Hemington Wealth Management Reduced Holdings in Q2 2025

Hemington Wealth Management

  • $691 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.29K
- 0.86%
$172.42 - $223.89 $222K - $289K
148K $30.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-49.4K
- 89.37%
$24.21 - $29.47 $1.2M - $1.46M
5.88K $172K
ISRG
Intuitive Surgical Inc

Healthcare
-1.89K
- 89.07%
$451.58 - $565.94 $853K - $1.07M
232 $126K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-27.7K
- 5.82%
$20.99 - $23.93 $581K - $662K
448K $10.5M
LFST
Life Stance Health Group, Inc.

Healthcare
-32
- 0.01%
$4.83 - $6.91 $155 - $221
376K $1.94M
JNJ
Johnson & Johnson

Healthcare
-1.59K
- 6.65%
$146.36 - $159.82 $233K - $254K
22.3K $3.41M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.34K
- 11.78%
$79.79 - $91.42 $266K - $305K
25K $2.23M
DISV
Dimensional ETF Tr Dimensional

ETFs
-14.7K
- 31.09%
$25.93 - $32.91 $381K - $483K
32.5K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
-188
- 16.29%
$274.35 - $599.47 $51.6K - $113K
966 $301K
AMGN
Amgen Inc

Healthcare
-47
- 1.74%
$262.28 - $309.85 $12.3K - $14.6K
2.65K $740K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.01K
- 81.36%
$74.88 - $91.97 $75.5K - $92.7K
231 $21K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.16K
- 7.71%
$72.02 - $73.82 $83.3K - $85.4K
13.9K $1.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-86
- 17.03%
$390.26 - $489.06 $33.6K - $42.1K
419 $169K
LLY
Eli Lilly & CO

Healthcare
-39
- 3.96%
$713.71 - $898.95 $27.8K - $35.1K
946 $737K
CVX
Chevron Corp

Energy
-162
- 9.0%
$133.73 - $168.51 $21.7K - $27.3K
1.64K $234K
FISV
Fiserv Inc

Technology
-77
- 8.23%
N/A
859 $148K
KO
Coca Cola CO

Consumer Defensive
-653
- 16.91%
$68.37 - $73.9 $44.6K - $48.3K
3.21K $227K
MDT
Medtronic PLC

Healthcare
-495
- 45.41%
$80.68 - $88.86 $39.9K - $44K
595 $51K
BMY
Bristol Myers Squibb CO

Healthcare
-370
- 22.52%
$44.12 - $59.6 $16.3K - $22.1K
1.27K $58K
APD
Air Products & Chemicals, Inc.

Basic Materials
-117
- 22.67%
$248.61 - $294.96 $29.1K - $34.5K
399 $112K
COP
Conocophillips

Energy
-230
- 22.24%
$82.66 - $106.1 $19K - $24.4K
804 $72K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-67
- 8.12%
$212.1 - $244.27 $14.2K - $16.4K
758 $165K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-36
- 28.8%
$483.07 - $625.6 $17.4K - $22.5K
89 $46K
CPRT
Copart Inc

Consumer Cyclical
-229
- 8.34%
$47.72 - $63.84 $10.9K - $14.6K
2.52K $123K
BDX
Becton Dickinson & CO

Healthcare
-79
- 33.47%
$165.15 - $226.42 $13K - $17.9K
157 $27K
YUM
Yum Brands Inc

Consumer Cyclical
-152
- 29.17%
$138.36 - $161.45 $21K - $24.5K
369 $54K
DOW
Dow Inc.

Basic Materials
-613
- 61.67%
$25.81 - $34.89 $15.8K - $21.4K
381 $10K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.46%
$285.55 - $321.23 $1.43K - $1.61K
1.08K $316K
TMUS
T Mobile Us, Inc.

Communication Services
-26
- 4.11%
$220.99 - $268.54 $5.75K - $6.98K
606 $144K
PLD
Prologis, Inc.

Real Estate
-158
- 17.63%
$89.76 - $112.34 $14.2K - $17.7K
738 $77K
ADBE
Adobe Inc.

Technology
-64
- 6.7%
$340.0 - $420.68 $21.8K - $26.9K
891 $344K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-189
- 40.3%
$86.97 - $102.82 $16.4K - $19.4K
280 $26K
PEP
Pepsico Inc

Consumer Defensive
-47
- 5.67%
$128.02 - $151.37 $6.02K - $7.11K
782 $103K
HAL
Halliburton CO

Energy
-359
- 14.33%
$19.26 - $25.7 $6.91K - $9.23K
2.15K $43K
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 2.04%
$210.83 - $235.28 $5.27K - $5.88K
1.2K $266K
EMN
Eastman Chemical CO

Basic Materials
-148
- 30.96%
$72.7 - $88.29 $10.8K - $13.1K
330 $24K
AON
Aon PLC

Financial Services
-19
- 7.04%
$335.85 - $398.81 $6.38K - $7.58K
251 $89K
UNP
Union Pacific Corp

Industrials
-57
- 6.68%
$208.27 - $238.46 $11.9K - $13.6K
796 $183K
PGR
Progressive Corp

Financial Services
-15
- 1.65%
$255.27 - $288.74 $3.83K - $4.33K
892 $238K
OXY
Occidental Petroleum Corp

Energy
-267
- 36.63%
$36.11 - $49.33 $9.64K - $13.2K
462 $19K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 2.22%
$421.16 - $509.5 $2.95K - $3.57K
309 $137K
ELV
Elevance Health, Inc.

Healthcare
-14
- 6.09%
$372.27 - $452.69 $5.21K - $6.34K
216 $84K
IP
International Paper CO

Consumer Cyclical
-243
- 32.93%
$43.89 - $54.46 $10.7K - $13.2K
495 $23K
EOG
Eog Resources Inc

Energy
-34
- 2.57%
$104.61 - $129.97 $3.56K - $4.42K
1.29K $154K
OKE
Oneok Inc

Energy
-69
- 13.97%
$78.71 - $100.37 $5.43K - $6.93K
425 $34K
HSY
Hershey CO

Consumer Defensive
-75
- 37.5%
$151.29 - $173.13 $11.3K - $13K
125 $20K
IWM
Ishares Russell 2000 ETF

ETFs
-84
- 27.1%
$174.82 - $215.79 $14.7K - $18.1K
226 $48K
TROW
Price T Rowe Group Inc

Financial Services
-140
- 38.46%
$80.27 - $98.06 $11.2K - $13.7K
224 $21K
MSI
Motorola Solutions, Inc.

Technology
-22
- 11.89%
$394.72 - $440.39 $8.68K - $9.69K
163 $68K
Activity Summary
Buys All Purchases 877 New Holdings 26 Increased Positions 851 Sells All Sells 554 Reductions 554 Sold out 0 Options Calls 0 Puts 0
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