Warner Financial, Inc Purchases and Sells in Q1 2025

Warner Financial, Inc

$226 Million
Q1 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	74.8K + 480.31%	$42.5 - $46.71 $3.18M - $3.5M	90.4K $4.09M
VEA	3.73K + 1.45%	$47.4 - $52.99 $177K - $198K	262K $13.3M
IEF	8.48K + 33.82%	$91.17 - $95.39 $773K - $809K	33.6K $3.2M
LLY	633 + 129.18%	$725.72 - $929.72 $459K - $589K	1.12K $927K
SCHF	12.3K + 5.58%	$18.36 - $20.51 $225K - $251K	232K $4.59M
IBM	467 + 6.46%	$217.4 - $264.74 $102K - $124K	7.7K $1.92M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BK	6.03K New	$75.42 - $88.95 $455K - $537K	6.03K $506K
PM	2.84K New	$117.15 - $158.79 $333K - $451K	2.84K $451K
COF	2.03K New	$163.87 - $209.82 $332K - $426K	2.03K $364K
MO	4.63K New	$50.81 - $60.02 $235K - $278K	4.63K $278K
JPM	1.11K New	$225.19 - $279.95 $249K - $310K	1.11K $271K
PEP	1.65K New	$142.64 - $156.42 $235K - $258K	1.65K $248K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-3.99K - 5.99%	$369.1 - $427.61 $1.47M - $1.71M	62.6K $23.2M
QQQ	-755 - 4.68%	$468.34 - $539.52 $354K - $407K	15.4K $7.22M
SCHG	-5.47K - 1.86%	$24.91 - $29.02 $136K - $159K	289K $7.24M
VB	-1.38K - 7.67%	$217.89 - $252.64 $300K - $348K	16.6K $3.67M
IVV	-747 - 13.16%	$554.06 - $615.85 $414K - $460K	4.93K $2.77M
VIG	-2.36K - 5.23%	N/A	42.8K $8.29M

Activity Summary All Purchases 54 New Holdings 8 Increased Positions 46 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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