Wendell David Associates Inc Incresed Positions in Q1 2025

Wendell David Associates Inc

  • $1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
3.31K
+ 28.35%
$275.89 - $345.24 $913K - $1.14M
15K $5.17M
VEEV
Veeva Systems Inc

Healthcare
6.56K
+ 57.95%
$210.58 - $246.8 $1.38M - $1.62M
17.9K $4.14M
MKC
Mccormick & CO Inc

Consumer Defensive
66
+ 0.04%
$71.24 - $84.73 $4.7K - $5.59K
166K $13.6M
APH
Amphenol Corp

Technology
15.5K
+ 66.22%
$61.62 - $78.55 $952K - $1.21M
38.8K $2.54M
HEI
Heico Corp

Industrials
3.03K
+ 137.29%
$219.6 - $270.85 $666K - $822K
5.24K $1.4M
IBM
International Business Machines Corp

Technology
50
+ 0.61%
$217.4 - $264.74 $10.9K - $13.2K
8.26K $2.05M
VZ
Verizon Communications Inc

Communication Services
50
+ 0.13%
$37.81 - $46.49 $1.89K - $2.32K
39.6K $1.8M
T
At&T Inc.

Communication Services
89
+ 0.41%
$21.56 - $28.28 $1.92K - $2.52K
21.8K $618K
MO
Altria Group, Inc.

Consumer Defensive
25
+ 0.39%
$50.81 - $60.02 $1.27K - $1.5K
6.48K $389K
PFE
Pfizer Inc

Healthcare
363
+ 0.62%
$25.01 - $27.13 $9.08K - $9.85K
58.9K $1.49M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
700
+ 8.94%
$186.55 - $250.04 $131K - $175K
8.53K $1.72M
GOOG
Alphabet Inc.

Communication Services
104
+ 3.33%
$156.06 - $207.71 $16.2K - $21.6K
3.23K $504K
WMT
Walmart Inc.

Consumer Defensive
1.01K
+ 1.15%
$84.5 - $105.05 $85.6K - $106K
89.3K $7.84M
NEE
Nextera Energy Inc

Utilities
490
+ 0.19%
$66.96 - $76.16 $32.8K - $37.3K
253K $18M
LMT
Lockheed Martin Corp

Industrials
218
+ 3.05%
$423.19 - $506.29 $92.3K - $110K
7.37K $3.29M
EQIX
Equinix Inc

Real Estate
231
+ 5.63%
$803.0 - $959.97 $185K - $222K
4.33K $3.53M
INTU
Intuit Inc

Technology
180
+ 0.45%
$555.63 - $630.23 $100K - $113K
40K $24.6M
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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