Widmann Financial Services, Inc. Incresed Positions in Q2 2025

Widmann Financial Services, Inc.

  • $142 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
124
+ 0.78%
$354.56 - $497.45 $44K - $61.7K
16K $7.98M
NVDA
Nvidia Corp

Technology
10K
+ 316.81%
$94.31 - $157.99 $946K - $1.58M
13.2K $2.08M
IWF
Ishares Russell 1000 Gr ETF

ETFs
525
+ 4.08%
$320.42 - $424.58 $168K - $223K
13.4K $5.69M
IEFA
Ishares Tr

ETFs
2.12K
+ 1.99%
$67.83 - $84.09 $144K - $178K
108K $9.05M
AVUV
American Centy ETF Tr Avantis

ETFs
7K
+ 10.91%
$75.17 - $91.21 $526K - $638K
71.1K $6.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.24K
+ 4.15%
$104.34 - $138.68 $130K - $172K
31.1K $4.32M
MCHP
Microchip Technology Inc

Technology
18
+ 0.09%
$35.34 - $71.6 $636 - $1.29K
20.1K $1.42M
EEM
Ishares Msci Emerging Markets

ETFs
771
+ 0.88%
$38.52 - $48.28 $29.7K - $37.2K
88.5K $4.27M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.07K
+ 3.49%
$166.82 - $194.23 $178K - $207K
31.7K $6.15M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
518
+ 6.46%
$224.16 - $285.86 $116K - $148K
8.53K $2.44M
GD
General Dynamics Corp

Industrials
912
+ 48.33%
$247.68 - $291.66 $226K - $266K
2.8K $816K
IWS
Ishares Russell Midcap Value E

ETFs
1.09K
+ 4.66%
$110.58 - $132.14 $121K - $144K
24.5K $3.24M
CAT
Caterpillar Inc

Industrials
18
+ 0.4%
$273.94 - $388.21 $4.93K - $6.99K
4.53K $1.76M
C
Citigroup Inc

Financial Services
153
+ 0.98%
$58.13 - $85.12 $8.89K - $13K
15.8K $1.34M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.67K
+ 10.96%
$51.36 - $62.5 $85.7K - $104K
16.9K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
38
+ 1.21%
$496.48 - $617.85 $18.9K - $23.5K
3.19K $1.97M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
503
+ 2.12%
$60.21 - $75.37 $30.3K - $37.9K
24.3K $1.79M
GE
General Electric CO

Industrials
87
+ 3.74%
$166.81 - $257.39 $14.5K - $22.4K
2.41K $621K
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 10.41%
$210.28 - $289.91 $37.6K - $51.9K
1.9K $550K
NFLX
Netflix Inc

Communication Services
4
+ 1.7%
$855.86 - $1339.13 $3.42K - $5.36K
239 $320K
SO
Southern CO

Utilities
983
+ 8.27%
$84.91 - $92.56 $83.5K - $91K
12.9K $1.18M
CSCO
Cisco Systems, Inc.

Technology
500
+ 7.69%
$53.19 - $69.38 $26.6K - $34.7K
7K $485K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
800
+ 36.36%
$100.35 - $100.71 $80.3K - $80.6K
3K $302K
GOOGL
Alphabet Inc.

Communication Services
136
+ 5.48%
$144.7 - $178.6 $19.7K - $24.3K
2.62K $461K
WMT
Walmart Inc.

Consumer Defensive
47
+ 0.72%
$81.79 - $99.98 $3.84K - $4.7K
6.55K $640K
GLW
Corning Inc

Technology
1
+ 0.01%
$39.07 - $52.59 $39.1 - $52.6
10.1K $533K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
622
+ 20.2%
$58.41 - $72.69 $36.3K - $45.2K
3.7K $269K
T
At&T Inc.

Communication Services
589
+ 0.85%
$26.33 - $28.94 $15.5K - $17K
69.9K $2.02M
HON
Honeywell International Inc

Industrials
178
+ 18.07%
$182.86 - $232.88 $32.5K - $41.5K
1.16K $270K
HD
Home Depot, Inc.

Consumer Cyclical
167
+ 2.45%
$335.24 - $380.78 $56K - $63.6K
6.97K $2.56M
MAIN
Main Street Capital Corp

Financial Services
2
+ 0.01%
$49.15 - $59.32 $98.3 - $119
24.4K $1.44M
PPG
Ppg Industries Inc

Basic Materials
201
+ 2.27%
$91.66 - $115.04 $18.4K - $23.1K
9.05K $1.03M
V
Visa Inc.

Financial Services
154
+ 25.2%
$308.27 - $373.31 $47.5K - $57.5K
765 $271K
AMGN
Amgen Inc

Healthcare
247
+ 36.43%
$262.28 - $309.85 $64.8K - $76.5K
925 $258K
GOOG
Alphabet Inc.

Communication Services
69
+ 4.33%
$146.58 - $180.01 $10.1K - $12.4K
1.66K $295K
ABT
Abbott Laboratories

Healthcare
268
+ 10.29%
$123.95 - $138.08 $33.2K - $37K
2.87K $390K
FDVV
Fidelity High Dividend ETF

ETFs
260
+ 2.51%
$43.6 - $52.02 $11.3K - $13.5K
10.6K $552K
LMT
Lockheed Martin Corp

Industrials
10
+ 0.63%
$430.82 - $486.45 $4.31K - $4.86K
1.61K $744K
AZN
Astrazeneca PLC

Healthcare
515
+ 13.43%
$64.87 - $75.0 $33.4K - $38.6K
4.35K $304K
OC
Owens Corning

Industrials
180
+ 9.91%
$126.32 - $147.75 $22.7K - $26.6K
2K $274K
TGT
Target Corp

Consumer Defensive
201
+ 9.2%
$88.76 - $105.77 $17.8K - $21.3K
2.39K $235K
KO
Coca Cola CO

Consumer Defensive
440
+ 1.57%
$68.37 - $73.9 $30.1K - $32.5K
28.5K $2.02M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
6
+ 0.03%
$7.6 - $8.89 $45.6 - $53.3
22.8K $202K
DUK
Duke Energy Corp

Utilities
361
+ 3.48%
$112.46 - $124.05 $40.6K - $44.8K
10.7K $1.27M
LOW
Lowes Companies Inc

Consumer Cyclical
75
+ 5.15%
$210.83 - $235.28 $15.8K - $17.6K
1.53K $339K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
600
+ 5.95%
N/A
10.7K $0
MDT
Medtronic PLC

Healthcare
120
+ 2.81%
$80.68 - $88.86 $9.68K - $10.7K
4.39K $382K
WY
Weyerhaeuser CO

Real Estate
713
+ 8.01%
$24.69 - $29.48 $17.6K - $21K
9.61K $246K
APD
Air Products & Chemicals, Inc.

Basic Materials
79
+ 2.67%
$248.61 - $294.96 $19.6K - $23.3K
3.04K $856K
Activity Summary
Buys All Purchases 70 New Holdings 9 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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