Christopher Weil & Company

Weil Company as of June 30, 2025

Portfolio Holdings for Weil Company

Weil Company holds 114 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 8.6 $33M 647k 50.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $27M 47k 568.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 5.9 $22M 175k 128.52
Apple (AAPL) 5.9 $22M 108k 205.17
Public Storage (PSA) 4.8 $18M 62k 293.42
Ishares Tr Intl Eqty Factor (INTF) 3.7 $14M 413k 34.23
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.2 $12M 221k 54.46
Putnam Etf Trust Focused Lar Cap (PVAL) 3.1 $12M 289k 40.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $11M 18k 617.86
J P Morgan Exchange Traded F Active Value Etf (JAVA) 2.5 $9.6M 146k 65.50
New York Life Invts Active E Nyli Mackay Cali (MMCA) 2.3 $8.9M 417k 21.31
Fidelity Covington Trust Enhanced Large (FELV) 2.1 $8.1M 254k 31.77
Bny Mellon Etf Trust Concentrated Int (BKCI) 2.1 $8.0M 157k 51.35
Victory Portfolios Ii Shares Free Cash (VFLO) 2.0 $7.8M 219k 35.35
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.9 $7.3M 121k 60.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $6.6M 9.00 728800.00
Meta Platforms Cl A (META) 1.7 $6.4M 8.7k 738.13
Ishares Emng Mkts Eqt (EMGF) 1.4 $5.2M 101k 52.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $5.2M 11k 485.77
Intuit (INTU) 1.3 $5.0M 6.3k 787.62
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $4.9M 51k 94.63
American Centy Etf Tr Us Quality Grow (QGRO) 1.2 $4.5M 41k 109.12
JPMorgan Chase & Co. (JPM) 1.1 $4.3M 15k 289.91
Houlihan Lokey Cl A (HLI) 1.1 $4.2M 24k 179.95
Chubb (CB) 1.1 $4.1M 14k 289.72
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $4.0M 14k 279.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $3.8M 21k 181.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $3.6M 6.5k 551.64
Verisk Analytics (VRSK) 0.9 $3.4M 11k 311.51
Ishares Tr Us Sml Cap Eqt (SMLF) 0.9 $3.3M 48k 67.95
Tidal Trust I Unlimited Hfgm (HFGM) 0.9 $3.3M 120k 27.05
Starbucks Corporation (SBUX) 0.8 $3.2M 35k 91.63
Markel Corporation (MKL) 0.8 $3.2M 1.6k 1997.36
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.1M 18k 176.23
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $3.0M 54k 56.85
Blackrock Etf Trust Ishares Intl Ctr (CORO) 0.8 $3.0M 104k 28.44
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $2.8M 20k 135.30
McDonald's Corporation (MCD) 0.7 $2.7M 9.4k 292.17
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $2.7M 4.8k 566.53
Etf Ser Solutions Distillate Us (DSTL) 0.7 $2.6M 47k 55.35
Harbor Etf Trust Harbor Commodity (HGER) 0.7 $2.6M 106k 24.29
Ishares Gold Tr Ishares New (IAU) 0.6 $2.5M 39k 62.36
Blackrock (BLK) 0.6 $2.4M 2.3k 1049.47
Illumina (ILMN) 0.6 $2.3M 24k 95.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $2.1M 43k 48.24
American Express Company (AXP) 0.5 $1.9M 6.0k 318.95
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.5 $1.9M 46k 41.60
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.5 $1.9M 40k 47.75
Veralto Corp Com Shs (VLTO) 0.5 $1.8M 18k 100.95
Ishares Tr Eafe Value Etf (EFV) 0.5 $1.8M 28k 63.48
Amazon (AMZN) 0.4 $1.7M 7.6k 219.39
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 8.9k 177.39
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $1.5M 14k 109.64
