Warwick Investment Management, Inc. Purchases in Q2 2025

Warwick Investment Management, Inc.

  • $512 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5.28K
+ 0.13%
$23.87 - $29.82 $126K - $157K
4.09M $122M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
40.9K
New
$49.98 - $50.26 $2.04M - $2.06M
40.9K $2.05M
DFUS
Dimensional ETF Tr U S Equity

ETFs
265
+ 0.09%
$53.65 - $67.02 $14.2K - $17.8K
296K $19.8M
VUG
Vanguard Growth ETF

ETFs
2.16K
+ 14.96%
$329.49 - $438.4 $710K - $945K
16.6K $7.26M
VTV
Vanguard Value ETF

ETFs
3.33K
+ 1.33%
$153.67 - $176.74 $511K - $588K
254K $44.8M
FFIN
First Financial Bankshares Inc

Financial Services
40K
+ 249.07%
$31.3 - $37.48 $1.25M - $1.5M
56.1K $2.02M
NVDA
Nvidia Corp

Technology
1.38K
+ 6.81%
$94.31 - $157.99 $130K - $217K
21.6K $3.41M
VEA
Vanguard Ftse Developed Market

ETFs
11.4K
+ 12.94%
$45.65 - $57.01 $521K - $651K
99.7K $5.68M
MSFT
Microsoft Corp

Technology
231
+ 3.2%
$354.56 - $497.45 $81.9K - $115K
7.45K $3.7M
AVGO
Broadcom Inc.

Technology
652
+ 17.54%
$146.29 - $275.65 $95.4K - $180K
4.37K $1.2M
GE
General Electric CO

Industrials
1.97K
New
$166.81 - $257.39 $329K - $507K
1.97K $507K
IVV
Ishares Core S&P 500 ETF

ETFs
649
+ 75.2%
$498.8 - $620.9 $324K - $403K
1.51K $938K
VGLT
Vanguard Long Term Treasury Et

ETFs
8.01K
New
$53.66 - $58.71 $430K - $470K
8.01K $449K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.04%
$456.74 - $568.03 $1.37K - $1.7K
7.54K $4.28M
AMZN
Amazon Com Inc

Consumer Cyclical
488
+ 4.73%
$167.32 - $223.3 $81.7K - $109K
10.8K $2.37M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.9K
+ 20.7%
$20.42 - $25.3 $223K - $277K
63.8K $1.61M
VTC
Vanguard Scottsdale Fds Total

ETFs
4.85K
New
$74.71 - $77.33 $362K - $375K
4.85K $374K
VGSH
Vanguard

ETFs
5.98K
New
$58.32 - $58.95 $349K - $353K
5.98K $351K
XEL
Xcel Energy Inc

Utilities
4.83K
New
$65.65 - $72.39 $317K - $350K
4.83K $328K
PLTR
Palantir Technologies Inc.

Technology
2.4K
New
$74.01 - $144.25 $177K - $346K
2.4K $326K
ORCL
Oracle Corp

Technology
1.49K
New
$122.82 - $218.63 $183K - $327K
1.49K $326K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.79K
+ 11.41%
$44.68 - $45.96 $303K - $312K
66.3K $3.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.6K
+ 14.57%
$39.89 - $49.46 $144K - $178K
28.3K $1.4M
AMAT
Applied Materials Inc

Technology
1.41K
New
$126.95 - $183.52 $179K - $258K
1.41K $257K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.7K
New
$19.1 - $23.83 $204K - $254K
10.7K $254K
GS
Goldman Sachs Group Inc

Financial Services
352
New
$462.22 - $707.75 $163K - $249K
352 $249K
BA
Boeing CO

Industrials
1.19K
New
$136.59 - $217.51 $163K - $259K
1.19K $249K
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 13.08%
$221.86 - $362.89 $67.4K - $110K
2.63K $835K
QCOM
Qualcomm Inc

Technology
1.47K
New
$124.66 - $159.48 $183K - $234K
1.47K $233K
MPC
Marathon Petroleum Corp

Energy
1.37K
New
$118.55 - $170.08 $163K - $234K
1.37K $228K
MS
Morgan Stanley

Financial Services
1.62K
New
$99.83 - $140.86 $161K - $228K
1.62K $227K
HON
Honeywell International Inc

Industrials
931
New
$182.86 - $232.88 $170K - $217K
931 $216K
PLD
Prologis, Inc.

Real Estate
1.99K
New
$89.76 - $112.34 $179K - $224K
1.99K $209K
BAC
Bank Of America Corp

Financial Services
2.92K
+ 37.94%
$34.39 - $47.46 $100K - $138K
10.6K $501K
OUNZ
Van Eck Merk Gold Trust

ETFs
2.8K
+ 5.51%
$28.68 - $33.09 $80.3K - $92.7K
53.7K $1.71M
NFLX
Netflix Inc

Communication Services
13
+ 3.39%
$855.86 - $1339.13 $11.1K - $17.4K
397 $531K
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 1.06%
$210.28 - $289.91 $7.78K - $10.7K
3.52K $1.02M
GOOG
Alphabet Inc.

Communication Services
445
+ 12.78%
$146.58 - $180.01 $65.2K - $80.1K
3.93K $696K
GOOGL
Alphabet Inc.

Communication Services
160
+ 3.01%
$144.7 - $178.6 $23.2K - $28.6K
5.48K $965K
DFAU
Dimensional ETF Tr

ETFs
5
+ 0.02%
$34.04 - $42.36 $170 - $212
20.6K $873K
DFAS
Dimensional ETF Tr U S Small C

ETFs
41
+ 0.22%
$52.31 - $63.72 $2.14K - $2.61K
18.4K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 19.33%
$335.24 - $380.78 $69.4K - $78.8K
1.28K $468K
BND
Vanguard Bd Index Fd Inc Total

ETFs
956
+ 27.76%
$72.02 - $73.82 $68.9K - $70.6K
4.4K $323K
PM
Philip Morris International Inc.

Consumer Defensive
163
+ 9.05%
$149.23 - $184.95 $24.3K - $30.1K
1.97K $357K
VO
Vanguard Mid Cap ETF

ETFs
27
+ 0.97%
$228.54 - $279.83 $6.17K - $7.56K
2.8K $783K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
239
+ 0.47%
$36.25 - $42.28 $8.66K - $10.1K
51.3K $2.17M
IWS
Ishares Russell Midcap Value E

ETFs
52
+ 0.64%
$110.58 - $132.14 $5.75K - $6.87K
8.13K $1.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 0.64%
$166.82 - $194.23 $6.84K - $7.96K
6.46K $1.25M
DFAT
Dimensional ETF Tr U S Target

ETFs
74
+ 0.46%
$44.8 - $53.97 $3.32K - $3.99K
16.1K $868K
Activity Summary
Buys All Purchases 74 New Holdings 21 Increased Positions 53 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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