Williams & Novak, LLC New Holdings in Q1 2025

Williams & Novak, LLC

  • $102 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.29K
New
$168.16 - $186.21 $890K - $985K
5.29K $906M
Blackrock Inc
667
New
N/A
667 $630M
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.9K
New
$46.74 - $47.55 $511K - $520K
10.9K $520M
META
Meta Platforms, Inc.

Communication Services
862
New
$576.36 - $736.67 $497K - $635K
862 $505M
TJX
Tjx Companies Inc

Consumer Cyclical
3.53K
New
$112.81 - $126.16 $398K - $445K
3.53K $433M
HD
Home Depot, Inc.

Consumer Cyclical
998
New
$347.25 - $424.87 $347K - $424K
998 $365M
IAUM
I Shares Gold Trust Micro

ETFs
10.1K
New
$26.29 - $31.17 $265K - $315K
10.1K $314M
PSA
Public Storage

Real Estate
920
New
$288.99 - $313.98 $266K - $289K
920 $275M
Lam Research Corp
3.75K
New
N/A
3.75K $273M
Fidelity Covington Trust
7.56K
New
N/A
7.56K $225M
VTRS
Viatris Inc

Healthcare
13.4K
New
$8.68 - $12.42 $116K - $166K
13.4K $115M
OMI
Owens & Minor Inc

Healthcare
11.8K
New
$6.22 - $15.07 $73.6K - $178K
11.8K $107M
COOK
Traeger, Inc.

Consumer Cyclical
63.5K
New
$1.68 - $2.56 $107K - $163K
63.5K $105M
ADT
Adt Inc.

Industrials
10.9K
New
$6.87 - $8.23 $75K - $89.8K
10.9K $89M
LAW
Cs Disco, Inc.

Technology
17.6K
New
$4.09 - $5.49 $72.1K - $96.7K
17.6K $73.5M
ASYS
Amtech Systems Inc

Technology
14.7K
New
$4.77 - $5.7 $70.3K - $84K
14.7K $70.9M
AVD
American Vanguard Corp

Basic Materials
11.1K
New
$4.21 - $6.27 $46.7K - $69.6K
11.1K $49M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
12.2K
New
$4.07 - $5.99 $49.5K - $72.8K
12.2K $47.6M
PBYI
Puma Biotechnology, Inc.

Healthcare
14.7K
New
$2.76 - $3.88 $40.6K - $57.1K
14.7K $43.1M
OSUR
Orasure Technologies Inc

Healthcare
11.4K
New
$3.06 - $4.11 $34.9K - $46.8K
11.4K $37.8M
VRA
Vera Bradley, Inc.

Consumer Cyclical
13.6K
New
$2.25 - $3.91 $30.6K - $53.2K
13.6K $30.6M
ETWO
E2open Parent Holdings, Inc.

Technology
13K
New
$2.0 - $2.92 $26K - $37.9K
13K $26.1M
CERS
Cerus Corp

Healthcare
12.9K
New
$1.39 - $2.15 $18K - $27.8K
12.9K $17.8M
Trinity Biotech PLC
18.2K
New
N/A
18.2K $10.4M
Activity Summary
Buys All Purchases 59 New Holdings 25 Increased Positions 34 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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