Goodwin Investment Advisory Purchases in Q1 2025

Goodwin Investment Advisory

  • $64.4 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
386
+ 146.77%
$725.72 - $929.72 $280K - $359K
649 $536K
HON
Honeywell International Inc

Industrials
1.35K
New
$202.75 - $226.52 $274K - $306K
1.35K $285K
XOM
Exxon Mobil Corp

Energy
1.9K
New
$105.44 - $118.93 $200K - $226K
1.9K $225K
DGRO
Ishares Core Dividend Growth E

ETFs
3.36K
New
$60.46 - $64.42 $203K - $216K
3.36K $207K
KR
Kroger CO

Consumer Defensive
3K
New
$58.36 - $67.72 $175K - $203K
3K $202K
Activity Summary
Buys All Purchases 5 New Holdings 4 Increased Positions 1 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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