Warwick Investment Management, Inc. Purchases in Q4 2024

Warwick Investment Management, Inc.

  • $484 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
229K
New
$168.32 - $181.87 $38.5M - $41.6M
229K $38.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
295K
New
$61.52 - $66.5 $18.2M - $19.6M
295K $18.8M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.29M
+ 109.17%
$27.45 - $55.56 $62.9M - $127M
4.39M $124M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
58.1K
New
$77.86 - $79.27 $4.53M - $4.61M
58.1K $4.54M
VONE
Vanguard Russell 1000 ETF

ETFs
15.6K
New
$257.18 - $277.76 $4.01M - $4.33M
15.6K $4.15M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
47.2K
New
$50.0 - $50.27 $2.36M - $2.37M
47.2K $2.36M
VUG
Vanguard Growth ETF

ETFs
4.98K
+ 101.16%
$378.79 - $428.11 $1.89M - $2.13M
9.91K $4.07M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
50.9K
New
$40.38 - $44.35 $2.05M - $2.26M
50.9K $2.08M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.4K
New
$44.87 - $46.86 $1.72M - $1.8M
38.4K $1.72M
VGT
Vanguard Information Technolog

ETFs
1.84K
New
$571.78 - $647.97 $1.05M - $1.19M
1.84K $1.14M
VXF
Vanguard Extended Market ETF

ETFs
727
+ 2.72%
$179.17 - $207.15 $130K - $151K
27.4K $5.21M
AMZN
Amazon Com Inc

Consumer Cyclical
246
+ 2.87%
$180.88 - $232.93 $44.5K - $57.3K
8.83K $1.94M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.09K
New
$80.13 - $83.77 $328K - $343K
4.09K $328K
XEL
Xcel Energy Inc

Utilities
4.79K
New
$62.16 - $72.92 $297K - $349K
4.79K $323K
NVDA
Nvidia Corp

Technology
868
+ 5.78%
$117.0 - $148.88 $102K - $129K
15.9K $2.13M
XOM
Exxon Mobil Corp

Energy
5.11K
+ 20.56%
$105.51 - $125.37 $539K - $641K
30K $3.23M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.59K
+ 18.33%
$104.52 - $115.08 $271K - $298K
16.7K $1.77M
TSLA
Tesla, Inc.

Consumer Cyclical
44
+ 2.58%
$213.65 - $479.86 $9.4K - $21.1K
1.75K $705K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.44K
New
$71.75 - $75.11 $247K - $259K
3.44K $247K
DFAI
Dimensional ETF Tr

ETFs
8.07K
New
$29.0 - $31.6 $234K - $255K
8.07K $235K
AVGO
Broadcom Inc.

Technology
275
+ 9.49%
$159.67 - $250.0 $43.9K - $68.8K
3.17K $735K
SO
Southern CO

Utilities
2.84K
New
$81.5 - $94.15 $232K - $267K
2.84K $233K
VBR
Vanguard Small Cap Value ETF

ETFs
1.09K
New
$197.36 - $217.3 $215K - $237K
1.09K $216K
GOOGL
Alphabet Inc.

Communication Services
195
+ 4.28%
$161.86 - $196.66 $31.6K - $38.3K
4.75K $899K
IEMG
Ishares Inc

ETFs
2.43K
+ 12.22%
N/A
22.3K $1.2M
OUNZ
Van Eck Merk Gold Trust

ETFs
4.17K
+ 8.3%
$24.72 - $26.9 $103K - $112K
54.4K $1.38M
WFC
Wells Fargo & Company

Financial Services
38
+ 0.75%
$54.98 - $77.35 $2.09K - $2.94K
5.11K $358K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.01K
+ 18.39%
$44.04 - $49.49 $133K - $149K
19.4K $853K
NFLX
Netflix Inc

Communication Services
10
+ 3.47%
$687.65 - $936.56 $6.88K - $9.37K
298 $265K
V
Visa Inc.

Financial Services
19
+ 1.96%
$273.87 - $320.91 $5.2K - $6.1K
987 $311K
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.1K
+ 200.0%
$22.4 - $68.28 $1.01M - $3.08M
67.7K $1.57M
PSLV
Sprott Physical Silver Trust

Financial Services
4.73K
+ 27.98%
$9.65 - $11.76 $45.6K - $55.6K
21.6K $208K
MVIS
Microvision, Inc.

Technology
28.6K
New
N/A
28.6K $30K
COP
Conocophillips

Energy
612
+ 10.57%
$95.12 - $114.72 $58.2K - $70.2K
6.4K $634K
DFAU
Dimensional ETF Tr

ETFs
8
+ 0.04%
$39.27 - $42.38 $314 - $339
20.6K $834K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.61%
$873.59 - $994.69 $1.75K - $1.99K
329 $301K
DFAS
Dimensional ETF Tr U S Small C

ETFs
41
+ 0.22%
$63.58 - $71.15 $2.61K - $2.92K
18.4K $1.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
60
+ 0.38%
$54.54 - $61.04 $3.27K - $3.66K
16K $888K
SCHA
Schwab Strategic Tr Us Small C

ETFs
23.1K
+ 99.56%
$25.33 - $51.16 $584K - $1.18M
46.2K $1.2M
VUSB
Vanguard Bd Index Fds
3.45K
+ 12.63%
N/A
30.8K $0
IBM
International Business Machines Corp

Technology
12
+ 0.38%
$204.9 - $238.04 $2.46K - $2.86K
3.18K $699K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
255
+ 2.74%
$26.63 - $30.23 $6.79K - $7.71K
9.57K $254K
ABBV
Abb Vie Inc.

Healthcare
52
+ 2.78%
$164.99 - $203.87 $8.58K - $10.6K
1.92K $341K
CAT
Caterpillar Inc

Industrials
2
+ 0.18%
$360.37 - $416.88 $721 - $834
1.14K $412K
AMGN
Amgen Inc

Healthcare
1
+ 0.13%
$258.78 - $328.31 $259 - $328
784 $204K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39.6K
+ 112.22%
$18.41 - $40.87 $729K - $1.62M
74.9K $1.39M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.71K
+ 2.87%
$74.5 - $78.37 $127K - $134K
61.3K $4.58M
VEA
Vanguard Ftse Developed Market

ETFs
4.87K
+ 7.24%
$47.57 - $52.44 $231K - $255K
72K $3.44M
XLE
Energy Sector Spdr

ETFs
435
+ 0.56%
$83.32 - $97.27 $36.2K - $42.3K
78.6K $6.74M
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Warwick Investment Management, Inc. Portfolio

Follow Warwick Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warwick Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Warwick Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email