Exchange Bank Incresed Positions in Q1 2025

Exchange Bank

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
3.62K
+ 6.17%
$104.71 - $107.69 $379K - $390K
62.2K $6.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 1.07%
$442.66 - $534.52 $7.97K - $9.62K
1.71K $909M
IAU
Ishares Gold Trust

ETFs
723
+ 11.72%
$49.74 - $58.96 $36K - $42.6K
6.89K $406M
ADP
Automatic Data Processing Inc

Industrials
76
+ 1.33%
$286.85 - $318.64 $21.8K - $24.2K
5.81K $1.78B
JPM
Jpmorgan Chase & CO

Financial Services
76
+ 0.68%
$225.19 - $279.95 $17.1K - $21.3K
11.2K $2.76B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.83%
$725.72 - $929.72 $7.26K - $9.3K
1.22K $1.01B
PG
Procter & Gamble CO

Consumer Defensive
53
+ 0.23%
$158.56 - $176.26 $8.4K - $9.34K
22.7K $3.87B
ABBV
Abb Vie Inc.

Healthcare
37
+ 1.91%
$169.2 - $216.66 $6.26K - $8.02K
1.98K $414M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.5K
+ 13.66%
$24.6 - $24.99 $61.6K - $62.6K
20.8K $521M
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.91%
$279.74 - $321.29 $6.43K - $7.39K
2.56K $799M
RTX
Raytheon Technologies Corp

Industrials
50
+ 2.13%
$114.1 - $135.66 $5.71K - $6.78K
2.39K $317M
SUB
Ishares Short Term National Mu

ETFs
379
+ 4.58%
$105.3 - $106.24 $39.9K - $40.3K
8.66K $914M
NFLX
Netflix Inc

Communication Services
15
+ 5.12%
$828.4 - $1058.6 $12.4K - $15.9K
308 $287M
QCOM
Qualcomm Inc

Technology
50
+ 3.83%
$151.94 - $175.86 $7.6K - $8.79K
1.36K $208M
NEE
Nextera Energy Inc

Utilities
56
+ 0.41%
$66.96 - $76.16 $3.75K - $4.26K
13.7K $973M
LMT
Lockheed Martin Corp

Industrials
20
+ 3.89%
$423.19 - $506.29 $8.46K - $10.1K
534 $239M
Ge Vernova Inc
2
+ 0.27%
N/A
733 $224M
ACN
Accenture PLC

Technology
40
+ 5.43%
$300.91 - $398.25 $12K - $15.9K
776 $242M
Blackrock Inc
18
+ 3.85%
N/A
486 $460M
LOW
Lowes Companies Inc

Consumer Cyclical
44
+ 1.93%
$222.66 - $268.42 $9.8K - $11.8K
2.33K $542M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.24%
$554.06 - $615.85 $1.11K - $1.23K
835 $469M
UPS
United Parcel Service Inc

Industrials
30
+ 1.49%
$109.66 - $136.26 $3.29K - $4.09K
2.04K $224M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
215
+ 4.0%
$102.49 - $119.96 $22K - $25.8K
5.59K $585M
ADBE
Adobe Inc.

Technology
60
+ 6.19%
$377.84 - $464.11 $22.7K - $27.8K
1.03K $395M
HD
Home Depot, Inc.

Consumer Cyclical
47
+ 1.88%
$347.25 - $424.87 $16.3K - $20K
2.55K $933M
ORCL
Oracle Corp

Technology
44
+ 0.85%
$139.81 - $186.47 $6.15K - $8.2K
5.23K $732M
AMZN
Amazon Com Inc

Consumer Cyclical
72
+ 1.2%
$190.26 - $242.06 $13.7K - $17.4K
6.09K $1.16B
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.03%
$154.33 - $206.19 $463 - $619
8.99K $1.39B
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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