Mc Elhenny Sheffield Capital Management, LLC Purchases in Q2 2025

Mc Elhenny Sheffield Capital Management, LLC

  • $372 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
16.6K
New
$21.59 - $24.84 $358K - $412K
16.6K $402K
COIN
Coinbase Global, Inc.

Technology
1.11K
New
$151.47 - $375.07 $168K - $416K
1.11K $388K
IWF
Ishares Russell 1000 Gr ETF

ETFs
913
New
$320.42 - $424.58 $293K - $388K
913 $387K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.65K
New
$85.42 - $94.39 $312K - $345K
3.65K $342K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
17.7K
New
$17.99 - $18.99 $318K - $336K
17.7K $335K
TMO
Thermo Fisher Scientific Inc.

Healthcare
806
New
$390.26 - $489.06 $315K - $394K
806 $326K
PAA
Plains All American Pipeline LP

Energy
17K
New
$16.03 - $20.28 $272K - $345K
17K $311K
ORCL
Oracle Corp

Technology
1.35K
New
$122.82 - $218.63 $166K - $296K
1.35K $295K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
505
New
$468.22 - $566.51 $236K - $286K
505 $286K
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.02K
New
$58.13 - $69.92 $233K - $281K
4.02K $280K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.31K
New
$54.27 - $63.01 $234K - $271K
4.31K $269K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
10.8K
New
$23.33 - $24.01 $251K - $258K
10.8K $258K
VZ
Verizon Communications Inc

Communication Services
5.91K
New
$41.67 - $45.62 $246K - $270K
5.91K $255K
XLY
Select Sector Spdr Consumer Di

ETFs
1.04K
New
$176.34 - $218.59 $183K - $227K
1.04K $225K
ELV
Elevance Health, Inc.

Healthcare
560
New
$372.27 - $452.69 $208K - $254K
560 $217K
IWM
Ishares Russell 2000 ETF

ETFs
1.01K
New
$174.82 - $215.79 $177K - $218K
1.01K $217K
WELL
Welltower Inc.

Real Estate
1.38K
New
$136.49 - $155.22 $188K - $214K
1.38K $212K
DRSK
ETF Ser Solutions Aptus Define

ETFs
7.4K
New
$26.75 - $28.79 $198K - $213K
7.4K $212K
CSX
Csx Corp

Industrials
6.15K
New
$26.69 - $32.91 $164K - $202K
6.15K $200K
ABT
Abbott Laboratories

Healthcare
602
+ 3.3%
$123.95 - $138.08 $74.6K - $83.1K
18.9K $2.57M
AMGN
Amgen Inc

Healthcare
256
+ 14.57%
$262.28 - $309.85 $67.1K - $79.3K
2.01K $562K
DIS
Walt Disney CO

Communication Services
23
+ 1.41%
$81.72 - $124.01 $1.88K - $2.85K
1.66K $205K
Labcorp Holdings Inc
2.01K
New
N/A
2.01K $0
Global X Fds
3.26K
New
N/A
3.26K $0
Ishares Ethereum Tr
49.5K
New
N/A
49.5K $0
Ishares Bitcoin Trust ETF
18.3K
New
N/A
18.3K $0
Activity Summary
Buys All Purchases 77 New Holdings 70 Increased Positions 7 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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