Albion Financial Group Incresed Positions in Q4 2025

Albion Financial Group

  • $1.55 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
98.5K
+ 54123.08%
$76.84 - $80.86 $7.57M - $7.97M
98.7K $7.8M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
51.5K
+ 5154900.0%
$42.11 - $44.28 $2.17M - $2.28M
51.6K $2.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
25.9K
+ 4.41%
$59.84 - $60.54 $1.55M - $1.57M
614K $36.8M
JMBS
Janus Detroit Str Tr Henderson

ETFs
26K
+ 4.36%
$45.54 - $46.2 $1.19M - $1.2M
624K $28.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
21.2K
+ 3.98%
$50.55 - $50.74 $1.07M - $1.08M
555K $28.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
609
+ 1.63%
$653.02 - $687.39 $398K - $419K
38K $25.3M
CEG
Constellation Energy Corp

Utilities
1.02K
+ 289.17%
$335.74 - $401.43 $341K - $407K
1.37K $462K
XLY
Select Sector Spdr Consumer Di

ETFs
1.28K
+ 100.0%
$228.75 - $242.18 $293K - $310K
2.56K $591K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.96K
+ 1.13%
$79.55 - $80.13 $315K - $317K
355K $28.3M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.4K
+ 32.84%
$13.49 - $14.59 $208K - $225K
62.3K $880K
XLK
Technology Sector Spdr

ETFs
538
+ 50.61%
$278.39 - $304.13 $150K - $164K
1.6K $461K
JNJ
Johnson & Johnson

Healthcare
23
+ 0.25%
$185.98 - $199.58 $4.28K - $4.59K
9.33K $1.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 0.13%
$589.5 - $635.77 $23K - $24.8K
31.2K $18.8M
NOW
Service Now, Inc.

Technology
136
+ 400.0%
$835.79 - $946.29 $114K - $129K
170 $142K
GS
Goldman Sachs Group Inc

Financial Services
144
+ 360.0%
$744.6 - $838.97 $107K - $121K
184 $142K
IWM
Ishares Russell 2000 ETF

ETFs
474
+ 52.2%
$236.79 - $250.33 $112K - $119K
1.38K $328K
AMAT
Applied Materials Inc

Technology
461
+ 529.89%
$209.95 - $240.89 $96.8K - $111K
548 $125K
NEE
Nextera Energy Inc

Utilities
77
+ 0.86%
$78.18 - $86.03 $6.02K - $6.62K
8.99K $770K
TRV
Travelers Companies, Inc.

Financial Services
250
+ 423.73%
$261.57 - $287.42 $65.4K - $71.9K
309 $88K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.65K
+ 1.45%
$50.85 - $51.0 $84.1K - $84.4K
115K $5.88M
WFC
Wells Fargo & Company

Financial Services
765
+ 156.12%
$77.62 - $87.3 $59.4K - $66.8K
1.26K $104K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.28K
+ 4.04%
$25.18 - $25.37 $57.4K - $57.8K
58.6K $1.48M
NSC
Norfolk Southern Corp

Industrials
200
+ 40.4%
$279.53 - $300.15 $55.9K - $60K
695 $197K
XLU
Utilities Sector Spdr

ETFs
338
+ 100.0%
$87.89 - $92.9 $29.7K - $31.4K
676 $60K
POET
Poet Technologies Inc.

Technology
7K
+ 233.33%
$4.4 - $9.22 $30.8K - $64.5K
10K $44K
QS
Quantum Scape Corp

Consumer Cyclical
2K
+ 200.0%
$13.43 - $18.44 $26.9K - $36.9K
3K $40K
INTC
Intel Corp

Technology
500
+ 13.64%
$34.71 - $41.53 $17.4K - $20.8K
4.17K $144K
DE
Deere & CO

Industrials
26
+ 9.92%
$439.11 - $480.78 $11.4K - $12.5K
288 $137K
CMCSA
Comcast Corp

Communication Services
600
+ 405.41%
$26.98 - $31.09 $16.2K - $18.7K
748 $20K
RIO
Rio Tinto PLC

Basic Materials
100
+ 8.98%
$65.44 - $72.58 $6.54K - $7.26K
1.21K $85K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
87
+ 2.23%
$87.33 - $94.14 $7.6K - $8.19K
3.98K $358K
AXP
American Express CO

Financial Services
19
+ 21.35%
$316.26 - $372.77 $6.01K - $7.08K
108 $36K
ADI
Analog Devices Inc

Technology
36
+ 41.38%
$225.32 - $246.37 $8.11K - $8.87K
123 $28K
PLD
Prologis, Inc.

Real Estate
28
+ 6.24%
$111.23 - $127.18 $3.11K - $3.56K
477 $58K
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 220.0%
$225.0 - $247.99 $7.43K - $8.18K
48 $10K
PSX
Phillips 66

Energy
44
+ 65.67%
$126.76 - $142.32 $5.58K - $6.26K
111 $15K
GWW
W.W. Grainger, Inc.

Industrials
5
+ 125.0%
$926.21 - $979.0 $4.63K - $4.9K
9 $8K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
98
+ 0.4%
$44.68 - $47.47 $4.38K - $4.65K
24.8K $1.16M
SPGI
S&P Global Inc.

Financial Services
10
+ 6.67%
$472.05 - $502.96 $4.72K - $5.03K
160 $78K
GD
General Dynamics Corp

Industrials
15
+ 93.75%
$330.59 - $353.77 $4.96K - $5.31K
31 $10K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
33
+ 3.39%
$100.37 - $100.72 $3.31K - $3.32K
1.01K $101K
CB
Chubb LTD

Financial Services
5
+ 2.87%
$268.2 - $296.22 $1.34K - $1.48K
179 $52K
BAC
Bank Of America Corp

Financial Services
100
+ 0.77%
$48.65 - $54.11 $4.87K - $5.41K
13.1K $675K
VCIT
Vanguard Intermediate Term Cor

ETFs
34
+ 141.67%
$83.45 - $84.82 $2.84K - $2.88K
58 $4K
AMT
American Tower Corp

Real Estate
12
+ 35.29%
$176.64 - $193.32 $2.12K - $2.32K
46 $8K
LHX
L3 Harris Technologies, Inc.

Industrials
22
+ 5.85%
$283.87 - $306.76 $6.25K - $6.75K
398 $115K
ET
Energy Transfer LP

Energy
59
+ 1.96%
$16.29 - $17.01 $961 - $1K
3.07K $52K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 5.13%
$242.67 - $261.79 $485 - $524
41 $10K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28
+ 0.4%
$23.04 - $23.36 $645 - $654
7.03K $162K
Activity Summary
Buys All Purchases 109 New Holdings 41 Increased Positions 68 Sells All Sells 164 Reductions 163 Sold out 1 Options Calls 0 Puts 0
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