Members Trust CO Incresed Positions in Q1 2025

Members Trust CO

  • $2.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.32M
+ 105.35%
$51.52 - $52.37 $67.8M - $69M
2.57M $134M
VUG
Vanguard Growth ETF

ETFs
111K
+ 186.52%
$369.1 - $427.61 $40.9M - $47.4M
170K $63.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
231K
+ 17.56%
$105.1 - $109.61 $24.3M - $25.3M
1.55M $168M
IEFA
Ishares Tr

ETFs
48.6K
+ 1.56%
$69.57 - $78.65 $3.38M - $3.82M
3.16M $239M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55.1K
+ 1.05%
$95.85 - $99.25 $5.28M - $5.47M
5.32M $527M
SPY
Spdr S&P 500 ETF Trust

ETFs
59.8K
+ 8.34%
$551.42 - $612.93 $33M - $36.7M
777K $435M
VTI
Vanguard Total Stock Market Et

ETFs
10.6K
+ 338.28%
$271.18 - $303.12 $2.88M - $3.22M
13.8K $3.78M
PG
Procter & Gamble CO

Consumer Defensive
7.43K
+ 122.03%
$158.56 - $176.26 $1.18M - $1.31M
13.5K $2.3M
KO
Coca Cola CO

Consumer Defensive
1.7K
+ 3.21%
$60.81 - $72.32 $103K - $123K
54.7K $3.92M
JPM
Jpmorgan Chase & CO

Financial Services
1.71K
+ 21.59%
$225.19 - $279.95 $385K - $479K
9.63K $2.36M
JNJ
Johnson & Johnson

Healthcare
1.01K
+ 13.19%
$142.06 - $167.7 $143K - $169K
8.66K $1.44M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.92K
+ 44.13%
$113.22 - $126.36 $331K - $369K
9.54K $1.1M
ABBV
Abb Vie Inc.

Healthcare
223
+ 3.05%
$169.2 - $216.66 $37.7K - $48.3K
7.54K $1.58M
VO
Vanguard Mid Cap ETF

ETFs
1.1K
+ 95.38%
$251.87 - $277.95 $276K - $304K
2.24K $580K
GOOG
Alphabet Inc.

Communication Services
2.29K
+ 84.67%
$156.06 - $207.71 $358K - $476K
5K $780K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.46K
+ 11.61%
$74.85 - $84.89 $110K - $124K
14.1K $1.15M
LLY
Eli Lilly & CO

Healthcare
183
+ 42.86%
$725.72 - $929.72 $133K - $170K
610 $503K
VEA
Vanguard Ftse Developed Market

ETFs
3.1K
+ 61.33%
$47.4 - $52.99 $147K - $164K
8.14K $413K
META
Meta Platforms, Inc.

Communication Services
312
+ 52.97%
$576.36 - $736.67 $180K - $230K
901 $519K
GLD
Spdr Gold Trust

ETFs
69
+ 2.14%
$243.19 - $288.14 $16.8K - $19.9K
3.3K $949K
XOM
Exxon Mobil Corp

Energy
122
+ 1.04%
$105.44 - $118.93 $12.9K - $14.5K
11.8K $1.41M
CSCO
Cisco Systems, Inc.

Technology
1.81K
+ 19.45%
$58.74 - $64.87 $106K - $117K
11.1K $686K
RTX
Raytheon Technologies Corp

Industrials
605
+ 21.26%
$114.1 - $135.66 $69K - $82.1K
3.45K $457K
SO
Southern CO

Utilities
69
+ 0.66%
$80.96 - $92.96 $5.59K - $6.41K
10.6K $972K
UNH
Unitedhealth Group Inc

Healthcare
162
+ 14.21%
$461.52 - $548.18 $74.8K - $88.8K
1.3K $681K
COP
Conocophillips

Energy
712
+ 18.45%
$88.6 - $105.85 $63.1K - $75.4K
4.57K $480K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.79K
+ 34.22%
$21.75 - $24.28 $104K - $116K
18.8K $415K
UNP
Union Pacific Corp

Industrials
326
+ 35.43%
$225.21 - $254.42 $73.4K - $82.9K
1.25K $294K
DUK
Duke Energy Corp

Utilities
162
+ 3.6%
$105.87 - $121.97 $17.2K - $19.8K
4.66K $568K
CVX
Chevron Corp

Energy
96
+ 3.18%
$146.71 - $167.97 $14.1K - $16.1K
3.12K $521K
IVV
Ishares Core S&P 500 ETF

ETFs
225
+ 13.42%
$554.06 - $615.85 $125K - $139K
1.9K $1.07M
ADP
Automatic Data Processing Inc

Industrials
165
+ 9.18%
$286.85 - $318.64 $47.3K - $52.6K
1.96K $599K
SBUX
Starbucks Corp

Consumer Cyclical
8
+ 0.12%
$91.75 - $115.81 $734 - $926
6.95K $682K
GOOGL
Alphabet Inc.

Communication Services
1.14K
+ 30.38%
$154.33 - $206.19 $176K - $235K
4.89K $756K
AVGO
Broadcom Inc.

Technology
1.05K
+ 51.68%
$167.43 - $244.7 $175K - $256K
3.07K $514K
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.08%
$90.77 - $104.01 $182 - $208
2.66K $274K
D
Dominion Energy, Inc

Utilities
3
+ 0.02%
$52.85 - $57.43 $159 - $172
13.1K $736K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.26K
+ 7.46%
$22.25 - $23.0 $28.1K - $29.1K
18.2K $418K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.05%
$478.26 - $543.77 $478 - $544
2.17K $1.1M
FNDX
Schwab Fundamental U S Large C

ETFs
273
+ 1.73%
$23.03 - $25.01 $6.29K - $6.83K
16K $378K
BA
Boeing CO

Industrials
87
+ 4.18%
$148.15 - $186.25 $12.9K - $16.2K
2.17K $369K
PEP
Pepsico Inc

Consumer Defensive
77
+ 1.31%
$142.64 - $156.42 $11K - $12K
5.94K $890K
CMCSA
Comcast Corp

Communication Services
89
+ 1.01%
$33.19 - $38.23 $2.95K - $3.4K
8.88K $327K
ORCL
Oracle Corp

Technology
410
+ 16.54%
$139.81 - $186.47 $57.3K - $76.5K
2.89K $403K
ETN
Eaton Corp PLC

Industrials
257
+ 18.28%
$271.83 - $371.23 $69.9K - $95.4K
1.66K $452K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.19K
+ 9.06%
$24.91 - $29.02 $54.5K - $63.5K
26.3K $659K
PFE
Pfizer Inc

Healthcare
467
+ 2.06%
$25.01 - $27.13 $11.7K - $12.7K
23.2K $587K
VGT
Vanguard Information Technolog

ETFs
15
+ 4.03%
$542.38 - $646.34 $8.14K - $9.7K
387 $209K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8
+ 0.89%
$254.58 - $302.92 $2.04K - $2.42K
908 $232K
Activity Summary
Buys All Purchases 70 New Holdings 13 Increased Positions 57 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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