Weatherly Asset Management L. P. Sells in Q2 2025

Weatherly Asset Management L. P.

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-3.75K
- 1.29%
$713.71 - $898.95 $2.68M - $3.37M
286K $223M
AAPL
Apple Inc.

Technology
-5.98K
- 1.69%
$172.42 - $223.89 $1.03M - $1.34M
347K $71.3M
SBUX
Starbucks Corp

Consumer Cyclical
-4.52K
- 4.47%
$79.69 - $99.41 $360K - $449K
96.5K $8.85M
CVX
Chevron Corp

Energy
-738
- 3.15%
$133.73 - $168.51 $98.7K - $124K
22.7K $3.25M
JNJ
Johnson & Johnson

Healthcare
-971
- 2.96%
$146.36 - $159.82 $142K - $155K
31.9K $4.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-67
- 0.8%
$483.48 - $539.8 $32.4K - $36.2K
8.36K $4.06M
VZ
Verizon Communications Inc

Communication Services
-3.29K
- 4.24%
$41.67 - $45.62 $137K - $150K
74.2K $3.21M
XLV
Select Sector Spdr Fund Health

ETFs
-650
- 3.66%
$128.77 - $144.3 $83.7K - $93.8K
17.1K $2.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.6K
- 42.7%
$77.94 - $79.5 $280K - $286K
4.83K $383K
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.03%
$170.16 - $206.27 $510 - $619
9.85K $1.83M
ADBE
Adobe Inc.

Technology
-763
- 2.95%
$340.0 - $420.68 $259K - $321K
25.1K $9.7M
HD
Home Depot, Inc.

Consumer Cyclical
-509
- 1.3%
$335.24 - $380.78 $171K - $194K
38.7K $14.2M
NEE
Nextera Energy Inc

Utilities
-1.39K
- 2.43%
$64.11 - $75.0 $88.9K - $104K
55.7K $3.87M
TTE
Total Energies Se

Energy
-2.59K
- 3.98%
N/A
62.4K $4.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-206
- 4.37%
$285.55 - $321.23 $58.8K - $66.2K
4.51K $1.32M
KMB
Kimberly Clark Corp

Consumer Defensive
-41
- 0.37%
$126.84 - $145.22 $5.2K - $5.95K
11K $1.42M
XOM
Exxon Mobil Corp

Energy
-287
- 3.13%
$99.93 - $119.04 $28.7K - $34.2K
8.88K $956K
AMGN
Amgen Inc

Healthcare
-12
- 0.34%
$262.28 - $309.85 $3.15K - $3.72K
3.49K $975K
PEP
Pepsico Inc

Consumer Defensive
-75
- 1.3%
$128.02 - $151.37 $9.6K - $11.4K
5.69K $751K
ACN
Accenture PLC

Technology
-66
- 1.27%
$279.23 - $323.21 $18.4K - $21.3K
5.15K $1.54M
CL
Colgate Palmolive CO

Consumer Defensive
-175
- 0.67%
$87.57 - $96.0 $15.3K - $16.8K
25.9K $2.35M
CE
Celanese Corp

Basic Materials
-1.2K
- 14.39%
$37.49 - $59.36 $45K - $71.2K
7.14K $394K
SHW
Sherwin Williams CO

Basic Materials
-115
- 1.83%
$313.51 - $363.51 $36.1K - $41.8K
6.16K $2.12M
HRL
Hormel Foods Corp

Consumer Defensive
-1.59K
- 4.1%
$29.11 - $31.44 $46.1K - $49.8K
37.1K $1.12M
ALL
Allstate Corp

Financial Services
-150
- 2.03%
$180.53 - $212.64 $27.1K - $31.9K
7.22K $1.45M
TSN
Tyson Foods, Inc.

Consumer Defensive
-92
- 1.17%
$54.33 - $63.56 $5K - $5.85K
7.8K $436K
INTC
Intel Corp

Technology
-2.04K
- 7.47%
$18.13 - $22.69 $37K - $46.3K
25.3K $566K
CMCSA
Comcast Corp

Communication Services
-630
- 2.52%
$32.84 - $36.72 $20.7K - $23.1K
24.3K $868K
HSY
Hershey CO

Consumer Defensive
-140
- 5.27%
$151.29 - $173.13 $21.2K - $24.2K
2.52K $417K
UPS
United Parcel Service Inc

Industrials
-35
- 1.12%
$91.92 - $110.2 $3.22K - $3.86K
3.1K $313K
DEO
Diageo PLC

Consumer Defensive
-50
- 0.76%
$99.86 - $115.75 $4.99K - $5.79K
6.52K $657K
AMT
American Tower Corp

Real Estate
-123
- 9.04%
$203.96 - $228.19 $25.1K - $28.1K
1.24K $273K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1K
- 9.7%
$35.77 - $42.27 $35.8K - $42.3K
9.31K $393K
DUK
Duke Energy Corp

Utilities
-74
- 3.0%
$112.46 - $124.05 $8.32K - $9.18K
2.4K $282K
CHKP
Check Point Software Technologies LTD

Technology
-40
- 2.99%
$204.26 - $233.47 $8.17K - $9.34K
1.3K $287K
PFE
Pfizer Inc

Healthcare
-168
- 1.48%
$21.59 - $24.84 $3.63K - $4.17K
11.2K $271K
UNP
Union Pacific Corp

Industrials
-41
- 3.14%
$208.27 - $238.46 $8.54K - $9.78K
1.27K $291K
A
Agilent Technologies, Inc.

Healthcare
-189
- 2.06%
$99.29 - $120.52 $18.8K - $22.8K
9K $1.06M
MDT
Medtronic PLC

Healthcare
-30
- 1.23%
$80.68 - $88.86 $2.42K - $2.67K
2.4K $209K
DGX
Quest Diagnostics Inc

Healthcare
-50
- 0.32%
N/A
15.7K $2.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-68
- 2.01%
$63.54 - $68.5 $4.32K - $4.66K
3.32K $223K
UL
Unilever PLC

Consumer Defensive
-573
- 3.18%
$57.9 - $65.43 $33.2K - $37.5K
17.5K $1.07M
Smurfit Westrock PLC
-672
- 3.3%
N/A
19.7K $0
Arista Networks Inc
-1.31K
- 1.6%
N/A
80.8K $0
Blackrock Inc
-116
- 7.01%
N/A
1.54K $0
Atlassian Corporation
-20
- 1.38%
N/A
1.43K $0
ADP
Automatic Data Processing Inc

Industrials
-7
- 0.88%
$276.76 - $326.81 $1.94K - $2.29K
788 $243K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.45K
- 9.26%
$19.1 - $23.83 $46.7K - $58.3K
24K $571K
MMM
3 M CO

Industrials
-35
- 1.27%
$126.09 - $154.15 $4.41K - $5.4K
2.73K $415K
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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