Pegasus Asset Management, Inc. Incresed Positions in Q1 2025

Pegasus Asset Management, Inc.

  • $243 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
456
+ 2.91%
$442.66 - $534.52 $202K - $244K
16.1K $8.58M
RTX
Raytheon Technologies Corp

Industrials
840
+ 1.71%
$114.1 - $135.66 $95.8K - $114K
50.1K $6.63M
CVX
Chevron Corp

Energy
1.08K
+ 3.73%
$146.71 - $167.97 $158K - $181K
29.9K $5M
DUK
Duke Energy Corp

Utilities
1.36K
+ 3.93%
$105.87 - $121.97 $144K - $166K
35.9K $4.38M
MA
Mastercard Inc

Financial Services
108
+ 0.63%
$504.67 - $576.31 $54.5K - $62.2K
17.2K $9.44M
LLY
Eli Lilly & CO

Healthcare
124
+ 2.43%
$725.72 - $929.72 $90K - $115K
5.23K $4.32M
PG
Procter & Gamble CO

Consumer Defensive
1.03K
+ 3.27%
$158.56 - $176.26 $163K - $181K
32.5K $5.54M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 0.48%
$225.19 - $279.95 $34.9K - $43.4K
32.6K $7.99M
PEP
Pepsico Inc

Consumer Defensive
1.43K
+ 4.78%
$142.64 - $156.42 $204K - $223K
31.3K $4.69M
ADP
Automatic Data Processing Inc

Industrials
99
+ 1.1%
$286.85 - $318.64 $28.4K - $31.5K
9.08K $2.77M
V
Visa Inc.

Financial Services
208
+ 27.73%
$306.92 - $362.71 $63.8K - $75.4K
958 $335K
HD
Home Depot, Inc.

Consumer Cyclical
419
+ 8.04%
$347.25 - $424.87 $145K - $178K
5.63K $2.06M
ASML
Asml Holding Nv

Technology
256
+ 5.59%
$662.63 - $776.99 $170K - $199K
4.84K $3.21M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.94K
+ 8.08%
$25.58 - $29.24 $49.5K - $56.6K
25.9K $678K
UNP
Union Pacific Corp

Industrials
2
+ 0.16%
$225.21 - $254.42 $450 - $509
1.29K $304K
Blackrock Inc
114
+ 1.56%
N/A
7.41K $0
WMT
Walmart Inc.

Consumer Defensive
156
+ 0.38%
$84.5 - $105.05 $13.2K - $16.4K
41.7K $3.66M
META
Meta Platforms, Inc.

Communication Services
32
+ 0.19%
$576.36 - $736.67 $18.4K - $23.6K
17K $9.81M
CARR
Carrier Global Corp

Industrials
2.02K
+ 2.55%
$62.07 - $70.55 $126K - $143K
81.4K $5.16M
GS
Goldman Sachs Group Inc

Financial Services
168
+ 1.25%
$524.81 - $672.19 $88.2K - $113K
13.6K $7.43M
NKE
Nike, Inc.

Consumer Cyclical
1.47K
+ 4.92%
$63.29 - $81.72 $92.7K - $120K
31.2K $1.98M
DIS
Walt Disney CO

Communication Services
1.47K
+ 4.22%
$96.87 - $114.0 $142K - $167K
36.2K $3.57M
SOFI
So Fi Technologies, Inc.

Financial Services
9.5K
+ 8.3%
$11.18 - $18.03 $106K - $171K
124K $1.44M
MAR
Marriott International Inc

Consumer Cyclical
136
+ 1.57%
$237.01 - $304.45 $32.2K - $41.4K
8.8K $2.1M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.29%
$222.15 - $428.22 $1.56K - $3K
2.43K $628K
PH
Parker Hannifin Corp

Industrials
42
+ 0.28%
$591.65 - $707.05 $24.8K - $29.7K
14.9K $9.04M
ACN
Accenture PLC

Technology
602
+ 3.26%
$300.91 - $398.25 $181K - $240K
19.1K $5.95M
CRM
Salesforce, Inc.

Technology
241
+ 1.49%
$268.36 - $359.95 $64.7K - $86.7K
16.4K $4.4M
AMZN
Amazon Com Inc

Consumer Cyclical
244
+ 0.67%
$190.26 - $242.06 $46.4K - $59.1K
36.9K $7.02M
ETN
Eaton Corp PLC

Industrials
309
+ 1.01%
$271.83 - $371.23 $84K - $115K
31K $8.44M
NVDA
Nvidia Corp

Technology
197
+ 0.26%
$106.98 - $149.43 $21.1K - $29.4K
76.8K $8.32M
GOOG
Alphabet Inc.

Communication Services
319
+ 0.54%
$156.06 - $207.71 $49.8K - $66.3K
59.8K $9.34M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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