Ullmann Wealth Partners Group, LLC Purchases in Q2 2025

Ullmann Wealth Partners Group, LLC

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1
+ 0.04%
$179.73 - $253.23 $180 - $253
2.26K $571K
CSX
Csx Corp

Industrials
12
+ 0.04%
$26.69 - $32.91 $320 - $395
29.3K $955K
ISRG
Intuitive Surgical Inc

Healthcare
46
+ 3.47%
$451.58 - $565.94 $20.8K - $26K
1.37K $745K
GWW
W.W. Grainger, Inc.

Industrials
65
+ 31.1%
$919.93 - $1101.66 $59.8K - $71.6K
274 $285K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$104.34 - $138.68 $104 - $139
3.63K $503K
CSCO
Cisco Systems, Inc.

Technology
464
+ 9.17%
$53.19 - $69.38 $24.7K - $32.2K
5.53K $383K
BA
Boeing CO

Industrials
27
+ 1.68%
$136.59 - $217.51 $3.69K - $5.87K
1.63K $341K
WFC
Wells Fargo & Company

Financial Services
337
+ 6.87%
$60.98 - $80.12 $20.6K - $27K
5.24K $419K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 2.52%
$456.74 - $568.03 $11K - $13.6K
977 $554K
NUE
Nucor Corp

Basic Materials
14
+ 0.25%
$103.22 - $131.43 $1.45K - $1.84K
5.68K $736K
BX
Blackstone Inc.

Financial Services
16
+ 0.34%
$120.07 - $151.11 $1.92K - $2.42K
4.74K $708K
RIG
Transocean Ltd.

Energy
17.2K
New
$2.13 - $3.32 $36.7K - $57.1K
17.2K $44K
V
Visa Inc.

Financial Services
104
+ 6.7%
$308.27 - $373.31 $32.1K - $38.8K
1.66K $587K
RGLD
Royal Gold Inc

Basic Materials
5
+ 0.17%
$155.48 - $186.71 $777 - $934
2.92K $519K
DFAU
Dimensional ETF Tr

ETFs
22
+ 0.22%
$34.04 - $42.36 $749 - $932
9.84K $416K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.22%
$91.62 - $109.97 $825 - $990
4.07K $447K
VEA
Vanguard Ftse Developed Market

ETFs
91
+ 2.15%
$45.65 - $57.01 $4.15K - $5.19K
4.31K $245K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
6
+ 0.06%
$27.24 - $33.15 $163 - $199
10K $330K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24
+ 0.29%
$29.12 - $35.84 $699 - $860
8.16K $292K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.14%
$82.17 - $99.96 $411 - $500
3.57K $350K
NEE
Nextera Energy Inc

Utilities
490
+ 7.17%
$64.11 - $75.0 $31.4K - $36.8K
7.33K $508K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 1.59%
$335.24 - $380.78 $17.1K - $19.4K
3.26K $1.19M
ADP
Automatic Data Processing Inc

Industrials
41
+ 2.15%
$276.76 - $326.81 $11.3K - $13.4K
1.95K $601K
MA
Mastercard Inc

Financial Services
7
+ 0.95%
$479.92 - $590.74 $3.36K - $4.14K
744 $418K
IEMG
Ishares Inc

ETFs
245
+ 6.39%
N/A
4.08K $218K
T
At&T Inc.

Communication Services
220
+ 2.3%
$26.33 - $28.94 $5.79K - $6.37K
9.77K $282K
CMCSA
Comcast Corp

Communication Services
494
+ 6.44%
$32.84 - $36.72 $16.2K - $18.1K
8.16K $291K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6
+ 0.27%
$81.46 - $94.63 $489 - $568
2.22K $209K
REI
Ring Energy, Inc.

Energy
15.3K
+ 53.42%
$0.74 - $1.17 $11.3K - $17.9K
44K $34K
Arista Networks Inc
2.05K
New
N/A
2.05K $0
Blackrock ETF Trust Ii
83.9K
+ 454.83%
N/A
102K $0
XEL
Xcel Energy Inc

Utilities
32
+ 1.01%
$65.65 - $72.39 $2.1K - $2.32K
3.21K $218K
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 2.02%
$210.83 - $235.28 $4.64K - $5.18K
1.11K $246K
MCD
Mcdonalds Corp

Consumer Cyclical
61
+ 3.78%
$285.55 - $321.23 $17.4K - $19.6K
1.67K $489K
FNF
Fidelity National Financial, Inc.

Financial Services
4.76K
+ 14.05%
$53.62 - $66.59 $255K - $317K
38.6K $2.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 2.7%
$483.48 - $539.8 $39.2K - $43.7K
3.08K $1.5M
ABBV
Abb Vie Inc.

Healthcare
61
+ 0.96%
$170.16 - $206.27 $10.4K - $12.6K
6.42K $1.19M
AAPL
Apple Inc.

Technology
231
+ 0.9%
$172.42 - $223.89 $39.8K - $51.7K
25.9K $5.31M
Activity Summary
Buys All Purchases 89 New Holdings 11 Increased Positions 78 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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