Exeter Financial, LLC Incresed Positions in Q2 2025

Exeter Financial, LLC

  • $221 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
11.4K
+ 706.61%
$144.7 - $178.6 $1.66M - $2.04M
13.1K $2.3M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
25.4K
+ 4.76%
$16.57 - $20.48 $420K - $519K
558K $11.4M
DFAU
Dimensional ETF Tr

ETFs
8.74K
+ 9.98%
$34.04 - $42.36 $297K - $370K
96.3K $4.08M
DFAI
Dimensional ETF Tr

ETFs
5.67K
+ 7.3%
$28.02 - $34.71 $159K - $197K
83.4K $2.88M
BAC
Bank Of America Corp

Financial Services
800
+ 1.21%
$34.39 - $47.46 $27.5K - $38K
67.2K $3.18M
NVDA
Nvidia Corp

Technology
1.34K
+ 51.52%
$94.31 - $157.99 $126K - $211K
3.93K $621K
GD
General Dynamics Corp

Industrials
1
+ 0.01%
$247.68 - $291.66 $248 - $292
17.8K $5.19M
TROW
Price T Rowe Group Inc

Financial Services
1.98K
+ 7.59%
$80.27 - $98.06 $159K - $194K
28.1K $2.71M
TGT
Target Corp

Consumer Defensive
5.09K
+ 15.25%
$88.76 - $105.77 $452K - $538K
38.5K $3.79M
USB
Us Bancorp \De\

Financial Services
1.15K
+ 1.63%
$36.4 - $45.76 $41.9K - $52.6K
71.6K $3.24M
DFAE
Dimensional ETF Tr

ETFs
3.63K
+ 14.44%
$22.87 - $28.95 $83.1K - $105K
28.8K $833K
PSX
Phillips 66

Energy
1.79K
+ 13.79%
$92.87 - $125.73 $166K - $224K
14.7K $1.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 1.75%
$456.74 - $568.03 $17.8K - $22.2K
2.26K $1.29M
NKE
Nike, Inc.

Consumer Cyclical
986
+ 19.2%
$53.27 - $72.04 $52.5K - $71K
6.12K $434K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
235
+ 0.85%
$29.12 - $35.84 $6.84K - $8.42K
27.9K $1M
TXN
Texas Instruments Inc

Technology
439
+ 2.37%
N/A
18.9K $3.69M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.86K
+ 5.1%
$24.32 - $27.87 $215K - $247K
183K $4.84M
DFIV
Dimensional ETF Tr

ETFs
160
+ 1.75%
$34.67 - $43.21 $5.55K - $6.91K
9.32K $399K
HD
Home Depot, Inc.

Consumer Cyclical
89
+ 14.78%
$335.24 - $380.78 $29.8K - $33.9K
691 $253K
DFAT
Dimensional ETF Tr U S Target

ETFs
40
+ 0.47%
$44.8 - $53.97 $1.79K - $2.16K
8.62K $465K
UNP
Union Pacific Corp

Industrials
225
+ 4.41%
$208.27 - $238.46 $46.9K - $53.7K
5.33K $1.23M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
29
+ 1.34%
$100.35 - $100.71 $2.91K - $2.92K
2.19K $220K
INTC
Intel Corp

Technology
166
+ 1.37%
$18.13 - $22.69 $3.01K - $3.77K
12.3K $275K
VUSB
Vanguard Bd Index Fds
271
+ 2.07%
N/A
13.4K $0
Kenvue Inc
8
+ 0.06%
N/A
13.4K $0
MO
Altria Group, Inc.

Consumer Defensive
255
+ 1.16%
$55.56 - $60.91 $14.2K - $15.5K
22.2K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
189
+ 41.45%
$274.35 - $599.47 $51.9K - $113K
645 $201K
CMCSA
Comcast Corp

Communication Services
1.07K
+ 1.52%
$32.84 - $36.72 $35K - $39.1K
71.1K $2.54M
UPS
United Parcel Service Inc

Industrials
1.43K
+ 6.25%
$91.92 - $110.2 $131K - $157K
24.3K $2.45M
PAYX
Paychex Inc

Industrials
166
+ 1.32%
$137.01 - $159.78 $22.7K - $26.5K
12.7K $1.85M
COP
Conocophillips

Energy
392
+ 1.93%
$82.66 - $106.1 $32.4K - $41.6K
20.7K $1.86M
AMGN
Amgen Inc

Healthcare
79
+ 0.68%
$262.28 - $309.85 $20.7K - $24.5K
11.7K $3.26M
PEP
Pepsico Inc

Consumer Defensive
717
+ 2.27%
$128.02 - $151.37 $91.8K - $109K
32.4K $4.27M
CVX
Chevron Corp

Energy
13
+ 0.05%
$133.73 - $168.51 $1.74K - $2.19K
26.7K $3.82M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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