Pax Financial Group, LLC Purchases in Q1 2025

Pax Financial Group, LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.6K
+ 22.44%
$54.51 - $63.63 $87.3K - $102K
8.74K $489K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 0.86%
$890.62 - $1076.86 $11.6K - $14K
1.53K $1.45M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
301
+ 1.24%
$94.87 - $96.11 $28.6K - $28.9K
24.5K $2.35M
COP
Conocophillips

Energy
293
+ 10.21%
$88.6 - $105.85 $26K - $31K
3.16K $332K
MSI
Motorola Solutions, Inc.

Technology
166
+ 14.61%
$411.73 - $482.1 $68.3K - $80K
1.3K $570K
STE
Steris PLC

Healthcare
4
+ 0.2%
$202.46 - $232.74 $810 - $931
1.96K $443K
VLO
Valero Energy Corp

Energy
12
+ 0.28%
$121.76 - $142.99 $1.46K - $1.72K
4.27K $564K
RE
Everest Re Group LTD

Financial Services
101
+ 4.22%
N/A
2.49K $924K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
678
+ 3.39%
$47.33 - $47.92 $32.1K - $32.5K
20.7K $985K
ITW
Illinois Tool Works Inc

Industrials
147
+ 18.13%
$244.9 - $274.48 $36K - $40.3K
958 $237K
EVRG
Evergy, Inc.

Utilities
69
+ 1.98%
$59.9 - $69.52 $4.13K - $4.8K
3.55K $245K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
325
+ 2.41%
$93.32 - $95.35 $30.3K - $31K
13.8K $1.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
622
+ 14.21%
$49.25 - $50.66 $30.6K - $31.5K
5K $248K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
1.84K
+ 5.02%
$6.22 - $8.25 $11.4K - $15.2K
38.5K $279K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.38K
+ 14.84%
$22.83 - $23.75 $31.5K - $32.8K
10.7K $245K
ARES
Ares Management Corp

Financial Services
903
+ 25.45%
$140.19 - $198.28 $127K - $179K
4.45K $652K
SHEN
Shenandoah Telecommunications CO

Communication Services
2.02K
+ 5.43%
$10.5 - $13.48 $21.2K - $27.2K
39.1K $491K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
569
+ 9.48%
$64.88 - $72.1 $36.9K - $41K
6.57K $432K
BDX
Becton Dickinson & CO

Healthcare
64
+ 6.86%
$222.79 - $249.08 $14.3K - $15.9K
997 $228K
NOV
Nov Inc.

Energy
335
+ 2.15%
$13.99 - $16.43 $4.69K - $5.5K
15.9K $242K
SPY
Spdr S&P 500 ETF Trust

ETFs
97
+ 6.44%
$551.42 - $612.93 $53.5K - $59.5K
1.6K $897K
MUB
Ishares National Muni Bond ETF

ETFs
132
+ 3.4%
$104.71 - $107.69 $13.8K - $14.2K
4.02K $423K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
76
+ 0.16%
$49.42 - $50.43 $3.76K - $3.83K
47.3K $2.37M
REG
Regency Centers Corp

Real Estate
47
+ 1.62%
$68.83 - $77.74 $3.24K - $3.65K
2.96K $217K
Strategy Shs
220K
New
N/A
220K $0
Strategy Shs
8.63K
+ 5.69%
N/A
160K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
16.1K
+ 27.74%
N/A
74.3K $0
Pimco ETF Tr
55.8K
+ 24.74%
N/A
281K $0
CPRT
Copart Inc

Consumer Cyclical
46
+ 0.32%
$52.3 - $59.83 $2.41K - $2.75K
14.2K $805K
MRK
Merck & Co., Inc.

Healthcare
324
+ 7.95%
$83.01 - $101.02 $26.9K - $32.7K
4.4K $394K
WMT
Walmart Inc.

Consumer Defensive
110
+ 1.35%
$84.5 - $105.05 $9.3K - $11.6K
8.28K $726K
AOS
Smith A O Corp

Industrials
8
+ 0.09%
$65.16 - $72.69 $521 - $582
8.68K $567K
BWA
Borgwarner Inc

Consumer Cyclical
1.12K
+ 5.72%
$27.78 - $32.9 $31K - $36.7K
20.6K $590K
HP
Helmerich & Payne, Inc.

Energy
175
+ 2.29%
$24.69 - $36.7 $4.32K - $6.42K
7.82K $204K
EME
Emcor Group, Inc.

Industrials
51
+ 6.94%
$361.16 - $535.99 $18.4K - $27.3K
786 $290K
GOOG
Alphabet Inc.

Communication Services
47
+ 3.2%
$156.06 - $207.71 $7.33K - $9.76K
1.52K $236K
NKE
Nike, Inc.

Consumer Cyclical
392
+ 6.53%
$63.29 - $81.72 $24.8K - $32K
6.39K $405K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
140
+ 0.7%
$57.21 - $65.8 $8.01K - $9.21K
20.2K $1.18M
SPMD
Spdr Portfolio

ETFs
396
+ 1.45%
$50.21 - $57.73 $19.9K - $22.9K
27.7K $1.42M
DHI
Horton D R Inc

Consumer Cyclical
36
+ 0.56%
$125.29 - $147.65 $4.51K - $5.32K
6.49K $825K
INCY
Incyte Corp

Healthcare
376
+ 2.74%
$60.0 - $75.26 $22.6K - $28.3K
14.1K $852K
LEN
Lennar Corp

Consumer Cyclical
136
+ 2.33%
$113.93 - $141.54 $15.5K - $19.2K
5.99K $686K
PNFP
Pinnacle Financial Partners Inc

Financial Services
49
+ 0.35%
$99.42 - $126.15 $4.87K - $6.18K
14K $1.48M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.87K
+ 5.35%
$45.72 - $51.73 $223K - $252K
95.9K $4.41M
ALGN
Align Technology Inc

Healthcare
156
+ 4.51%
$158.86 - $234.89 $24.8K - $36.6K
3.61K $574K
MSFT
Microsoft Corp

Technology
946
+ 8.11%
$375.39 - $447.2 $355K - $423K
12.6K $4.73M
NBIX
Neurocrine Biosciences Inc

Healthcare
11
+ 0.14%
$107.22 - $153.29 $1.18K - $1.69K
7.94K $877K
AMZN
Amazon Com Inc

Consumer Cyclical
737
+ 5.35%
$190.26 - $242.06 $140K - $178K
14.5K $2.76M
AAPL
Apple Inc.

Technology
2.84K
+ 8.75%
$209.68 - $247.1 $595K - $702K
35.3K $7.84M
Activity Summary
Buys All Purchases 156 New Holdings 35 Increased Positions 121 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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