Pax Financial Group, LLC Incresed Positions in Q1 2025

Pax Financial Group, LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
522
+ 6.51%
$133.67 - $147.81 $69.8K - $77.2K
8.54K $1.26M
TXN
Texas Instruments Inc

Technology
553
+ 37.9%
N/A
2.01K $391K
ATO
Atmos Energy Corp

Utilities
389
+ 12.39%
$136.51 - $154.58 $53.1K - $60.1K
3.53K $545K
MKC
Mccormick & CO Inc

Consumer Defensive
770
+ 11.03%
$71.24 - $84.73 $54.9K - $65.2K
7.75K $638K
PG
Procter & Gamble CO

Consumer Defensive
518
+ 23.09%
$158.56 - $176.26 $82.1K - $91.3K
2.76K $470K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
768
+ 17.94%
$110.75 - $119.78 $85.1K - $92K
5.05K $583K
KNSL
Kinsale Capital Group, Inc.

Financial Services
128
+ 12.05%
$416.48 - $494.72 $53.3K - $63.3K
1.19K $579K
NFLX
Netflix Inc

Communication Services
36
+ 3.0%
$828.4 - $1058.6 $29.8K - $38.1K
1.24K $1.15M
NDAQ
Nasdaq, Inc.

Financial Services
1.21K
+ 11.01%
$72.17 - $83.76 $87.3K - $101K
12.2K $925K
DIS
Walt Disney CO

Communication Services
1.74K
+ 21.16%
$96.87 - $114.0 $168K - $198K
9.93K $980K
EXPD
Expeditors International Of Washington Inc

Industrials
122
+ 2.37%
$109.09 - $126.48 $13.3K - $15.4K
5.27K $633K
GRMN
Garmin LTD

Technology
32
+ 0.63%
$204.55 - $241.93 $6.55K - $7.74K
5.14K $1.12M
PLTR
Palantir Technologies Inc.

Technology
375
+ 11.15%
$64.98 - $124.62 $24.4K - $46.7K
3.74K $315K
META
Meta Platforms, Inc.

Communication Services
180
+ 5.67%
$576.36 - $736.67 $104K - $133K
3.35K $1.93M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.6K
+ 22.44%
$54.51 - $63.63 $87.3K - $102K
8.74K $489K
EOG
Eog Resources Inc

Energy
298
+ 8.54%
$120.54 - $138.05 $35.9K - $41.1K
3.79K $485K
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
VLO
Valero Energy Corp

Energy
12
+ 0.28%
$121.76 - $142.99 $1.46K - $1.72K
4.27K $564K
STE
Steris PLC

Healthcare
4
+ 0.2%
$202.46 - $232.74 $810 - $931
1.96K $443K
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
PNW
Pinnacle West Capital Corp

Utilities
36
+ 1.36%
$81.76 - $95.25 $2.94K - $3.43K
2.68K $255K
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
PLW
Invesco 1 30 Laddered Treasury

ETFs
16.1K
+ 27.74%
N/A
74.3K $0
Strategy Shs
8.63K
+ 5.69%
N/A
160K $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
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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