Mogy Joel R Investment Counsel Inc Reduced Holdings in Q1 2025

Mogy Joel R Investment Counsel Inc

  • $1.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-47.1K
- 3.28%
$106.98 - $149.43 $5.04M - $7.04M
1.39M $151M
AAPL
Apple Inc.

Technology
-14.2K
- 2.24%
$209.68 - $247.1 $2.98M - $3.51M
619K $137M
MSFT
Microsoft Corp

Technology
-5.81K
- 1.98%
$375.39 - $447.2 $2.18M - $2.6M
287K $108M
SBUX
Starbucks Corp

Consumer Cyclical
-171K
- 71.72%
$91.75 - $115.81 $15.7M - $19.8M
67.5K $6.62M
GOOG
Alphabet Inc.

Communication Services
-7.29K
- 2.09%
$156.06 - $207.71 $1.14M - $1.51M
342K $53.4M
PG
Procter & Gamble CO

Consumer Defensive
-53.4K
- 58.32%
$158.56 - $176.26 $8.47M - $9.42M
38.2K $6.51M
PEP
Pepsico Inc

Consumer Defensive
-39.7K
- 56.44%
$142.64 - $156.42 $5.66M - $6.21M
30.7K $4.6M
ORCL
Oracle Corp

Technology
-1.33K
- 0.99%
$139.81 - $186.47 $185K - $247K
132K $18.5M
UNP
Union Pacific Corp

Industrials
-14.1K
- 30.16%
$225.21 - $254.42 $3.18M - $3.59M
32.7K $7.72M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.15K
- 82.98%
$222.15 - $428.22 $921K - $1.77M
850 $220K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12K
- 59.33%
$56.12 - $68.15 $671K - $814K
8.19K $555K
EQIX
Equinix Inc

Real Estate
-20
- 0.46%
$803.0 - $959.97 $16.1K - $19.2K
4.37K $3.56M
DIS
Walt Disney CO

Communication Services
-831
- 3.25%
$96.87 - $114.0 $80.5K - $94.7K
24.8K $2.44M
WSM
Williams Sonoma Inc

Consumer Cyclical
-100
- 0.98%
$158.1 - $217.71 $15.8K - $21.8K
10.1K $1.6M
JNJ
Johnson & Johnson

Healthcare
-6.64K
- 17.33%
$142.06 - $167.7 $943K - $1.11M
31.7K $5.25M
WMT
Walmart Inc.

Consumer Defensive
-1.17K
- 1.82%
$84.5 - $105.05 $98.5K - $122K
62.8K $5.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
-246
- 6.88%
$551.42 - $612.93 $136K - $151K
3.33K $1.86M
BIIB
Biogen Inc.

Healthcare
-600
- 8.75%
$133.43 - $153.27 $80.1K - $92K
6.26K $856K
JPM
Jpmorgan Chase & CO

Financial Services
-815
- 20.55%
$225.19 - $279.95 $184K - $228K
3.15K $772K
VUG
Vanguard Growth ETF

ETFs
-75
- 2.01%
$369.1 - $427.61 $27.7K - $32.1K
3.65K $1.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-200
- 10.05%
$507.05 - $563.67 $101K - $113K
1.79K $919K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.1K
- 5.88%
$57.21 - $65.8 $63K - $72.5K
17.6K $1.03M
K
Kellogg CO

Consumer Defensive
-1.7K
- 36.17%
$81.06 - $82.9 $138K - $141K
3K $247K
CVX
Chevron Corp

Energy
-1.65K
- 22.47%
$146.71 - $167.97 $242K - $277K
5.69K $952K
PFE
Pfizer Inc

Healthcare
-2.95K
- 11.1%
$25.01 - $27.13 $73.8K - $80K
23.6K $598K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-590
- 32.24%
$169.43 - $182.84 $100K - $108K
1.24K $214K
VB
Vanguard Small Cap ETF

ETFs
-375
- 48.39%
$217.89 - $252.64 $81.7K - $94.7K
400 $88K
NEE
Nextera Energy Inc

Utilities
-1K
- 3.26%
$66.96 - $76.16 $67.1K - $76.3K
29.8K $2.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50
- 3.03%
$468.34 - $539.52 $23.4K - $27K
1.6K $751K
VTI
Vanguard Total Stock Market Et

ETFs
-38
- 0.77%
$271.18 - $303.12 $10.3K - $11.5K
4.88K $1.34M
VTV
Vanguard Value ETF

ETFs
-565
- 11.58%
$167.73 - $179.21 $94.8K - $101K
4.32K $737K
MMM
3 M CO

Industrials
-475
- 25.33%
$129.7 - $155.12 $61.6K - $73.7K
1.4K $205K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-300
- 2.29%
$76.94 - $78.24 $23.1K - $23.5K
12.8K $1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-45
- 0.74%
$126.11 - $135.06 $5.67K - $6.08K
6.01K $765K
PLD
Prologis, Inc.

Real Estate
-1.45K
- 5.47%
$103.59 - $124.04 $150K - $180K
25.1K $2.8M
SO
Southern CO

Utilities
-100
- 2.48%
$80.96 - $92.96 $8.1K - $9.3K
3.93K $361K
MCD
Mcdonalds Corp

Consumer Cyclical
-300
- 5.01%
$279.74 - $321.29 $83.9K - $96.4K
5.69K $1.78M
CSCO
Cisco Systems, Inc.

Technology
-5.4K
- 3.6%
$58.74 - $64.87 $317K - $350K
144K $8.91M
BMY
Bristol Myers Squibb CO

Healthcare
-215
- 1.12%
$53.9 - $63.11 $11.6K - $13.6K
18.9K $1.16M
KO
Coca Cola CO

Consumer Defensive
-400
- 2.42%
$60.81 - $72.32 $24.3K - $28.9K
16.1K $1.15M
ABBV
Abb Vie Inc.

Healthcare
-6.63K
- 12.66%
$169.2 - $216.66 $1.12M - $1.44M
45.8K $9.59M
XOM
Exxon Mobil Corp

Energy
-225
- 0.75%
$105.44 - $118.93 $23.7K - $26.8K
29.9K $3.56M
COST
Costco Wholesale Corp

Consumer Defensive
-2.05K
- 2.02%
$890.62 - $1076.86 $1.82M - $2.21M
99.1K $93.8M
V
Visa Inc.

Financial Services
-131
- 0.07%
$306.92 - $362.71 $40.2K - $47.5K
185K $65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.18K
- 1.61%
$442.66 - $534.52 $965K - $1.17M
133K $71.1M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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