Warwick Investment Management, Inc. Sells in Q2 2025

Warwick Investment Management, Inc.

  • $512 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25.8K
- 16.1%
$24.32 - $27.87 $627K - $719K
134K $3.56M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-10.7K
- 19.43%
$75.05 - $77.34 $803K - $827K
44.3K $3.43M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-6.25K
- 30.3%
$105.23 - $109.61 $657K - $685K
14.4K $1.57M
AAPL
Apple Inc.

Technology
-999
- 3.87%
$172.42 - $223.89 $172K - $224K
24.8K $5.09M
VTI
Vanguard Total Stock Market Et

ETFs
-7.06K
- 12.48%
$243.75 - $303.93 $1.72M - $2.15M
49.5K $15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-15.5K
- 18.26%
$55.54 - $69.09 $861K - $1.07M
69.4K $4.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.89K
- 0.4%
$37.08 - $42.26 $70.2K - $80K
468K $19.4M
VB
Vanguard Small Cap ETF

ETFs
-3.19K
- 9.55%
$193.73 - $237.37 $617K - $756K
30.2K $7.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.05K
- 11.54%
$496.48 - $617.85 $1.02M - $1.27M
15.7K $9.71M
EQIX
Equinix Inc

Real Estate
-202
- 44.01%
$740.07 - $914.43 $149K - $185K
257 $204K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.24K
- 3.48%
$77.94 - $79.5 $175K - $178K
62.1K $4.94M
ABBV
Abb Vie Inc.

Healthcare
-237
- 10.22%
$170.16 - $206.27 $40.3K - $48.9K
2.08K $386K
IEMG
Ishares Inc

ETFs
-1.73K
- 8.25%
N/A
19.3K $1.03M
CVX
Chevron Corp

Energy
-134
- 4.42%
$133.73 - $168.51 $17.9K - $22.6K
2.9K $415K
PG
Procter & Gamble CO

Consumer Defensive
-311
- 10.5%
$157.66 - $172.39 $49K - $53.6K
2.65K $422K
JNJ
Johnson & Johnson

Healthcare
-36
- 0.96%
$146.36 - $159.82 $5.27K - $5.75K
3.71K $567K
AMGN
Amgen Inc

Healthcare
-49
- 5.13%
$262.28 - $309.85 $12.9K - $15.2K
906 $252K
WFC
Wells Fargo & Company

Financial Services
-947
- 17.64%
$60.98 - $80.12 $57.7K - $75.9K
4.42K $354K
PSX
Phillips 66

Energy
-155
- 5.73%
$92.87 - $125.73 $14.4K - $19.5K
2.55K $304K
SPGI
S&P Global Inc.

Financial Services
-66
- 12.97%
$438.31 - $527.29 $28.9K - $34.8K
443 $233K
MA
Mastercard Inc

Financial Services
-60
- 8.66%
$479.92 - $590.74 $28.8K - $35.4K
633 $355K
UNP
Union Pacific Corp

Industrials
-43
- 3.34%
$208.27 - $238.46 $8.96K - $10.3K
1.24K $286K
NEE
Nextera Energy Inc

Utilities
-108
- 2.94%
$64.11 - $75.0 $6.92K - $8.1K
3.57K $247K
DVY
Ishares Tr

ETFs
-44
- 0.9%
$118.37 - $134.86 $5.21K - $5.93K
4.85K $644K
CSCO
Cisco Systems, Inc.

Technology
-533
- 12.73%
$53.19 - $69.38 $28.4K - $37K
3.65K $253K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 4.24%
$908.13 - $1056.85 $15.4K - $18K
384 $380K
WMT
Walmart Inc.

Consumer Defensive
-849
- 9.86%
$81.79 - $99.98 $69.4K - $84.9K
7.76K $758K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-34
- 1.61%
$105.8 - $131.55 $3.6K - $4.47K
2.08K $267K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-122
- 1.02%
$24.38 - $30.18 $2.97K - $3.68K
11.8K $357K
DE
Deere & CO

Industrials
-5
- 0.63%
$412.99 - $531.48 $2.06K - $2.66K
791 $402K
CAT
Caterpillar Inc

Industrials
-13
- 1.11%
$273.94 - $388.21 $3.56K - $5.05K
1.15K $447K
IBM
International Business Machines Corp

Technology
-23
- 0.67%
$221.03 - $294.78 $5.08K - $6.78K
3.42K $1.01M
VXF
Vanguard Extended Market ETF

ETFs
-2.12K
- 7.58%
$150.43 - $192.71 $318K - $408K
25.8K $4.97M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-597
- 0.73%
$17.76 - $22.1 $10.6K - $13.2K
81K $1.79M
DFAX
Dimensional ETF Tr
-14.8K
- 5.99%
$23.37 - $29.39 $346K - $435K
232K $6.82M
VV
Vanguard Large Cap ETF

ETFs
-123
- 0.76%
$228.25 - $285.3 $28.1K - $35.1K
16K $4.58M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.7K
- 1.02%
$83.8 - $101.39 $143K - $172K
165K $16.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.48K
- 3.83%
$416.06 - $551.64 $614K - $814K
37.1K $20.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-18.3K
- 0.73%
$29.12 - $35.84 $532K - $654K
2.5M $89.5M
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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