
Advanced Micro Devices Inc

Technology
224
+ 9.61%
$96.63 - $129.55 $21.6K - $29K
2.56K $262K
ADBE
Adobe Inc.

Technology
34
+ 5.38%
$377.84 - $464.11 $12.8K - $15.8K
666 $255K
CAT
Caterpillar Inc

Industrials
52
+ 2.72%
$326.75 - $407.63 $17K - $21.2K
1.97K $648K
HON
Honeywell International Inc

Industrials
30
+ 0.63%
$202.75 - $226.52 $6.08K - $6.8K
4.81K $1.02M
DOW
Dow Inc.

Basic Materials
323
+ 2.34%
$34.36 - $41.92 $11.1K - $13.5K
14.1K $493K
TROW
Price T Rowe Group Inc

Financial Services
41
+ 1.17%
$91.57 - $116.93 $3.75K - $4.79K
3.54K $325K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$554.06 - $615.85 $554 - $616
2.62K $1.47M
IWM
Ishares Russell 2000 ETF

ETFs
171
+ 3.44%
$198.1 - $229.79 $33.9K - $39.3K
5.15K $1.03M
BAC
Bank Of America Corp

Financial Services
648
+ 1.36%
$39.61 - $47.74 $25.7K - $30.9K
48.2K $2.01M
LMT
Lockheed Martin Corp

Industrials
69
+ 2.39%
$423.19 - $506.29 $29.2K - $34.9K
2.96K $1.32M
NKE
Nike, Inc.

Consumer Cyclical
333
+ 3.79%
$63.29 - $81.72 $21.1K - $27.2K
9.12K $578K
DIS
Walt Disney CO

Communication Services
263
+ 2.92%
$96.87 - $114.0 $25.5K - $30K
9.28K $916K
HD
Home Depot, Inc.

Consumer Cyclical
55
+ 1.12%
$347.25 - $424.87 $19.1K - $23.4K
4.99K $1.83M
UPS
United Parcel Service Inc

Industrials
382
+ 3.23%
$109.66 - $136.26 $41.9K - $52.1K
12.2K $1.34M
MRK
Merck & Co., Inc.

Healthcare
385
+ 0.77%
$83.01 - $101.02 $32K - $38.9K
50.4K $4.53M
GOOGL
Alphabet Inc.

Communication Services
169
+ 0.92%
$154.33 - $206.19 $26.1K - $34.8K
18.5K $2.85M
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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