Custom Index Systems, LLC Purchases in Q1 2025

Custom Index Systems, LLC

  • $197 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
8.31K
+ 500.18%
$124.05 - $156.86 $1.03M - $1.3M
9.98K $1.53B
ARGX
Argenx Se

Healthcare
2.15K
New
$571.0 - $671.75 $1.23M - $1.44M
2.15K $1.27B
SE
Sea LTD

Consumer Cyclical
8.38K
New
$104.87 - $146.31 $879K - $1.23M
8.38K $1.09B
Federated Hermes ETF Trust
41K
+ 33.07%
N/A
165K $4.13B
PLMR
Palomar Holdings, Inc.

Financial Services
7.75K
New
$101.51 - $137.08 $787K - $1.06M
7.75K $1.06B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.02K
New
$468.34 - $539.52 $946K - $1.09M
2.02K $947M
OKE
Oneok Inc

Energy
9.01K
+ 328.03%
$89.57 - $109.85 $807K - $990K
11.8K $1.17B
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
36.4K
New
$19.53 - $25.74 $711K - $937K
36.4K $883M
EBC
Eastern Bankshares, Inc.

Financial Services
52.6K
New
$15.29 - $19.15 $804K - $1.01M
52.6K $863M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
39.6K
New
N/A
39.6K $860M
KNTK
Kinetik Holdings Inc.

Energy
15.9K
New
$49.51 - $66.5 $787K - $1.06M
15.9K $826M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16K
New
$50.48 - $51.04 $808K - $817K
16K $811M
APPF
Appfolio Inc

Technology
3.66K
New
$206.66 - $260.64 $757K - $955K
3.66K $805M
ACN
Accenture PLC

Technology
2.42K
New
$300.91 - $398.25 $729K - $965K
2.42K $756M
VST
Vistra Corp.

Utilities
6.42K
New
$108.49 - $191.89 $697K - $1.23M
6.42K $754M
EQIX
Equinix Inc

Real Estate
912
New
$803.0 - $959.97 $732K - $875K
912 $744M
SPOT
Spotify Technology S.A.

Communication Services
1.15K
+ 104.46%
$457.79 - $648.32 $525K - $744K
2.25K $1.23B
SAP
Sap Se

Technology
2.73K
New
$241.4 - $293.69 $658K - $801K
2.73K $732M
PAY
Paymentus Holdings, Inc.

Technology
26.9K
New
$24.68 - $35.0 $663K - $940K
26.9K $701M
APH
Amphenol Corp

Technology
10.6K
New
$61.62 - $78.55 $654K - $833K
10.6K $696M
SHBI
Shore Bancshares Inc

Financial Services
50.7K
New
$13.21 - $16.75 $670K - $849K
50.7K $687M
SRLN
Ssga Active Trust

ETFs
16.6K
New
$41.02 - $41.99 $681K - $697K
16.6K $683M
MSFT
Microsoft Corp

Technology
2.84K
+ 33.91%
$375.39 - $447.2 $1.07M - $1.27M
11.2K $4.21B
SONY
Sony Group Corp

Technology
26.1K
New
$19.88 - $25.64 $519K - $669K
26.1K $662M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.28K
+ 199.86%
$165.25 - $224.62 $708K - $962K
6.43K $1.07B
VRT
Vertiv Holdings CO

Industrials
8.82K
New
N/A
8.82K $637M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
12.6K
+ 21.3%
$39.65 - $43.35 $501K - $548K
72K $3.03B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.79K
New
$275.89 - $345.24 $494K - $618K
1.79K $618M
AGX
Argan Inc

Industrials
4.45K
New
$104.05 - $185.35 $463K - $824K
4.45K $583M
SYK
Stryker Corp

Healthcare
1.57K
New
$355.18 - $399.9 $556K - $626K
1.57K $583M
FTNT
Fortinet, Inc.

Technology
5.97K
New
$92.49 - $114.57 $552K - $684K
5.97K $574M
AZN
Astrazeneca PLC

Healthcare
7.81K
New
$65.37 - $77.96 $511K - $609K
7.81K $574M
TSLA
Tesla, Inc.

Consumer Cyclical
2.62K
+ 343.77%
$222.15 - $428.22 $583K - $1.12M
3.39K $878M
META
Meta Platforms, Inc.

Communication Services
1.01K
+ 30.76%
$576.36 - $736.67 $580K - $741K
4.28K $2.47B
POWL
Powell Industries Inc

Industrials
3.16K
New
$155.56 - $311.38 $492K - $984K
3.16K $538M
ATO
Atmos Energy Corp

Utilities
3.44K
New
$136.51 - $154.58 $469K - $531K
3.44K $531M
MGV
Vanguard Mega Cap Value

ETFs
4.04K
New
$123.61 - $133.01 $500K - $538K
4.04K $521M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.48K
+ 14.86%
$182.82 - $196.21 $453K - $487K
19.2K $3.61B
BSX
Boston Scientific Corp

Healthcare
5.11K
New
$89.38 - $106.18 $457K - $542K
5.11K $515M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.04K
New
$61.9 - $66.89 $498K - $538K
8.04K $511M
EFV
Msci Eafe Value ETF

ETFs
3.95K
+ 9.24%
$51.88 - $60.73 $205K - $240K
46.6K $2.75B
FXO
First Tr Exchange Traded Fd Fi

ETFs
9.52K
New
$50.93 - $57.24 $485K - $545K
9.52K $505M
AAPL
Apple Inc.

Technology
7.68K
+ 17.9%
$209.68 - $247.1 $1.61M - $1.9M
50.6K $11.2B
HWM
Howmet Aerospace Inc.

Industrials
3.75K
New
$110.79 - $139.39 $416K - $523K
3.75K $487M
CTAS
Cintas Corp

Industrials
2.32K
New
$182.09 - $208.14 $423K - $484K
2.32K $478M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.9K
New
$37.07 - $40.63 $443K - $485K
11.9K $470M
ACGL
Arch Capital Group Ltd.

Financial Services
4.87K
New
$88.13 - $96.94 $429K - $472K
4.87K $468M
PLTR
Palantir Technologies Inc.

Technology
5.52K
New
$64.98 - $124.62 $358K - $687K
5.52K $465M
Atlassian Corporation
2.52K
+ 100.56%
N/A
5.03K $1.07B
Activity Summary
Buys All Purchases 192 New Holdings 112 Increased Positions 80 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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