Weaver Consulting Group Reduced Holdings in Q1 2025

Weaver Consulting Group

  • $293 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ubs Ag Jersey Branch
-252
- 16.44%
N/A
1.28K $0
PDEC
Innovator U.S. Equity Power Bu
-146
- 0.28%
N/A
52.8K $0
American Centy ETF Tr
-87
- 0.27%
N/A
32K $0
Listed Fd Tr
-220
- 1.35%
N/A
16.1K $0
GOAU
ETF Ser Solutions Us Global Go
-2K
- 16.67%
N/A
10K $0
Listed Fd Tr
-255
- 0.37%
N/A
69.3K $0
Innovator Etfs Trust
-933
- 11.77%
N/A
6.99K $0
First Tr Exchng Traded Fd Vi
-750
- 3.72%
N/A
19.4K $0
YEAR
Ab Active Etfs Inc Ultra Short
-238
- 4.33%
N/A
5.26K $0
Innovator Etfs Trust
-1.34K
- 14.49%
N/A
7.9K $0
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-50
- 0.1%
$25.05 - $25.16 $1.25K - $1.26K
51.7K $1.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.04K
- 2.09%
$27.01 - $28.54 $55K - $58.1K
95.3K $2.66M
JPM
Jpmorgan Chase & CO

Financial Services
-51
- 1.58%
$225.19 - $279.95 $11.5K - $14.3K
3.17K $778K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-165
- 2.93%
$37.06 - $41.11 $6.11K - $6.78K
5.46K $218K
SHV
Ishares Tr

ETFs
-62
- 0.14%
$110.11 - $110.51 $6.83K - $6.85K
44.2K $4.88M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-971
- 8.72%
$35.35 - $42.74 $34.3K - $41.5K
10.2K $420K
KO
Coca Cola CO

Consumer Defensive
-376
- 7.9%
$60.81 - $72.32 $22.9K - $27.2K
4.38K $313K
MO
Altria Group, Inc.

Consumer Defensive
-292
- 6.35%
$50.81 - $60.02 $14.8K - $17.5K
4.31K $258K
CSCO
Cisco Systems, Inc.

Technology
-1
- 0.01%
$58.74 - $64.87 $58.7 - $64.9
9.72K $599K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-15
- 0.18%
$128.74 - $138.67 $1.93K - $2.08K
8.27K $1.12M
ABBV
Abb Vie Inc.

Healthcare
-73
- 5.41%
$169.2 - $216.66 $12.4K - $15.8K
1.28K $267K
PSX
Phillips 66

Energy
-35
- 0.94%
$113.93 - $131.55 $3.99K - $4.6K
3.68K $454K
XLE
Energy Sector Spdr

ETFs
-83
- 1.36%
$85.7 - $93.96 $7.11K - $7.8K
6.03K $563K
RTX
Raytheon Technologies Corp

Industrials
-209
- 4.19%
$114.1 - $135.66 $23.8K - $28.4K
4.78K $632K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-62
- 0.04%
$42.93 - $44.71 $2.66K - $2.77K
160K $7.02M
JNJ
Johnson & Johnson

Healthcare
-166
- 3.07%
$142.06 - $167.7 $23.6K - $27.8K
5.24K $869K
VZ
Verizon Communications Inc

Communication Services
-561
- 2.45%
$37.81 - $46.49 $21.2K - $26.1K
22.3K $1.01M
T
At&T Inc.

Communication Services
-749
- 3.03%
$21.56 - $28.28 $16.1K - $21.2K
24K $678K
CVX
Chevron Corp

Energy
-99
- 1.47%
$146.71 - $167.97 $14.5K - $16.6K
6.63K $1.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11
- 0.03%
$87.68 - $94.52 $964 - $1.04K
36K $3.37M
WPC
W. P. Carey Inc.

Real Estate
-175
- 0.5%
$53.5 - $65.05 $9.36K - $11.4K
34.6K $2.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 0.84%
$442.66 - $534.52 $16.8K - $20.3K
4.48K $2.38M
Activity Summary
Buys All Purchases 89 New Holdings 13 Increased Positions 76 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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