Widmann Financial Services, Inc. Purchases in Q4 2024

Widmann Financial Services, Inc.

  • $129 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
7.76K
+ 51.82%
$128.08 - $140.32 $994K - $1.09M
22.7K $2.94M
NFE
New Fortress Energy Inc.

Utilities
17.5K
New
$8.0 - $15.12 $140K - $265K
17.5K $264K
AVUV
American Centy ETF Tr Avantis

ETFs
2.05K
+ 3.42%
$94.37 - $106.41 $193K - $218K
61.9K $5.97M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.3K
New
$100.16 - $100.7 $230K - $232K
2.3K $230K
GD
General Dynamics Corp

Industrials
830
New
$260.28 - $314.03 $216K - $261K
830 $218K
MAIN
Main Street Capital Corp

Financial Services
152
+ 0.66%
$49.95 - $58.58 $7.59K - $8.9K
23.1K $1.36M
GOLD
Barrick Gold Corp

Basic Materials
12.6K
New
$15.23 - $21.19 $191K - $266K
12.6K $194K
C
Citigroup Inc

Financial Services
503
+ 3.48%
$61.31 - $72.5 $30.8K - $36.5K
15K $1.05M
VUG
Vanguard Growth ETF

ETFs
283
+ 38.04%
$378.79 - $428.11 $107K - $121K
1.03K $421K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
+ 4.38%
$183.23 - $199.79 $229K - $250K
29.8K $5.52M
BMY
Bristol Myers Squibb CO

Healthcare
370
+ 4.88%
$51.92 - $59.94 $19.2K - $22.2K
7.96K $449K
NVDA
Nvidia Corp

Technology
104
+ 4.34%
$117.0 - $148.88 $12.2K - $15.5K
2.5K $335K
APD
Air Products & Chemicals, Inc.

Basic Materials
220
+ 8.1%
$285.5 - $335.62 $62.8K - $73.8K
2.94K $851K
MO
Altria Group, Inc.

Consumer Defensive
330
+ 1.78%
$49.06 - $57.74 $16.2K - $19.1K
18.9K $987K
JCI
Johnson Controls International PLC

Industrials
361
+ 4.71%
$74.23 - $86.6 $26.8K - $31.3K
8.03K $634K
MDT
Medtronic PLC

Healthcare
650
+ 20.59%
$79.61 - $92.24 $51.7K - $60K
3.81K $304K
FDVV
Fidelity High Dividend ETF

ETFs
307
+ 2.99%
$49.66 - $52.63 $15.2K - $16.2K
10.6K $528K
CVX
Chevron Corp

Energy
236
+ 1.99%
$141.15 - $162.53 $33.3K - $38.4K
12.1K $1.75M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
6
+ 0.03%
$8.1 - $9.04 $48.6 - $54.2
22.8K $188K
IWN
Ishares Russell2000 Val ETF

ETFs
8
+ 0.18%
$162.69 - $181.35 $1.3K - $1.45K
4.5K $738K
KHC
Kraft Heinz CO

Consumer Defensive
650
+ 9.19%
$30.1 - $36.02 $19.6K - $23.4K
7.73K $237K
LMT
Lockheed Martin Corp

Industrials
120
+ 12.4%
$479.66 - $614.62 $57.6K - $73.8K
1.09K $528K
AZN
Astrazeneca PLC

Healthcare
75
+ 2.08%
$63.2 - $79.58 $4.74K - $5.97K
3.69K $241K
HD
Home Depot, Inc.

Consumer Cyclical
132
+ 2.02%
$385.02 - $431.37 $50.8K - $56.9K
6.66K $2.59M
DUK
Duke Energy Corp

Utilities
56
+ 0.59%
$105.76 - $120.76 $5.92K - $6.76K
9.56K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
43
+ 0.3%
$161.05 - $179.7 $6.93K - $7.73K
14.6K $2.45M
F
Ford Motor CO

Consumer Cyclical
489
+ 0.42%
$9.69 - $11.4 $4.74K - $5.57K
118K $1.16M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
443
+ 3.03%
$54.2 - $60.92 $24K - $27K
15.1K $817K
PPG
Ppg Industries Inc

Basic Materials
176
+ 2.04%
$119.09 - $131.37 $21K - $23.1K
8.8K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
174
+ 1.79%
$288.47 - $316.54 $50.2K - $55.1K
9.91K $2.87M
VZ
Verizon Communications Inc

Communication Services
1.14K
+ 3.5%
$39.6 - $45.21 $45.3K - $51.7K
33.8K $1.35M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.59K
+ 7.55%
$64.29 - $75.41 $102K - $120K
22.7K $1.46M
DOW
Dow Inc.

Basic Materials
500
+ 3.51%
$39.1 - $55.34 $19.6K - $27.7K
14.7K $591K
KO
Coca Cola CO

Consumer Defensive
597
+ 2.22%
$61.74 - $71.71 $36.9K - $42.8K
27.5K $1.71M
JNJ
Johnson & Johnson

Healthcare
46
+ 0.31%
$143.34 - $165.86 $6.59K - $7.63K
15K $2.17M
MCHP
Microchip Technology Inc

Technology
60
+ 0.3%
$55.51 - $79.05 $3.33K - $4.74K
20.1K $1.15M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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