Warwick Investment Management, Inc. Incresed Positions 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
VUG
Vanguard Growth ETF

ETFs
4.51K
+ 45.53%
$369.1 - $427.61 $1.66M - $1.93M
14.4K $5.35M
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
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
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6.95K
+ 41.56%
$96.85 - $111.39 $673K - $774K
23.7K $2.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.23K
+ 10.72%
$77.7 - $78.94 $484K - $492K
64.4K $5.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
383
+ 19.67%
$442.66 - $534.52 $170K - $205K
2.33K $1.24M
VV
Vanguard Large Cap ETF

ETFs
1.93K
+ 13.53%
$253.32 - $282.66 $488K - $544K
16.2K $4.15M
JNJ
Johnson & Johnson

Healthcare
1.13K
+ 42.89%
$142.06 - $167.7 $160K - $189K
3.75K $621K
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
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
NVDA
Nvidia Corp

Technology
4.31K
+ 27.17%
$106.98 - $149.43 $461K - $644K
20.2K $2.19M
PSX
Phillips 66

Energy
245
+ 9.96%
$113.93 - $131.55 $27.9K - $32.2K
2.71K $334K
SPGI
S&P Global Inc.

Financial Services
96
+ 23.24%
$478.26 - $543.77 $45.9K - $52.2K
509 $258K
UNP
Union Pacific Corp

Industrials
170
+ 15.22%
$225.21 - $254.42 $38.3K - $43.3K
1.29K $304K
SO
Southern CO

Utilities
232
+ 8.17%
$80.96 - $92.96 $18.8K - $21.6K
3.07K $282K
WMT
Walmart Inc.

Consumer Defensive
781
+ 9.98%
$84.5 - $105.05 $66K - $82K
8.61K $755K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.62K
+ 14.32%
$23.16 - $27.04 $153K - $179K
52.8K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
188
+ 7.27%
$251.87 - $277.95 $47.4K - $52.3K
2.77K $717K
NEE
Nextera Energy Inc

Utilities
417
+ 12.8%
$66.96 - $76.16 $27.9K - $31.8K
3.68K $260K
WFC
Wells Fargo & Company

Financial Services
263
+ 5.15%
$66.78 - $81.42 $17.6K - $21.4K
5.37K $385K
AMZN
Amazon Com Inc

Consumer Cyclical
1.49K
+ 16.86%
$190.26 - $242.06 $283K - $360K
10.3K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
24
+ 4.23%
$461.52 - $548.18 $11.1K - $13.2K
592 $310K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
204
+ 0.4%
$39.96 - $43.3 $8.15K - $8.83K
51.1K $2.1M
DFAI
Dimensional ETF Tr

ETFs
19
+ 0.24%
$28.88 - $32.4 $549 - $616
8.09K $252K
VCIT
Vanguard Intermediate Term Cor

ETFs
30
+ 0.73%
$79.17 - $82.04 $2.38K - $2.46K
4.12K $336K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
360
+ 5.02%
$507.05 - $563.67 $183K - $203K
7.54K $3.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2
+ 0.06%
$71.17 - $73.66 $142 - $147
3.44K $252K
VUSB
Vanguard Bd Index Fds
14.9K
+ 48.36%
N/A
45.7K $0
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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