M.E. Allison & Co., Inc. Incresed Positions in Q1 2025

M.E. Allison & Co., Inc.

  • $101 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
4.57K
+ 86.44%
$146.71 - $167.97 $671K - $768K
9.86K $1.65B
T
At&T Inc.

Communication Services
21.4K
+ 42.66%
$21.56 - $28.28 $461K - $605K
71.5K $2.02B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.9K
+ 29.09%
$50.48 - $51.04 $754K - $763K
66.3K $3.36B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.48K
+ 122.35%
$51.45 - $58.51 $488K - $555K
17.2K $943M
PFE
Pfizer Inc

Healthcare
8.85K
+ 54.26%
$25.01 - $27.13 $221K - $240K
25.2K $638M
IBM
International Business Machines Corp

Technology
994
+ 21.13%
$217.4 - $264.74 $216K - $263K
5.7K $1.42B
Victory Portfolios Ii
9.87K
+ 145.1%
N/A
16.7K $571M
CGGR
Capital Group Growth ETF Shs C

ETFs
16.5K
+ 19.82%
$33.98 - $39.84 $561K - $658K
99.9K $3.42B
BE
Bloom Energy Corp

Industrials
19K
+ 59.32%
$19.66 - $29.81 $374K - $566K
51K $1B
CGDV
Capital Group Divid Value ETF

ETFs
6.99K
+ 6.49%
$34.95 - $37.36 $244K - $261K
115K $4.09B
XOM
Exxon Mobil Corp

Energy
1.84K
+ 53.72%
$105.44 - $118.93 $193K - $218K
5.25K $625M
GE
General Electric CO

Industrials
787
+ 29.53%
$168.59 - $212.13 $133K - $167K
3.45K $691M
CLF
Cleveland Cliffs Inc.

Basic Materials
16.5K
+ 143.48%
$8.22 - $12.02 $136K - $198K
28K $230M
LLY
Eli Lilly & CO

Healthcare
164
+ 12.4%
$725.72 - $929.72 $119K - $152K
1.49K $1.23B
CVS
Cvs Health Corp

Healthcare
850
+ 13.77%
$44.22 - $68.64 $37.6K - $58.3K
7.02K $476M
JNJ
Johnson & Johnson

Healthcare
275
+ 3.93%
$142.06 - $167.7 $39.1K - $46.1K
7.27K $1.21B
VZ
Verizon Communications Inc

Communication Services
2.66K
+ 24.49%
$37.81 - $46.49 $100K - $123K
13.5K $612M
CGMS
Capital Grp Core Plus Income E
6.16K
+ 69.23%
N/A
15.1K $411M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.38K
+ 29.17%
$61.9 - $66.89 $147K - $159K
10.5K $668M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.84K
+ 6.18%
$56.17 - $59.71 $160K - $170K
48.9K $2.79B
SUN
Sunoco LP

Energy
1.2K
+ 11.38%
$51.29 - $59.25 $61.5K - $71.1K
11.7K $682M
PPG
Ppg Industries Inc

Basic Materials
1.4K
+ 67.55%
$107.44 - $124.29 $150K - $173K
3.46K $378M
QQQ
Invesco Qqq Trust, Series 1

ETFs
382
+ 30.37%
$468.34 - $539.52 $179K - $206K
1.64K $769M
AMGN
Amgen Inc

Healthcare
155
+ 10.41%
$258.59 - $327.36 $40.1K - $50.7K
1.64K $512M
SYY
Sysco Corp

Consumer Defensive
1.76K
+ 26.59%
$70.0 - $77.13 $123K - $136K
8.39K $629M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
673
+ 3.47%
$126.11 - $135.06 $84.9K - $90.9K
20K $2.58B
HL
Hecla Mining CO

Basic Materials
10K
+ 100.13%
$5.07 - $6.37 $50.8K - $63.8K
20K $111M
Gsk PLC
1.5K
+ 16.15%
N/A
10.8K $418M
OGE
Oge Energy Corp.

Utilities
1.61K
+ 30.78%
$39.76 - $46.32 $63.8K - $74.3K
6.82K $313M
ET
Energy Transfer LP

Energy
5K
+ 32.91%
$17.26 - $21.08 $86.3K - $105K
20.2K $375M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.15%
$442.66 - $534.52 $4.43K - $5.35K
878 $468M
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 20.75%
$190.26 - $242.06 $265K - $337K
8.11K $1.54B
XLV
Select Sector Spdr Fund Health

ETFs
191
+ 4.02%
$137.61 - $149.68 $26.3K - $28.6K
4.94K $722M
HON
Honeywell International Inc

Industrials
392
+ 30.08%
$202.75 - $226.52 $79.5K - $88.8K
1.7K $359M
VIG
Vanguard Dividend Appreciation

ETFs
407
+ 5.07%
N/A
8.43K $1.63B
Ge Vernova Inc
196
+ 31.66%
N/A
815 $249M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 2.35%
$890.62 - $1076.86 $16.9K - $20.5K
828 $783M
MRK
Merck & Co., Inc.

Healthcare
1K
+ 18.37%
$83.01 - $101.02 $83.1K - $101K
6.45K $579M
XLF
Financial Sector Spdr

ETFs
236
+ 1.41%
$47.32 - $52.19 $11.2K - $12.3K
16.9K $843M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.19K
+ 2.56%
$26.64 - $27.14 $31.8K - $32.4K
47.9K $1.28B
DUK
Duke Energy Corp

Utilities
2
+ 0.08%
$105.87 - $121.97 $212 - $244
2.39K $291M
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.02%
$75.42 - $88.95 $75.4 - $89
4.84K $405M
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.04%
$53.9 - $63.11 $162 - $189
7.41K $452M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$66.78 - $81.42 $66.8 - $81.4
19.4K $1.39B
BAC
Bank Of America Corp

Financial Services
1.2K
+ 10.29%
$39.61 - $47.74 $47.6K - $57.4K
12.9K $538M
XLP
Consumer Staples Sector Spdr

ETFs
156
+ 4.54%
N/A
3.59K $293M
EFA
Ishares Tr Msci Eafe ETF

ETFs
25
+ 0.75%
$74.85 - $84.89 $1.87K - $2.12K
3.36K $275M
WMT
Walmart Inc.

Consumer Defensive
388
+ 7.16%
$84.5 - $105.05 $32.8K - $40.8K
5.81K $510M
XLRE
Select Sector Spdr Tr Real Est

ETFs
205
+ 2.55%
$39.18 - $43.52 $8.03K - $8.92K
8.25K $345M
Activity Summary
Buys All Purchases 96 New Holdings 18 Increased Positions 78 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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