Taylor, Cottrill, Erickson & Associates, Inc. Purchases in Q1 2025

Taylor, Cottrill, Erickson & Associates, Inc.

  • $278 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
6
New
$663000.0 - $801950.0 $3.98M - $4.81M
6 $4.79M
JCPB
J P Morgan Exchange Traded Fd

ETFs
23.1K
New
$45.56 - $47.23 $1.05M - $1.09M
23.1K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.89K
+ 44.4%
$56.51 - $62.98 $502K - $560K
28.9K $1.75M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.3K
+ 22.62%
$21.23 - $23.75 $410K - $459K
105K $2.25M
MGC
Vanguard Mega Cap ETF

ETFs
1.36K
New
$199.2 - $222.69 $270K - $302K
1.36K $272K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.93K
New
$49.69 - $50.76 $245K - $250K
4.93K $246K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
459
+ 66.52%
$507.05 - $563.67 $233K - $259K
1.15K $590K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.95K
+ 3.54%
$50.72 - $50.92 $150K - $150K
86.2K $4.38M
IYR
Ishares Tr

ETFs
6
+ 0.02%
$89.49 - $98.98 $537 - $594
35.8K $3.43M
NWL
Newell Brands Inc.

Consumer Defensive
15.2K
New
$6.2 - $10.66 $94K - $162K
15.2K $93K
VOT
Vanguard Mid Cap Growth Index

ETFs
331
+ 10.58%
$237.72 - $276.98 $78.7K - $91.7K
3.46K $846K
MPC
Marathon Petroleum Corp

Energy
33
+ 0.66%
$134.72 - $159.03 $4.45K - $5.25K
5.07K $738K
MSFT
Microsoft Corp

Technology
160
+ 11.72%
$375.39 - $447.2 $60.1K - $71.6K
1.53K $572K
MRK
Merck & Co., Inc.

Healthcare
18
+ 0.67%
$83.01 - $101.02 $1.49K - $1.82K
2.71K $243K
LMAT
Lemaitre Vascular Inc

Healthcare
8
+ 0.24%
$78.82 - $104.0 $631 - $832
3.28K $275K
AMZN
Amazon Com Inc

Consumer Cyclical
5
+ 0.21%
$190.26 - $242.06 $951 - $1.21K
2.41K $457K
AAPL
Apple Inc.

Technology
3
+ 0.08%
$209.68 - $247.1 $629 - $741
3.61K $801K
VBK
Vanguard Small Cap Growth ETF

ETFs
107
+ 2.25%
$247.97 - $296.33 $26.5K - $31.7K
4.87K $1.23M
Activity Summary
Buys All Purchases 19 New Holdings 5 Increased Positions 14 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Taylor, Cottrill, Erickson & Associates, Inc. Portfolio

Follow Taylor, Cottrill, Erickson & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor, Cottrill, Erickson & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor, Cottrill, Erickson & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email