Wiley Bros. Aintree Capital, LLC Incresed Positions in Q1 2025

Wiley Bros. Aintree Capital, LLC

  • $9.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
149K
+ 38.74%
$554.06 - $615.85 $82.8M - $92M
535K $301M
DFAI
Dimensional ETF Tr

ETFs
1.53M
+ 37.0%
$28.88 - $32.4 $44.1M - $49.5M
5.65M $177M
IEFA
Ishares Tr

ETFs
455K
+ 23.73%
$69.57 - $78.65 $31.7M - $35.8M
2.37M $180M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
374K
+ 23.37%
$95.85 - $99.25 $35.9M - $37.1M
1.97M $195M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
814K
+ 24.01%
$57.21 - $65.8 $46.6M - $53.6M
4.21M $245M
BNDX
Vanguard Total International B

ETFs
614K
+ 58.88%
$48.33 - $49.5 $29.7M - $30.4M
1.66M $80.8M
LLY
Eli Lilly & CO

Healthcare
25.5K
+ 37.97%
$725.72 - $929.72 $18.5M - $23.7M
92.5K $76.4M
V
Visa Inc.

Financial Services
55.7K
+ 48.17%
$306.92 - $362.71 $17.1M - $20.2M
171K $60M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23.4K
+ 22.08%
$442.66 - $534.52 $10.3M - $12.5M
129K $68.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42.7K
+ 44.91%
$507.05 - $563.67 $21.7M - $24.1M
138K $70.9M
AMGN
Amgen Inc

Healthcare
24.8K
+ 13.75%
$258.59 - $327.36 $6.42M - $8.13M
206K $64M
CGDV
Capital Group Divid Value ETF

ETFs
459K
+ 60.8%
$34.95 - $37.36 $16.1M - $17.2M
1.21M $43.3M
JNJ
Johnson & Johnson

Healthcare
44.2K
+ 10.4%
$142.06 - $167.7 $6.28M - $7.42M
469K $77.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
493K
+ 93.61%
$33.98 - $39.84 $16.8M - $19.7M
1.02M $34.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
49K
+ 187.79%
$302.31 - $337.54 $14.8M - $16.5M
75.1K $23M
JPM
Jpmorgan Chase & CO

Financial Services
45.3K
+ 8.73%
$225.19 - $279.95 $10.2M - $12.7M
564K $138M
VUG
Vanguard Growth ETF

ETFs
52.8K
+ 34.22%
$369.1 - $427.61 $19.5M - $22.6M
207K $76.8M
ABT
Abbott Laboratories

Healthcare
44.2K
+ 11.74%
$111.1 - $140.22 $4.92M - $6.2M
421K $55.9M
VTV
Vanguard Value ETF

ETFs
67.8K
+ 23.87%
$167.73 - $179.21 $11.4M - $12.2M
352K $60.8M
VZ
Verizon Communications Inc

Communication Services
186K
+ 25.15%
$37.81 - $46.49 $7.04M - $8.66M
926K $42M
AFL
Aflac Inc

Financial Services
82.4K
+ 19.73%
$100.99 - $111.19 $8.32M - $9.17M
500K $55.6M
QCOM
Qualcomm Inc

Technology
78.8K
+ 94.73%
$151.94 - $175.86 $12M - $13.9M
162K $24.9M
ABBV
Abb Vie Inc.

Healthcare
24.7K
+ 11.86%
$169.2 - $216.66 $4.19M - $5.36M
233K $48.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
144K
+ 33.2%
$76.94 - $78.28 $11.1M - $11.3M
578K $45.2M
WMB
Williams Companies, Inc.

Energy
173K
+ 128.89%
$54.02 - $61.09 $9.32M - $10.5M
306K $18.3M
AMT
American Tower Corp

Real Estate
34.5K
+ 33.2%
$173.46 - $217.6 $5.98M - $7.51M
138K $30.1M
COST
Costco Wholesale Corp

Consumer Defensive
9.63K
+ 15.91%
$890.62 - $1076.86 $8.57M - $10.4M
70.1K $66.3M
CB
Chubb LTD

Financial Services
22.7K
+ 17.44%
$257.71 - $301.99 $5.86M - $6.87M
153K $46.3M
MCD
Mcdonalds Corp

Consumer Cyclical
17.6K
+ 9.54%
$279.74 - $321.29 $4.92M - $5.65M
202K $63M
GS
Goldman Sachs Group Inc

Financial Services
19.5K
+ 49.46%
$524.81 - $672.19 $10.2M - $13.1M
58.9K $32.2M
CVX
Chevron Corp

Energy
10.1K
+ 2.86%
$146.71 - $167.97 $1.48M - $1.69M
363K $60.7M
HD
Home Depot, Inc.

Consumer Cyclical
34K
+ 26.25%
$347.25 - $424.87 $11.8M - $14.5M
164K $59.9M
XOM
Exxon Mobil Corp

Energy
45.2K
+ 12.46%
$105.44 - $118.93 $4.76M - $5.37M
408K $48.5M
OWL
Blue Owl Capital Inc.

Financial Services
456K
+ 3510.29%
$18.49 - $26.68 $8.43M - $12.2M
469K $9.4M
PAYX
Paychex Inc

Industrials
35.6K
+ 14.57%
$136.06 - $154.52 $4.85M - $5.51M
280K $43.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
66.3K
+ 71.63%
$126.11 - $135.06 $8.36M - $8.95M
159K $20.5M
MDT
Medtronic PLC

Healthcare
66.3K
+ 25.44%
$79.84 - $94.5 $5.29M - $6.27M
327K $29.4M
PEP
Pepsico Inc

Consumer Defensive
59.7K
+ 20.48%
$142.64 - $156.42 $8.51M - $9.33M
351K $52.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
60.6K
+ 44.22%
$168.84 - $202.89 $10.2M - $12.3M
198K $34.7M
COP
Conocophillips

Energy
67.6K
+ 35.29%
$88.6 - $105.85 $5.99M - $7.15M
259K $27.2M
WMT
Walmart Inc.

Consumer Defensive
110K
+ 14.98%
$84.5 - $105.05 $9.33M - $11.6M
847K $74.4M
EOG
Eog Resources Inc

Energy
53.2K
+ 41.03%
$120.54 - $138.05 $6.42M - $7.35M
183K $23.5M
META
Meta Platforms, Inc.

Communication Services
14.4K
+ 14.75%
$576.36 - $736.67 $8.32M - $10.6M
112K $64.7M
PG
Procter & Gamble CO

Consumer Defensive
34.8K
+ 10.65%
$158.56 - $176.26 $5.52M - $6.14M
362K $61.7M
NEE
Nextera Energy Inc

Utilities
101K
+ 18.42%
$66.96 - $76.16 $6.76M - $7.69M
649K $46M
VB
Vanguard Small Cap ETF

ETFs
33.8K
+ 72.55%
$217.89 - $252.64 $7.36M - $8.53M
80.3K $17.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
20.8K
+ 38.96%
$283.24 - $338.07 $5.9M - $7.04M
74.3K $21.9M
CEG
Constellation Energy Corp

Utilities
38.3K
+ 61.85%
$201.63 - $347.44 $7.72M - $13.3M
100K $20.2M
ADI
Analog Devices Inc

Technology
41.8K
+ 20.51%
$201.56 - $243.82 $8.43M - $10.2M
246K $49.6M
Activity Summary
Buys All Purchases 1304 New Holdings 181 Increased Positions 1123 Sells All Sells 416 Reductions 416 Sold out 0 Options Calls 0 Puts 0
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