Warwick Investment Management, Inc. Purchases in Q1 2025

Warwick Investment Management, Inc.

  • $479 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
21.4K
+ 9.33%
$167.73 - $179.21 $3.58M - $3.83M
250K $43.2M
VNQ
Vanguard Specialized Funds Van

ETFs
43.8K
New
$85.55 - $94.34 $3.75M - $4.13M
43.8K $3.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
39.6K
New
$74.85 - $84.89 $2.96M - $3.36M
39.6K $3.23M
VUG
Vanguard Growth ETF

ETFs
4.51K
+ 45.53%
$369.1 - $427.61 $1.66M - $1.93M
14.4K $5.35M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.42K
New
$182.82 - $196.21 $1.17M - $1.26M
6.42K $1.21M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 22.51%
$47.4 - $52.99 $769K - $859K
88.2K $4.49M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.1K
+ 54.79%
$44.41 - $45.98 $935K - $969K
59.5K $2.72M
DVY
Ishares Tr

ETFs
4.9K
New
$128.58 - $138.1 $629K - $676K
4.9K $657K
XLE
Energy Sector Spdr

ETFs
389
+ 0.49%
$85.7 - $93.96 $33.3K - $36.6K
79K $7.39M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.34K
+ 0.29%
$39.18 - $43.52 $52.4K - $58.2K
470K $19.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.23K
+ 10.72%
$77.7 - $78.94 $484K - $492K
64.4K $5.08M
CVX
Chevron Corp

Energy
3.03K
New
$146.71 - $167.97 $445K - $509K
3.03K $507K
EQIX
Equinix Inc

Real Estate
459
New
$803.0 - $959.97 $369K - $441K
459 $374K
VTR
Ventas, Inc.

Real Estate
5.31K
New
$56.9 - $70.47 $302K - $374K
5.31K $365K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
383
+ 19.67%
$442.66 - $534.52 $170K - $205K
2.33K $1.24M
AMT
American Tower Corp

Real Estate
1.45K
New
$173.46 - $217.6 $252K - $316K
1.45K $315K
VV
Vanguard Large Cap ETF

ETFs
1.93K
+ 13.53%
$253.32 - $282.66 $488K - $544K
16.2K $4.15M
WELL
Welltower Inc.

Real Estate
2.01K
New
$124.05 - $156.86 $249K - $315K
2.01K $307K
PM
Philip Morris International Inc.

Consumer Defensive
1.8K
New
$117.15 - $158.79 $211K - $286K
1.8K $286K
AVB
Avalonbay Communities Inc

Real Estate
1.3K
New
$207.86 - $228.08 $270K - $297K
1.3K $279K
CPT
Camden Property Trust

Real Estate
2.28K
New
$109.16 - $125.53 $248K - $286K
2.28K $278K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.32K
+ 27.43%
$42.5 - $46.71 $226K - $248K
24.7K $1.12M
CSCO
Cisco Systems, Inc.

Technology
4.19K
New
$58.74 - $64.87 $246K - $272K
4.19K $258K
JNJ
Johnson & Johnson

Healthcare
1.13K
+ 42.89%
$142.06 - $167.7 $160K - $189K
3.75K $621K
PEP
Pepsico Inc

Consumer Defensive
1.56K
New
$142.64 - $156.42 $222K - $243K
1.56K $233K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.67K
+ 8.91%
$18.36 - $20.51 $122K - $137K
81.6K $1.61M
META
Meta Platforms, Inc.

Communication Services
428
+ 27.77%
$576.36 - $736.67 $247K - $315K
1.97K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
707
New
$279.74 - $321.29 $198K - $227K
707 $220K
ABT
Abbott Laboratories

Healthcare
1.63K
New
$111.1 - $140.22 $181K - $229K
1.63K $216K
SBAC
Sba Communications Corp

Real Estate
922
New
$192.76 - $224.91 $178K - $207K
922 $202K
BMY
Bristol Myers Squibb CO

Healthcare
3.31K
New
$53.9 - $63.11 $179K - $209K
3.31K $201K
V
Visa Inc.

Financial Services
457
+ 46.3%
$306.92 - $362.71 $140K - $166K
1.44K $506K
LLY
Eli Lilly & CO

Healthcare
160
+ 31.19%
$725.72 - $929.72 $116K - $149K
673 $555K
IBM
International Business Machines Corp

Technology
260
+ 8.17%
$217.4 - $264.74 $56.5K - $68.8K
3.44K $855K
ABBV
Abb Vie Inc.

Healthcare
395
+ 20.53%
$169.2 - $216.66 $66.8K - $85.6K
2.32K $485K
MSFT
Microsoft Corp

Technology
1.13K
+ 18.53%
$375.39 - $447.2 $423K - $504K
7.21K $2.71M
MA
Mastercard Inc

Financial Services
233
+ 50.65%
$504.67 - $576.31 $118K - $134K
693 $379K
PG
Procter & Gamble CO

Consumer Defensive
740
+ 33.3%
$158.56 - $176.26 $117K - $130K
2.96K $504K
JPM
Jpmorgan Chase & CO

Financial Services
376
+ 12.12%
$225.19 - $279.95 $84.7K - $105K
3.48K $853K
NFLX
Netflix Inc

Communication Services
86
+ 28.86%
$828.4 - $1058.6 $71.2K - $91K
384 $358K
AMGN
Amgen Inc

Healthcare
171
+ 21.81%
$258.59 - $327.36 $44.2K - $56K
955 $297K
COP
Conocophillips

Energy
482
+ 7.53%
$88.6 - $105.85 $42.7K - $51K
6.89K $723K
KO
Coca Cola CO

Consumer Defensive
673
+ 19.15%
$60.81 - $72.32 $40.9K - $48.7K
4.19K $299K
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 21.88%
$890.62 - $1076.86 $64.1K - $77.5K
401 $379K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.4K
+ 25.12%
$25.81 - $28.52 $62K - $68.5K
12K $330K
MMM
3 M CO

Industrials
80
+ 2.29%
$129.7 - $155.12 $10.4K - $12.4K
3.57K $524K
GOOG
Alphabet Inc.

Communication Services
964
+ 38.3%
$156.06 - $207.71 $150K - $200K
3.48K $543K
DE
Deere & CO

Industrials
55
+ 7.42%
$408.57 - $509.27 $22.5K - $28K
796 $373K
RTX
Raytheon Technologies Corp

Industrials
175
+ 8.08%
$114.1 - $135.66 $20K - $23.7K
2.34K $310K
Activity Summary
Buys All Purchases 87 New Holdings 19 Increased Positions 68 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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