Smith Chas P & Associates Pa Cpas Sells in Q2 2025

Smith Chas P & Associates Pa Cpas

  • $1.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-26.6K
- 5.42%
$172.42 - $223.89 $4.59M - $5.95M
464K $95.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.31K
- 0.76%
$483.48 - $539.8 $632K - $706K
171K $83.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 7.69%
$725400.0 - $809350.0 $725K - $809K
12 $8.75M
PFE
Pfizer Inc

Healthcare
-20K
- 45.87%
$21.59 - $24.84 $432K - $497K
23.6K $572K
BRP
Brp Group, Inc.

Financial Services
-12.1K
- 17.42%
N/A
57.3K $2.29M
NEE
Nextera Energy Inc

Utilities
-5.42K
- 7.67%
$64.11 - $75.0 $347K - $406K
65.3K $4.53M
SSB
South State Corp

Financial Services
-4.83K
- 42.03%
$80.59 - $94.67 $389K - $457K
6.66K $612K
XOM
Exxon Mobil Corp

Energy
-1.14K
- 3.88%
$99.93 - $119.04 $114K - $136K
28.3K $3.05M
LOW
Lowes Companies Inc

Consumer Cyclical
-440
- 1.76%
$210.83 - $235.28 $92.8K - $104K
24.6K $5.45M
SBUX
Starbucks Corp

Consumer Cyclical
-3.61K
- 58.29%
$79.69 - $99.41 $287K - $358K
2.58K $236K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.93K
- 35.94%
$149.76 - $186.42 $289K - $360K
3.44K $641K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-43.6K
- 16.29%
$60.22 - $80.1 $2.62M - $3.49M
224K $17.9M
ABT
Abbott Laboratories

Healthcare
-2.17K
- 28.33%
$123.95 - $138.08 $269K - $299K
5.48K $745K
VZ
Verizon Communications Inc

Communication Services
-5.02K
- 20.92%
$41.67 - $45.62 $209K - $229K
19K $821K
JBT
John Bean Technologies Corp

Industrials
-2.09K
- 11.92%
N/A
15.4K $1.94M
MA
Mastercard Inc

Financial Services
-428
- 29.64%
$479.92 - $590.74 $205K - $253K
1.02K $570K
HD
Home Depot, Inc.

Consumer Cyclical
-567
- 0.28%
$335.24 - $380.78 $190K - $216K
199K $73.1M
LLY
Eli Lilly & CO

Healthcare
-144
- 10.69%
$713.71 - $898.95 $103K - $129K
1.2K $937K
ISCG
Ishares Morningstar Small Cap

ETFs
-4.13K
- 45.06%
$39.44 - $49.76 $163K - $205K
5.03K $250K
MDT
Medtronic PLC

Healthcare
-1.23K
- 14.88%
$80.68 - $88.86 $99.5K - $110K
7.05K $614K
ABBV
Abb Vie Inc.

Healthcare
-99
- 2.23%
$170.16 - $206.27 $16.8K - $20.4K
4.33K $804K
BMY
Bristol Myers Squibb CO

Healthcare
-420
- 6.11%
$44.12 - $59.6 $18.5K - $25K
6.45K $298K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.29K
- 15.1%
$61.03 - $67.59 $78.8K - $87.3K
7.26K $464K
BDX
Becton Dickinson & CO

Healthcare
-77
- 4.22%
$165.15 - $226.42 $12.7K - $17.4K
1.75K $300K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-3.68K
- 27.69%
$30.29 - $30.83 $111K - $113K
9.6K $295K
IVE
Ishares S&P 500 Value ETF

ETFs
-421
- 15.63%
$168.34 - $195.42 $70.9K - $82.3K
2.27K $444K
VIG
Vanguard Dividend Appreciation

ETFs
-370
- 9.27%
N/A
3.62K $659K
COP
Conocophillips

Energy
-60
- 1.74%
$82.66 - $106.1 $4.96K - $6.37K
3.38K $303K
AON
Aon PLC

Financial Services
-14
- 1.43%
$335.85 - $398.81 $4.7K - $5.58K
965 $344K
XLF
Financial Sector Spdr

ETFs
-1.33K
- 11.71%
$43.92 - $52.37 $58.5K - $69.8K
10K $525K
KO
Coca Cola CO

Consumer Defensive
-328
- 1.62%
$68.37 - $73.9 $22.4K - $24.2K
19.9K $1.41M
DUK
Duke Energy Corp

Utilities
-137
- 2.32%
$112.46 - $124.05 $15.4K - $17K
5.76K $679K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-431
- 14.95%
$82.21 - $83.12 $35.4K - $35.8K
2.45K $203K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.34K
- 20.35%
$82.96 - $110.1 $111K - $148K
5.25K $577K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-307
- 8.39%
$83.54 - $100.04 $25.6K - $30.7K
3.35K $333K
CVS
Cvs Health Corp

Healthcare
-327
- 7.89%
$60.04 - $70.18 $19.6K - $22.9K
3.82K $263K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-1.45K
- 4.16%
$6.87 - $7.56 $9.97K - $11K
33.5K $247K
MO
Altria Group, Inc.

Consumer Defensive
-70
- 0.9%
$55.56 - $60.91 $3.89K - $4.26K
7.69K $450K
WM
Waste Management Inc

Industrials
-24
- 0.79%
$216.47 - $242.1 $5.2K - $5.81K
3K $686K
SO
Southern CO

Utilities
-49
- 0.18%
$84.91 - $92.56 $4.16K - $4.54K
27.1K $2.49M
XLP
Consumer Staples Sector Spdr

ETFs
-28
- 0.6%
N/A
4.64K $352K
Kenvue Inc
-8.78K
- 35.42%
N/A
16K $0
XLK
Technology Sector Spdr

ETFs
-352
- 18.29%
$179.73 - $253.23 $63.3K - $89.1K
1.57K $398K
IWP
Ishares Russell Mid Cap Growth

ETFs
-420
- 13.91%
$104.34 - $138.68 $43.8K - $58.2K
2.6K $360K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-80
- 2.18%
$51.16 - $62.02 $4.09K - $4.96K
3.59K $222K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-161
- 3.93%
$71.86 - $82.66 $11.6K - $13.3K
3.93K $325K
BAC
Bank Of America Corp

Financial Services
-638
- 6.29%
$34.39 - $47.46 $21.9K - $30.3K
9.51K $450K
VUG
Vanguard Growth ETF

ETFs
-17
- 3.09%
$329.49 - $438.4 $5.6K - $7.45K
534 $234K
USB
Us Bancorp \De\

Financial Services
-29
- 0.25%
$36.4 - $45.76 $1.06K - $1.33K
11.4K $514K
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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