Hamel Associates, Inc. Reduced Holdings in Q1 2025

Hamel Associates, Inc.

  • $294 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-86.3K
- 64.6%
$50.48 - $50.68 $4.36M - $4.37M
47.3K $2.4M
WMT
Walmart Inc.

Consumer Defensive
-37.5K
- 18.44%
$84.5 - $105.05 $3.17M - $3.94M
166K $14.6M
PFE
Pfizer Inc

Healthcare
-103K
- 90.87%
$25.01 - $27.13 $2.57M - $2.79M
10.3K $261K
AAPL
Apple Inc.

Technology
-2.02K
- 2.61%
$209.68 - $247.1 $424K - $500K
75.4K $16.8M
GOOG
Alphabet Inc.

Communication Services
-985
- 1.54%
$156.06 - $207.71 $154K - $205K
63.2K $9.87M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-90.9K
- 30.05%
$22.61 - $23.14 $2.05M - $2.1M
212K $4.89M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-74.9K
- 22.11%
$23.9 - $24.18 $1.79M - $1.81M
264K $6.38M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-69.9K
- 21.68%
N/A
252K $6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-69.8K
- 22.74%
$24.79 - $25.26 $1.73M - $1.76M
237K $5.99M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-65.6K
- 21.81%
$25.05 - $25.16 $1.64M - $1.65M
235K $5.92M
GIS
General Mills Inc

Consumer Defensive
-21K
- 42.86%
$57.56 - $65.3 $1.21M - $1.37M
27.9K $1.67M
MSFT
Microsoft Corp

Technology
-670
- 2.71%
$375.39 - $447.2 $252K - $300K
24.1K $9.04M
PG
Procter & Gamble CO

Consumer Defensive
-8.61K
- 13.08%
$158.56 - $176.26 $1.36M - $1.52M
57.2K $9.75M
JPM
Jpmorgan Chase & CO

Financial Services
-5.22K
- 19.16%
$225.19 - $279.95 $1.18M - $1.46M
22K $5.4M
MRK
Merck & Co., Inc.

Healthcare
-2.23K
- 2.53%
$83.01 - $101.02 $185K - $226K
86K $7.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-40.1K
- 24.59%
$27.01 - $28.54 $1.08M - $1.14M
123K $3.44M
UPS
United Parcel Service Inc

Industrials
-6.21K
- 54.38%
$109.66 - $136.26 $681K - $846K
5.21K $573K
NKE
Nike, Inc.

Consumer Cyclical
-795
- 1.2%
$63.29 - $81.72 $50.3K - $65K
65.5K $4.16M
MKC
Mccormick & CO Inc

Consumer Defensive
-7.59K
- 59.8%
$71.24 - $84.73 $540K - $643K
5.1K $419K
LMT
Lockheed Martin Corp

Industrials
-57
- 0.58%
$423.19 - $506.29 $24.1K - $28.9K
9.84K $4.39M
GOOGL
Alphabet Inc.

Communication Services
-325
- 3.45%
$154.33 - $206.19 $50.2K - $67K
9.11K $1.41M
EMR
Emerson Electric CO

Industrials
-1.6K
- 15.86%
$108.64 - $131.17 $174K - $210K
8.49K $930K
HD
Home Depot, Inc.

Consumer Cyclical
-92
- 0.81%
$347.25 - $424.87 $31.9K - $39.1K
11.3K $4.13M
ITW
Illinois Tool Works Inc

Industrials
-375
- 1.25%
$244.9 - $274.48 $91.8K - $103K
29.6K $7.33M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.22K
- 37.76%
$124.46 - $147.4 $276K - $327K
3.66K $520K
VMI
Valmont Industries Inc

Industrials
-610
- 19.74%
$285.37 - $376.98 $174K - $230K
2.48K $707K
META
Meta Platforms, Inc.

Communication Services
-183
- 10.46%
$576.36 - $736.67 $105K - $135K
1.57K $902K
DG
Dollar General Corp

Consumer Defensive
-3.67K
- 22.55%
$68.44 - $87.93 $251K - $323K
12.6K $1.11M
SBUX
Starbucks Corp

Consumer Cyclical
-2.49K
- 10.61%
$91.75 - $115.81 $228K - $288K
21K $2.06M
PEP
Pepsico Inc

Consumer Defensive
-30
- 0.26%
$142.64 - $156.42 $4.28K - $4.69K
11.4K $1.71M
CSCO
Cisco Systems, Inc.

Technology
-175
- 4.37%
$58.74 - $64.87 $10.3K - $11.4K
3.83K $236K
SCHW
Schwab Charles Corp

Financial Services
-450
- 3.36%
$71.24 - $83.64 $32.1K - $37.6K
12.9K $1.01M
GRMN
Garmin LTD

Technology
-75
- 1.36%
$204.55 - $241.93 $15.3K - $18.1K
5.45K $1.18M
XLU
Utilities Sector Spdr

ETFs
-327
- 0.74%
$74.7 - $80.27 $24.4K - $26.2K
43.8K $3.45M
ADP
Automatic Data Processing Inc

Industrials
-35
- 0.36%
$286.85 - $318.64 $10K - $11.2K
9.82K $3M
UNP
Union Pacific Corp

Industrials
-368
- 1.37%
$225.21 - $254.42 $82.9K - $93.6K
26.5K $6.25M
ABT
Abbott Laboratories

Healthcare
-75
- 0.6%
$111.1 - $140.22 $8.33K - $10.5K
12.5K $1.66M
BK
Bank Of New York Mellon Corp

Financial Services
-4.37K
- 4.46%
$75.42 - $88.95 $330K - $389K
93.6K $7.85M
MCD
Mcdonalds Corp

Consumer Cyclical
-208
- 0.94%
$279.74 - $321.29 $58.2K - $66.8K
21.9K $6.85M
CB
Chubb LTD

Financial Services
-440
- 1.14%
$257.71 - $301.99 $113K - $133K
38.2K $11.5M
XOM
Exxon Mobil Corp

Energy
-2.73K
- 2.58%
$105.44 - $118.93 $288K - $325K
103K $12.3M
KO
Coca Cola CO

Consumer Defensive
-440
- 0.45%
$60.81 - $72.32 $26.8K - $31.8K
97.8K $7M
CVX
Chevron Corp

Energy
-195
- 0.41%
$146.71 - $167.97 $28.6K - $32.8K
47.3K $7.91M
JNJ
Johnson & Johnson

Healthcare
-160
- 0.24%
$142.06 - $167.7 $22.7K - $26.8K
66.7K $11.1M
Activity Summary
Buys All Purchases 15 New Holdings 1 Increased Positions 14 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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