Meridian Investment Counsel Inc. Purchases in Q1 2025

Meridian Investment Counsel Inc.

  • $334 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
CGXU
Capital Group Intl Focus Equit

ETFs
126K
New
$24.48 - $26.59 $3.07M - $3.34M
126K $3.07M
XLI
Industrial Sector Spdr

ETFs
16.2K
+ 192.1%
$128.78 - $141.67 $2.09M - $2.3M
24.7K $3.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
98K
New
$18.36 - $20.51 $1.8M - $2.01M
98K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.29K
+ 14.08%
$442.66 - $534.52 $571K - $690K
10.4K $5.56M
CVX
Chevron Corp

Energy
10
+ 0.02%
$146.71 - $167.97 $1.47K - $1.68K
55.3K $9.26M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.1K
+ 111.63%
$50.48 - $51.04 $916K - $926K
34.4K $1.74M
FLGB
Franklin Templeton ETF Tr

ETFs
16.6K
+ 33.52%
$25.73 - $29.17 $428K - $485K
66.2K $1.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.38K
New
$58.01 - $64.46 $544K - $604K
9.38K $582K
JNJ
Johnson & Johnson

Healthcare
317
+ 1.35%
$142.06 - $167.7 $45K - $53.2K
23.8K $3.95M
MDT
Medtronic PLC

Healthcare
2.45K
+ 9.83%
$79.84 - $94.5 $196K - $232K
27.4K $2.46M
IWM
Ishares Russell 2000 ETF

ETFs
3.64K
+ 26.24%
$198.1 - $229.79 $721K - $836K
17.5K $3.49M
XLU
Utilities Sector Spdr

ETFs
1.87K
+ 2.54%
$74.7 - $80.27 $140K - $150K
75.4K $5.95M
BTI
British American Tobacco P.L.C.

Consumer Defensive
800
+ 1.36%
$35.35 - $42.74 $28.3K - $34.2K
59.5K $2.46M
GOLD
Barrick Gold Corp

Basic Materials
3.6K
+ 5.52%
$15.45 - $19.56 $55.6K - $70.4K
68.9K $1.34M
AEP
American Electric Power CO Inc

Utilities
150
+ 0.85%
$90.32 - $109.27 $13.5K - $16.4K
17.9K $1.95M
VDC
Vanguard Consumer Staples ETF

ETFs
985
+ 34.26%
$206.54 - $226.16 $203K - $223K
3.86K $844K
SHEL
Shell PLC

Energy
2.98K
New
$62.84 - $73.29 $187K - $218K
2.98K $218K
WY
Weyerhaeuser CO

Real Estate
3.44K
+ 4.68%
$27.29 - $31.39 $93.7K - $108K
76.9K $2.25M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
650
+ 5.22%
$34.58 - $45.97 $22.5K - $29.9K
13.1K $602K
PEAK
Healthpeak Properties, Inc.

Real Estate
9.2K
+ 8.15%
N/A
122K $2.32M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.1K
+ 1.55%
$27.47 - $30.62 $30.2K - $33.7K
72K $2.13M
KO
Coca Cola CO

Consumer Defensive
100
+ 0.77%
$60.81 - $72.32 $6.08K - $7.23K
13.1K $934K
KMI
Kinder Morgan, Inc.

Energy
13
+ 0.01%
$26.1 - $31.22 $339 - $406
99.4K $2.83M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
600
+ 3.09%
$58.32 - $65.09 $35K - $39.1K
20K $1.21M
XLB
Select Sector Spdr Fd Material

ETFs
150
+ 0.56%
$83.19 - $90.99 $12.5K - $13.6K
27K $2.32M
PFE
Pfizer Inc

Healthcare
4.72K
+ 7.24%
$25.01 - $27.13 $118K - $128K
69.9K $1.77M
LHX
L3 Harris Technologies, Inc.

Industrials
236
+ 2.58%
$194.65 - $222.86 $45.9K - $52.6K
9.4K $1.97M
VHT
Vanguard Health Care ETF

ETFs
30
+ 1.29%
$254.06 - $273.83 $7.62K - $8.21K
2.36K $624K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
180
+ 5.72%
$507.05 - $563.67 $91.3K - $101K
3.33K $1.71M
OXY
Occidental Petroleum Corp

Energy
100
+ 0.71%
$45.45 - $52.7 $4.55K - $5.27K
14.1K $695K
Ge Healthcare Technologies I
780
+ 16.34%
N/A
5.56K $0
Blackrock Inc
272
New
N/A
272 $0
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
10
+ 0.17%
$120.5 - $145.97 $1.21K - $1.46K
5.86K $771K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
625
+ 3.38%
$16.48 - $19.07 $10.3K - $11.9K
19.1K $317K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.08%
$21.75 - $24.28 $174 - $194
9.84K $217K
DD
Du Pont De Nemours, Inc.

Basic Materials
683
+ 1.69%
$72.7 - $84.32 $49.7K - $57.6K
41.2K $3.07M
CVE
Cenovus Energy Inc.

Energy
1K
+ 4.93%
$12.24 - $15.63 $12.2K - $15.6K
21.3K $295K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1.4K
+ 8.67%
$67.16 - $87.51 $94K - $123K
17.5K $1.25M
DIS
Walt Disney CO

Communication Services
75
+ 2.93%
$96.87 - $114.0 $7.27K - $8.55K
2.63K $259K
EMR
Emerson Electric CO

Industrials
39
+ 0.68%
$108.64 - $131.17 $4.24K - $5.12K
5.74K $629K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
378
+ 4.53%
$522.96 - $601.18 $198K - $227K
8.72K $4.65M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
29
+ 0.23%
$81.1 - $94.7 $2.35K - $2.75K
12.7K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 0.36%
$190.26 - $242.06 $2.85K - $3.63K
4.15K $788K
GOOG
Alphabet Inc.

Communication Services
131
+ 1.74%
$156.06 - $207.71 $20.4K - $27.2K
7.65K $1.2M
NVDA
Nvidia Corp

Technology
175
+ 0.93%
$106.98 - $149.43 $18.7K - $26.2K
19K $2.06M
NVO
Novo Nordisk A S

Healthcare
550
+ 1.2%
$69.3 - $90.95 $38.1K - $50K
46.2K $3.21M
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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