Ferguson Wellman Capital Management, Inc Incresed Positions in Q1 2025

Ferguson Wellman Capital Management, Inc

  • $4.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
429
+ 11.65%
$369.1 - $427.61 $158K - $183K
4.11K $1.52M
BX
Blackstone Inc.

Financial Services
823
+ 25.01%
$136.53 - $186.74 $112K - $154K
4.11K $575K
NSC
Norfolk Southern Corp

Industrials
11
+ 0.42%
$227.69 - $259.76 $2.5K - $2.86K
2.61K $617K
INGR
Ingredion Inc

Consumer Defensive
140
+ 2.46%
$125.6 - $137.36 $17.6K - $19.2K
5.83K $787K
FDX
Fedex Corp

Industrials
159
+ 16.97%
$230.33 - $281.53 $36.6K - $44.8K
1.1K $267K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8
+ 0.07%
$27.01 - $28.54 $216 - $228
12.3K $338K
Vanguard World Fds
3
+ 0.13%
N/A
2.34K $0
American Funds Washington Mutu
8
+ 0.16%
N/A
4.96K $0
American Funds Invmt CO Of Ame
5
+ 0.07%
N/A
7.21K $0
Ge Vernova Inc
21
+ 0.71%
N/A
3K $0
Black Rock Inc
115
+ 0.36%
N/A
32.2K $0
Veralto Corp
13.6K
+ 3.26%
N/A
432K $0
Dodge & Cox Stock Fund
3
+ 0.03%
N/A
9.25K $0
Vanguard World Fds
15
+ 0.36%
N/A
4.17K $0
Vanguard Total Stock Mkt Idx A
639
+ 5.53%
N/A
12.2K $0
Vanguard Extended Market Idx A
4
+ 0.18%
N/A
2.27K $0
Vanguard Dividend Growth
219
+ 1.77%
N/A
12.6K $0
Schwab Total Stock Market Inde
69
+ 0.82%
N/A
8.5K $0
Vanguard 500 Index Fund
1
+ 0.01%
N/A
12.8K $0
Schwab S&P 500 Index Fund
6.08K
+ 0.94%
N/A
654K $0
Fidelity 500 Index
3.23K
+ 57.98%
N/A
8.8K $0
Dws Core Equity Fund
16
+ 0.15%
N/A
10.4K $0
WSM
Williams Sonoma Inc

Consumer Cyclical
202
+ 15.72%
$158.1 - $217.71 $31.9K - $44K
1.49K $235K
GWW
W.W. Grainger, Inc.

Industrials
20
+ 6.27%
$953.54 - $1132.42 $19.1K - $22.6K
339 $334K
OKE
Oneok Inc

Energy
45
+ 0.49%
$89.57 - $109.85 $4.03K - $4.94K
9.26K $918K
MLM
Martin Marietta Materials Inc

Basic Materials
67
+ 6.67%
$460.39 - $552.64 $30.8K - $37K
1.07K $512K
MCO
Moodys Corp

Financial Services
32
+ 0.86%
$437.8 - $527.48 $14K - $16.9K
3.74K $1.74M
DFS
Discover Financial Services

Financial Services
153
+ 0.96%
$152.99 - $203.25 $23.4K - $31.1K
16.1K $2.74M
GLW
Corning Inc

Technology
297
+ 1.52%
$44.91 - $54.25 $13.3K - $16.1K
19.9K $908K
ALB
Albemarle Corp

Basic Materials
500
+ 12.21%
$69.95 - $97.49 $35K - $48.7K
4.6K $330K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
226
+ 3.56%
$507.05 - $563.67 $115K - $127K
6.57K $3.38M
KEYS
Keysight Technologies, Inc.

Technology
319
+ 3.29%
$148.16 - $185.11 $47.3K - $59.1K
10K $1.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
102
+ 2.59%
$360.07 - $417.26 $36.7K - $42.6K
4.03K $1.45M
AVB
Avalonbay Communities Inc

Real Estate
5.28K
+ 2.14%
$207.86 - $228.08 $1.1M - $1.2M
252K $54M
ACN
Accenture PLC

Technology
47
+ 0.85%
$300.91 - $398.25 $14.1K - $18.7K
5.6K $1.75M
VTI
Vanguard Total Stock Market Et

ETFs
339
+ 1.15%
$271.18 - $303.12 $91.9K - $103K
29.9K $8.17M
ADBE
Adobe Inc.

Technology
59
+ 0.62%
$377.84 - $464.11 $22.3K - $27.4K
9.64K $3.7M
FTV
Fortive Corp

Technology
16.4K
+ 1.67%
$71.82 - $82.98 $1.18M - $1.36M
997K $73M
WMT
Walmart Inc.

Consumer Defensive
24K
+ 2.25%
$84.5 - $105.05 $2.03M - $2.52M
1.09M $95.5M
EWBC
East West Bancorp Inc

Financial Services
2.41K
+ 1.07%
$84.35 - $103.91 $204K - $251K
227K $20.4M
MSI
Motorola Solutions, Inc.

Technology
1.83K
+ 1.76%
$411.73 - $482.1 $753K - $881K
106K $46.3M
GOOG
Alphabet Inc.

Communication Services
2.06K
+ 2.59%
$156.06 - $207.71 $321K - $427K
81.5K $12.7M
MS
Morgan Stanley

Financial Services
963
+ 0.28%
$111.68 - $141.08 $108K - $136K
349K $40.7M
PH
Parker Hannifin Corp

Industrials
2.39K
+ 1.49%
$591.65 - $707.05 $1.41M - $1.69M
162K $98.7M
IVV
Ishares Core S&P 500 ETF

ETFs
2.92K
+ 1.62%
$554.06 - $615.85 $1.62M - $1.8M
183K $103M
TSLA
Tesla, Inc.

Consumer Cyclical
532
+ 1.98%
$222.15 - $428.22 $118K - $228K
27.4K $7.11M
AAON
Aaon, Inc.

Industrials
3.79K
+ 3.27%
$73.52 - $136.95 $278K - $519K
120K $9.34M
STT
State Street Corp

Financial Services
27.6K
+ 2.59%
$84.47 - $102.23 $2.33M - $2.82M
1.09M $97.8M
AMZN
Amazon Com Inc

Consumer Cyclical
15.3K
+ 2.56%
$190.26 - $242.06 $2.9M - $3.69M
610K $116M
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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