Warwick Investment Management, Inc. Incresed Positions in Q3 2025

Warwick Investment Management, Inc.

  • $571 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
143K
+ 2388.7%
$58.43 - $58.88 $8.35M - $8.41M
149K $8.76M
VUG
Vanguard Growth ETF

ETFs
14.4K
+ 87.13%
$433.97 - $484.08 $6.27M - $6.99M
31K $14.9M
VTC
Vanguard Scottsdale Fds Total

ETFs
85.8K
+ 1770.18%
$76.18 - $78.81 $6.54M - $6.76M
90.7K $7.11M
VTV
Vanguard Value ETF

ETFs
9.8K
+ 3.87%
$175.51 - $186.57 $1.72M - $1.83M
263K $49.1M
VEA
Vanguard Ftse Developed Market

ETFs
55.7K
+ 55.84%
$56.02 - $60.3 $3.12M - $3.36M
155K $9.31M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
20.1K
+ 73.97%
$105.03 - $112.54 $2.11M - $2.26M
47.3K $5.22M
VGLT
Vanguard Long Term Treasury Et

ETFs
35.5K
+ 443.71%
$54.21 - $57.41 $1.93M - $2.04M
43.5K $2.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70
+ 0.19%
$546.99 - $602.2 $38.3K - $42.2K
37.1K $22.3M
AAPL
Apple Inc.

Technology
1.55K
+ 6.25%
$202.38 - $256.87 $314K - $398K
26.4K $6.71M
NVDA
Nvidia Corp

Technology
3.69K
+ 17.11%
$153.3 - $186.58 $566K - $688K
25.3K $4.71M
GOOGL
Alphabet Inc.

Communication Services
1.63K
+ 29.68%
$174.36 - $254.72 $284K - $414K
7.11K $1.73M
XOM
Exxon Mobil Corp

Energy
4.62K
+ 17.53%
$105.83 - $117.22 $489K - $541K
31K $3.49M
MSFT
Microsoft Corp

Technology
844
+ 11.34%
$491.09 - $535.64 $414K - $452K
8.29K $4.29M
EQIX
Equinix Inc

Real Estate
650
+ 252.92%
$756.7 - $811.13 $492K - $527K
907 $710K
VV
Vanguard Large Cap ETF

ETFs
447
+ 2.79%
$285.05 - $309.14 $127K - $138K
16.5K $5.08M
OUNZ
Van Eck Merk Gold Trust

ETFs
4.9K
+ 9.12%
$31.49 - $37.19 $154K - $182K
58.6K $2.18M
PLD
Prologis, Inc.

Real Estate
3.81K
+ 190.97%
$104.08 - $115.35 $396K - $439K
5.8K $664K
TSLA
Tesla, Inc.

Consumer Cyclical
210
+ 7.99%
$293.94 - $444.72 $61.7K - $93.4K
2.84K $1.26M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.52K
+ 12.85%
$45.26 - $46.63 $386K - $397K
74.8K $3.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.76K
+ 7.66%
$78.96 - $80.04 $376K - $381K
66.9K $5.35M
AVGO
Broadcom Inc.

Technology
503
+ 11.51%
$264.74 - $369.57 $133K - $186K
4.87K $1.61M
XLE
Energy Sector Spdr

ETFs
429
+ 0.54%
$84.25 - $91.99 $36.1K - $39.5K
79.9K $7.14M
JNJ
Johnson & Johnson

Healthcare
450
+ 12.12%
$155.17 - $185.42 $69.8K - $83.4K
4.16K $771K
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.88K
+ 1.4%
$26.38 - $27.95 $49.5K - $52.5K
136K $3.72M
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
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
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.07%
$620.67 - $670.08 $621 - $670
1.51K $1.01M
PEP
Pepsico Inc

Consumer Defensive
411
+ 20.6%
$133.81 - $152.16 $55K - $62.5K
2.41K $337K
XEL
Xcel Energy Inc

Utilities
140
+ 2.9%
$67.56 - $80.65 $9.46K - $11.3K
4.97K $400K
UNH
Unitedhealth Group Inc

Healthcare
138
+ 18.6%
$237.77 - $353.61 $32.8K - $48.8K
880 $303K
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
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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