Code Waechter LLC Purchases in Q4 2025

Code Waechter LLC

  • $151 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
89.4K
+ 19.39%
$31.41 - $33.69 $2.81M - $3.01M
550K $17.8M
CGDV
Capital Group Divid Value ETF

ETFs
8.17K
+ 2.84%
$41.33 - $43.47 $338K - $355K
296K $12.7M
WMB
Williams Companies, Inc.

Energy
6.54K
+ 66.51%
$56.51 - $64.48 $370K - $422K
16.4K $998K
LLY
Eli Lilly & CO

Healthcare
115
+ 17.16%
$799.57 - $1025.28 $92K - $118K
785 $802K
PM
Philip Morris International Inc.

Consumer Defensive
1.81K
+ 100.17%
$144.33 - $160.86 $261K - $291K
3.61K $551K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.74K
New
$46.47 - $66.99 $174K - $251K
3.74K $244K
AMCR
Amcor PLC

Consumer Cyclical
27.7K
+ 105.07%
$7.82 - $8.58 $217K - $238K
54.1K $458K
NVDA
Nvidia Corp

Technology
1.25K
+ 15.97%
$179.83 - $207.04 $226K - $260K
9.11K $1.7M
DEO
Diageo PLC

Consumer Defensive
2.47K
New
$87.26 - $98.67 $215K - $244K
2.47K $229K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.35K
New
$94.02 - $97.61 $221K - $230K
2.35K $222K
GD
General Dynamics Corp

Industrials
609
New
$330.59 - $353.77 $201K - $215K
609 $209K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.98K
+ 15.85%
$50.39 - $55.82 $150K - $167K
21.8K $1.19M
COF
Capital One Financial Corp

Financial Services
858
New
$201.01 - $225.01 $172K - $193K
858 $172K
AMZN
Amazon Com Inc

Consumer Cyclical
472
+ 12.34%
$213.04 - $254.0 $101K - $120K
4.3K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
190
+ 7.66%
$656.2 - $690.71 $125K - $131K
2.67K $1.8M
KMB
Kimberly Clark Corp

Consumer Defensive
1.63K
+ 95.44%
$100.05 - $123.23 $163K - $201K
3.34K $347K
MUB
Ishares National Muni Bond ETF

ETFs
1.13K
+ 11.9%
$106.36 - $107.61 $120K - $121K
10.6K $1.13M
QDPL
Pacer Fds Tr Metaurus Us Large
2.58K
+ 3.62%
$41.18 - $43.1 $106K - $111K
73.8K $3.11M
PFE
Pfizer Inc

Healthcare
5.11K
+ 22.68%
$24.23 - $27.37 $124K - $140K
27.6K $692K
UNH
Unitedhealth Group Inc

Healthcare
391
+ 38.67%
$320.52 - $369.92 $125K - $145K
1.4K $449K
PEP
Pepsico Inc

Consumer Defensive
529
+ 18.09%
$138.84 - $153.71 $73.4K - $81.3K
3.45K $510K
JNJ
Johnson & Johnson

Healthcare
209
+ 5.33%
$185.98 - $199.58 $38.9K - $41.7K
4.13K $824K
FE
Firstenergy Corp

Utilities
1.85K
+ 21.13%
$45.46 - $47.69 $84.3K - $88.4K
10.6K $488K
PLD
Prologis, Inc.

Real Estate
311
+ 6.56%
$111.23 - $127.18 $34.6K - $39.6K
5.05K $624K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.01K
+ 1.39%
$91.21 - $97.35 $91.8K - $98K
73.7K $6.98M
TFC
Truist Financial Corp

Financial Services
1.59K
+ 12.53%
$41.09 - $45.64 $65.3K - $72.5K
14.3K $640K
XOM
Exxon Mobil Corp

Energy
237
+ 3.94%
$110.64 - $119.78 $26.2K - $28.4K
6.26K $736K
RTX
Raytheon Technologies Corp

Industrials
147
+ 4.79%
$157.0 - $179.44 $23.1K - $26.4K
3.21K $564K
VTV
Vanguard Value ETF

ETFs
248
+ 6.2%
$182.87 - $189.72 $45.4K - $47.1K
4.25K $795K
AIG
American International Group, Inc.

Financial Services
613
+ 24.39%
$76.15 - $84.05 $46.7K - $51.5K
3.13K $243K
TRP
Tc Energy Corp

Energy
551
+ 4.06%
$49.79 - $55.23 $27.4K - $30.4K
14.1K $780K
ABBV
Abb Vie Inc.

Healthcare
122
+ 2.21%
$211.96 - $244.38 $25.9K - $29.8K
5.63K $1.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
48
+ 1.76%
$589.5 - $635.77 $28.3K - $30.5K
2.77K $1.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
645
+ 3.04%
$56.0 - $57.6 $36.1K - $37.2K
21.9K $1.24M
SBUX
Starbucks Corp

Consumer Cyclical
304
+ 10.79%
$78.46 - $87.26 $23.9K - $26.5K
3.12K $264K
UNP
Union Pacific Corp

Industrials
173
+ 18.54%
$216.37 - $237.41 $37.4K - $41.1K
1.11K $244K
GE
General Electric CO

Industrials
78
+ 5.67%
$291.49 - $314.28 $22.7K - $24.5K
1.45K $436K
MCD
Mcdonalds Corp

Consumer Cyclical
69
+ 7.14%
$293.81 - $310.11 $20.3K - $21.4K
1.04K $315K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.69K
+ 3.51%
$117.28 - $123.9 $198K - $210K
49.9K $5.89M
DUK
Duke Energy Corp

Utilities
25
+ 0.52%
$121.57 - $129.03 $3.04K - $3.23K
4.85K $606K
XEL
Xcel Energy Inc

Utilities
92
+ 0.96%
$79.6 - $81.85 $7.32K - $7.53K
9.65K $777K
Blackrock Inc
1
+ 0.42%
N/A
237 $0
TOTB.DE
Total Energies Se

Energy
13.9K
New
N/A
13.9K $0
USB
Us Bancorp \De\

Financial Services
958
+ 6.19%
$45.28 - $48.26 $43.4K - $46.2K
16.4K $747K
Linde PLC
489
New
N/A
489 $0
Gsk PLC
202
+ 1.68%
N/A
12.2K $0
PPL
Ppl Corp

Utilities
121
+ 1.21%
$36.25 - $37.97 $4.39K - $4.59K
10.1K $371K
Roundhill ETF Trust
5.73K
+ 76.32%
N/A
13.2K $0
V
Visa Inc.

Financial Services
9
+ 1.47%
$325.75 - $352.42 $2.93K - $3.17K
622 $202K
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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