Hemington Wealth Management Incresed Positions in Q1 2025

Hemington Wealth Management

  • $645 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.57M
+ 195.52%
$40.79 - $42.32 $64M - $66.4M
2.37M $99.8M
DFAU
Dimensional ETF Tr

ETFs
1.66M
+ 289.96%
$37.84 - $42.29 $62.9M - $70.3M
2.23M $85.9M
DFAI
Dimensional ETF Tr

ETFs
1.04M
+ 275.28%
$28.88 - $32.4 $30.1M - $33.8M
1.42M $44.4M
DFIP
Dimensional ETF Tr Inflation P

ETFs
471K
+ 189.57%
$40.27 - $42.11 $19M - $19.8M
719K $30.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
317K
+ 131.76%
$46.74 - $47.55 $14.8M - $15.1M
558K $26.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
493K
+ 203.53%
$25.35 - $27.46 $12.5M - $13.5M
735K $19.4M
DFAR
Dimensional ETF Tr Dimensional

ETFs
269K
+ 130.46%
$22.35 - $24.52 $6.02M - $6.6M
476K $11.3M
Dimensional ETF Trust
136K
+ 832.65%
N/A
152K $3.99M
JNJ
Johnson & Johnson

Healthcare
6.23K
+ 35.3%
$142.06 - $167.7 $885K - $1.04M
23.9K $3.96M
AMGN
Amgen Inc

Healthcare
119
+ 4.61%
$258.59 - $327.36 $30.8K - $39K
2.7K $840K
V
Visa Inc.

Financial Services
173
+ 7.68%
$306.92 - $362.71 $53.1K - $62.7K
2.43K $849K
ABBV
Abb Vie Inc.

Healthcare
182
+ 7.18%
$169.2 - $216.66 $30.8K - $39.4K
2.72K $569K
META
Meta Platforms, Inc.

Communication Services
236
+ 11.96%
$576.36 - $736.67 $136K - $174K
2.21K $1.27M
XOM
Exxon Mobil Corp

Energy
695
+ 23.79%
$105.44 - $118.93 $73.3K - $82.7K
3.62K $430K
JPM
Jpmorgan Chase & CO

Financial Services
234
+ 2.42%
$225.19 - $279.95 $52.7K - $65.5K
9.92K $2.43M
PM
Philip Morris International Inc.

Consumer Defensive
161
+ 7.32%
$117.15 - $158.79 $18.9K - $25.6K
2.36K $374K
IBM
International Business Machines Corp

Technology
168
+ 7.25%
$217.4 - $264.74 $36.5K - $44.5K
2.48K $617K
MA
Mastercard Inc

Financial Services
113
+ 5.51%
$504.67 - $576.31 $57K - $65.1K
2.16K $1.19M
NFLX
Netflix Inc

Communication Services
72
+ 13.82%
$828.4 - $1058.6 $59.6K - $76.2K
593 $552K
T
At&T Inc.

Communication Services
1K
+ 10.65%
$21.56 - $28.28 $21.6K - $28.3K
10.4K $293K
ABT
Abbott Laboratories

Healthcare
185
+ 8.58%
$111.1 - $140.22 $20.6K - $25.9K
2.34K $310K
KO
Coca Cola CO

Consumer Defensive
427
+ 12.43%
$60.81 - $72.32 $26K - $30.9K
3.86K $276K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
+ 4.55%
$1187.71 - $1432.58 $10.7K - $12.9K
207 $296K
Manager Directed Portfolios
5.28K
+ 4.2%
N/A
131K $1.33M
TMUS
T Mobile Us, Inc.

Communication Services
111
+ 21.31%
$211.3 - $272.83 $23.5K - $30.3K
632 $168K
CVX
Chevron Corp

Energy
68
+ 3.93%
$146.71 - $167.97 $9.98K - $11.4K
1.8K $301K
PGR
Progressive Corp

Financial Services
50
+ 5.83%
$235.61 - $291.22 $11.8K - $14.6K
907 $256K
MMM
3 M CO

Industrials
165
+ 14.03%
$129.7 - $155.12 $21.4K - $25.6K
1.34K $196K
MCD
Mcdonalds Corp

Consumer Cyclical
68
+ 6.66%
$279.74 - $321.29 $19K - $21.8K
1.09K $340K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.18%
$890.62 - $1076.86 $11.6K - $14K
1.11K $1.05M
RTX
Raytheon Technologies Corp

Industrials
117
+ 6.87%
$114.1 - $135.66 $13.3K - $15.9K
1.82K $240K
RSG
Republic Services, Inc.

Industrials
47
+ 6.19%
$200.09 - $242.16 $9.4K - $11.4K
806 $195K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
57
+ 7.42%
$208.48 - $244.03 $11.9K - $13.9K
825 $201K
GE
General Electric CO

Industrials
71
+ 10.1%
$168.59 - $212.13 $12K - $15.1K
774 $154K
UBER
Uber Technologies, Inc

Technology
204
+ 11.72%
$63.17 - $81.49 $12.9K - $16.6K
1.94K $141K
CI
Cigna Corp

Healthcare
54
+ 15.3%
$274.49 - $329.0 $14.8K - $17.8K
407 $133K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23
+ 7.85%
$402.49 - $513.76 $9.26K - $11.8K
316 $153K
TDG
Trans Digm Group Inc

Industrials
20
+ 32.26%
$1251.32 - $1394.11 $25K - $27.9K
82 $113K
UNH
Unitedhealth Group Inc

Healthcare
28
+ 2.49%
$461.52 - $548.18 $12.9K - $15.3K
1.15K $604K
COP
Conocophillips

Energy
284
+ 37.87%
$88.6 - $105.85 $25.2K - $30.1K
1.03K $108K
DE
Deere & CO

Industrials
28
+ 6.39%
$408.57 - $509.27 $11.4K - $14.3K
466 $218K
KR
Kroger CO

Consumer Defensive
342
+ 22.71%
$58.36 - $67.72 $20K - $23.2K
1.85K $125K
WM
Waste Management Inc

Industrials
63
+ 10.13%
$200.54 - $233.78 $12.6K - $14.7K
685 $158K
Linde PLC
55
+ 39.57%
N/A
194 $90K
DASH
Door Dash, Inc.

Communication Services
142
+ 37.17%
$168.37 - $213.38 $23.9K - $30.3K
524 $95K
GILD
Gilead Sciences, Inc.

Healthcare
155
+ 23.03%
$89.14 - $117.41 $13.8K - $18.2K
828 $92K
MCK
Mckesson Corp

Healthcare
27
+ 23.48%
$566.21 - $672.99 $15.3K - $18.2K
142 $95K
ADP
Automatic Data Processing Inc

Industrials
20
+ 1.15%
$286.85 - $318.64 $5.74K - $6.37K
1.76K $537K
FISV
Fiserv Inc

Technology
72
+ 8.33%
N/A
936 $206K
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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