Frazier Financial Advisors, LLC Purchases in Q1 2025

Frazier Financial Advisors, LLC

  • $130 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
19
+ 4.16%
$79.84 - $94.5 $1.52K - $1.8K
476 $42.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
304
+ 9.7%
$57.21 - $65.8 $17.4K - $20K
3.44K $201M
BFH
Bread Financial Holdings, Inc.

Financial Services
202
+ 50.25%
$46.51 - $65.07 $9.4K - $13.1K
604 $30.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
100
New
$53.6 - $58.97 $5.36K - $5.9K
100 $5.48M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
417
+ 2085.0%
$10.61 - $16.49 $4.42K - $6.88K
437 $5.44M
Root Inc
38
New
N/A
38 $5.07M
Lam Research Corp
60
New
N/A
60 $4.36M
ALL
Allstate Corp

Financial Services
1
+ 0.35%
$180.99 - $210.18 $181 - $210
285 $59M
FTNT
Fortinet, Inc.

Technology
30
+ 3.02%
$92.49 - $114.57 $2.77K - $3.44K
1.03K $98.7M
XLF
Financial Sector Spdr

ETFs
41
+ 4.13%
$47.32 - $52.19 $1.94K - $2.14K
1.03K $51.5M
DHS
Wisdomtree Tr U.S

ETFs
3
+ 0.65%
$91.55 - $99.74 $275 - $299
467 $46.3M
SO
Southern CO

Utilities
3
+ 0.96%
$80.96 - $92.96 $243 - $279
316 $29M
Super Micro Computer Inc
90
New
N/A
90 $3.08M
VNQ
Vanguard Specialized Funds Van

ETFs
8
+ 0.97%
$85.55 - $94.34 $684 - $755
829 $75.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1
+ 0.04%
N/A
2.65K $170M
IYH
Ishares Tr

ETFs
2
+ 0.25%
$58.32 - $62.76 $117 - $126
799 $48.7M
PWV
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.74%
$56.58 - $60.89 $283 - $304
680 $40.4M
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.52%
N/A
579 $47.3M
Ge Vernova Inc
13
+ 15.85%
N/A
95 $29M
Wisdomtree Bitcoin Fd
109
+ 17.3%
N/A
739 $64.5M
WFC
Wells Fargo & Company

Financial Services
2
+ 0.18%
$66.78 - $81.42 $134 - $163
1.14K $82.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22
New
$71.17 - $73.66 $1.57K - $1.62K
22 $1.64M
SPYG
Spdr Portfolio

ETFs
18
New
$80.05 - $92.39 $1.44K - $1.66K
18 $1.45M
CEG
Constellation Energy Corp

Utilities
12
+ 25.53%
$201.63 - $347.44 $2.42K - $4.17K
59 $11.9M
Fidelity Wise Origin Bitcoin
19
+ 100.0%
N/A
38 $2.71M
DG
Dollar General Corp

Consumer Defensive
2
+ 3.08%
$68.44 - $87.93 $137 - $176
67 $5.89M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6
+ 1.68%
$39.65 - $43.35 $238 - $260
363 $15.3M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
9
+ 2.14%
$34.06 - $36.44 $307 - $328
429 $15.2M
COF
Capital One Financial Corp

Financial Services
3
+ 12.5%
$163.87 - $209.82 $492 - $629
27 $4.84M
Tidal Tr Ii
25
New
N/A
25 $509K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
10
+ 3.28%
N/A
315 $14.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
3
New
$115.79 - $154.66 $347 - $464
3 $392K
BIDU
Baidu, Inc.

Communication Services
2
New
$77.43 - $102.51 $155 - $205
2 $202K
Cadrenal Therapeutics Inc
10
New
N/A
10 $177K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
New
$192.82 - $222.1 $193 - $222
1 $184K
AAP
Advance Auto Parts Inc

Consumer Cyclical
2
New
$33.63 - $49.79 $67.3 - $99.6
2 $79K
LUV
Southwest Airlines CO

Industrials
2
+ 50.0%
$28.18 - $34.84 $56.4 - $69.7
6 $205K
F
Ford Motor CO

Consumer Cyclical
3
+ 1.7%
$9.12 - $10.43 $27.4 - $31.3
179 $1.79M
EBR
Brazilian Electric Power CO

Utilities
1
+ 4.17%
$5.56 - $7.41 $5.56 - $7.41
25 $176K
Middlefield Banc Corp
2
+ 0.89%
N/A
227 $6.35M
PET
Wag! Group Co.

Technology
100
New
$0.15 - $0.38 $15 - $38
100 $16K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
0
New
$100.34 - $100.68 $0 - $0
0 $15K
AINV
Apollo Investment Corp

Financial Services
0
New
N/A
0 $7K
MUB
Ishares National Muni Bond ETF

ETFs
0
New
$104.71 - $107.69 $0 - $0
0 $26K
INN
Summit Hotel Properties, Inc.

Real Estate
1
+ 10.0%
$5.4 - $6.84 $5.4 - $6.84
11 $58K
VTRS
Viatris Inc

Healthcare
1
+ 3.57%
$8.68 - $12.42 $8.68 - $12.4
29 $249K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1
+ 0.83%
$46.71 - $52.3 $46.7 - $52.3
121 $5.8M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
7
+ 5.56%
$48.37 - $55.84 $339 - $391
133 $6.48M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
+ 3.45%
$87.72 - $111.91 $87.7 - $112
30 $2.67M
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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