Exchange Capital Management, Inc. Reduced Holdings in Q1 2025

Exchange Capital Management, Inc.

  • $558 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.59K
- 2.68%
$19.43 - $19.62 $69.7K - $70.4K
130K $2.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
-352
- 14.04%
$92.45 - $106.69 $32.5K - $37.6K
2.16K $200K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.13K
- 3.31%
$66.3 - $74.17 $74.7K - $83.5K
32.9K $2.29M
CAT
Caterpillar Inc

Industrials
-48
- 4.87%
$326.75 - $407.63 $15.7K - $19.6K
938 $309K
XLI
Industrial Sector Spdr

ETFs
-292
- 3.14%
$128.78 - $141.67 $37.6K - $41.4K
9.01K $1.18M
ASML
Asml Holding Nv

Technology
-8
- 0.62%
$662.63 - $776.99 $5.3K - $6.22K
1.28K $848K
IWR
Ishares Russell Mid Cap ETF

ETFs
-280
- 9.11%
$82.81 - $92.93 $23.2K - $26K
2.79K $237K
CMA
Comerica Inc

Financial Services
-240
- 3.55%
$56.11 - $68.38 $13.5K - $16.4K
6.52K $384K
FNDA
Schwab Fundamental U S Small C

ETFs
-380
- 4.68%
$26.87 - $30.99 $10.2K - $11.8K
7.74K $211K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-300
- 2.57%
$32.42 - $36.13 $9.73K - $10.8K
11.4K $375K
IBMP
Ishares Tr Ibonds December 202

ETFs
-1.07K
- 6.64%
$25.1 - $25.34 $26.7K - $27K
15K $378K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.07K
- 6.42%
$25.08 - $25.39 $26.7K - $27K
15.5K $392K
SCHO
Schwab Short Term Us Treasury

ETFs
-958
- 8.13%
$24.1 - $24.34 $23.1K - $23.3K
10.8K $263K
MA
Mastercard Inc

Financial Services
-48
- 10.21%
$504.67 - $576.31 $24.2K - $27.7K
422 $231K
LLY
Eli Lilly & CO

Healthcare
-144
- 7.38%
$725.72 - $929.72 $105K - $134K
1.81K $1.49M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.45K
- 4.58%
$65.44 - $70.64 $160K - $173K
51.1K $3.49M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-550
- 2.36%
$26.63 - $26.75 $14.6K - $14.7K
22.7K $607K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-103
- 1.34%
$54.25 - $57.64 $5.59K - $5.94K
7.56K $416K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-168
- 0.97%
$47.6 - $51.91 $8K - $8.72K
17.1K $826K
XLF
Financial Sector Spdr

ETFs
-360
- 4.55%
$47.32 - $52.19 $17K - $18.8K
7.56K $376K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-228
- 2.61%
N/A
8.52K $202K
JPM
Jpmorgan Chase & CO

Financial Services
-787
- 2.31%
$225.19 - $279.95 $177K - $220K
33.3K $8.17M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-7.45K
- 23.77%
N/A
23.9K $0
Black Rock Inc
-192
- 1.52%
N/A
12.4K $0
Invesco Bullet Shares 2033 Corp Bond ETF
-842
- 0.5%
N/A
166K $0
I Shares I Bonds 2029 Muni Bond ETF
-1.07K
- 5.96%
N/A
16.9K $0
Lam Research Corp
-580
- 1.99%
N/A
28.5K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-927
- 0.61%
N/A
152K $0
XLB
Select Sector Spdr Fd Material

ETFs
-57
- 1.51%
$83.19 - $90.99 $4.74K - $5.19K
3.73K $320K
UNH
Unitedhealth Group Inc

Healthcare
-20
- 2.37%
$461.52 - $548.18 $9.23K - $11K
823 $431K
SPGI
S&P Global Inc.

Financial Services
-38
- 1.44%
$478.26 - $543.77 $18.2K - $20.7K
2.6K $1.32M
CVX
Chevron Corp

Energy
-444
- 11.99%
$146.71 - $167.97 $65.1K - $74.6K
3.26K $545K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-201
- 2.07%
$48.13 - $51.78 $9.67K - $10.4K
9.5K $484K
UNP
Union Pacific Corp

Industrials
-119
- 2.34%
$225.21 - $254.42 $26.8K - $30.3K
4.96K $1.17M
KO
Coca Cola CO

Consumer Defensive
-1.81K
- 11.81%
$60.81 - $72.32 $110K - $131K
13.5K $970K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-399
- 1.87%
$48.3 - $52.85 $19.3K - $21.1K
21K $1.07M
BSCU
Invesco Exc Self Ind Tr

ETFs
-1.13K
- 0.7%
$16.2 - $16.64 $18.3K - $18.8K
160K $2.66M
SO
Southern CO

Utilities
-65
- 2.22%
$80.96 - $92.96 $5.26K - $6.04K
2.87K $263K
PG
Procter & Gamble CO

Consumer Defensive
-322
- 1.1%
$158.56 - $176.26 $51.1K - $56.8K
28.9K $4.92M
BSCV
Invesco ETF Self Indexed Fd Tr
-1.38K
- 0.71%
$15.87 - $16.38 $21.9K - $22.6K
194K $3.16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-482
- 1.13%
$42.5 - $46.71 $20.5K - $22.5K
42.2K $1.91M
VZ
Verizon Communications Inc

Communication Services
-260
- 3.08%
$37.81 - $46.49 $9.83K - $12.1K
8.19K $371K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-683
- 1.02%
$95.85 - $99.25 $65.5K - $67.8K
66.2K $6.55M
GE
General Electric CO

Industrials
-50
- 1.88%
$168.59 - $212.13 $8.43K - $10.6K
2.61K $522K
T
At&T Inc.

Communication Services
-799
- 4.33%
$21.56 - $28.28 $17.2K - $22.6K
17.7K $499K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-60
- 2.17%
$402.33 - $489.71 $24.1K - $29.4K
2.71K $1.24M
GD
General Dynamics Corp

Industrials
-60
- 0.55%
$241.94 - $272.58 $14.5K - $16.4K
10.8K $2.95M
SBUX
Starbucks Corp

Consumer Cyclical
-984
- 2.32%
$91.75 - $115.81 $90.3K - $114K
41.5K $4.07M
V
Visa Inc.

Financial Services
-542
- 3.78%
$306.92 - $362.71 $166K - $197K
13.8K $4.83M
Activity Summary
Buys All Purchases 81 New Holdings 3 Increased Positions 78 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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