Exeter Financial, LLC Purchases in Q1 2025

Exeter Financial, LLC

  • $219 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
4.42K
+ 18.33%
$142.06 - $167.7 $627K - $741K
28.5K $4.73M
CVS
Cvs Health Corp

Healthcare
2.04K
+ 5.08%
$44.22 - $68.64 $90K - $140K
42.1K $2.85M
VZ
Verizon Communications Inc

Communication Services
5.88K
+ 6.83%
$37.81 - $46.49 $222K - $273K
92K $4.17M
ABBV
Abb Vie Inc.

Healthcare
137
+ 0.7%
$169.2 - $216.66 $23.2K - $29.7K
19.8K $4.15M
AMGN
Amgen Inc

Healthcare
176
+ 1.54%
$258.59 - $327.36 $45.5K - $57.6K
11.6K $3.61M
CVX
Chevron Corp

Energy
68
+ 0.26%
$146.71 - $167.97 $9.98K - $11.4K
26.7K $4.46M
PEP
Pepsico Inc

Consumer Defensive
4.08K
+ 14.8%
$142.64 - $156.42 $582K - $638K
31.7K $4.75M
WM
Waste Management Inc

Industrials
34
+ 0.19%
$200.54 - $233.78 $6.82K - $7.95K
18.4K $4.25M
DFAI
Dimensional ETF Tr

ETFs
11.8K
+ 17.87%
$28.88 - $32.4 $340K - $382K
77.8K $2.45M
AFL
Aflac Inc

Financial Services
104
+ 0.18%
$100.99 - $111.19 $10.5K - $11.6K
57.5K $6.4M
MCD
Mcdonalds Corp

Consumer Cyclical
98
+ 0.55%
$279.74 - $321.29 $27.4K - $31.5K
18K $5.61M
SJM
J M Smucker CO

Consumer Defensive
2.78K
+ 44.9%
$100.41 - $118.41 $279K - $329K
8.96K $1.06M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11K
+ 65.56%
$32.42 - $36.13 $356K - $396K
27.7K $908K
PFE
Pfizer Inc

Healthcare
13.2K
+ 88.52%
$25.01 - $27.13 $331K - $359K
28.2K $714K
KO
Coca Cola CO

Consumer Defensive
710
+ 2.66%
$60.81 - $72.32 $43.2K - $51.3K
27.4K $1.96M
DFAU
Dimensional ETF Tr

ETFs
11.9K
+ 15.75%
$37.84 - $42.29 $451K - $504K
87.5K $3.35M
TRV
Travelers Companies, Inc.

Financial Services
81
+ 0.76%
$232.43 - $265.13 $18.8K - $21.5K
10.7K $2.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.14K
+ 4.91%
$27.01 - $28.54 $220K - $232K
174K $4.8M
T
At&T Inc.

Communication Services
208
+ 0.46%
$21.56 - $28.28 $4.48K - $5.88K
45.2K $1.28M
GIS
General Mills Inc

Consumer Defensive
6.24K
+ 18.87%
$57.56 - $65.3 $359K - $408K
39.3K $2.35M
GD
General Dynamics Corp

Industrials
297
+ 1.7%
$241.94 - $272.58 $71.9K - $81K
17.8K $4.85M
XOM
Exxon Mobil Corp

Energy
9
+ 0.05%
$105.44 - $118.93 $949 - $1.07K
19.7K $2.34M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.5K
+ 27.38%
$45.22 - $52.17 $249K - $287K
25.6K $1.23M
ADP
Automatic Data Processing Inc

Industrials
90
+ 0.66%
$286.85 - $318.64 $25.8K - $28.7K
13.7K $4.18M
MO
Altria Group, Inc.

Consumer Defensive
611
+ 2.86%
$50.81 - $60.02 $31K - $36.7K
22K $1.32M
PAYX
Paychex Inc

Industrials
168
+ 1.36%
$136.06 - $154.52 $22.9K - $26K
12.6K $1.94M
RTX
Raytheon Technologies Corp

Industrials
15
+ 0.13%
$114.1 - $135.66 $1.71K - $2.03K
11.4K $1.51M
CB
Chubb LTD

Financial Services
90
+ 1.56%
$257.71 - $301.99 $23.2K - $27.2K
5.85K $1.77M
COP
Conocophillips

Energy
428
+ 2.15%
$88.6 - $105.85 $37.9K - $45.3K
20.4K $2.14M
PSX
Phillips 66

Energy
210
+ 1.65%
$113.93 - $131.55 $23.9K - $27.6K
12.9K $1.6M
DFAE
Dimensional ETF Tr

ETFs
4.88K
+ 24.05%
$24.64 - $26.86 $120K - $131K
25.2K $653K
MDT
Medtronic PLC

Healthcare
285
+ 2.88%
$79.84 - $94.5 $22.8K - $26.9K
10.2K $915K
PG
Procter & Gamble CO

Consumer Defensive
390
+ 2.31%
$158.56 - $176.26 $61.8K - $68.7K
17.3K $2.94M
KMB
Kimberly Clark Corp

Consumer Defensive
97
+ 1.11%
$124.46 - $147.4 $12.1K - $14.3K
8.84K $1.26M
CL
Colgate Palmolive CO

Consumer Defensive
395
+ 2.85%
$85.68 - $97.5 $33.8K - $38.5K
14.2K $1.34M
TXN
Texas Instruments Inc

Technology
367
+ 2.02%
N/A
18.5K $3.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 0.79%
$283.24 - $338.07 $21.5K - $25.7K
9.65K $2.85M
DFIV
Dimensional ETF Tr

ETFs
33
+ 0.36%
$35.33 - $40.77 $1.17K - $1.35K
9.16K $363K
CMCSA
Comcast Corp

Communication Services
1.75K
+ 2.56%
$33.19 - $38.23 $58.1K - $66.9K
70K $2.58M
BMY
Bristol Myers Squibb CO

Healthcare
33
+ 0.82%
$53.9 - $63.11 $1.78K - $2.08K
4.08K $248K
HRL
Hormel Foods Corp

Consumer Defensive
381
+ 2.32%
$28.29 - $31.52 $10.8K - $12K
16.8K $520K
Kenvue Inc
718
+ 5.64%
N/A
13.4K $0
Linde PLC
65
+ 1.11%
N/A
5.94K $0
GOOGL
Alphabet Inc.

Communication Services
250
+ 18.26%
$154.33 - $206.19 $38.6K - $51.5K
1.62K $249K
NKE
Nike, Inc.

Consumer Cyclical
645
+ 14.37%
$63.29 - $81.72 $40.8K - $52.7K
5.14K $325K
ITW
Illinois Tool Works Inc

Industrials
102
+ 1.32%
$244.9 - $274.48 $25K - $28K
7.84K $1.94M
SYY
Sysco Corp

Consumer Defensive
89
+ 0.51%
$70.0 - $77.13 $6.23K - $6.86K
17.6K $1.32M
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$202.75 - $226.52 $203 - $227
2.09K $443K
DFAT
Dimensional ETF Tr U S Target

ETFs
26
+ 0.3%
$50.44 - $58.1 $1.31K - $1.51K
8.58K $441K
Activity Summary
Buys All Purchases 62 New Holdings 0 Increased Positions 62 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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