Exeter Financial, LLC Reduced Holdings in Q1 2025

Exeter Financial, LLC

  • $219 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.52K
- 3.5%
$209.68 - $247.1 $319K - $376K
42K $9.32M
WMT
Walmart Inc.

Consumer Defensive
-12.8K
- 16.92%
$84.5 - $105.05 $1.08M - $1.34M
62.7K $5.51M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-17.3K
- 8.95%
$50.44 - $50.7 $874K - $879K
176K $8.93M
EMR
Emerson Electric CO

Industrials
-113
- 0.27%
$108.64 - $131.17 $12.3K - $14.8K
41.9K $4.59M
USB
Us Bancorp \De\

Financial Services
-700
- 0.98%
$40.92 - $50.9 $28.6K - $35.6K
70.4K $2.97M
BAC
Bank Of America Corp

Financial Services
-2.05K
- 2.99%
$39.61 - $47.74 $81.1K - $97.8K
66.4K $2.77M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.85K
- 2.9%
$76.94 - $78.28 $296K - $302K
129K $10.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-220
- 35.66%
$442.66 - $534.52 $97.4K - $118K
397 $208K
SPY
Spdr S&P 500 ETF Trust

ETFs
-43
- 3.7%
$551.42 - $612.93 $23.7K - $26.4K
1.12K $625K
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 2.5%
$225.19 - $279.95 $11.3K - $14K
1.95K $478K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2
- 0.09%
$100.34 - $100.68 $201 - $201
2.16K $217K
INTC
Intel Corp

Technology
-283
- 2.28%
$19.1 - $27.39 $5.41K - $7.75K
12.1K $275K
SBUX
Starbucks Corp

Consumer Cyclical
-519
- 3.2%
$91.75 - $115.81 $47.6K - $60.1K
15.7K $1.53M
CSCO
Cisco Systems, Inc.

Technology
-897
- 0.96%
$58.74 - $64.87 $52.7K - $58.2K
92.7K $5.72M
IBM
International Business Machines Corp

Technology
-1.28K
- 7.15%
$217.4 - $264.74 $277K - $338K
16.6K $4.12M
CAH
Cardinal Health Inc

Healthcare
-79
- 0.54%
$118.02 - $137.77 $9.32K - $10.9K
14.6K $2.02M
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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