Caitlin John, LLC New Holdings in Q3 2025

Caitlin John, LLC

  • $144 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
7.28K
New
$50.42 - $56.35 $367K - $410K
7.28K $402M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.89K
New
$42.43 - $45.05 $250K - $265K
5.89K $259M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.47K
New
$85.01 - $90.35 $210K - $223K
2.47K $220M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.86K
New
$72.57 - $74.72 $207K - $214K
2.86K $213M
HI
Hillenbrand, Inc.

Industrials
7.64K
New
$19.59 - $27.04 $150K - $207K
7.64K $207M
BFB
Brown Forman Corp Cl B
7.28K
New
N/A
7.28K $197M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.63K
New
$108.08 - $121.73 $176K - $198K
1.63K $196M
KHC
Kraft Heinz CO

Consumer Defensive
7.32K
New
$25.63 - $28.94 $188K - $212K
7.32K $191M
AMZN
Amazon Com Inc

Consumer Cyclical
862
New
$211.65 - $238.24 $182K - $205K
862 $189M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.01K
New
$42.67 - $46.91 $171K - $188K
4.01K $188M
CBT
Cabot Corp

Basic Materials
2.43K
New
$72.0 - $82.94 $175K - $201K
2.43K $185M
TSLA
Tesla, Inc.

Consumer Cyclical
415
New
$293.94 - $444.72 $122K - $185K
415 $185M
IYW
Ishares Dj Us Tech ETF

ETFs
942
New
$171.38 - $197.01 $161K - $186K
942 $185M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.8K
New
$62.09 - $66.51 $174K - $186K
2.8K $183M
VZ
Verizon Communications Inc

Communication Services
4.16K
New
$40.84 - $45.06 $170K - $187K
4.16K $183M
VGSH
Vanguard

ETFs
3.1K
New
$58.43 - $58.88 $181K - $182K
3.1K $182M
Barrick Mng Corp
5.54K
New
N/A
5.54K $182M
VUG
Vanguard Growth ETF

ETFs
346
New
$433.97 - $484.08 $150K - $167K
346 $166M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
1.06K
New
$70.83 - $154.44 $75.4K - $164K
1.06K $164M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
5.84K
New
$26.16 - $27.65 $153K - $161K
5.84K $160M
PGNY
Progyny, Inc.

Healthcare
7.43K
New
$21.24 - $24.27 $158K - $180K
7.43K $160M
MA
Mastercard Inc

Financial Services
281
New
$550.18 - $598.96 $155K - $168K
281 $160M
FNDX
Schwab Fundamental U S Large C

ETFs
5.96K
New
$24.38 - $26.34 $145K - $157K
5.96K $157M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.22K
New
$24.69 - $25.26 $154K - $157K
6.22K $156M
RGLD
Royal Gold Inc

Basic Materials
770
New
$151.42 - $200.58 $117K - $154K
770 $154M
LEA
Lear Corp

Consumer Cyclical
1.5K
New
$92.93 - $112.75 $139K - $169K
1.5K $151M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.26K
New
$108.46 - $120.63 $136K - $151K
1.26K $149M
COST
Costco Wholesale Corp

Consumer Defensive
159
New
$915.95 - $994.57 $146K - $158K
159 $147M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.98K
New
$68.24 - $73.73 $135K - $146K
1.98K $145M
Rocket Lab Corp
3K
New
N/A
3K $144M
DAL
Delta Air Lines, Inc.

Industrials
2.51K
New
$49.0 - $61.97 $123K - $155K
2.51K $142M
DGRO
Ishares Core Dividend Growth E

ETFs
2.07K
New
$64.12 - $68.08 $133K - $141K
2.07K $141M
MSTR
Microstrategy Inc

Technology
434
New
$300.7 - $455.9 $131K - $198K
434 $140M
Grayscale Ethereum Mini Tr E
3.5K
New
N/A
3.5K $137M
FISV
Fiserv Inc

Technology
1.05K
New
N/A
1.05K $136M
VCR
Vanguard Consumer Discretionar

ETFs
336
New
$359.61 - $401.35 $121K - $135K
336 $133M
XOM
Exxon Mobil Corp

Energy
1.15K
New
$105.83 - $117.22 $122K - $135K
1.15K $130M
PSLV
Sprott Physical Silver Trust

Financial Services
8.2K
New
$12.24 - $15.73 $100K - $129K
8.2K $129M
KR
Kroger CO

Consumer Defensive
1.9K
New
$64.52 - $74.35 $123K - $141K
1.9K $128M
COIN
Coinbase Global, Inc.

Technology
365
New
$297.99 - $419.78 $109K - $153K
365 $123M
SUN
Sunoco LP

Energy
2.4K
New
$48.42 - $55.31 $116K - $133K
2.4K $120M
INSW
International Seaways, Inc.

Energy
2.58K
New
$37.03 - $49.12 $95.6K - $127K
2.58K $119M
AA
Alcoa Corp

Basic Materials
3.55K
New
$28.4 - $33.85 $101K - $120K
3.55K $117M
XAR
Spdr S&P Aerospace & Defense E

ETFs
495
New
$205.52 - $234.96 $102K - $116K
495 $116M
MP
Mp Materials Corp.

Basic Materials
1.73K
New
$30.03 - $77.13 $52K - $133K
1.73K $116M
SIL
Global X Silver Miners ETF

ETFs
1.6K
New
$47.34 - $71.63 $75.7K - $115K
1.6K $115M
SAND
Sandstorm Gold LTD

Basic Materials
9.1K
New
$9.36 - $12.52 $85.1K - $114K
9.1K $114M
MCD
Mcdonalds Corp

Consumer Cyclical
369
New
$291.67 - $316.99 $108K - $117K
369 $112M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.46K
New
$50.79 - $76.4 $74.1K - $111K
1.46K $111M
Activity Summary
Buys All Purchases 831 New Holdings 752 Increased Positions 79 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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