William Allan, LLC Incresed Positions in Q1 2025

William Allan, LLC

  • $154 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
11.8K
+ 173.11%
$144.74 - $186.36 $1.71M - $2.2M
18.6K $3.18M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.45K
+ 84.27%
$402.33 - $489.71 $987K - $1.2M
5.37K $2.47M
PEP
Pepsico Inc

Consumer Defensive
7.54K
+ 53.34%
$142.64 - $156.42 $1.08M - $1.18M
21.7K $3.25M
CHE
Chemed Corp

Healthcare
11
+ 0.13%
$521.84 - $615.32 $5.74K - $6.77K
8.35K $5.14M
VEEV
Veeva Systems Inc

Healthcare
1.69K
+ 13.14%
$210.58 - $246.8 $356K - $417K
14.6K $3.37M
PAYX
Paychex Inc

Industrials
931
+ 2.62%
$136.06 - $154.52 $127K - $144K
36.5K $5.63M
OTIS
Otis Worldwide Corp

Industrials
674
+ 1.39%
$90.77 - $104.01 $61.2K - $70.1K
49.2K $5.08M
V
Visa Inc.

Financial Services
93
+ 0.59%
$306.92 - $362.71 $28.5K - $33.7K
16K $5.59M
MNST
Monster Beverage Corp

Consumer Defensive
6.87K
+ 28.49%
$46.16 - $58.58 $317K - $403K
31K $1.81M
SCHW
Schwab Charles Corp

Financial Services
4.22K
+ 8.45%
$71.24 - $83.64 $301K - $353K
54.2K $4.24M
HD
Home Depot, Inc.

Consumer Cyclical
2.09K
+ 14.52%
$347.25 - $424.87 $726K - $889K
16.5K $6.05M
ZTS
Zoetis Inc.

Healthcare
2.51K
+ 16.26%
$156.48 - $175.67 $392K - $440K
17.9K $2.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
115
+ 5.5%
$442.66 - $534.52 $50.9K - $61.5K
2.21K $1.17M
GRMN
Garmin LTD

Technology
403
+ 4.39%
$204.55 - $241.93 $82.4K - $97.5K
9.58K $2.08M
GD
General Dynamics Corp

Industrials
387
+ 4.34%
$241.94 - $272.58 $93.6K - $105K
9.29K $2.53M
MMM
3 M CO

Industrials
519
+ 8.71%
$129.7 - $155.12 $67.3K - $80.5K
6.48K $951K
SO
Southern CO

Utilities
975
+ 11.46%
$80.96 - $92.96 $78.9K - $90.6K
9.48K $871K
KO
Coca Cola CO

Consumer Defensive
815
+ 7.31%
$60.81 - $72.32 $49.6K - $58.9K
12K $856K
VZ
Verizon Communications Inc

Communication Services
930
+ 8.88%
$37.81 - $46.49 $35.2K - $43.2K
11.4K $517K
MO
Altria Group, Inc.

Consumer Defensive
400
+ 8.1%
$50.81 - $60.02 $20.3K - $24K
5.34K $320K
SPG
Simon Property Group Inc

Real Estate
430
+ 20.84%
$159.48 - $187.78 $68.6K - $80.7K
2.49K $414K
AMZN
Amazon Com Inc

Consumer Cyclical
3.47K
+ 15.53%
$190.26 - $242.06 $659K - $839K
25.8K $4.91M
Kenvue Inc
3.83K
+ 8.7%
N/A
47.9K $0
Corpay Inc
5.05K
+ 425.19%
N/A
6.23K $0
WST
West Pharmaceutical Services Inc

Healthcare
3.34K
+ 45.24%
$199.11 - $347.87 $665K - $1.16M
10.7K $2.4M
DEO
Diageo PLC

Consumer Defensive
126
+ 1.45%
$104.79 - $126.12 $13.2K - $15.9K
8.82K $924K
BBY
Best Buy CO Inc

Consumer Cyclical
1.69K
+ 5.6%
$70.3 - $91.1 $119K - $154K
31.8K $2.34M
DHI
Horton D R Inc

Consumer Cyclical
399
+ 1.43%
$125.29 - $147.65 $50K - $58.9K
28.3K $3.6M
NKE
Nike, Inc.

Consumer Cyclical
5.14K
+ 9.86%
$63.29 - $81.72 $325K - $420K
57.3K $3.64M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
534
+ 10.31%
$283.06 - $421.16 $151K - $225K
5.71K $1.62M
UPS
United Parcel Service Inc

Industrials
878
+ 3.01%
$109.66 - $136.26 $96.3K - $120K
30.1K $3.31M
AMAT
Applied Materials Inc

Technology
2.09K
+ 4.31%
$145.06 - $195.51 $303K - $409K
50.7K $7.35M
AAPL
Apple Inc.

Technology
19
+ 0.05%
$209.68 - $247.1 $3.98K - $4.69K
38.3K $8.5M
GOOGL
Alphabet Inc.

Communication Services
1.17K
+ 3.18%
$154.33 - $206.19 $180K - $241K
37.9K $5.86M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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