Ullmann Wealth Partners Group, LLC Incresed Positions in Q1 2025

Ullmann Wealth Partners Group, LLC

  • $749 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
33.8K
+ 2.72%
$25.54 - $28.79 $864K - $974K
1.28M $35.8M
JNJ
Johnson & Johnson

Healthcare
10K
+ 190.42%
$142.06 - $167.7 $1.43M - $1.68M
15.3K $2.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.36K
+ 18.48%
$551.42 - $612.93 $1.85M - $2.06M
21.5K $12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.71K
+ 244.18%
$302.31 - $337.54 $1.12M - $1.25M
5.24K $1.6M
MEAR
Blackrock Short Maturity Munic

ETFs
18.3K
+ 5.25%
$49.97 - $50.36 $912K - $919K
366K $18.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.5K
+ 10.64%
$54.25 - $57.64 $839K - $891K
161K $8.88M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
768
+ 0.09%
$40.79 - $42.32 $31.3K - $32.5K
887K $37.3M
MUB
Ishares National Muni Bond ETF

ETFs
5.07K
+ 16.42%
$104.71 - $107.69 $531K - $546K
35.9K $3.78M
HCA
Hca Healthcare, Inc.

Healthcare
88
+ 1.29%
$296.7 - $345.55 $26.1K - $30.4K
6.89K $2.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
215
+ 7.71%
$442.66 - $534.52 $95.2K - $115K
3K $1.58M
ABBV
Abb Vie Inc.

Healthcare
167
+ 2.7%
$169.2 - $216.66 $28.3K - $36.2K
6.36K $1.33M
CTAS
Cintas Corp

Industrials
2
+ 0.02%
$182.09 - $208.14 $364 - $416
8.23K $1.69M
KO
Coca Cola CO

Consumer Defensive
801
+ 5.79%
$60.81 - $72.32 $48.7K - $57.9K
14.6K $1.05M
IBM
International Business Machines Corp

Technology
36
+ 0.62%
$217.4 - $264.74 $7.83K - $9.53K
5.83K $1.45M
XOM
Exxon Mobil Corp

Energy
385
+ 4.61%
$105.44 - $118.93 $40.6K - $45.8K
8.73K $1.04M
V
Visa Inc.

Financial Services
228
+ 17.22%
$306.92 - $362.71 $70K - $82.7K
1.55K $543K
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 0.82%
$225.19 - $279.95 $27.9K - $34.7K
15.3K $3.76M
LLY
Eli Lilly & CO

Healthcare
109
+ 22.47%
$725.72 - $929.72 $79.1K - $101K
594 $490K
CVX
Chevron Corp

Energy
161
+ 4.1%
$146.71 - $167.97 $23.6K - $27K
4.09K $683K
RGLD
Royal Gold Inc

Basic Materials
8
+ 0.27%
$132.55 - $163.51 $1.06K - $1.31K
2.92K $477K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.1K
+ 6.44%
$48.06 - $53.73 $872K - $975K
300K $14.5M
ABT
Abbott Laboratories

Healthcare
214
+ 7.27%
$111.1 - $140.22 $23.8K - $30K
3.16K $418K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 1.29%
$890.62 - $1076.86 $23.2K - $28K
2.04K $1.93M
CSCO
Cisco Systems, Inc.

Technology
987
+ 24.22%
$58.74 - $64.87 $58K - $64K
5.06K $312K
MA
Mastercard Inc

Financial Services
102
+ 16.06%
$504.67 - $576.31 $51.5K - $58.8K
737 $403K
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 38.1%
$83.01 - $101.02 $84.8K - $103K
3.7K $332K
NFLX
Netflix Inc

Communication Services
31
+ 8.66%
$828.4 - $1058.6 $25.7K - $32.8K
389 $362K
NUE
Nucor Corp

Basic Materials
125
+ 2.26%
$114.48 - $142.52 $14.3K - $17.8K
5.67K $682K
META
Meta Platforms, Inc.

Communication Services
98
+ 4.55%
$576.74 - $736.67 $56.5K - $72.2K
2.25K $1.3M
GPC
Genuine Parts CO

Consumer Cyclical
150
+ 5.16%
$115.91 - $129.02 $17.4K - $19.4K
3.06K $364K
LOW
Lowes Companies Inc

Consumer Cyclical
143
+ 15.08%
$222.66 - $268.42 $31.8K - $38.4K
1.09K $254K
REI
Ring Energy, Inc.

Energy
14K
+ 95.2%
$1.09 - $1.51 $15.3K - $21.1K
28.7K $33K
GWW
W.W. Grainger, Inc.

Industrials
19
+ 10.0%
$953.54 - $1132.42 $18.1K - $21.5K
209 $206K
WMT
Walmart Inc.

Consumer Defensive
424
+ 2.86%
$84.5 - $105.05 $35.8K - $44.5K
15.3K $1.34M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.3%
$100.56 - $108.28 $1.21K - $1.3K
4.06K $414K
Blackrock ETF Trust Ii
306
+ 1.69%
N/A
18.5K $0
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20
+ 0.25%
$32.42 - $36.13 $648 - $723
8.14K $266K
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 2.82%
$271.18 - $303.12 $19.5K - $21.8K
2.62K $716K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$507.05 - $563.67 $507 - $564
953 $487K
XLK
Technology Sector Spdr

ETFs
42
+ 1.9%
$206.38 - $242.18 $8.67K - $10.2K
2.26K $465K
ORCL
Oracle Corp

Technology
17
+ 0.73%
$139.81 - $186.47 $2.38K - $3.17K
2.35K $327K
QQQ
Invesco Qqq Trust, Series 1

ETFs
81
+ 3.25%
$468.34 - $539.52 $37.9K - $43.7K
2.57K $1.21M
CSX
Csx Corp

Industrials
363
+ 1.26%
$29.11 - $33.67 $10.6K - $12.2K
29.3K $861K
BAC
Bank Of America Corp

Financial Services
842
+ 1.61%
$39.61 - $47.74 $33.4K - $40.2K
53K $2.21M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3
+ 0.02%
$68.14 - $78.99 $204 - $237
15.2K $1.04M
NFE
New Fortress Energy Inc.

Utilities
8.95K
+ 31.39%
$8.31 - $16.3 $74.4K - $146K
37.5K $311K
IRM
Iron Mountain Inc

Real Estate
50
+ 0.55%
$82.79 - $111.31 $4.14K - $5.57K
9.17K $788K
IJS
Ishares S&P Smallcap 600 Value

ETFs
37
+ 0.22%
$96.3 - $112.23 $3.56K - $4.15K
16.7K $1.62M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.01%
$81.62 - $96.63 $245 - $290
26.8K $2.23M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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