Oldfather Financial Services, LLC Reduced Holdings in Q1 2025

Oldfather Financial Services, LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.73K
- 2.34%
$507.05 - $563.67 $1.39M - $1.54M
114K $58.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.19K
- 4.43%
$360.07 - $417.26 $430K - $498K
25.7K $9.29M
AAPL
Apple Inc.

Technology
-282
- 2.25%
$209.68 - $247.1 $59.1K - $69.7K
12.2K $2.72M
ETN
Eaton Corp PLC

Industrials
-11
- 0.26%
$271.83 - $371.23 $2.99K - $4.08K
4.21K $1.14M
MSFT
Microsoft Corp

Technology
-29
- 1.11%
$375.39 - $447.2 $10.9K - $13K
2.58K $968K
LOW
Lowes Companies Inc

Consumer Cyclical
-401
- 21.72%
$222.66 - $268.42 $89.3K - $108K
1.45K $337K
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.07%
$271.18 - $303.12 $1.08K - $1.21K
5.8K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 5.01%
$190.26 - $242.06 $20.9K - $26.6K
2.09K $396K
GOOGL
Alphabet Inc.

Communication Services
-56
- 3.05%
$154.33 - $206.19 $8.64K - $11.5K
1.78K $275K
V
Visa Inc.

Financial Services
-269
- 31.65%
$306.92 - $362.71 $82.6K - $97.6K
581 $203K
PG
Procter & Gamble CO

Consumer Defensive
-327
- 20.81%
$158.56 - $176.26 $51.8K - $57.6K
1.24K $212K
ORCL
Oracle Corp

Technology
-16
- 1.05%
$139.81 - $186.47 $2.24K - $2.98K
1.51K $210K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-375
- 3.25%
$24.91 - $29.02 $9.34K - $10.9K
11.2K $279K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4
- 0.22%
$168.84 - $202.89 $675 - $812
1.81K $317K
BAC
Bank Of America Corp

Financial Services
-103
- 0.95%
$39.61 - $47.74 $4.08K - $4.92K
10.8K $450K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-34
- 1.75%
$108.02 - $120.45 $3.67K - $4.1K
1.9K $209K
UNP
Union Pacific Corp

Industrials
-192
- 4.36%
$225.21 - $254.42 $43.2K - $48.8K
4.21K $994K
ABBV
Abb Vie Inc.

Healthcare
-299
- 16.27%
$169.2 - $216.66 $50.6K - $64.8K
1.54K $322K
ABT
Abbott Laboratories

Healthcare
-298
- 15.67%
$111.1 - $140.22 $33.1K - $41.8K
1.6K $212K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 3.1%
$890.62 - $1076.86 $6.23K - $7.54K
219 $207K
UNH
Unitedhealth Group Inc

Healthcare
-13
- 2.13%
$461.52 - $548.18 $6K - $7.13K
598 $313K
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 1.4%
$279.74 - $321.29 $9.79K - $11.2K
2.46K $768K
JNJ
Johnson & Johnson

Healthcare
-140
- 1.79%
$142.06 - $167.7 $19.9K - $23.5K
7.69K $1.28M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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