Wpg Advisers, LLC Sells in Q1 2025

Wpg Advisers, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-244
- 24.75%
$208.48 - $244.03 $50.9K - $59.5K
742 $181M
ALGN
Align Technology Inc

Healthcare
-122
- 68.16%
$158.86 - $234.89 $19.4K - $28.7K
57 $9.06M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-1.24K
- 35.19%
$18.61 - $21.28 $23.1K - $26.5K
2.29K $43.5M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.34K
- 40.35%
$11.4 - $11.96 $26.7K - $28K
3.46K $39.8M
NTAP
Net App, Inc.

Technology
-110
- 17.32%
$87.84 - $126.3 $9.66K - $13.9K
525 $46.1M
WBS
Webster Financial Corp

Financial Services
-442
- 48.52%
$47.55 - $61.41 $21K - $27.1K
469 $24.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
-102
Closed
$237.72 - $276.98 $24.2K - $28.3K
0 $0
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
-7.45K
Closed
$3.4 - $14.19 $25.3K - $106K
0 $0
POOL
Pool Corp

Industrials
-64
- 29.22%
$314.92 - $364.31 $20.2K - $23.3K
155 $49.3M
DAL
Delta Air Lines, Inc.

Industrials
-302
- 42.6%
$43.6 - $69.06 $13.2K - $20.9K
407 $17.7M
KLAC
Kla Corp

Technology
-41
- 67.21%
$636.62 - $777.63 $26.1K - $31.9K
20 $13.6M
USA
Liberty All Star Equity Fund

Financial Services
-3.56K
- 97.54%
$6.41 - $7.32 $22.8K - $26.1K
90 $590K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-68
- 37.99%
$228.41 - $293.71 $15.5K - $20K
111 $26.5M
MKC
Mccormick & CO Inc

Consumer Defensive
-380
- 33.39%
$71.24 - $84.73 $27.1K - $32.2K
758 $62.4M
FSLR
First Solar, Inc.

Technology
-109
- 51.9%
$126.34 - $197.73 $13.8K - $21.6K
101 $12.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-971
- 5.46%
$23.32 - $23.84 $22.6K - $23.1K
16.8K $394M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-2.07K
- 37.16%
$11.13 - $11.61 $23K - $24K
3.5K $39.1M
AZN
Astrazeneca PLC

Healthcare
-653
- 21.15%
$65.37 - $77.96 $42.7K - $50.9K
2.43K $179M
TJX
Tjx Companies Inc

Consumer Cyclical
-202
- 14.45%
$112.81 - $126.16 $22.8K - $25.5K
1.2K $146M
ADI
Analog Devices Inc

Technology
-78
- 11.39%
$201.56 - $243.82 $15.7K - $19K
607 $122M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-310
- 42.94%
$47.79 - $59.89 $14.8K - $18.6K
412 $20.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
-81
- 30.22%
$283.24 - $338.07 $22.9K - $27.4K
187 $55.2M
SPGI
S&P Global Inc.

Financial Services
-50
- 16.72%
$478.26 - $543.77 $23.9K - $27.2K
249 $127M
Simplify Exchange Traded Fun
-453
- 20.29%
N/A
1.78K $89.2M
UPS
United Parcel Service Inc

Industrials
-127
- 27.14%
$109.66 - $136.26 $13.9K - $17.3K
341 $37.5M
AXON
Axon Enterprise, Inc.

Industrials
-19
- 11.38%
$496.65 - $710.01 $9.44K - $13.5K
148 $77.8M
SCI
Service Corp International

Consumer Cyclical
-273
- 20.31%
$75.99 - $84.16 $20.7K - $23K
1.07K $85.9M
TRV
Travelers Companies, Inc.

Financial Services
-108
- 34.39%
$232.43 - $265.13 $25.1K - $28.6K
206 $54.5M
ROP
Roper Technologies Inc

Industrials
-53
- 36.05%
$502.71 - $593.81 $26.6K - $31.5K
94 $55.4M
PG
Procter & Gamble CO

Consumer Defensive
-135
- 18.34%
$158.56 - $176.26 $21.4K - $23.8K
601 $102M
GGG
Graco Inc

Industrials
-244
- 33.42%
$80.53 - $87.54 $19.6K - $21.4K
486 $40.6M
CME
Cme Group Inc.

Financial Services
-147
- 25.88%
$225.82 - $266.54 $33.2K - $39.2K
421 $112M
ULVM
Usaa ETF Tr Msci Usa Value Mom

ETFs
-250
- 55.56%
$78.03 - $85.22 $19.5K - $21.3K
200 $16.1M
ENTG
Entegris Inc

Technology
-20
- 1.26%
$87.48 - $109.53 $1.75K - $2.19K
1.57K $137M
SNDR
Schneider National, Inc.

Industrials
-448
- 29.42%
$22.65 - $30.73 $10.1K - $13.8K
1.08K $24.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-180
- 35.79%
$124.46 - $147.4 $22.4K - $26.5K
323 $45.9M
EMB
Ishares Tr

ETFs
-228
- 33.63%
$88.64 - $92.03 $20.2K - $21K
450 $40.8M
Lam Research Corp
-271
- 71.32%
N/A
109 $7.92M
BAX
Baxter International Inc

Healthcare
-717
- 70.71%
$29.26 - $36.57 $21K - $26.2K
297 $10.2M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.49K
- 19.72%
$19.66 - $21.64 $29.3K - $32.3K
6.07K $130M
IWN
Ishares Russell2000 Val ETF

ETFs
-90
- 21.69%
$149.27 - $169.4 $13.4K - $15.2K
325 $49.1M
GD
General Dynamics Corp

Industrials
-79
- 28.21%
$241.94 - $272.58 $19.1K - $21.5K
201 $54.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-31
- 2.79%
$183.02 - $207.75 $5.67K - $6.44K
1.08K $201M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-330
- 34.59%
$69.81 - $78.9 $23K - $26K
624 $48.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-659
- 34.67%
$30.38 - $34.94 $20K - $23K
1.24K $42.5M
NYT
New York Times CO

Communication Services
-293
- 19.4%
$46.9 - $55.89 $13.7K - $16.4K
1.22K $60.4M
ETN
Eaton Corp PLC

Industrials
-53
- 86.89%
$271.83 - $371.23 $14.4K - $19.7K
8 $2.18M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-797
- 32.6%
$27.4 - $30.58 $21.8K - $24.4K
1.65K $50M
CHE
Chemed Corp

Healthcare
-42
- 44.68%
$521.84 - $615.32 $21.9K - $25.8K
52 $32M
Activity Summary
Buys All Purchases 622 New Holdings 97 Increased Positions 525 Sells All Sells 712 Reductions 586 Sold out 126 Options Calls 0 Puts 0
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