Warwick Investment Management, Inc. Reduced Holdings in Q4 2024

Warwick Investment Management, Inc.

  • $484 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-11.1K
- 38.52%
$567.81 - $607.81 $6.29M - $6.73M
17.7K $10.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.9K
- 22.26%
$481.22 - $538.17 $5.26M - $5.88M
38.2K $19.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-120K
- 4.48%
$33.92 - $36.6 $4.08M - $4.4M
2.56M $88.7M
VTI
Vanguard Total Stock Market Et

ETFs
-9.43K
- 13.8%
$280.04 - $302.45 $2.64M - $2.85M
58.9K $17.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5.54K
- 19.65%
$106.56 - $113.11 $590K - $626K
22.6K $2.42M
DFAX
Dimensional ETF Tr
-6.67K
- 2.4%
$24.76 - $27.04 $165K - $180K
271K $6.73M
MSFT
Microsoft Corp

Technology
-540
- 8.15%
$406.35 - $454.46 $219K - $245K
6.09K $2.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-509
- 20.72%
$442.29 - $483.08 $225K - $246K
1.95K $882K
MRK
Merck & Co., Inc.

Healthcare
-861
- 18.88%
$96.31 - $114.76 $82.9K - $98.8K
3.7K $367K
JNJ
Johnson & Johnson

Healthcare
-584
- 18.21%
$143.34 - $165.86 $83.7K - $96.9K
2.62K $379K
PSX
Phillips 66

Energy
-200
- 7.52%
$110.35 - $138.93 $22.1K - $27.8K
2.46K $280K
UNH
Unitedhealth Group Inc

Healthcare
-34
- 5.65%
$485.52 - $625.25 $16.5K - $21.3K
568 $287K
NEE
Nextera Energy Inc

Utilities
-93
- 2.78%
$69.77 - $85.43 $6.49K - $7.94K
3.26K $233K
KO
Coca Cola CO

Consumer Defensive
-73
- 2.04%
$61.74 - $71.71 $4.51K - $5.23K
3.51K $218K
UNP
Union Pacific Corp

Industrials
-62
- 5.26%
$223.15 - $249.32 $13.8K - $15.5K
1.12K $254K
VB
Vanguard Small Cap ETF

ETFs
-585
- 1.72%
$233.76 - $261.58 $137K - $153K
33.5K $8.04M
PG
Procter & Gamble CO

Consumer Defensive
-126
- 5.37%
$161.05 - $179.7 $20.3K - $22.6K
2.22K $372K
IWS
Ishares Russell Midcap Value E

ETFs
-41
- 0.5%
$128.08 - $140.32 $5.25K - $5.75K
8.08K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 1.83%
$385.02 - $431.37 $7.32K - $8.2K
1.02K $395K
DE
Deere & CO

Industrials
-50
- 6.32%
$389.45 - $466.0 $19.5K - $23.3K
741 $313K
RTX
Raytheon Technologies Corp

Industrials
-13
- 0.6%
$114.45 - $127.21 $1.49K - $1.65K
2.17K $250K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.24%
$480.36 - $529.17 $480 - $529
413 $205K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-18
- 2.43%
$417.69 - $450.94 $7.52K - $8.12K
724 $308K
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.04%
$261.5 - $284.63 $262 - $285
2.59K $683K
MA
Mastercard Inc

Financial Services
-11
- 2.34%
$491.3 - $536.15 $5.4K - $5.9K
460 $242K
BAC
Bank Of America Corp

Financial Services
-123
- 1.42%
$39.22 - $47.77 $4.82K - $5.88K
8.57K $376K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-77
- 1.06%
$521.84 - $558.82 $40.2K - $43K
7.18K $3.87M
WMT
Walmart Inc.

Consumer Defensive
-372
- 4.54%
$79.1 - $95.7 $29.4K - $35.6K
7.83K $707K
GOOG
Alphabet Inc.

Communication Services
-67
- 2.59%
$163.08 - $198.16 $10.9K - $13.3K
2.52K $479K
VV
Vanguard Large Cap ETF

ETFs
-48
- 0.34%
$260.27 - $280.65 $12.5K - $13.5K
14.2K $3.84M
JPM
Jpmorgan Chase & CO

Financial Services
-31
- 0.99%
$205.18 - $250.29 $6.36K - $7.76K
3.1K $743K
AAPL
Apple Inc.

Technology
-54
- 0.23%
$221.69 - $259.02 $12K - $14K
23.3K $5.84M
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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