Mc Ilrath & Eck, LLC Incresed Positions in Q1 2025

Mc Ilrath & Eck, LLC

  • $595 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
154K
+ 37.46%
$46.74 - $47.55 $7.19M - $7.31M
564K $26.8M
MSFT
Microsoft Corp

Technology
25.5K
+ 32.49%
$375.39 - $447.2 $9.56M - $11.4M
104K $39M
DFAI
Dimensional ETF Tr

ETFs
80.5K
+ 6.42%
$28.88 - $32.4 $2.32M - $2.61M
1.33M $41.6M
UMH
Umh Properties, Inc.

Real Estate
164K
+ 161.35%
$17.49 - $19.0 $2.88M - $3.12M
266K $4.98M
FDVV
Fidelity High Dividend ETF

ETFs
65K
+ 10.56%
$48.86 - $52.28 $3.18M - $3.4M
681K $33.8M
VTV
Vanguard Value ETF

ETFs
12.7K
+ 5.69%
$167.73 - $179.21 $2.13M - $2.28M
237K $40.9M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
41.3K
+ 16.27%
N/A
295K $18.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.4K
+ 12.9%
$442.66 - $534.52 $619K - $748K
12.2K $6.52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.8K
+ 468.76%
$59.61 - $66.71 $702K - $786K
14.3K $864K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.34K
+ 16.34%
$468.34 - $539.52 $1.56M - $1.8M
23.8K $11.1M
VO
Vanguard Mid Cap ETF

ETFs
3.55K
+ 4.48%
$251.87 - $277.95 $895K - $988K
82.9K $21.4M
ES
Eversource Energy

Utilities
5.46K
+ 9415.52%
$55.63 - $63.8 $304K - $348K
5.52K $342K
AVUV
American Centy ETF Tr Avantis

ETFs
12K
+ 15.27%
$84.95 - $100.62 $1.02M - $1.2M
90.4K $7.88M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.35K
+ 3.68%
$54.25 - $57.64 $344K - $366K
179K $9.86M
VGSH
Vanguard

ETFs
3.86K
+ 5.21%
$58.07 - $58.69 $224K - $227K
78K $4.58M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.53K
+ 123.3%
$58.81 - $68.2 $266K - $309K
8.2K $489K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.83K
+ 8.59%
$49.42 - $50.43 $239K - $243K
61.1K $3.05M
AFL
Aflac Inc

Financial Services
1.05K
+ 7.26%
$100.99 - $111.19 $106K - $117K
15.6K $1.73M
PCAR
Paccar Inc

Industrials
3.88K
+ 15.3%
$96.91 - $112.51 $376K - $436K
29.2K $2.85M
T
At&T Inc.

Communication Services
5.08K
+ 52.1%
$21.56 - $28.28 $110K - $144K
14.8K $419K
BITO
Proshares Tr Bitcoin Strategy

ETFs
10.5K
+ 2260.34%
$17.57 - $25.81 $184K - $271K
11K $200K
EPD
Enterprise Products Partners L.P.

Energy
5.14K
+ 1771.38%
$31.75 - $34.14 $163K - $175K
5.43K $185K
KMB
Kimberly Clark Corp

Consumer Defensive
1.14K
+ 360.57%
$124.46 - $147.4 $142K - $168K
1.46K $207K
CVX
Chevron Corp

Energy
705
+ 35.23%
$146.71 - $167.97 $103K - $118K
2.71K $452K
FISV
Fiserv Inc

Technology
1.29K
+ 474.26%
N/A
1.56K $195K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.65K
+ 94.83%
$90.0 - $96.32 $149K - $159K
3.39K $313K
WMT
Walmart Inc.

Consumer Defensive
1.72K
+ 47.91%
$84.5 - $105.05 $145K - $180K
5.3K $465K
MCD
Mcdonalds Corp

Consumer Cyclical
378
+ 39.5%
$279.74 - $321.29 $106K - $121K
1.34K $417K
AMGN
Amgen Inc

Healthcare
319
+ 43.46%
$258.59 - $327.36 $82.5K - $104K
1.05K $328K
FTNT
Fortinet, Inc.

Technology
1.33K
+ 116.52%
$92.49 - $114.57 $123K - $153K
2.48K $238K
A
Agilent Technologies, Inc.

Healthcare
1.1K
+ 7850.0%
$116.69 - $152.6 $128K - $168K
1.11K $130K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.48K
+ 859.3%
$79.17 - $82.04 $117K - $121K
1.65K $134K
HESM
Hess Midstream LP

Energy
1.26K
+ 9.79%
$37.59 - $43.88 $47.3K - $55.2K
14.1K $597K
XOM
Exxon Mobil Corp

Energy
432
+ 7.34%
$105.44 - $118.93 $45.6K - $51.4K
6.32K $751K
LLY
Eli Lilly & CO

Healthcare
101
+ 16.26%
$725.72 - $929.72 $73.3K - $93.9K
722 $596K
FSLR
First Solar, Inc.

Technology
901
+ 4505.0%
$126.34 - $197.73 $114K - $178K
921 $116K
IBM
International Business Machines Corp

Technology
196
+ 9.66%
$217.4 - $264.74 $42.6K - $51.9K
2.23K $553K
NEM
Newmont Corp

Basic Materials
1.75K
+ 96.16%
$37.79 - $48.39 $66.2K - $84.8K
3.58K $172K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.27K
+ 55.22%
$76.94 - $78.28 $97.6K - $99.3K
3.57K $279K
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 3.58%
$225.19 - $279.95 $50.7K - $63K
6.52K $1.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.78K
+ 23.2%
$47.35 - $48.24 $84.4K - $86K
9.47K $450K
PNC
Pnc Financial Services Group, Inc.

Financial Services
470
+ 1093.02%
$168.84 - $202.89 $79.4K - $95.4K
513 $90K
RIO
Rio Tinto PLC

Basic Materials
1.17K
+ 88.22%
$58.19 - $64.29 $68K - $75.1K
2.49K $149K
NFLX
Netflix Inc

Communication Services
63
+ 25.93%
$828.4 - $1058.6 $52.2K - $66.7K
306 $285K
XCEM
Columbia ETF Tr Ii

ETFs
2.3K
+ 378.42%
$29.18 - $30.72 $67K - $70.6K
2.9K $85K
SNV
Synovus Financial Corp

Financial Services
1.43K
+ 370.91%
$43.7 - $56.87 $62.4K - $81.2K
1.81K $84K
TTWO
Take Two Interactive Software Inc

Communication Services
297
+ 285.58%
$178.61 - $217.95 $53K - $64.7K
401 $83K
CSX
Csx Corp

Industrials
2.22K
+ 217.55%
$29.11 - $33.67 $64.6K - $74.7K
3.24K $95K
PAGP
Plains Gp Holdings LP

Energy
1.66K
+ 18.38%
$18.52 - $22.13 $30.7K - $36.7K
10.7K $227K
Activity Summary
Buys All Purchases 237 New Holdings 47 Increased Positions 190 Sells All Sells 143 Reductions 141 Sold out 2 Options Calls 0 Puts 0
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