Weil Company, Inc. Reduced Holdings in Q3 2025

Weil Company, Inc.

  • $346 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-122
- 1.94%
$646.03 - $807.39 $78.8K - $98.5K
6.17K $4.21M
VRSK
Verisk Analytics, Inc.

Industrials
-53
- 0.48%
$242.3 - $312.95 $12.8K - $16.6K
10.9K $2.74M
BKCI
Bny Mellon ETF Tr Concentrated
-13.1K
- 8.4%
$49.4 - $52.59 $649K - $691K
143K $7.39M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-12.3K
- 8.45%
$64.75 - $69.05 $799K - $852K
134K $9.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.53K
- 12.23%
$181.56 - $190.33 $460K - $482K
18.2K $3.45M
PSA
Public Storage

Real Estate
-1
- -0.0%
$271.94 - $298.09 $272 - $298
62.2K $18M
ILMN
Illumina, Inc.

Healthcare
-1.52K
- 6.33%
$91.69 - $109.88 $139K - $167K
22.4K $2.13M
MKL
Markel Corp

Financial Services
-2
- 0.13%
$1898.34 - $2031.8 $3.8K - $4.06K
1.58K $3.01M
MA
Mastercard Inc

Financial Services
-223
- 17.17%
$550.18 - $598.96 $123K - $134K
1.08K $612K
NFLX
Netflix Inc

Communication Services
-7
- 1.08%
$1147.87 - $1297.18 $8.04K - $9.08K
644 $772K
META
Meta Platforms, Inc.

Communication Services
-45
- 0.52%
$695.21 - $791.73 $31.3K - $35.6K
8.65K $6.35M
DE
Deere & CO

Industrials
-1
- 0.09%
$457.26 - $524.37 $457 - $524
1.13K $518K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.24%
$915.95 - $994.57 $1.83K - $1.99K
842 $779K
AMP
Ameriprise Financial Inc

Financial Services
-1
- 0.08%
$486.13 - $544.55 $486 - $545
1.2K $589K
IBM
International Business Machines Corp

Technology
-1
- 0.03%
$234.77 - $292.47 $235 - $292
3.63K $1.02M
NOW
Service Now, Inc.

Technology
-1
- 0.26%
$850.86 - $1044.69 $851 - $1.04K
380 $349K
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.24%
$150.47 - $161.22 $1.81K - $1.93K
5.05K $775K
Fidelity Covington Trust
-158
- 0.06%
N/A
253K $0
WFC
Wells Fargo & Company

Financial Services
-277
- 3.99%
$77.05 - $85.16 $21.3K - $23.6K
6.67K $559K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5
- 0.23%
$122.57 - $132.57 $613 - $663
2.13K $276K
CVS
Cvs Health Corp

Healthcare
-5
- 0.17%
$58.75 - $76.5 $294 - $383
2.9K $218K
ALL
Allstate Corp

Financial Services
-1
- 0.05%
$192.0 - $214.65 $192 - $215
2.06K $441K
XOM
Exxon Mobil Corp

Energy
-1
- 0.02%
$105.83 - $117.22 $106 - $117
6.21K $699K
GE
General Electric CO

Industrials
-5
- 0.5%
$244.75 - $305.63 $1.22K - $1.53K
992 $298K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-200
- 2.32%
$75.87 - $83.26 $15.2K - $16.7K
8.42K $700K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-182
- 1.7%
$459.11 - $506.91 $83.6K - $92.3K
10.5K $5.28M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-86
- 1.78%
$567.09 - $607.37 $48.8K - $52.2K
4.75K $2.83M
CGGR
Capital Group Growth ETF Shs C

ETFs
-156
- 0.51%
$40.2 - $44.58 $6.27K - $6.95K
30.2K $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.02%
$291.67 - $316.99 $583 - $634
9.38K $2.85M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-146
- 0.48%
$39.06 - $43.42 $5.7K - $6.34K
30.4K $1.32M
EEM
Ishares Msci Emerging Markets

ETFs
-277
- 0.65%
$48.07 - $53.4 $13.3K - $14.8K
42.4K $2.27M
IAU
Ishares Gold Trust

ETFs
-1.67K
- 4.24%
$61.62 - $72.77 $103K - $122K
37.7K $2.74M
JPM
Jpmorgan Chase & CO

Financial Services
-225
- 1.53%
$282.78 - $316.06 $63.6K - $71.1K
14.5K $4.58M
JNJ
Johnson & Johnson

Healthcare
-35
- 0.36%
$155.17 - $185.42 $5.43K - $6.49K
9.68K $1.79M
HLI
Houlihan Lokey, Inc.

Financial Services
-197
- 0.84%
$181.55 - $209.19 $35.8K - $41.2K
23.3K $4.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
-41
- 0.22%
$617.65 - $666.84 $25.3K - $27.3K
18.3K $12.2M
AAPL
Apple Inc.

Technology
-597
- 0.55%
$202.38 - $256.87 $121K - $153K
108K $27.4M
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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