Bolthouse Investments, LLC Purchases in Q1 2025

Bolthouse Investments, LLC

  • $95.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
3.85K
New
N/A
3.85K $746M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3K
+ 3.86%
$74.85 - $84.89 $225K - $255K
80.7K $6.6B
CVX
Chevron Corp

Energy
2.84K
+ 62.99%
$146.71 - $167.97 $417K - $477K
7.35K $1.23B
DE
Deere & CO

Industrials
902
New
$408.57 - $509.27 $369K - $459K
902 $423M
EEM
Ishares Msci Emerging Markets

ETFs
5.78K
+ 17.88%
$40.81 - $45.34 $236K - $262K
38.1K $1.67B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.99K
+ 14.27%
$50.48 - $51.04 $303K - $306K
48K $2.43B
YUM
Yum Brands Inc

Consumer Cyclical
1.63K
New
$123.25 - $162.53 $200K - $264K
1.63K $256M
O
Realty Income Corp

Real Estate
4.32K
New
$51.67 - $58.49 $223K - $253K
4.32K $250M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.6K
+ 7.18%
$50.39 - $50.66 $232K - $233K
68.6K $3.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.04K
+ 8.18%
$551.42 - $612.93 $576K - $640K
13.8K $7.72B
AIG
American International Group, Inc.

Financial Services
781
+ 7.07%
$70.5 - $86.94 $55.1K - $67.9K
11.8K $1.03B
META
Meta Platforms, Inc.

Communication Services
159
+ 18.75%
$576.36 - $736.67 $91.6K - $117K
1.01K $580M
WMT
Walmart Inc.

Consumer Defensive
485
+ 16.17%
$84.5 - $105.05 $41K - $50.9K
3.48K $306M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.08%
$91.75 - $115.81 $275 - $347
4K $393M
CVBF
Cvb Financial Corp

Financial Services
546
+ 0.96%
$18.42 - $21.2 $10.1K - $11.6K
57.5K $1.06B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
162
+ 0.22%
$32.49 - $37.99 $5.26K - $6.15K
75.4K $2.53B
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 0.37%
$190.26 - $242.06 $4.76K - $6.05K
6.87K $1.31B
NVDA
Nvidia Corp

Technology
86
+ 0.76%
$106.98 - $149.43 $9.2K - $12.9K
11.4K $1.24B
MSFT
Microsoft Corp

Technology
122
+ 0.99%
$375.39 - $447.2 $45.8K - $54.6K
12.5K $4.69B
AAPL
Apple Inc.

Technology
19
+ 0.09%
$209.68 - $247.1 $3.98K - $4.69K
22.2K $4.93B
Activity Summary
Buys All Purchases 21 New Holdings 5 Increased Positions 16 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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