Pya Waltman Capital, LLC Incresed Positions in Q1 2025

Pya Waltman Capital, LLC

  • $276 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 0.13%
$442.66 - $534.52 $44.3K - $53.5K
74.9K $39.9M
POST
Post Holdings, Inc.

Consumer Defensive
22.7K
+ 15.07%
$104.57 - $116.92 $2.37M - $2.65M
173K $20.2M
JNJ
Johnson & Johnson

Healthcare
788
+ 1.97%
$142.06 - $167.7 $112K - $132K
40.9K $6.78M
DHR
Danaher Corp

Healthcare
8.74K
+ 25.51%
$201.62 - $250.59 $1.76M - $2.19M
43K $8.81M
AMGN
Amgen Inc

Healthcare
422
+ 3.86%
$258.59 - $327.36 $109K - $138K
11.3K $3.54M
ABBV
Abb Vie Inc.

Healthcare
51
+ 0.28%
$169.2 - $216.66 $8.63K - $11K
18.5K $3.88M
BLD
Top Build Corp

Industrials
1.66K
+ 37.99%
$295.17 - $354.82 $490K - $589K
6.03K $1.84M
AMT
American Tower Corp

Real Estate
441
+ 4.52%
$173.46 - $217.6 $76.5K - $96K
10.2K $2.22M
ET
Energy Transfer LP

Energy
21.7K
+ 55.59%
$17.26 - $21.08 $374K - $457K
60.7K $1.13M
UPS
United Parcel Service Inc

Industrials
5.68K
+ 29.47%
$109.66 - $136.26 $623K - $774K
25K $2.74M
VZ
Verizon Communications Inc

Communication Services
964
+ 3.6%
$37.81 - $46.49 $36.4K - $44.8K
27.7K $1.26M
PG
Procter & Gamble CO

Consumer Defensive
777
+ 4.35%
$158.56 - $176.26 $123K - $137K
18.7K $3.18M
GD
General Dynamics Corp

Industrials
399
+ 5.23%
$241.94 - $272.58 $96.5K - $109K
8.02K $2.19M
PEP
Pepsico Inc

Consumer Defensive
1.28K
+ 7.58%
$142.64 - $156.42 $183K - $201K
18.2K $2.73M
TRV
Travelers Companies, Inc.

Financial Services
67
+ 1.22%
$232.43 - $265.13 $15.6K - $17.8K
5.57K $1.47M
TXN
Texas Instruments Inc

Technology
614
+ 3.8%
N/A
16.8K $3.26M
ETSY
Etsy Inc

Consumer Cyclical
5.29K
+ 21.73%
$44.4 - $57.29 $235K - $303K
29.7K $1.4M
SBUX
Starbucks Corp

Consumer Cyclical
371
+ 3.69%
$91.75 - $115.81 $34K - $43K
10.4K $1.02M
GPC
Genuine Parts CO

Consumer Cyclical
569
+ 8.6%
$115.91 - $129.02 $66K - $73.4K
7.19K $856K
CSCO
Cisco Systems, Inc.

Technology
311
+ 1.65%
$58.74 - $64.87 $18.3K - $20.2K
19.2K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
368
+ 9.91%
$271.18 - $303.12 $99.8K - $112K
4.08K $1.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
253
+ 13.45%
$468.34 - $539.52 $118K - $136K
2.13K $1M
APD
Air Products & Chemicals, Inc.

Basic Materials
43
+ 1.2%
$283.24 - $338.07 $12.2K - $14.5K
3.62K $1.07M
NEE
Nextera Energy Inc

Utilities
240
+ 1.72%
$66.96 - $76.16 $16.1K - $18.3K
14.2K $1.01M
Fidelity Ethereum Fd
16.1K
+ 37.54%
N/A
58.9K $0
Fidelity Wise Origin Bitcoin
4.9K
+ 10.8%
N/A
50.2K $0
T Rowe Price ETF Inc
112K
+ 18.92%
N/A
703K $0
LMT
Lockheed Martin Corp

Industrials
245
+ 5.72%
$423.19 - $506.29 $104K - $124K
4.53K $2.02M
MTN
Vail Resorts Inc

Consumer Cyclical
4.47K
+ 14.55%
$153.58 - $184.72 $687K - $826K
35.2K $5.63M
TROW
Price T Rowe Group Inc

Financial Services
782
+ 4.59%
$91.57 - $116.93 $71.6K - $91.4K
17.8K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 2.26%
$190.26 - $242.06 $264K - $336K
62.8K $11.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.34K
+ 1.04%
$123.3 - $154.95 $165K - $208K
130K $16.6M
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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