Widmann Financial Services, Inc. Incresed Positions in Q1 2024

Widmann Financial Services, Inc.

  • $119 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
82
+ 0.48%
$367.75 - $429.37 $30.2K - $35.2K
17.3K $7.26M
IEFA
Ishares Tr

ETFs
2.45K
+ 2.44%
$68.14 - $74.43 $167K - $182K
103K $7.63M
AVUV
American Centy ETF Tr Avantis

ETFs
3.29K
+ 6.13%
$84.87 - $93.71 $279K - $308K
57K $5.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
461
+ 1.67%
$161.84 - $179.11 $74.6K - $82.6K
28.1K $5.03M
IWP
Ishares Russell Mid Cap Growth

ETFs
200
+ 0.59%
$100.66 - $114.14 $20.1K - $22.8K
33.9K $3.87M
EEM
Ishares Msci Emerging Markets

ETFs
3.95K
+ 4.85%
$37.68 - $41.36 $149K - $163K
85.2K $3.5M
RTX
Raytheon Technologies Corp

Industrials
90
+ 0.56%
$85.02 - $97.53 $7.65K - $8.78K
16.1K $1.57M
APD
Air Products & Chemicals, Inc.

Basic Materials
937
+ 78.74%
$215.38 - $273.47 $202K - $256K
2.13K $515K
VZ
Verizon Communications Inc

Communication Services
344
+ 1.03%
$37.9 - $42.49 $13K - $14.6K
33.7K $1.41M
IWS
Ishares Russell Midcap Value E

ETFs
161
+ 1.08%
$112.43 - $125.33 $18.1K - $20.2K
15.1K $1.89M
JNJ
Johnson & Johnson

Healthcare
500
+ 3.46%
$155.22 - $162.74 $77.6K - $81.4K
15K $2.37M
FDVV
Fidelity High Dividend ETF

ETFs
1.61K
+ 22.72%
$41.93 - $45.31 $67.7K - $73.1K
8.72K $395K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.33K
+ 7.68%
$70.31 - $76.24 $93.6K - $101K
18.7K $1.4M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
295
+ 2.18%
$50.57 - $55.62 $14.9K - $16.4K
13.8K $766K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.18%
$644.69 - $785.59 $645 - $786
560 $410K
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.37%
$131.4 - $153.51 $1.31K - $1.54K
2.72K $410K
XLK
Technology Sector Spdr

ETFs
58
+ 4.46%
$184.12 - $211.02 $10.7K - $12.2K
1.36K $282K
GLW
Corning Inc

Technology
62
+ 0.57%
$29.85 - $33.38 $1.85K - $2.07K
10.9K $360K
IYW
Ishares Dj Us Tech ETF

ETFs
26
+ 1.3%
$117.5 - $136.59 $3.06K - $3.55K
2.03K $273K
DUK
Duke Energy Corp

Utilities
309
+ 3.34%
$90.65 - $99.39 $28K - $30.7K
9.57K $925K
MCD
Mcdonalds Corp

Consumer Cyclical
582
+ 6.16%
$278.58 - $300.53 $162K - $175K
10K $2.83M
ABT
Abbott Laboratories

Healthcare
137
+ 6.92%
$109.52 - $120.96 $15K - $16.6K
2.12K $240K
LMT
Lockheed Martin Corp

Industrials
38
+ 4.18%
$418.19 - $463.18 $15.9K - $17.6K
948 $431K
CSCO
Cisco Systems, Inc.

Technology
102
+ 1.55%
$48.06 - $52.33 $4.9K - $5.34K
6.69K $333K
WMT
Walmart Inc.

Consumer Defensive
4K
+ 153.92%
$58.61 - $175.86 $235K - $704K
6.6K $397K
PFE
Pfizer Inc

Healthcare
1.38K
+ 2.68%
$25.89 - $29.73 $35.6K - $40.9K
52.7K $1.46M
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.01%
$137.57 - $147.39 $138 - $147
8.2K $1.19M
AAPL
Apple Inc.

Technology
353
+ 1.23%
$169.0 - $195.18 $59.7K - $68.9K
29.1K $4.99M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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