Waters Parkerson & Co., LLC Purchases in Q1 2025

Waters Parkerson & Co., LLC

  • $1.81 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
POOL
Pool Corp

Industrials
65.7K
+ 169.74%
$314.92 - $364.31 $20.7M - $23.9M
104K $33.2M
WM
Waste Management Inc

Industrials
49.4K
New
$200.54 - $233.78 $9.91M - $11.6M
49.4K $11.4M
XOM
Exxon Mobil Corp

Energy
2.49K
+ 0.46%
$105.44 - $118.93 $263K - $296K
544K $64.7M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
12.2K
+ 3.41%
$60.74 - $73.87 $743K - $903K
371K $27.4M
O
Realty Income Corp

Real Estate
39.9K
+ 10.95%
$51.67 - $58.49 $2.06M - $2.33M
405K $23.5M
IVV
Ishares Core S&P 500 ETF

ETFs
5.89K
+ 23.93%
$554.06 - $615.85 $3.27M - $3.63M
30.5K $17.1M
VZ
Verizon Communications Inc

Communication Services
5.62K
+ 1.66%
$37.81 - $46.49 $212K - $261K
345K $15.6M
IBM
International Business Machines Corp

Technology
115
+ 0.18%
$217.4 - $264.74 $25K - $30.4K
63.7K $15.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.8K
+ 12.17%
$56.12 - $68.15 $776K - $942K
127K $8.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
276
+ 0.19%
$74.85 - $84.89 $20.7K - $23.4K
142K $11.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.8K
+ 39.45%
$92.45 - $106.69 $994K - $1.15M
38K $3.53M
DVN
Devon Energy Corp

Energy
150
+ 0.1%
$33.15 - $38.55 $4.97K - $5.78K
153K $5.71M
AEP
American Electric Power CO Inc

Utilities
1.13K
+ 7.72%
$90.32 - $109.27 $102K - $123K
15.7K $1.72M
MS
Morgan Stanley

Financial Services
3.05K
New
$111.68 - $141.08 $341K - $430K
3.05K $355K
JHG
Janus Henderson Group PLC

Financial Services
8.5K
New
$35.98 - $45.94 $306K - $390K
8.5K $307K
SHEL
Shell PLC

Energy
300
+ 1.12%
$62.84 - $73.29 $18.9K - $22K
27.1K $1.99M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
550
New
$522.96 - $601.18 $288K - $331K
550 $293K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.3K
New
$24.91 - $29.02 $282K - $329K
11.3K $283K
ZTS
Zoetis Inc.

Healthcare
278
+ 0.21%
$156.48 - $175.67 $43.5K - $48.8K
131K $21.6M
CPT
Camden Property Trust

Real Estate
840
+ 3.58%
$109.16 - $125.53 $91.7K - $105K
24.3K $2.98M
GILD
Gilead Sciences, Inc.

Healthcare
2.15K
New
$89.14 - $117.41 $192K - $253K
2.15K $241K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
489
New
$402.49 - $513.76 $197K - $251K
489 $237K
COST
Costco Wholesale Corp

Consumer Defensive
204
+ 20.82%
$890.62 - $1076.86 $182K - $220K
1.18K $1.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.8K
New
$18.36 - $20.51 $198K - $221K
10.8K $213K
ATO
Atmos Energy Corp

Utilities
1.3K
New
$136.51 - $154.58 $177K - $201K
1.3K $200K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.58K
+ 32.81%
$51.52 - $52.37 $184K - $187K
14.5K $757K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
789
+ 7.96%
$507.05 - $563.67 $400K - $445K
10.7K $5.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
310
+ 0.29%
$42.5 - $46.71 $13.2K - $14.5K
106K $4.81M
VO
Vanguard Mid Cap ETF

ETFs
450
+ 40.87%
$251.87 - $277.95 $113K - $125K
1.55K $401K
MDT
Medtronic PLC

Healthcare
250
+ 3.6%
$79.84 - $94.5 $20K - $23.6K
7.2K $647K
NFLX
Netflix Inc

Communication Services
11
+ 0.87%
$828.4 - $1058.6 $9.11K - $11.6K
1.28K $1.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.36K
+ 7.23%
$82.81 - $92.93 $113K - $127K
20.2K $1.72M
VV
Vanguard Large Cap ETF

ETFs
250
+ 17.93%
$253.32 - $282.66 $63.3K - $70.7K
1.64K $422K
VDC
Vanguard Consumer Staples ETF

ETFs
129
+ 8.74%
$206.54 - $226.16 $26.6K - $29.2K
1.61K $351K
CLGN
Coll Plant Biotechnologies LTD

Healthcare
13.3K
New
$2.55 - $4.52 $33.8K - $59.9K
13.3K $34K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
5.2K
+ 16.2%
$19.72 - $23.56 $103K - $123K
37.3K $735K
CRWS
Crown Crafts Inc

Consumer Cyclical
1K
+ 5.0%
N/A
21K $105K
IBB
Ishares Biotechnology ETF

ETFs
150
+ 4.05%
$127.9 - $140.56 $19.2K - $21.1K
3.85K $492K
Jacobs Solutions Inc
2.23K
+ 1.08%
N/A
209K $0
Coherent Corp
13.1K
+ 3.03%
N/A
444K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
885
+ 6.71%
$57.21 - $65.8 $50.6K - $58.2K
14.1K $820K
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 2.9%
$476.63 - $610.45 $21.4K - $27.5K
1.6K $791K
HWC
Hancock Whitney Corp

Financial Services
313
+ 0.91%
$49.61 - $61.03 $15.5K - $19.1K
34.7K $1.82M
VB
Vanguard Small Cap ETF

ETFs
100
+ 1.4%
$217.89 - $252.64 $21.8K - $25.3K
7.26K $1.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
206
+ 4.06%
$468.34 - $539.52 $96.5K - $111K
5.28K $2.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 0.28%
$551.42 - $612.93 $8.27K - $9.19K
5.34K $2.98M
PEP
Pepsico Inc

Consumer Defensive
1.25K
+ 0.62%
$142.64 - $156.42 $179K - $196K
202K $30.3M
CBZ
Cbiz, Inc.

Industrials
18.7K
+ 6.56%
$68.46 - $88.65 $1.28M - $1.66M
304K $23.1M
AMZN
Amazon Com Inc

Consumer Cyclical
245
+ 1.4%
$190.26 - $242.06 $46.6K - $59.3K
17.7K $3.37M
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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