Exeter Financial, LLC Incresed Positions in Q4 2025

Exeter Financial, LLC

  • $230 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
45.1K
+ 21.03%
$50.56 - $50.76 $2.28M - $2.29M
260K $13.1M
AMGN
Amgen Inc

Healthcare
428
+ 3.62%
$290.13 - $341.71 $124K - $146K
12.2K $4.18M
AAPL
Apple Inc.

Technology
398
+ 1.01%
$245.27 - $275.25 $97.6K - $110K
39.7K $10.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.45K
+ 4.92%
$78.65 - $79.19 $507K - $511K
137K $10.8M
JNJ
Johnson & Johnson

Healthcare
364
+ 1.31%
$185.98 - $199.58 $67.7K - $72.6K
28.1K $5.6M
DFAI
Dimensional ETF Tr

ETFs
7.18K
+ 8.46%
$35.82 - $37.52 $257K - $269K
92.1K $3.41M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.6K
+ 6.31%
$26.44 - $27.53 $306K - $319K
195K $5.31M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
15.8K
+ 2.84%
$21.19 - $21.91 $336K - $347K
574K $12.3M
AFL
Aflac Inc

Financial Services
1.16K
+ 2.11%
$105.7 - $115.01 $123K - $134K
56.5K $6.46M
KO
Coca Cola CO

Consumer Defensive
1.96K
+ 7.36%
$66.1 - $71.61 $130K - $141K
28.6K $2.02M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.43K
+ 19.41%
$37.61 - $39.41 $204K - $214K
33.4K $1.29M
TRV
Travelers Companies, Inc.

Financial Services
437
+ 4.27%
$261.57 - $287.42 $114K - $126K
10.7K $3.07M
GD
General Dynamics Corp

Industrials
374
+ 2.11%
$330.59 - $353.77 $124K - $132K
18.1K $6.23M
MCD
Mcdonalds Corp

Consumer Cyclical
447
+ 2.56%
$293.81 - $310.11 $131K - $139K
17.9K $5.46M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.84K
+ 12.86%
$56.0 - $63.38 $159K - $180K
24.9K $1.46M
DFAE
Dimensional ETF Tr

ETFs
3.3K
+ 11.16%
$30.74 - $33.05 $102K - $109K
32.9K $1.07M
ABBV
Abb Vie Inc.

Healthcare
347
+ 1.73%
$211.96 - $244.38 $73.6K - $84.8K
20.4K $4.78M
MDT
Medtronic PLC

Healthcare
1.24K
+ 13.75%
$90.06 - $98.43 $111K - $122K
10.2K $986K
HD
Home Depot, Inc.

Consumer Cyclical
347
+ 40.16%
$358.03 - $397.02 $124K - $138K
1.21K $433K
CVX
Chevron Corp

Energy
474
+ 1.78%
$148.9 - $157.72 $70.6K - $74.8K
27.1K $4.2M
UNH
Unitedhealth Group Inc

Healthcare
227
+ 19.74%
$320.52 - $369.92 $72.8K - $84K
1.38K $441K
TXN
Texas Instruments Inc

Technology
120
+ 0.63%
N/A
19.2K $3.73M
DFIV
Dimensional ETF Tr

ETFs
71
+ 0.76%
$45.13 - $48.25 $3.2K - $3.43K
9.43K $451K
LMT
Lockheed Martin Corp

Industrials
285
+ 6.49%
$452.1 - $514.24 $129K - $147K
4.68K $2.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.06%
$72.17 - $75.74 $144 - $151
3.14K $235K
ITW
Illinois Tool Works Inc

Industrials
511
+ 6.95%
$242.03 - $260.73 $124K - $133K
7.86K $1.92M
VUSB
Vanguard Bd Index Fds
4.22K
+ 29.56%
N/A
18.5K $0
TRIN
Trinity Capital Inc.

Financial Services
354
+ 3.37%
$14.41 - $15.58 $5.1K - $5.52K
10.9K $160K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.17%
$910.94 - $954.99 $911 - $955
587 $535K
DFAT
Dimensional ETF Tr U S Target

ETFs
34
+ 0.39%
$55.75 - $58.83 $1.9K - $2K
8.69K $495K
V
Visa Inc.

Financial Services
1
+ 0.12%
$325.75 - $352.42 $326 - $352
827 $269K
NKE
Nike, Inc.

Consumer Cyclical
544
+ 7.17%
$60.8 - $74.57 $33.1K - $40.6K
8.13K $511K
TROW
Price T Rowe Group Inc

Financial Services
25
+ 0.09%
$101.07 - $106.13 $2.53K - $2.65K
28.1K $2.86M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.05%
$294.11 - $320.41 $294 - $320
1.89K $567K
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$194.07 - $220.67 $194 - $221
2.08K $408K
WM
Waste Management Inc

Industrials
554
+ 4.22%
$196.77 - $219.98 $109K - $122K
13.7K $2.86M
UNP
Union Pacific Corp

Industrials
50
+ 0.94%
$216.37 - $237.41 $10.8K - $11.9K
5.38K $1.19M
COP
Conocophillips

Energy
29
+ 0.14%
$85.66 - $95.46 $2.48K - $2.77K
20.8K $1.84M
MSFT
Microsoft Corp

Technology
40
+ 0.22%
$496.82 - $542.07 $19.9K - $21.7K
18.6K $9.42M
PAYX
Paychex Inc

Industrials
103
+ 0.81%
$111.08 - $128.59 $11.4K - $13.2K
12.8K $1.44M
ADP
Automatic Data Processing Inc

Industrials
330
+ 3.26%
$250.9 - $292.94 $82.8K - $96.7K
10.4K $2.62M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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