Inscription Capital, LLC Incresed Positions in Q1 2025

Inscription Capital, LLC

  • $620 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
324
+ 7.2%
$168.59 - $212.13 $54.6K - $68.7K
4.82K $965K
CAT
Caterpillar Inc

Industrials
863
+ 30.08%
$326.75 - $407.63 $282K - $352K
3.73K $1.23M
HDV
Ishares Core High Dividend ETF

ETFs
648
+ 12.67%
$110.86 - $121.12 $71.8K - $78.5K
5.76K $698K
LUV
Southwest Airlines CO

Industrials
1.54K
+ 16.44%
$28.18 - $34.84 $43.4K - $53.7K
10.9K $366K
TXN
Texas Instruments Inc

Technology
432
+ 13.75%
N/A
3.57K $695K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.03K
+ 12.0%
$95.85 - $99.25 $98.3K - $102K
9.58K $945K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
2.5K
+ 38.23%
$31.09 - $34.34 $77.8K - $85.9K
9.04K $300K
SLRC
Slr Investment Corp.

Financial Services
1.5K
+ 8.65%
$16.18 - $17.82 $24.3K - $26.7K
18.8K $317K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.27K
+ 22.33%
$56.12 - $68.15 $71.5K - $86.8K
6.98K $473K
KRE
Spdr S&P Regional Banking ETF

ETFs
1K
+ 4.76%
$55.11 - $65.5 $55.1K - $65.5K
22K $1.24M
APO
Apollo Global Management, Inc.

Financial Services
117
+ 3.94%
$126.01 - $172.06 $14.7K - $20.1K
3.08K $422K
F
Ford Motor CO

Consumer Cyclical
5.48K
+ 27.99%
$9.12 - $10.43 $50K - $57.2K
25.1K $251K
BNDX
Vanguard Total International B

ETFs
1.27K
+ 8.94%
$48.33 - $49.5 $61.5K - $63K
15.5K $757K
PFE
Pfizer Inc

Healthcare
6.17K
+ 19.28%
$25.01 - $27.13 $154K - $167K
38.2K $967K
ARES
Ares Management Corp

Financial Services
407
+ 18.97%
$140.19 - $198.28 $57.1K - $80.7K
2.55K $374K
AZN
Astrazeneca PLC

Healthcare
1.27K
+ 10.56%
$65.37 - $77.96 $83K - $98.9K
13.3K $976K
TTE
Total Energies Se

Energy
530
+ 16.87%
N/A
3.67K $251K
JNK
Spdr Bloomberg High Yield Bond

ETFs
554
+ 8.37%
$94.86 - $97.12 $52.6K - $53.8K
7.17K $682K
XLE
Energy Sector Spdr

ETFs
149
+ 3.14%
$85.7 - $93.96 $12.8K - $14K
4.89K $452K
NVO
Novo Nordisk A S

Healthcare
2.31K
+ 91.25%
$69.3 - $90.95 $160K - $210K
4.83K $335K
KIM
Kimco Realty Corp

Real Estate
3.17K
+ 18.85%
$20.15 - $23.42 $63.8K - $74.2K
20K $424K
SO
Southern CO

Utilities
270
+ 6.74%
$80.96 - $92.96 $21.9K - $25.1K
4.28K $393K
MDT
Medtronic PLC

Healthcare
374
+ 4.59%
$79.84 - $94.5 $29.9K - $35.3K
8.53K $766K
DTE
Dte Energy CO

Utilities
10
+ 0.33%
$117.6 - $138.27 $1.18K - $1.38K
3.01K $416K
TYL
Tyler Technologies Inc

Technology
53
+ 4.05%
$553.41 - $646.74 $29.3K - $34.3K
1.36K $791K
XLP
Consumer Staples Sector Spdr

ETFs
355
+ 8.96%
N/A
4.32K $328K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.47K
+ 14.21%
$102.49 - $119.96 $151K - $176K
11.8K $1.24M
GOLD
Barrick Gold Corp

Basic Materials
1.15K
+ 7.76%
$15.45 - $19.56 $17.7K - $22.4K
15.9K $309K
XLY
Select Sector Spdr Consumer Di

ETFs
115
+ 6.4%
$192.6 - $233.2 $22.1K - $26.8K
1.91K $376K
PB
Prosperity Bancshares Inc

Financial Services
500
+ 1.73%
$69.3 - $80.69 $34.7K - $40.3K
29.5K $2.1M
COP
Conocophillips

Energy
188
+ 0.77%
$88.6 - $105.85 $16.7K - $19.9K
24.7K $2.59M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.14K
+ 10.77%
$14.21 - $15.67 $16.2K - $17.8K
11.7K $166K
UNH
Unitedhealth Group Inc

Healthcare
646
+ 11.87%
$461.52 - $548.18 $298K - $354K
6.09K $3.19M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
1.28K
+ 11.61%
$10.68 - $11.3 $13.7K - $14.5K
12.3K $133K
COIN
Coinbase Global, Inc.

Technology
92
+ 4.45%
$172.23 - $301.3 $15.8K - $27.7K
2.16K $371K
Bank America Corp
64
+ 16.75%
N/A
446 $0
Sable Offshore Corp
17K
+ 12.57%
N/A
152K $0
Freyr Battery Inc
25.8K
+ 111.96%
N/A
48.8K $0
Direxion Shs ETF Tr
9.05K
+ 181.0%
N/A
14.1K $0
BX
Blackstone Inc.

Financial Services
551
+ 9.51%
$136.53 - $186.74 $75.2K - $103K
6.35K $887K
Intuitive Machines Inc
27.9K
+ 134.25%
N/A
48.7K $0
LLY
Eli Lilly & CO

Healthcare
84
+ 6.87%
$725.72 - $929.72 $61K - $78.1K
1.31K $1.08M
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
201
+ 6.96%
$128.68 - $160.15 $25.9K - $32.2K
3.09K $408K
OXY
Occidental Petroleum Corp

Energy
2.17K
+ 4.1%
$45.45 - $52.7 $98.8K - $115K
55.2K $2.72M
UNP
Union Pacific Corp

Industrials
998
+ 4.08%
$225.21 - $254.42 $225K - $254K
25.5K $6.02M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
325
+ 5.85%
$62.28 - $71.92 $20.2K - $23.4K
5.88K $372K
XLV
Select Sector Spdr Fund Health

ETFs
340
+ 4.92%
$137.61 - $149.68 $46.8K - $50.9K
7.25K $1.05M
INTC
Intel Corp

Technology
22
+ 0.08%
$19.1 - $27.39 $420 - $603
28.2K $640K
VOYA
Voya Financial, Inc.

Financial Services
530
+ 9.38%
$65.1 - $75.67 $34.5K - $40.1K
6.18K $418K
Activity Summary
Buys All Purchases 153 New Holdings 31 Increased Positions 122 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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