Warwick Investment Management, Inc. Incresed Positions 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
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
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.48K
+ 14.71%
$86.58 - $104.98 $302K - $366K
27.2K $2.85M
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 13.08%
$221.86 - $362.89 $67.4K - $110K
2.63K $835K
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
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 19.33%
$335.24 - $380.78 $69.4K - $78.8K
1.28K $468K
DFAS
Dimensional ETF Tr U S Small C

ETFs
41
+ 0.22%
$52.31 - $63.72 $2.14K - $2.61K
18.4K $1.18M
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
KO
Coca Cola CO

Consumer Defensive
605
+ 14.45%
$68.37 - $73.9 $41.4K - $44.7K
4.79K $339K
RTX
Raytheon Technologies Corp

Industrials
45
+ 1.92%
$113.75 - $148.48 $5.12K - $6.68K
2.39K $348K
DFAI
Dimensional ETF Tr

ETFs
78
+ 0.96%
$28.02 - $34.71 $2.19K - $2.71K
8.17K $282K
PEP
Pepsico Inc

Consumer Defensive
440
+ 28.3%
$128.02 - $151.37 $56.3K - $66.6K
2K $263K
VCIT
Vanguard Intermediate Term Cor

ETFs
235
+ 5.7%
$79.56 - $82.92 $18.7K - $19.5K
4.36K $361K
MMM
3 M CO

Industrials
27
+ 0.76%
$126.09 - $154.15 $3.4K - $4.16K
3.6K $548K
SO
Southern CO

Utilities
221
+ 7.19%
$84.91 - $92.56 $18.8K - $20.5K
3.29K $302K
V
Visa Inc.

Financial Services
27
+ 1.87%
$308.27 - $373.31 $8.32K - $10.1K
1.47K $522K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.14%
$376.48 - $440.65 $376 - $441
726 $319K
ABT
Abbott Laboratories

Healthcare
42
+ 2.57%
$123.95 - $138.08 $5.21K - $5.8K
1.67K $227K
MRK
Merck & Co., Inc.

Healthcare
586
+ 15.17%
$73.47 - $87.12 $43.1K - $51.1K
4.45K $352K
Linde PLC
33
+ 6.6%
N/A
533 $0
VUSB
Vanguard Bd Index Fds
4.54K
+ 9.95%
N/A
50.2K $0
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 6.22%
$285.55 - $321.23 $12.6K - $14.1K
751 $219K
LLY
Eli Lilly & CO

Healthcare
25
+ 3.71%
$713.71 - $898.95 $17.8K - $22.5K
698 $544K
VNQ
Vanguard Specialized Funds Van

ETFs
483
+ 1.1%
$79.79 - $91.42 $38.5K - $44.2K
44.3K $3.95M
UNH
Unitedhealth Group Inc

Healthcare
150
+ 25.34%
$274.35 - $599.47 $41.2K - $89.9K
742 $231K
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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