Stiles Financial Services Inc Purchases in Q2 2025

Stiles Financial Services Inc

  • $281 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
1.04K
+ 8.12%
$84.91 - $92.56 $88.1K - $96.1K
13.8K $1.27M
AMT
American Tower Corp

Real Estate
205
+ 1.75%
$203.96 - $228.19 $41.8K - $46.8K
11.9K $2.63M
STLD
Steel Dynamics Inc

Basic Materials
807
+ 3.72%
N/A
22.5K $2.21M
EMR
Emerson Electric CO

Industrials
174
+ 7.19%
$94.15 - $133.33 $16.4K - $23.2K
2.6K $345K
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.23%
$211.12 - $274.14 $1.06K - $1.37K
2.17K $593K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.09%
$498.8 - $620.9 $499 - $621
1.17K $725K
NUE
Nucor Corp

Basic Materials
45
+ 0.86%
$103.22 - $131.43 $4.64K - $5.91K
5.29K $685K
WFC
Wells Fargo & Company

Financial Services
32
+ 0.54%
$60.98 - $80.12 $1.95K - $2.56K
5.97K $477K
TJX
Tjx Companies Inc

Consumer Cyclical
17
+ 0.06%
$119.13 - $135.03 $2.03K - $2.3K
27.8K $3.43M
GGG
Graco Inc

Industrials
15
+ 0.08%
$74.02 - $87.26 $1.11K - $1.31K
18.8K $1.62M
RY
Royal Bank Of Canada

Financial Services
10
+ 0.48%
$108.36 - $131.55 $1.08K - $1.32K
2.11K $277K
SYK
Stryker Corp

Healthcare
17
+ 1.3%
$337.37 - $395.63 $5.74K - $6.73K
1.32K $523K
NVS
Novartis Ag

Healthcare
51
+ 1.6%
$101.96 - $121.01 $5.2K - $6.17K
3.25K $392K
NVO
Novo Nordisk A S

Healthcare
775
+ 1.87%
$58.08 - $81.05 $45K - $62.8K
42.3K $2.92M
LEN
Lennar Corp

Consumer Cyclical
658
+ 7.0%
$102.76 - $115.66 $67.6K - $76.1K
10.1K $1.11M
MA
Mastercard Inc

Financial Services
3
+ 0.14%
$479.92 - $590.74 $1.44K - $1.77K
2.11K $1.18M
SHW
Sherwin Williams CO

Basic Materials
178
+ 2.93%
$313.51 - $363.51 $55.8K - $64.7K
6.25K $2.15M
AEP
American Electric Power CO Inc

Utilities
387
+ 13.63%
$98.59 - $109.11 $38.2K - $42.2K
3.23K $334K
SAN
Banco Santander, S.A.

Financial Services
52
+ 0.37%
$5.72 - $8.32 $297 - $433
14.3K $118K
ADP
Automatic Data Processing Inc

Industrials
38
+ 1.06%
$276.76 - $326.81 $10.5K - $12.4K
3.61K $1.11M
DCI
Donaldson CO Inc

Industrials
88
+ 2.47%
$59.18 - $71.02 $5.21K - $6.25K
3.65K $253K
ADSK
Autodesk, Inc.

Technology
50
+ 3.27%
N/A
1.58K $387K
WELL
Welltower Inc.

Real Estate
52
+ 0.69%
$136.49 - $155.22 $7.1K - $8.07K
7.54K $1.16M
PSA
Public Storage

Real Estate
241
+ 2.39%
$266.31 - $309.77 $64.2K - $74.7K
10.3K $3.03M
TXN
Texas Instruments Inc

Technology
51
+ 0.29%
N/A
17.6K $3.42M
EQIX
Equinix Inc

Real Estate
25
+ 5.15%
$740.07 - $914.43 $18.5K - $22.9K
510 $405K
CB
Chubb LTD

Financial Services
155
+ 5.3%
$274.32 - $302.46 $42.5K - $46.9K
3.08K $892K
LLY
Eli Lilly & CO

Healthcare
145
+ 6.3%
$713.71 - $898.95 $103K - $130K
2.45K $1.91M
DUK
Duke Energy Corp

Utilities
797
+ 3.52%
$112.46 - $124.05 $89.6K - $98.9K
23.5K $2.77M
ALCC
Alt C Acquisition Corp.

Financial Services
3.61K
New
N/A
3.61K $0
O
Realty Income Corp

Real Estate
21
+ 0.44%
$52.27 - $58.52 $1.1K - $1.23K
4.77K $275K
Fidelity Wise Origin Bitcoin
3.03K
New
N/A
3.03K $0
Lam Research Corp
2.46K
+ 4.95%
N/A
52.1K $0
Super Micro Computer Inc
2.5K
+ 12.84%
N/A
22K $0
SMOT
Vaneck ETF Tr Morningstar Smid
898
+ 4.62%
N/A
20.3K $0
Linde PLC
21
+ 3.49%
N/A
623 $0
DVY
Ishares Tr

ETFs
17
+ 0.6%
$118.37 - $134.86 $2.01K - $2.29K
2.84K $376K
PSX
Phillips 66

Energy
68
+ 2.37%
$92.87 - $125.73 $6.32K - $8.55K
2.94K $350K
HRL
Hormel Foods Corp

Consumer Defensive
81
+ 0.8%
$29.11 - $31.44 $2.36K - $2.55K
10.2K $308K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
132
+ 9.44%
$212.1 - $244.27 $28K - $32.2K
1.53K $334K
AFL
Aflac Inc

Financial Services
100
+ 3.37%
$99.77 - $112.45 $9.98K - $11.2K
3.07K $323K
UPS
United Parcel Service Inc

Industrials
1.01K
+ 8.37%
$91.92 - $110.2 $93.1K - $112K
13.1K $1.32M
MDT
Medtronic PLC

Healthcare
15
+ 0.41%
$80.68 - $88.86 $1.21K - $1.33K
3.68K $320K
EXC
Exelon Corp

Utilities
49
+ 0.92%
$42.2 - $47.37 $2.07K - $2.32K
5.4K $234K
CMS
Cms Energy Corp

Utilities
26
+ 0.78%
$68.57 - $75.51 $1.78K - $1.96K
3.35K $231K
ACN
Accenture PLC

Technology
267
+ 3.28%
$279.23 - $323.21 $74.6K - $86.3K
8.4K $2.51M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
457
+ 14.1%
$225.56 - $335.19 $103K - $153K
3.7K $878K
PKG
Packaging Corp Of America

Consumer Cyclical
86
+ 1.51%
$175.97 - $201.36 $15.1K - $17.3K
5.79K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
90
+ 2.11%
$285.55 - $321.23 $25.7K - $28.9K
4.35K $1.27M
Activity Summary
Buys All Purchases 113 New Holdings 10 Increased Positions 103 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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