Peddock Capital Advisors, LLC Incresed Positions in Q1 2025

Peddock Capital Advisors, LLC

  • $392 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
427
+ 0.16%
$105.44 - $118.93 $45K - $50.8K
268K $31.9M
GLD
Spdr Gold Trust

ETFs
346
+ 3.13%
$243.19 - $288.14 $84.1K - $99.7K
11.4K $3.28M
GILD
Gilead Sciences, Inc.

Healthcare
38
+ 0.18%
$89.14 - $117.41 $3.39K - $4.46K
20.8K $2.34M
KO
Coca Cola CO

Consumer Defensive
123
+ 0.38%
$60.81 - $72.32 $7.48K - $8.9K
32.6K $2.33M
LLY
Eli Lilly & CO

Healthcare
23
+ 0.45%
$725.72 - $929.72 $16.7K - $21.4K
5.12K $4.23M
UBER
Uber Technologies, Inc

Technology
2.48K
+ 33.16%
$63.17 - $81.49 $157K - $202K
9.97K $726K
JNJ
Johnson & Johnson

Healthcare
35
+ 0.36%
$142.06 - $167.7 $4.97K - $5.87K
9.87K $1.64M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.09%
$279.74 - $321.29 $2.24K - $2.57K
9.06K $2.83M
XLE
Energy Sector Spdr

ETFs
489
+ 2.88%
$85.7 - $93.96 $41.9K - $45.9K
17.4K $1.63M
T
At&T Inc.

Communication Services
232
+ 0.81%
$21.56 - $28.28 $5K - $6.56K
28.9K $818K
XLF
Financial Sector Spdr

ETFs
796
+ 1.11%
$47.32 - $52.19 $37.7K - $41.5K
72.6K $3.62M
VLUE
Ishares Msci Usa Value Factor

ETFs
978
+ 3.91%
$104.89 - $113.56 $103K - $111K
26K $2.77M
VIRT
Virtu Financial, Inc.

Financial Services
1.52K
+ 5.48%
$34.19 - $40.96 $52.1K - $62.4K
29.3K $1.12M
ICF
Ishares Tr

ETFs
1.47K
+ 5.75%
$57.98 - $63.8 $85.4K - $94K
27.1K $1.67M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
662
+ 10.69%
$98.98 - $113.18 $65.5K - $74.9K
6.85K $775K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 3.03%
$442.66 - $534.52 $15.9K - $19.2K
1.22K $651K
ACI
Albertsons Companies, Inc.

Consumer Defensive
2.32K
+ 9.77%
$19.58 - $22.02 $45.4K - $51.1K
26.1K $573K
NVO
Novo Nordisk A S

Healthcare
3.45K
+ 43.22%
$69.3 - $90.95 $239K - $313K
11.4K $792K
RTX
Raytheon Technologies Corp

Industrials
17
+ 0.31%
$114.1 - $135.66 $1.94K - $2.31K
5.59K $740K
ABBV
Abb Vie Inc.

Healthcare
35
+ 1.28%
$169.2 - $216.66 $5.92K - $7.58K
2.77K $580K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.35K
+ 8.18%
$20.7 - $21.15 $111K - $113K
70.8K $1.46M
WCC
Wesco International Inc

Industrials
806
+ 47.83%
$155.3 - $199.95 $125K - $161K
2.49K $386K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
727
+ 4.71%
$196.12 - $229.48 $143K - $167K
16.2K $3.27M
V
Visa Inc.

Financial Services
43
+ 3.12%
$306.92 - $362.71 $13.2K - $15.6K
1.42K $498K
FNF
Fidelity National Financial, Inc.

Financial Services
178
+ 3.25%
$54.25 - $65.27 $9.66K - $11.6K
5.66K $368K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.34%
$890.62 - $1076.86 $5.34K - $6.46K
1.77K $1.67M
BP
Bp PLC

Energy
91
+ 0.74%
$29.93 - $35.31 $2.72K - $3.21K
12.4K $420K
UNP
Union Pacific Corp

Industrials
9
+ 0.15%
$225.21 - $254.42 $2.03K - $2.29K
6.08K $1.44M
NVS
Novartis Ag

Healthcare
58
+ 1.86%
$97.14 - $115.57 $5.63K - $6.7K
3.18K $354K
BSX
Boston Scientific Corp

Healthcare
38
+ 0.92%
$89.38 - $106.18 $3.4K - $4.03K
4.18K $421K
PG
Procter & Gamble CO

Consumer Defensive
49
+ 0.34%
$158.56 - $176.26 $7.77K - $8.64K
14.7K $2.5M
COP
Conocophillips

Energy
237
+ 9.76%
$88.6 - $105.85 $21K - $25.1K
2.67K $279K
MDT
Medtronic PLC

Healthcare
141
+ 5.62%
$79.84 - $94.5 $11.3K - $13.3K
2.65K $237K
DUK
Duke Energy Corp

Utilities
16
+ 0.78%
$105.87 - $121.97 $1.69K - $1.95K
2.08K $253K
BK
Bank Of New York Mellon Corp

Financial Services
30
+ 0.77%
$75.42 - $88.95 $2.26K - $2.67K
3.94K $330K
BMY
Bristol Myers Squibb CO

Healthcare
107
+ 2.08%
$53.9 - $63.11 $5.77K - $6.75K
5.26K $320K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
134
+ 3.74%
$126.11 - $135.06 $16.9K - $18.1K
3.72K $479K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.64%
$286.85 - $318.64 $2.01K - $2.23K
1.1K $336K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
558
+ 13.58%
$102.49 - $119.96 $57.2K - $66.9K
4.67K $487K
WFC
Wells Fargo & Company

Financial Services
119
+ 3.05%
$66.78 - $81.42 $7.95K - $9.69K
4.02K $288K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
267
+ 6.71%
$50.87 - $51.09 $13.6K - $13.6K
4.25K $216K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.44%
$330.16 - $365.55 $1.32K - $1.46K
920 $321K
ACN
Accenture PLC

Technology
110
+ 15.9%
$300.91 - $398.25 $33.1K - $43.8K
802 $250K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25
+ 0.57%
$81.83 - $82.73 $2.05K - $2.07K
4.45K $368K
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 0.43%
$112.81 - $126.16 $1.8K - $2.02K
3.76K $457K
LHX
L3 Harris Technologies, Inc.

Industrials
14
+ 0.77%
$194.65 - $222.86 $2.73K - $3.12K
1.83K $383K
MET
Metlife Inc

Financial Services
22
+ 0.18%
$77.7 - $87.0 $1.71K - $1.91K
12.2K $978K
CAT
Caterpillar Inc

Industrials
7
+ 1.11%
$326.75 - $407.63 $2.29K - $2.85K
637 $210K
QUAL
Ishares Msci Usa Quality Facto

ETFs
719
+ 3.58%
$168.16 - $186.21 $121K - $134K
20.8K $3.55M
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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