Warwick Investment Management, Inc. Incresed Positions in Q3 2024

Warwick Investment Management, Inc.

  • $420 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHK
Schwab Strategic Tr 1000 Index

ETFs
222K
+ 11.81%
$49.82 - $55.29 $11M - $12.2M
2.1M $116M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
15.9K
+ 10.05%
$97.19 - $109.09 $1.55M - $1.74M
174K $18.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.95K
+ 1.07%
$38.04 - $45.36 $188K - $224K
468K $20.9M
AAPL
Apple Inc.

Technology
3.64K
+ 18.43%
$207.23 - $234.82 $754K - $854K
23.4K $5.44M
VTI
Vanguard Total Stock Market Et

ETFs
684
+ 1.01%
$255.18 - $283.2 $175K - $194K
68.3K $19.4M
OUNZ
Van Eck Merk Gold Trust

ETFs
37.6K
+ 298.43%
$22.51 - $25.83 $847K - $972K
50.3K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.03%
$517.38 - $573.86 $4.14K - $4.59K
28.7K $16.5M
VB
Vanguard Small Cap ETF

ETFs
37
+ 0.11%
$214.77 - $237.72 $7.95K - $8.8K
34.1K $8.08M
VUG
Vanguard Growth ETF

ETFs
1.24K
+ 33.66%
$341.08 - $391.94 $423K - $486K
4.92K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 0.21%
$434.77 - $502.96 $43.9K - $50.8K
49.1K $24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
644
+ 0.75%
$58.03 - $65.37 $37.4K - $42.1K
87K $5.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
252
+ 0.44%
$77.02 - $85.06 $19.4K - $21.4K
57.5K $4.86M
VEA
Vanguard Ftse Developed Market

ETFs
3.24K
+ 5.07%
$47.6 - $53.31 $154K - $173K
67.2K $3.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
599
+ 32.26%
$405.19 - $478.57 $243K - $287K
2.46K $1.13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
272
+ 0.46%
$74.26 - $78.84 $20.2K - $21.4K
59.6K $4.67M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.34K
+ 10.44%
$97.05 - $106.1 $130K - $142K
14.1K $1.49M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.01%
$236.92 - $263.4 $237 - $263
14.3K $3.76M
LQD
Ishares Iboxx $ Investment Gra

ETFs
81
+ 0.29%
$106.11 - $113.72 $8.59K - $9.21K
28.2K $3.18M
WMT
Walmart Inc.

Consumer Defensive
916
+ 12.58%
$66.91 - $81.4 $61.3K - $74.6K
8.2K $662K
META
Meta Platforms, Inc.

Communication Services
74
+ 5.04%
$453.41 - $572.44 $33.6K - $42.4K
1.54K $882K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.56K
+ 10.53%
$41.9 - $48.26 $65.4K - $75.3K
16.4K $783K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
852
+ 2.47%
$36.98 - $41.55 $31.5K - $35.4K
35.3K $1.45M
MMM
3 M CO

Industrials
12
+ 0.34%
$99.69 - $139.42 $1.2K - $1.67K
3.49K $477K
FFIN
First Financial Bankshares Inc

Financial Services
51
+ 0.32%
$28.56 - $39.46 $1.46K - $2.01K
16K $592K
SCHA
Schwab Strategic Tr Us Small C

ETFs
466
+ 2.05%
$46.9 - $51.96 $21.9K - $24.2K
23.2K $1.19M
XOM
Exxon Mobil Corp

Energy
541
+ 2.22%
$109.72 - $119.0 $59.4K - $64.4K
24.9K $2.92M
IWS
Ishares Russell Midcap Value E

ETFs
41
+ 0.51%
$119.52 - $132.25 $4.9K - $5.42K
8.12K $1.07M
JNJ
Johnson & Johnson

Healthcare
325
+ 11.28%
$145.48 - $167.38 $47.3K - $54.4K
3.21K $519K
DFAS
Dimensional ETF Tr U S Small C

ETFs
38
+ 0.21%
$59.25 - $65.33 $2.25K - $2.48K
18.3K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
71
+ 13.37%
$488.01 - $604.18 $34.6K - $42.9K
602 $351K
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 4.44%
$333.64 - $405.2 $14.7K - $17.8K
1.04K $419K
EQIX
Equinix Inc

Real Estate
22
+ 4.93%
$749.0 - $890.01 $16.5K - $19.6K
468 $415K
VTR
Ventas, Inc.

Real Estate
122
+ 2.32%
$50.88 - $65.33 $6.21K - $7.97K
5.39K $345K
CAT
Caterpillar Inc

Industrials
22
+ 1.98%
$316.8 - $391.12 $6.97K - $8.6K
1.14K $443K
DE
Deere & CO

Industrials
79
+ 11.1%
$344.84 - $418.0 $27.2K - $33K
791 $330K
DFAT
Dimensional ETF Tr U S Target

ETFs
57
+ 0.36%
$51.0 - $57.07 $2.91K - $3.25K
15.9K $884K
ABBV
Abb Vie Inc.

Healthcare
36
+ 1.96%
$163.84 - $199.33 $5.9K - $7.18K
1.87K $369K
WELL
Welltower Inc.

Real Estate
19
+ 0.89%
$104.0 - $129.74 $1.98K - $2.47K
2.16K $275K
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 16.79%
$801.83 - $917.05 $37.7K - $43.1K
327 $289K
NEE
Nextera Energy Inc

Utilities
74
+ 2.26%
$69.9 - $84.97 $5.17K - $6.29K
3.35K $283K
WFC
Wells Fargo & Company

Financial Services
1.08K
+ 27.02%
$51.58 - $60.97 $55.6K - $65.7K
5.07K $286K
AVGO
Broadcom Inc.

Technology
2.62K
+ 931.67%
$136.27 - $1745.86 $357K - $4.57M
2.9K $500K
RTX
Raytheon Technologies Corp

Industrials
26
+ 1.21%
$99.55 - $123.34 $2.59K - $3.21K
2.18K $264K
CPT
Camden Property Trust

Real Estate
85
+ 3.42%
$107.5 - $126.88 $9.14K - $10.8K
2.57K $317K
DFAU
Dimensional ETF Tr

ETFs
5
+ 0.02%
$35.8 - $39.69 $179 - $198
20.6K $817K
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 2.82%
$194.9 - $224.8 $16.8K - $19.3K
3.13K $660K
KO
Coca Cola CO

Consumer Defensive
116
+ 3.34%
$62.69 - $73.01 $7.27K - $8.47K
3.59K $257K
AVB
Avalonbay Communities Inc

Real Estate
2
+ 0.14%
$200.95 - $234.65 $402 - $469
1.41K $317K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
68
+ 0.74%
$25.45 - $29.53 $1.73K - $2.01K
9.31K $271K
Activity Summary
Buys All Purchases 72 New Holdings 7 Increased Positions 65 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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