United Therapeutics Corporation (UTHR) 0.4 $1.5M 5.2k 287.35
Johnson & Johnson (JNJ) 0.4 $1.5M 9.7k 152.75
Microsoft Corporation (MSFT) 0.4 $1.4M 2.8k 497.36
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.3M 15k 89.22
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.2M 30k 40.65
Ishares Esg Awr Msci Em (ESGE) 0.3 $1.2M 31k 39.17
CSX Corporation (CSX) 0.3 $1.1M 35k 32.63
International Business Machines (IBM) 0.3 $1.1M 3.6k 294.75
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $998k 6.6k 150.40
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $910k 9.2k 99.20
Netflix (NFLX) 0.2 $871k 651.00 1338.29
NVIDIA Corporation (NVDA) 0.2 $863k 5.5k 158.00
Costco Wholesale Corporation (COST) 0.2 $835k 844.00 989.80
Procter & Gamble Company (PG) 0.2 $806k 5.1k 159.31
Broadcom (AVGO) 0.2 $805k 2.9k 275.65
Home Depot (HD) 0.2 $761k 2.1k 366.65
Tesla Motors (TSLA) 0.2 $745k 2.3k 317.66
Boeing Company (BA) 0.2 $740k 3.5k 209.50
Mastercard Incorporated Cl A (MA) 0.2 $730k 1.3k 562.01
Exxon Mobil Corporation (XOM) 0.2 $669k 6.2k 107.81
Ishares Tr Msci Gbl Sus Dev (SDG) 0.2 $654k 8.6k 75.86
Ameriprise Financial (AMP) 0.2 $641k 1.2k 533.80
Deere & Company (DE) 0.2 $577k 1.1k 508.55
Wells Fargo & Company (WFC) 0.1 $557k 7.0k 80.12
Marriott Intl Cl A (MAR) 0.1 $547k 2.0k 273.23
Ishares Tr U S Equity Factr (LRGF) 0.1 $534k 8.3k 64.13
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $463k 5.0k 91.97
Hartford Financial Services (HIG) 0.1 $453k 3.6k 126.87
Walt Disney Company (DIS) 0.1 $448k 3.6k 124.00
SYSCO Corporation (SYY) 0.1 $433k 5.7k 75.74
Allstate Corporation (ALL) 0.1 $414k 2.1k 201.35
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $409k 6.2k 65.52
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.1 $401k 5.3k 75.60
Servicenow (NOW) 0.1 $392k 381.00 1027.62
Ishares Tr Esg Select Scre (XJH) 0.1 $383k 9.2k 41.50
Itt (ITT) 0.1 $375k 2.4k 156.83
Abbvie (ABBV) 0.1 $367k 2.0k 185.58
Granite Real Estate Invt Tr Tr Unit New (GRP.U) 0.1 $366k 7.2k 50.70
Abbott Laboratories (ABT) 0.1 $339k 2.5k 135.99
MaxLinear (MXL) 0.1 $314k 22k 14.21
Kimberly-Clark Corporation (KMB) 0.1 $296k 2.3k 128.92
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $296k 2.3k 128.60
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $294k 666.00 440.65
Chevron Corporation (CVX) 0.1 $290k 2.0k 143.22
Oneok (OKE) 0.1 $285k 3.5k 81.62
South State Corporation 0.1 $273k 3.0k 92.03
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $265k 15k 18.13
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $264k 2.1k 123.55
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $262k 2.4k 109.31
Ionq Inc Pipe (IONQ) 0.1 $258k 6.0k 42.97
Ge Aerospace Com New (GE) 0.1 $257k 997.00 257.33
Ishares Tr Esg Aware Msci (ESML) 0.1 $248k 6.0k 41.33
HSBC HLDGS Spon Adr New (HSBC) 0.1 $243k 4.0k 60.79
Bank of America Corporation (BAC) 0.1 $232k 4.9k 47.32
Xylem (XYL) 0.1 $231k 1.8k 129.36
Southwest Airlines (LUV) 0.1 $229k 7.1k 32.44
Qualcomm (QCOM) 0.1 $216k 1.4k 159.26
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $214k 2.2k 99.49
Enterprise Products Partners (EPD) 0.1 $209k 6.7k 31.01
Oracle Corporation (ORCL) 0.1 $205k 940.00 218.52
CVS Caremark Corporation (CVS) 0.1 $200k 2.9k 68.98