Warwick Investment Management, Inc. Purchases in Q3 2025

Warwick Investment Management, Inc.

  • $571 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
1.19K
New
$152.77 - $188.68 $182K - $225K
1.19K $203K
MO
Altria Group, Inc.

Consumer Defensive
3.06K
New
$57.75 - $67.68 $177K - $207K
3.06K $202K
NOW
Service Now, Inc.

Technology
220
New
$850.86 - $1044.69 $187K - $230K
220 $202K
ORCL
Oracle Corp

Technology
369
+ 24.7%
$218.96 - $328.33 $80.8K - $121K
1.86K $523K
AMZN
Amazon Com Inc

Consumer Cyclical
882
+ 8.16%
$211.65 - $238.24 $187K - $210K
11.7K $2.57M
JPM
Jpmorgan Chase & CO

Financial Services
319
+ 9.07%
$282.78 - $316.06 $90.2K - $101K
3.84K $1.21M
PSLV
Sprott Physical Silver Trust

Financial Services
6.7K
+ 31.0%
$12.24 - $15.73 $82K - $105K
28.3K $444K
SCHA
Schwab Strategic Tr Us Small C

ETFs
168
+ 0.26%
$25.29 - $28.33 $4.25K - $4.76K
63.9K $1.78M
ABBV
Abb Vie Inc.

Healthcare
321
+ 15.42%
$184.85 - $231.54 $59.3K - $74.3K
2.4K $556K
PLTR
Palantir Technologies Inc.

Technology
268
+ 11.18%
$130.68 - $186.97 $35K - $50.1K
2.67K $486K
CAT
Caterpillar Inc

Industrials
81
+ 7.02%
$390.92 - $477.15 $31.7K - $38.6K
1.24K $589K
META
Meta Platforms, Inc.

Communication Services
195
+ 9.9%
$695.21 - $791.73 $136K - $154K
2.16K $1.59M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
228
+ 0.44%
$41.91 - $44.87 $9.56K - $10.2K
51.5K $2.3M
VHT
Vanguard Health Care ETF

ETFs
462
+ 50.83%
$239.12 - $259.95 $110K - $120K
1.37K $355K
WSR
Whitestone Reit

Real Estate
10K
New
$11.8 - $13.18 $118K - $132K
10K $122K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
155
+ 6.87%
$459.11 - $506.91 $71.2K - $78.6K
2.41K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 12.75%
$357.4 - $423.42 $58.3K - $69K
1.44K $583K
VO
Vanguard Mid Cap ETF

ETFs
238
+ 8.5%
$279.83 - $293.74 $66.6K - $69.9K
3.04K $892K
VNQ
Vanguard Specialized Funds Van

ETFs
12
+ 0.03%
$88.47 - $93.24 $1.06K - $1.12K
44.3K $4.05M
BAC
Bank Of America Corp

Financial Services
1.16K
+ 10.94%
$44.92 - $52.42 $52.1K - $60.8K
11.8K $606K
CVX
Chevron Corp

Energy
407
+ 14.04%
$145.57 - $161.83 $59.2K - $65.9K
3.31K $513K
RTX
Raytheon Technologies Corp

Industrials
224
+ 9.38%
$144.19 - $167.33 $32.3K - $37.5K
2.61K $436K
MA
Mastercard Inc

Financial Services
142
+ 22.43%
$550.18 - $598.96 $78.1K - $85.1K
775 $440K
PEP
Pepsico Inc

Consumer Defensive
411
+ 20.6%
$133.81 - $152.16 $55K - $62.5K
2.41K $337K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.07%
$620.67 - $670.08 $621 - $670
1.51K $1.01M
UNH
Unitedhealth Group Inc

Healthcare
138
+ 18.6%
$237.77 - $353.61 $32.8K - $48.8K
880 $303K
XEL
Xcel Energy Inc

Utilities
140
+ 2.9%
$67.56 - $80.65 $9.46K - $11.3K
4.97K $400K
DFAT
Dimensional ETF Tr U S Target

ETFs
76
+ 0.47%
$53.36 - $59.69 $4.06K - $4.54K
16.2K $940K
WMT
Walmart Inc.

Consumer Defensive
234
+ 3.02%
$94.4 - $104.27 $22.1K - $24.4K
7.99K $823K
IWD
Ishares Russell 1000 Val ETF

ETFs
13
+ 0.2%
$192.76 - $203.86 $2.51K - $2.65K
6.47K $1.32M
MS
Morgan Stanley

Financial Services
213
+ 13.17%
$139.09 - $161.16 $29.6K - $34.3K
1.83K $290K
WFC
Wells Fargo & Company

Financial Services
547
+ 12.37%
$77.05 - $85.16 $42.1K - $46.6K
4.97K $416K
MRK
Merck & Co., Inc.

Healthcare
459
+ 10.32%
$77.6 - $87.37 $35.6K - $40.1K
4.91K $411K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 21.88%
$915.95 - $994.57 $76.9K - $83.5K
468 $433K
MPC
Marathon Petroleum Corp

Energy
63
+ 4.59%
$158.59 - $198.69 $9.99K - $12.5K
1.44K $276K
LQD
Ishares Iboxx $ Investment Gra

ETFs
130
+ 0.9%
$107.66 - $112.36 $14K - $14.6K
14.5K $1.62M
PG
Procter & Gamble CO

Consumer Defensive
366
+ 13.81%
$150.47 - $161.22 $55.1K - $59K
3.02K $463K
NFLX
Netflix Inc

Communication Services
79
+ 19.9%
$1147.87 - $1297.18 $90.7K - $102K
476 $570K
NEE
Nextera Energy Inc

Utilities
228
+ 6.39%
$69.77 - $77.54 $15.9K - $17.7K
3.8K $286K
COP
Conocophillips

Energy
13
+ 0.18%
$91.0 - $98.99 $1.18K - $1.29K
7.07K $668K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
633
+ 1.55%
$50.08 - $50.37 $31.7K - $31.9K
41.5K $2.09M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.85%
$696.56 - $806.32 $2.09K - $2.42K
355 $282K
AMAT
Applied Materials Inc

Technology
4
+ 0.28%
$156.25 - $204.95 $625 - $820
1.41K $288K
SO
Southern CO

Utilities
183
+ 5.56%
$90.83 - $96.0 $16.6K - $17.6K
3.48K $329K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.27%
$23.82 - $25.84 $691 - $749
10.7K $274K
KO
Coca Cola CO

Consumer Defensive
635
+ 13.25%
$65.67 - $71.67 $41.7K - $45.5K
5.43K $359K
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 4.26%
$291.67 - $316.99 $9.33K - $10.1K
783 $237K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.28%
$435.72 - $463.74 $871 - $927
728 $337K
BA
Boeing CO

Industrials
33
+ 2.77%
$209.79 - $237.38 $6.92K - $7.83K
1.22K $264K
Activity Summary
Buys All Purchases 115 New Holdings 34 Increased Positions 81 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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