Ferguson Wellman Capital Management, Inc Purchases in Q1 2025

Ferguson Wellman Capital Management, Inc

  • $4.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
2.32K
+ 1.83%
N/A
129K $23.9M
GE
General Electric CO

Industrials
165
+ 1.4%
$168.59 - $212.13 $27.8K - $35K
12K $2.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.27K
+ 31.23%
$56.12 - $68.15 $240K - $291K
18K $1.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
806
New
$402.49 - $513.76 $324K - $414K
806 $390K
CRM
Salesforce, Inc.

Technology
1.76K
+ 91.1%
$268.36 - $359.95 $472K - $634K
3.69K $990K
FNDX
Schwab Fundamental U S Large C

ETFs
14.2K
New
$23.03 - $25.01 $327K - $355K
14.2K $331K
ROP
Roper Technologies Inc

Industrials
532
New
$502.71 - $593.81 $267K - $316K
532 $313K
IVE
Ishares S&P 500 Value ETF

ETFs
1.63K
New
$185.78 - $198.58 $302K - $323K
1.63K $309K
ECL
Ecolab Inc.

Basic Materials
1K
+ 36.76%
$229.72 - $269.82 $230K - $270K
3.72K $943K
DUK
Duke Energy Corp

Utilities
2.04K
+ 51.17%
$105.87 - $121.97 $216K - $248K
6.02K $733K
LNG
Cheniere Energy, Inc.

Energy
1.25K
New
$209.32 - $253.66 $262K - $317K
1.25K $289K
AZO
Autozone Inc

Consumer Cyclical
73
New
$3193.96 - $3828.11 $233K - $279K
73 $278K
ORCL
Oracle Corp

Technology
3.15K
+ 50.84%
$139.81 - $186.47 $441K - $588K
9.36K $1.31M
PEP
Pepsico Inc

Consumer Defensive
2.46K
+ 5.28%
$142.64 - $156.42 $351K - $384K
49K $7.35M
APH
Amphenol Corp

Technology
3.97K
New
$61.62 - $78.55 $244K - $312K
3.97K $260K
SCHW
Schwab Charles Corp

Financial Services
3.14K
+ 107.78%
$71.24 - $83.64 $224K - $263K
6.06K $474K
CPRT
Copart Inc

Consumer Cyclical
4.42K
New
$52.3 - $59.83 $231K - $265K
4.42K $250K
WMB
Williams Companies, Inc.

Energy
2.04K
+ 9.46%
$54.02 - $61.09 $110K - $125K
23.7K $1.41M
VO
Vanguard Mid Cap ETF

ETFs
1K
+ 55.56%
$251.87 - $277.95 $252K - $278K
2.8K $719K
PWR
Quanta Services, Inc.

Industrials
932
New
$236.71 - $358.03 $221K - $334K
932 $236K
DOV
Dover Corp

Industrials
1.33K
New
$174.65 - $206.43 $232K - $274K
1.33K $233K
CI
Cigna Corp

Healthcare
376
+ 18.72%
$274.49 - $329.0 $103K - $124K
2.39K $784K
BAC
Bank Of America Corp

Financial Services
6.23K
+ 43.37%
$39.61 - $47.74 $247K - $297K
20.6K $858K
PSA
Public Storage

Real Estate
750
New
$288.99 - $313.98 $217K - $235K
750 $224K
D
Dominion Energy, Inc

Utilities
3.95K
New
$52.85 - $57.43 $209K - $227K
3.95K $221K
VLO
Valero Energy Corp

Energy
1.62K
New
$121.76 - $142.99 $198K - $232K
1.62K $214K
C
Citigroup Inc

Financial Services
2.99K
New
$67.23 - $84.63 $201K - $253K
2.99K $212K
ADSK
Autodesk, Inc.

Technology
861
New
N/A
861 $211K
BK
Bank Of New York Mellon Corp

Financial Services
400
+ 1.62%
$75.42 - $88.95 $30.2K - $35.6K
25.1K $2.1M
CMI
Cummins Inc

Industrials
659
New
$312.92 - $386.07 $206K - $254K
659 $206K
CTSH
Cognizant Technology Solutions Corp

Technology
2.66K
New
$75.32 - $90.7 $201K - $241K
2.66K $203K
IWD
Ishares Russell 1000 Val ETF

ETFs
843
+ 3.72%
$182.82 - $196.21 $154K - $165K
23.5K $4.38M
YUM
Yum Brands Inc

Consumer Cyclical
21
+ 0.29%
$123.25 - $162.53 $2.59K - $3.41K
7.23K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.49K
+ 11.85%
$468.34 - $539.52 $699K - $805K
14.1K $6.6M
CTVA
Corteva, Inc.

Basic Materials
891
+ 4.93%
$55.94 - $66.15 $49.8K - $58.9K
19K $1.19M
BROS
Dutch Bros Inc.

Consumer Cyclical
1.55K
+ 26.72%
$55.77 - $85.37 $86.4K - $132K
7.35K $453K
FISV
Fiserv Inc

Technology
1.13K
+ 12.58%
N/A
10.1K $1.26M
TFC
Truist Financial Corp

Financial Services
3.63K
+ 66.64%
$39.48 - $48.15 $143K - $175K
9.09K $373K
DIS
Walt Disney CO

Communication Services
3.44K
+ 21.0%
$96.87 - $114.0 $333K - $392K
19.8K $1.96M
HSY
Hershey CO

Consumer Defensive
638
+ 8.67%
$144.74 - $186.36 $92.3K - $119K
7.99K $1.37M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.79K
+ 19.91%
$72.7 - $84.32 $130K - $151K
10.8K $802K
AXP
American Express CO

Financial Services
997
+ 18.03%
$255.39 - $325.87 $255K - $325K
6.53K $1.76M
OTIS
Otis Worldwide Corp

Industrials
640
+ 14.99%
$90.77 - $104.01 $58.1K - $66.6K
4.91K $506K
SPGI
S&P Global Inc.

Financial Services
185
+ 15.68%
$478.26 - $543.77 $88.5K - $101K
1.37K $693K
CAH
Cardinal Health Inc

Healthcare
25
+ 0.49%
$118.02 - $137.77 $2.95K - $3.44K
5.14K $708K
VTV
Vanguard Value ETF

ETFs
518
+ 14.29%
$167.73 - $179.21 $86.9K - $92.8K
4.14K $707K
SO
Southern CO

Utilities
480
+ 11.02%
$80.96 - $92.96 $38.9K - $44.6K
4.84K $444K
DVY
Ishares Tr

ETFs
221
+ 0.6%
$128.58 - $138.1 $28.4K - $30.5K
36.8K $4.89M
CSX
Csx Corp

Industrials
3.19K
+ 42.09%
$29.11 - $33.67 $92.9K - $107K
10.8K $317K
Activity Summary
Buys All Purchases 180 New Holdings 27 Increased Positions 153 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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