Weil Company, Inc. Incresed Positions in Q3 2025

Weil Company, Inc.

  • $346 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
16K
+ 9.18%
$128.41 - $138.03 $2.06M - $2.21M
191K $26.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.65K
+ 3.52%
$567.77 - $614.76 $938K - $1.02M
48.6K $29.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.5K
+ 11.1%
$54.35 - $59.32 $1.33M - $1.45M
245K $14.5M
PVAL
Putnam ETF Tr Putnam Focused L
38.2K
+ 13.19%
$39.93 - $42.72 $1.52M - $1.63M
327K $14M
GOOGL
Alphabet Inc.

Communication Services
330
+ 1.86%
$174.36 - $254.72 $57.5K - $84.1K
18K $4.39M
INTF
Ishares Tr

ETFs
9.47K
+ 2.29%
$33.72 - $36.17 $319K - $343K
422K $15.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.38K
+ 14.38%
$94.17 - $99.95 $695K - $738K
58.7K $5.87M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
9.4K
+ 19.42%
$68.27 - $75.58 $642K - $711K
57.8K $4.3M
EMGF
Ishares Msci Emerging Markets

ETFs
6.84K
+ 6.8%
$51.93 - $56.75 $355K - $388K
107K $6.07M
UTHR
United Therapeutics Corp

Healthcare
207
+ 3.98%
$274.7 - $438.75 $56.9K - $90.8K
5.41K $2.27M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.75K
+ 3.92%
$59.61 - $63.09 $283K - $299K
126K $7.92M
GOOG
Alphabet Inc.

Communication Services
65
+ 0.73%
$175.16 - $255.24 $11.4K - $16.6K
8.99K $2.19M
HGER
Harbor ETF Tr All Weather Infl
17.2K
+ 16.12%
$24.26 - $25.91 $416K - $445K
124K $3.19M
DSTL
ETF Ser Solution Distillate Us

ETFs
5.85K
+ 12.5%
$54.44 - $58.24 $318K - $341K
52.6K $3.05M
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
11.3K
+ 2.7%
$21.14 - $21.81 $238K - $246K
428K $9.32M
VO
Vanguard Mid Cap ETF

ETFs
624
+ 4.32%
$279.83 - $293.74 $175K - $183K
15.1K $4.43M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.13K
+ 5.53%
$134.94 - $145.86 $152K - $164K
21.5K $3.13M
MSFT
Microsoft Corp

Technology
555
+ 19.74%
$491.09 - $535.64 $273K - $297K
3.37K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 3.2%
$293.94 - $444.72 $22K - $33.4K
2.42K $1.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.08K
+ 33.54%
$97.75 - $100.75 $301K - $310K
12.3K $1.23M
NVDA
Nvidia Corp

Technology
220
+ 4.03%
$153.3 - $186.58 $33.7K - $41K
5.68K $1.06M
AVGO
Broadcom Inc.

Technology
35
+ 1.2%
$264.74 - $369.57 $9.27K - $12.9K
2.96K $974K
EFV
Msci Eafe Value ETF

ETFs
105
+ 0.37%
$62.79 - $68.42 $6.59K - $7.18K
28.4K $1.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.02%
$109.47 - $119.06 $328 - $357
14.1K $1.67M
ABBV
Abb Vie Inc.

Healthcare
46
+ 2.32%
$184.85 - $231.54 $8.5K - $10.7K
2.03K $469K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.47K
+ 2.75%
$55.61 - $57.37 $81.8K - $84.4K
54.9K $3.14M
ORCL
Oracle Corp

Technology
123
+ 13.09%
$218.96 - $328.33 $26.9K - $40.4K
1.06K $298K
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.67%
$357.4 - $423.42 $5K - $5.93K
2.09K $846K
AXP
American Express CO

Financial Services
16
+ 0.26%
$294.27 - $342.31 $4.71K - $5.48K
6.06K $2.01M
ET
Energy Transfer LP

Energy
5.32K
+ 36.47%
$17.11 - $18.16 $91.1K - $96.7K
19.9K $341K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.13K
+ 12.19%
$41.58 - $44.7 $46.8K - $50.3K
10.4K $454K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
40
+ 0.27%
$87.05 - $93.19 $3.48K - $3.73K
14.9K $1.39M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
669
+ 11.16%
$41.34 - $45.65 $27.7K - $30.5K
6.66K $300K
BAC
Bank Of America Corp

Financial Services
149
+ 3.04%
$44.92 - $52.42 $6.69K - $7.81K
5.06K $260K
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 1.56%
$211.65 - $238.24 $25K - $28.1K
7.68K $1.69M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.05%
$98.99 - $112.2 $99 - $112
2.16K $238K
Veralto Corp
539
+ 3.01%
N/A
18.5K $0
Victory Portfolios Ii
11.1K
+ 5.05%
N/A
230K $0
Tidal Trust I
28.4K
+ 23.6%
N/A
149K $0
Blackrock ETF Trust
52.2K
+ 50.22%
N/A
156K $0
Blackrock ETF Trust Ii
9.85K
+ 1.52%
N/A
657K $0
Blackrock Inc
44
+ 1.95%
N/A
2.3K $0
Brookfield Infrastructure CO
1.39K
+ 3.02%
N/A
47.3K $0
Grayscale Bitcoin Mini Tr Et
925
+ 2.32%
N/A
40.8K $0
ABT
Abbott Laboratories

Healthcare
3
+ 0.12%
$120.51 - $136.62 $362 - $410
2.49K $333K
OKE
Oneok Inc

Energy
44
+ 1.26%
$71.36 - $83.47 $3.14K - $3.67K
3.54K $258K
CB
Chubb LTD

Financial Services
3
+ 0.02%
$265.99 - $289.59 $798 - $869
14.2K $4.01M
SBUX
Starbucks Corp

Consumer Cyclical
231
+ 0.66%
$81.9 - $96.86 $18.9K - $22.4K
35.4K $2.99M
Activity Summary
Buys All Purchases 54 New Holdings 5 Increased Positions 49 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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