Blalock Williams, LLC Closed Holding Positions

Blalock Williams, LLC

  • $114 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AMGN
Amgen Inc

Healthcare
Q2 2025 Filed on Nov 06, 2025
1,258
$262.28 - $309.85 $330K - $390K
IAU
Ishares Gold Trust

ETFs
Q2 2025 Filed on Nov 06, 2025
3,481
$56.1 - $64.74 $195K - $225K
EOG
Eog Resources Inc

Energy
Q2 2025 Filed on Nov 06, 2025
1,659
$104.61 - $129.97 $174K - $216K
AMT
American Tower Corp

Real Estate
Q2 2025 Filed on Nov 06, 2025
1,029
$203.96 - $228.19 $210K - $235K
ABBV
Abb Vie Inc.

Healthcare
Q2 2025 Filed on Nov 06, 2025
986
$170.16 - $206.27 $168K - $203K
ASML
Asml Holding Nv

Technology
Q2 2025 Filed on Nov 06, 2025
346
$595.37 - $815.24 $206K - $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2025 Filed on Nov 06, 2025
619
$507.05 - $563.67 $314K - $349K
MTB
M&T Bank Corp

Financial Services
Q2 2025 Filed on Nov 06, 2025
2,114
$156.58 - $193.99 $331K - $410K
IFRA
Ishares Tr

ETFs
Q1 2025 Filed on Nov 06, 2025
5,613
$44.8 - $49.25 $251K - $276K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2025 Filed on Nov 06, 2025
2,328
$120.24 - $134.3 $280K - $313K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q2 2025 Filed on Nov 06, 2025
15,710
$50.08 - $63.14 $787K - $992K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2025 Filed on Nov 06, 2025
1,686
$122.59 - $135.24 $207K - $228K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2025 Filed on Nov 06, 2025
2,621
$105.23 - $109.61 $276K - $287K
GIS
General Mills Inc

Consumer Defensive
Q1 2025 Filed on Nov 06, 2025
3,350
$57.56 - $65.3 $193K - $219K
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2025 Filed on Nov 06, 2025
3,263
$72.25 - $103.2 $236K - $337K
DIS
Walt Disney CO

Communication Services
Q2 2025 Filed on Nov 06, 2025
3,096
$81.72 - $124.01 $253K - $384K
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