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CIK: 0001802534
Total reported value
$878.4M
$878.4M
68 檔
20.4%
At the close of Q1 2025, Absher Wealth Management, LLC disclosed equity holdings valued at approximately $878.4M, spread across 68 reported holdings.
In Q1 2025, Absher Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MTB, JNJ, LECO) accounted for 20.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MTB
市值: $41.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTB | M & T Bank CORP | Stock-Financials | 5.42% | -0.26% | +16.82% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.69% | +0.06% | +1.16% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 4.55% | +0.36% | +15.35% | |
| 4 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.53% | -0.50% | +7.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.06% | -1.05% | |
| 6 | EMR | Emerson Electric Co | Stock-Industrials | 4.12% | +0.36% | +2.66% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.10% | +0.53% | -1.44% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 4.08% | +0.10% | +7.47% | |
| 9 | DE | Deere & Co | Stock-Industrials | 4.06% | +0.35% | -5.44% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.79% | +0.29% | +1.78% | |
| 11 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.49% | -3.10% | EXIT | |
| 12 | CVX | Chevron CORP | Stock-Energy | 3.44% | -0.83% | +1.85% | |
| 13 | FAST | Fastenal Co | Stock-Industrials | 3.44% | +0.03% | +1.45% | |
| 14 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.41% | -2.69% | -7.82% | |
| 15 | SNA | Snap-on Inc | Stock-Industrials | 3.37% | -0.12% | +7.62% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 3.21% | -0.38% | -18.66% | |
| 17 | BF-B | Brown-forman Corp-class B | Stock-Other | 3.15% | — | +47.99% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.12% | +0.06% | -11.35% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 3.10% | +0.01% | -0.34% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.09% | -0.25% | -2.54% | |
| 21 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 3.08% | +0.39% | -23.66% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 2.75% | +0.61% | -10.83% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 2.70% | +0.25% | -1.83% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.63% | +0.62% | -15.96% | |
| 25 | PAYX | Paychex Inc | Stock-Tech | 2.56% | +0.05% | NEW | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.56% | +0.50% | +1.23% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 2.16% | +0.19% | +4.53% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.46% | — | +6.27% | |
| 29 | DG | Dollar General CORP | Stock-Consumer Staples | 0.32% | — | +17.49% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | -0.03% | -41.50% | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.30% | -0.07% | +7.03% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.27% | -0.04% | +22.31% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.01% | -0.29% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.24% | +0.02% | +2.36% | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.24% | -0.03% | +4.23% | |
| 36 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.23% | +0.02% | +14.65% | |
| 37 | AME | Ametek Inc | Stock-Industrials | 0.19% | +0.01% | +1.86% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.01% | -0.30% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.17% | +0.01% | -0.34% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.04% | +2.68% | |
| 41 | MCY | Mercury General CORP | Stock-Other | 0.13% | +0.02% | -39.54% | |
| 42 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.12% | — | -16.15% | |
| 43 | PAYC | Paycom Software Inc | Stock-Tech | 0.11% | — | +94.13% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.10% | — | +7.94% | |
| 45 | WAT | Waters CORP | Stock-Healthcare | 0.10% | +0.03% | +1.32% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.10% | — | +4.25% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | — | -4.40% | |
| 48 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.09% | — | +4.47% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.08% | -0.01% | +4.20% | |
| 50 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.08% | — | +1.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTB | M & T Bank CORP | — | NEW | New buy |
| 2 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 3 | LECO | Lincoln Electric Holdings | — | NEW | New buy |
| 4 | PEP | Pepsico Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | EMR | Emerson Electric Co | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | ADI | Analog Devices Inc | — | NEW | New buy |
| 9 | DE | Deere & Co | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 12 | CVX | Chevron CORP | — | NEW | New buy |
| 13 | FAST | Fastenal Co | — | NEW | New buy |
| 14 | SBUX | Starbucks CORP | — | NEW | New buy |
| 15 | SNA | Snap-on Inc | — | NEW | New buy |
| 16 | WMT | Walmart Inc | — | NEW | New buy |
| 17 | BF-B | Brown-forman Corp-class B | — | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 19 | AMGN | Amgen Inc | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | RL | Ralph Lauren CORP | — | NEW | New buy |
| 22 | ABT | Abbott Laboratories | — | NEW | New buy |
| 23 | AAPL | Apple Inc | — | NEW | New buy |
| 24 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 25 | PAYX | Paychex Inc | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | BA | Boeing Co/the | — | NEW | New buy |
| 28 | HSY | Hershey Co/the | — | NEW | New buy |
| 29 | DG | Dollar General CORP | — | NEW | New buy |
| 30 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 31 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 32 | ADBE | Adobe Inc | — | NEW | New buy |
| 33 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 34 | CMI | Cummins Inc | — | NEW | New buy |
| 35 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 36 | WMS | Advanced Drainage Systems In | — | NEW | New buy |
| 37 | AME | Ametek Inc | — | NEW | New buy |
| 38 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 39 | MA | Mastercard Inc - A | — | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 41 | MCY | Mercury General CORP | — | NEW | New buy |
| 42 | TPR | Tapestry Inc | — | NEW | New buy |
| 43 | PAYC | Paycom Software Inc | — | NEW | New buy |
| 44 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 45 | WAT | Waters CORP | — | NEW | New buy |
| 46 | PM | Philip Morris International | — | NEW | New buy |
| 47 | NVDA | Nvidia CORP | — | NEW | New buy |
| 48 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 49 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 50 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Absher Wealth Management, LLC reported a total U.S. public equity portfolio value of $878.4M across 68 disclosed positions in Q1 2025.
During Q1 2025, Absher Wealth Management, LLC's top holdings by market value included MTB (5.4%)、JNJ (4.7%)、LECO (4.5%). The largest single position, MTB, represented 5.4% of total portfolio value.
In Q1 2025, Absher Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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