Hemington Wealth Management Purchases in Q1 2025

Hemington Wealth Management

  • $645 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IOSP
Innospec Inc.

Basic Materials
9
+ 42.86%
$94.75 - $116.61 $853 - $1.05K
30 $2K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 10.0%
$162.22 - $206.22 $162 - $206
11 $1K
ITGR
Integer Holdings Corp

Healthcare
8
+ 25.0%
$115.16 - $144.36 $921 - $1.15K
40 $4K
IAS
Integral Ad Science Holding Corp.

Communication Services
3
+ 27.27%
$8.06 - $10.77 $24.2 - $32.3
14 $0
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
36
New
$21.77 - $22.25 $784 - $801
36 $0
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
39
New
$21.16 - $21.77 $825 - $849
39 $0
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 1.39%
$185.78 - $198.58 $186 - $199
73 $13K
JXN
Jackson Financial Inc.

Financial Services
9
+ 10.47%
$79.36 - $97.88 $714 - $881
95 $7K
Jacobs Solutions Inc
24
+ 12.63%
N/A
214 $25K
JAMF
Jamf Holding Corp.

Technology
1
+ 14.29%
$12.15 - $15.96 $12.2 - $16
8 $0
JBLU
Jetblue Airways Corp

Industrials
86
+ 39.27%
$4.82 - $8.09 $415 - $696
305 $1K
KBR
Kbr, Inc.

Industrials
16
+ 13.91%
$47.88 - $60.47 $766 - $968
131 $6K
KMT
Kennametal Inc

Industrials
14
+ 22.58%
$21.0 - $24.68 $294 - $346
76 $1K
Knife River Corp
7
+ 9.21%
N/A
83 $7K
KN
Knowles Corp

Technology
4
+ 11.43%
$15.2 - $20.58 $60.8 - $82.3
39 $0
Kodiak Gas Svcs Inc
14
New
N/A
14 $0
KYMR
Kymera Therapeutics, Inc.

Healthcare
1
New
$27.37 - $44.36 $27.4 - $44.4
1 $0
LZB
La Z Boy Inc

Consumer Cyclical
6
+ 10.34%
$38.0 - $48.02 $228 - $288
64 $2K
Lazard Inc
22
+ 95.65%
N/A
45 $1K
LEA
Lear Corp

Consumer Cyclical
3
+ 2.07%
$87.96 - $99.36 $264 - $298
148 $13K
LENB
Lennar Corporation Cl B
7
+ 70.0%
N/A
17 $1K
LBRT
Liberty Energy Inc.

Energy
26
+ 23.64%
$14.13 - $23.12 $367 - $601
136 $2K
LGFA
Lions Gate Entmt Corp Cl A Vtg
42
+ 323.08%
N/A
55 $0
LGFB
Lions Gate Entmt Corp Cl B Non
15
+ 40.54%
N/A
52 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
41
+ 74.55%
$2.03 - $3.48 $83.2 - $143
96 $0
BOWL
Bowlero Corp.

Communication Services
1
+ 25.0%
$10.13 - $10.58 $10.1 - $10.6
5 $0
M
Macy'S, Inc.

Consumer Cyclical
16
+ 7.02%
$12.56 - $16.82 $201 - $269
244 $3K
MQ
Marqeta, Inc.

Technology
39
+ 78.0%
$3.51 - $4.57 $137 - $178
89 $0
MTDR
Matador Resources CO

Energy
20
+ 52.63%
$44.79 - $63.77 $896 - $1.28K
58 $2K
MDU
Mdu Resources Group Inc

Industrials
41
+ 11.88%
$16.45 - $18.61 $674 - $763
386 $6K
MCY
Mercury General Corp

Financial Services
7
+ 10.14%
$47.18 - $65.75 $330 - $460
76 $4K
MTH
Meritage Homes Corp

Consumer Cyclical
78
+ 100.0%
$69.41 - $152.01 $5.41K - $11.9K
156 $11K
MTX
Minerals Technologies Inc

Basic Materials
20
+ 74.07%
$63.57 - $77.67 $1.27K - $1.55K
47 $2K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
38
+ 57.58%
$6.98 - $8.49 $265 - $323
104 $0
MKSI
Mks Instruments Inc

Technology
16
+ 24.62%
$78.89 - $122.69 $1.26K - $1.96K
81 $6K
MBLY
Mobileye Global Inc.
2
New
$14.24 - $21.85 $28.5 - $43.7
2 $0
MUR
Murphy Oil Corp

Energy
13
+ 12.87%
$24.02 - $33.9 $312 - $441
114 $3K
MUSA
Murphy Usa Inc.

Consumer Cyclical
5
+ 6.17%
$435.02 - $515.95 $2.18K - $2.58K
86 $40K
FIZZ
National Beverage Corp

Consumer Defensive
11
+ 22.0%
$38.95 - $43.68 $428 - $480
61 $2K
NAVI
Navient Corp

Financial Services
5
+ 7.58%
$12.63 - $14.66 $63.2 - $73.3
71 $0
NCNO
N Cino, Inc.

Technology
1
+ 4.35%
$27.36 - $34.81 $27.4 - $34.8
24 $0
NWBI
Northwest Bancshares, Inc.

Financial Services
25
+ 60.98%
$11.78 - $13.39 $295 - $335
66 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
21
+ 18.58%
$18.53 - $29.07 $389 - $610
134 $2K
OI
O I Glass, Inc.

Consumer Cyclical
28
+ 100.0%
$10.17 - $12.26 $285 - $343
56 $0
OGN
Organon & Co.

Healthcare
25
+ 12.2%
$14.29 - $16.41 $357 - $410
230 $3K
OSCR
Oscar Health, Inc.

Healthcare
28
+ 58.33%
$12.83 - $17.3 $359 - $484
76 $0
PRK
Park National Corp

Financial Services
3
+ 18.75%
$151.4 - $174.01 $454 - $522
19 $2K
PEGA
Pegasystems Inc

Technology
9
+ 18.37%
$68.14 - $112.29 $613 - $1.01K
58 $4K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
18
+ 6.36%
$141.31 - $175.89 $2.54K - $3.17K
301 $43K
Activity Summary
Buys All Purchases 1114 New Holdings 31 Increased Positions 1083 Sells All Sells 366 Reductions 366 Sold out 0 Options Calls 0 Puts 0
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