Widmann Financial Services, Inc. Incresed Positions in Q3 2025

Widmann Financial Services, Inc.

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
371
+ 1.3%
$202.38 - $256.87 $75.1K - $95.3K
28.8K $7.34M
AVUV
American Centy ETF Tr Avantis

ETFs
4.34K
+ 6.11%
$90.37 - $102.12 $392K - $443K
75.4K $7.51M
CGDV
Capital Group Divid Value ETF

ETFs
21.5K
+ 173.11%
$39.59 - $42.21 $851K - $908K
33.9K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
602
+ 4.49%
$420.11 - $472.68 $253K - $285K
14K $6.56M
IEFA
Ishares Tr

ETFs
3.81K
+ 3.51%
$81.7 - $87.53 $311K - $333K
112K $9.8M
EEM
Ishares Msci Emerging Markets

ETFs
4.28K
+ 4.84%
$48.07 - $53.4 $206K - $229K
92.8K $4.96M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.13%
$293.94 - $444.72 $2.06K - $3.11K
5.25K $2.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.8K
+ 5.69%
$192.76 - $203.86 $348K - $368K
33.5K $6.82M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
575
+ 6.74%
$284.45 - $324.95 $164K - $187K
9.11K $2.92M
ABBV
Abb Vie Inc.

Healthcare
81
+ 0.9%
$184.85 - $231.54 $15K - $18.8K
9.06K $2.1M
NVDA
Nvidia Corp

Technology
67
+ 0.51%
$153.3 - $186.58 $10.3K - $12.5K
13.3K $2.47M
GE
General Electric CO

Industrials
753
+ 31.21%
$244.75 - $305.63 $184K - $230K
3.17K $952K
GLW
Corning Inc

Technology
1
+ 0.01%
$51.6 - $82.03 $51.6 - $82
10.1K $831K
IWP
Ishares Russell Mid Cap Growth

ETFs
768
+ 2.47%
$137.51 - $145.26 $106K - $112K
31.9K $4.55M
XOM
Exxon Mobil Corp

Energy
140
+ 0.41%
$105.83 - $117.22 $14.8K - $16.4K
34.6K $3.9M
GD
General Dynamics Corp

Industrials
65
+ 2.32%
$293.92 - $341.0 $19.1K - $22.2K
2.86K $976K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
2.14K
+ 8.8%
$72.15 - $75.72 $154K - $162K
26.4K $1.94M
GOOG
Alphabet Inc.

Communication Services
158
+ 9.5%
$175.16 - $255.24 $27.7K - $40.3K
1.82K $443K
MAIN
Main Street Capital Corp

Financial Services
175
+ 0.72%
$59.28 - $67.54 $10.4K - $11.8K
24.6K $1.56M
PEP
Pepsico Inc

Consumer Defensive
136
+ 1.63%
$133.81 - $152.16 $18.2K - $20.7K
8.47K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
113
+ 5.95%
$282.78 - $316.06 $32K - $35.7K
2.01K $634K
DUK
Duke Energy Corp

Utilities
56
+ 0.52%
$116.31 - $125.93 $6.51K - $7.05K
10.8K $1.33M
PFE
Pfizer Inc

Healthcare
107
+ 0.2%
$23.29 - $25.88 $2.49K - $2.77K
53.6K $1.37M
LMT
Lockheed Martin Corp

Industrials
20
+ 1.24%
$410.74 - $499.21 $8.21K - $9.98K
1.63K $812K
MRK
Merck & Co., Inc.

Healthcare
100
+ 0.84%
$77.6 - $87.37 $7.76K - $8.74K
12K $1.01M
TFC
Truist Financial Corp

Financial Services
1
+ 0.0%
$42.83 - $47.07 $42.8 - $47.1
22.2K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
97
+ 13.23%
$459.11 - $506.91 $44.5K - $49.2K
830 $417K
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 2.94%
$215.01 - $273.02 $9.68K - $12.3K
1.58K $395K
AMZN
Amazon Com Inc

Consumer Cyclical
235
+ 14.38%
$211.65 - $238.24 $49.7K - $56K
1.87K $410K
JCI
Johnson Controls International PLC

Industrials
34
+ 0.39%
$103.24 - $111.73 $3.51K - $3.8K
8.82K $969K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
267
+ 7.21%
$72.65 - $78.68 $19.4K - $21K
3.97K $310K
MDT
Medtronic PLC

Healthcare
46
+ 1.05%
$87.67 - $95.74 $4.03K - $4.4K
4.44K $422K
AEP
American Electric Power CO Inc

Utilities
129
+ 4.37%
$103.26 - $115.0 $13.3K - $14.8K
3.08K $346K
CSCO
Cisco Systems, Inc.

Technology
600
+ 8.57%
$66.2 - $71.79 $39.7K - $43.1K
7.6K $520K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$94.4 - $104.27 $94.4 - $104
6.56K $675K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
39
+ 0.23%
$61.4 - $65.41 $2.39K - $2.55K
16.9K $1.09M
MMM
3 M CO

Industrials
110
+ 2.85%
$144.41 - $160.2 $15.9K - $17.6K
3.96K $615K
OC
Owens Corning

Industrials
25
+ 1.25%
$136.56 - $157.69 $3.41K - $3.94K
2.02K $285K
V
Visa Inc.

Financial Services
50
+ 6.54%
$332.09 - $358.86 $16.6K - $17.9K
815 $278K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
6
+ 0.03%
$8.7 - $9.11 $52.2 - $54.7
22.8K $207K
Barrick Mng Corp
1.46K
+ 5.05%
N/A
30.3K $0
Ge Vernova Inc
266
+ 45.78%
N/A
847 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.85K
+ 45.41%
N/A
15.5K $0
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 6.57%
$915.95 - $994.57 $20.2K - $21.9K
357 $330K
TGT
Target Corp

Consumer Defensive
162
+ 6.79%
$86.56 - $107.43 $14K - $17.4K
2.55K $228K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.21%
$625.65 - $812.69 $1.25K - $1.63K
963 $734K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.01%
$48.44 - $53.83 $48.4 - $53.8
17.2K $868K
T
At&T Inc.

Communication Services
350
+ 0.5%
$26.94 - $29.62 $9.43K - $10.4K
70.3K $1.98M
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 0.72%
$157.77 - $183.27 $4.58K - $5.31K
4.08K $661K
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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