Weil Company, Inc. Reduced Holdings in Q1 2025

Weil Company, Inc.

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-33.6K
- 29.89%
$115.08 - $123.97 $3.87M - $4.17M
78.9K $9.15M
AAPL
Apple Inc.

Technology
-2.66K
- 2.35%
$209.68 - $247.1 $558K - $658K
110K $24.5M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-90.4K
- 92.19%
$26.71 - $31.58 $2.42M - $2.86M
7.66K $232K
BKCI
Bny Mellon ETF Tr Concentrated
-51.8K
- 19.18%
$47.19 - $50.41 $2.44M - $2.61M
218K $10.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.64K
- 21.3%
$522.96 - $601.18 $858K - $987K
6.06K $3.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.08K
- 5.12%
$507.05 - $563.67 $549K - $610K
20.1K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.3K
- 36.17%
$222.15 - $428.22 $289K - $557K
2.3K $595K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.59K
- 10.04%
$169.43 - $182.84 $609K - $657K
32.2K $5.58M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.14K
- 55.54%
$95.85 - $99.25 $685K - $709K
5.72K $565K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.78K
- 16.64%
$102.49 - $119.96 $285K - $334K
13.9K $1.46M
DIS
Walt Disney CO

Communication Services
-2.27K
- 39.74%
$96.87 - $114.0 $220K - $259K
3.44K $339K
ABT
Abbott Laboratories

Healthcare
-3.08K
- 50.27%
$111.1 - $140.22 $342K - $432K
3.05K $404K
ABBV
Abb Vie Inc.

Healthcare
-1.83K
- 45.07%
$169.2 - $216.66 $310K - $397K
2.23K $467K
JPM
Jpmorgan Chase & CO

Financial Services
-1.4K
- 8.13%
$225.19 - $279.95 $315K - $392K
15.8K $3.88M
MSFT
Microsoft Corp

Technology
-154
- 6.33%
$375.39 - $447.2 $57.8K - $68.9K
2.28K $855K
LRGF
Ishares Tr

ETFs
-1.29K
- 6.88%
$56.95 - $63.95 $73.3K - $82.3K
17.4K $1.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-207
- 3.02%
$126.86 - $146.45 $26.3K - $30.3K
6.64K $843K
EEM
Ishares Msci Emerging Markets

ETFs
-4.72K
- 8.77%
$40.81 - $45.34 $193K - $214K
49.1K $2.15M
IBB
Ishares Biotechnology ETF

ETFs
-673
- 29.53%
$127.9 - $140.56 $86.1K - $94.6K
1.61K $205K
GLDM
World Gold Trust

ETFs
-2.79K
- 25.27%
$52.19 - $61.89 $146K - $173K
8.26K $511K
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.63%
$347.25 - $424.87 $4.51K - $5.52K
2.06K $755K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-179
- 7.67%
$96.3 - $112.23 $17.2K - $20.1K
2.15K $209K
ACWI
Ishares Msci Acwi ETF

ETFs
-347
- 13.12%
$115.16 - $124.13 $40K - $43.1K
2.3K $267K
PG
Procter & Gamble CO

Consumer Defensive
-277
- 5.2%
$158.56 - $176.26 $43.9K - $48.8K
5.05K $859K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-78
- 3.1%
$117.4 - $131.02 $9.16K - $10.2K
2.44K $292K
WFC
Wells Fargo & Company

Financial Services
-400
- 5.12%
$66.78 - $81.42 $26.7K - $32.6K
7.41K $531K
Tcw ETF Trust
-40.9K
- 91.93%
N/A
3.59K $0
DE
Deere & CO

Industrials
-73
- 5.79%
$408.57 - $509.27 $29.8K - $37.2K
1.19K $557K
XOM
Exxon Mobil Corp

Energy
-131
- 2.07%
$105.44 - $118.93 $13.8K - $15.6K
6.18K $735K
IBM
International Business Machines Corp

Technology
-200
- 5.23%
$217.4 - $264.74 $43.5K - $52.9K
3.63K $901K
EFV
Msci Eafe Value ETF

ETFs
-653
- 2.14%
$51.88 - $60.73 $33.9K - $39.7K
29.8K $1.76M
JNJ
Johnson & Johnson

Healthcare
-71
- 0.73%
$142.06 - $167.7 $10.1K - $11.9K
9.7K $1.61M
IAU
Ishares Gold Trust

ETFs
-11.4K
- 8.99%
$49.74 - $58.96 $569K - $674K
116K $6.83M
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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