Widmann Financial Services, Inc. Purchases in Q1 2025

Widmann Financial Services, Inc.

  • $128 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
4.77K
+ 16.88%
$105.44 - $118.93 $503K - $567K
33K $3.93M
IEFA
Ishares Tr

ETFs
2.87K
+ 2.78%
$69.57 - $78.65 $200K - $226K
106K $8.04M
IBM
International Business Machines Corp

Technology
293
+ 1.98%
$217.4 - $264.74 $63.7K - $77.6K
15.1K $3.75M
T
At&T Inc.

Communication Services
3.92K
+ 5.99%
$21.56 - $28.28 $84.4K - $111K
69.3K $1.96M
JNJ
Johnson & Johnson

Healthcare
356
+ 2.38%
$142.06 - $167.7 $50.6K - $59.7K
15.3K $2.54M
ABBV
Abb Vie Inc.

Healthcare
354
+ 4.15%
$169.2 - $216.66 $59.9K - $76.7K
8.88K $1.86M
CVX
Chevron Corp

Energy
189
+ 1.57%
$146.71 - $167.97 $27.7K - $31.7K
12.3K $2.05M
GOLD
Barrick Gold Corp

Basic Materials
12.7K
+ 101.48%
$15.45 - $19.56 $197K - $249K
25.3K $491K
GD
General Dynamics Corp

Industrials
1.06K
+ 127.35%
$241.94 - $272.58 $256K - $288K
1.89K $514K
KO
Coca Cola CO

Consumer Defensive
539
+ 1.96%
$60.81 - $72.32 $32.8K - $39K
28.1K $2.01M
CVS
Cvs Health Corp

Healthcare
40
+ 0.35%
$44.22 - $68.64 $1.77K - $2.75K
11.4K $772K
OC
Owens Corning

Industrials
1.82K
New
$137.83 - $191.19 $250K - $347K
1.82K $259K
EEM
Ishares Msci Emerging Markets

ETFs
2.2K
+ 2.57%
$40.81 - $45.34 $89.7K - $99.7K
87.8K $3.84M
IWD
Ishares Russell 1000 Val ETF

ETFs
811
+ 2.72%
$182.82 - $196.21 $148K - $159K
30.6K $5.76M
DUK
Duke Energy Corp

Utilities
805
+ 8.42%
$105.87 - $121.97 $85.2K - $98.2K
10.4K $1.26M
TGT
Target Corp

Consumer Defensive
2.18K
New
$103.65 - $142.5 $226K - $311K
2.18K $227K
VZ
Verizon Communications Inc

Communication Services
724
+ 2.14%
$37.81 - $46.49 $27.4K - $33.7K
34.6K $1.57M
V
Visa Inc.

Financial Services
611
New
$306.92 - $362.71 $188K - $222K
611 $214K
AMGN
Amgen Inc

Healthcare
678
New
$258.59 - $327.36 $175K - $222K
678 $211K
D
Dominion Energy, Inc

Utilities
3.69K
New
$52.85 - $57.43 $195K - $212K
3.69K $206K
AZZ
Azz Inc

Industrials
2.44K
New
$82.13 - $99.01 $200K - $242K
2.44K $204K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.08K
New
$64.88 - $72.1 $200K - $222K
3.08K $202K
LMT
Lockheed Martin Corp

Industrials
510
+ 46.88%
$423.19 - $506.29 $216K - $258K
1.6K $713K
CATH
Global X Fds Global X S&P 500

ETFs
3K
+ 47.89%
$66.14 - $74.2 $198K - $223K
9.27K $625K
MO
Altria Group, Inc.

Consumer Defensive
189
+ 1.0%
$50.81 - $60.02 $9.6K - $11.3K
19.1K $1.15M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.13K
+ 4.97%
$64.47 - $70.13 $72.5K - $78.9K
23.8K $1.61M
MMM
3 M CO

Industrials
540
+ 16.17%
$129.7 - $155.12 $70K - $83.8K
3.88K $569K
SO
Southern CO

Utilities
25
+ 0.21%
$80.96 - $92.96 $2.02K - $2.32K
11.9K $1.09M
GE
General Electric CO

Industrials
190
+ 8.9%
$168.59 - $212.13 $32K - $40.3K
2.33K $465K
ABT
Abbott Laboratories

Healthcare
487
+ 22.99%
$111.1 - $140.22 $54.1K - $68.3K
2.61K $345K
PG
Procter & Gamble CO

Consumer Defensive
323
+ 2.21%
$158.56 - $176.26 $51.2K - $56.9K
14.9K $2.54M
BMY
Bristol Myers Squibb CO

Healthcare
910
+ 11.44%
$53.9 - $63.11 $49K - $57.4K
8.87K $540K
JCI
Johnson Controls International PLC

Industrials
901
+ 11.22%
$76.12 - $90.6 $68.6K - $81.6K
8.93K $715K
MDT
Medtronic PLC

Healthcare
465
+ 12.21%
$79.84 - $94.5 $37.1K - $43.9K
4.27K $383K
PEP
Pepsico Inc

Consumer Defensive
483
+ 6.03%
$142.64 - $156.42 $68.9K - $75.6K
8.5K $1.27M
C
Citigroup Inc

Financial Services
648
+ 4.33%
$67.23 - $84.63 $43.6K - $54.8K
15.6K $1.11M
AZN
Astrazeneca PLC

Healthcare
150
+ 4.07%
$65.37 - $77.96 $9.81K - $11.7K
3.84K $281K
F
Ford Motor CO

Consumer Cyclical
2.22K
+ 1.89%
$9.12 - $10.43 $20.3K - $23.2K
120K $1.2M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
132
+ 0.88%
$52.16 - $56.68 $6.89K - $7.48K
15.2K $847K
MAIN
Main Street Capital Corp

Financial Services
1.24K
+ 5.37%
$54.71 - $63.1 $67.9K - $78.4K
24.4K $1.38M
APD
Air Products & Chemicals, Inc.

Basic Materials
21
+ 0.72%
$283.24 - $338.07 $5.95K - $7.1K
2.96K $871K
GIS
General Mills Inc

Consumer Defensive
1.26K
+ 7.8%
$57.56 - $65.3 $72.7K - $82.5K
17.4K $1.04M
IWS
Ishares Russell Midcap Value E

ETFs
681
+ 2.99%
$122.59 - $135.24 $83.5K - $92.1K
23.4K $2.95M
WY
Weyerhaeuser CO

Real Estate
4
+ 0.04%
$27.29 - $31.39 $109 - $126
8.9K $260K
NVDA
Nvidia Corp

Technology
663
+ 26.5%
$106.98 - $149.43 $70.9K - $99.1K
3.17K $343K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
6
+ 0.03%
$8.29 - $8.97 $49.7 - $53.8
22.8K $195K
NUE
Nucor Corp

Basic Materials
1
+ 0.06%
$114.48 - $142.52 $114 - $143
1.8K $216K
PFE
Pfizer Inc

Healthcare
2.46K
+ 4.84%
$25.01 - $27.13 $61.6K - $66.8K
53.3K $1.35M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
500
+ 5.22%
N/A
10.1K $0
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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