Counterweight Ventures, LLC Incresed Positions in Q1 2025

Counterweight Ventures, LLC

  • $140 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
40
+ 0.2%
$169.2 - $216.66 $6.77K - $8.67K
20.3K $4.26B
AMGN
Amgen Inc

Healthcare
228
+ 3.04%
$258.59 - $327.36 $59K - $74.6K
7.73K $2.41B
V
Visa Inc.

Financial Services
133
+ 1.16%
$306.92 - $362.71 $40.8K - $48.2K
11.6K $4.06B
DUK
Duke Energy Corp

Utilities
471
+ 1.95%
$105.87 - $121.97 $49.9K - $57.4K
24.6K $3B
TLT
Ishares Barclays 20+ Year Trea

ETFs
925
+ 1.89%
$85.29 - $92.57 $78.9K - $85.6K
49.8K $4.53B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.07K
+ 4.05%
$74.85 - $84.89 $80.2K - $91K
27.5K $2.25B
COST
Costco Wholesale Corp

Consumer Defensive
82
+ 2.01%
$890.62 - $1076.86 $73K - $88.3K
4.17K $3.94B
UNH
Unitedhealth Group Inc

Healthcare
187
+ 3.42%
$461.52 - $548.18 $86.3K - $103K
5.66K $2.97B
PSX
Phillips 66

Energy
687
+ 5.95%
$113.93 - $131.55 $78.3K - $90.4K
12.2K $1.51B
JPM
Jpmorgan Chase & CO

Financial Services
390
+ 2.48%
$225.19 - $279.95 $87.8K - $109K
16.1K $3.95B
CVX
Chevron Corp

Energy
87
+ 1.49%
$146.71 - $167.97 $12.8K - $14.6K
5.92K $990M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
661
+ 1.71%
$95.85 - $99.25 $63.4K - $65.6K
39.3K $3.89B
DGRO
Ishares Core Dividend Growth E

ETFs
2K
+ 7.41%
$60.46 - $64.42 $121K - $129K
29K $1.79B
VCIT
Vanguard Intermediate Term Cor

ETFs
853
+ 2.17%
$79.17 - $82.04 $67.5K - $70K
40.2K $3.29B
MPC
Marathon Petroleum Corp

Energy
422
+ 4.24%
$134.72 - $159.03 $56.9K - $67.1K
10.4K $1.51B
XLP
Consumer Staples Sector Spdr

ETFs
755
+ 3.87%
N/A
20.2K $1.65B
BMY
Bristol Myers Squibb CO

Healthcare
499
+ 2.47%
$53.9 - $63.11 $26.9K - $31.5K
20.7K $1.26B
XLU
Utilities Sector Spdr

ETFs
703
+ 3.63%
$74.7 - $80.27 $52.5K - $56.4K
20.1K $1.58B
IYH
Ishares Tr

ETFs
958
+ 4.42%
$58.32 - $62.76 $55.9K - $60.1K
22.6K $1.38B
NUE
Nucor Corp

Basic Materials
482
+ 3.33%
$114.48 - $142.52 $55.2K - $68.7K
14.9K $1.8B
XLF
Financial Sector Spdr

ETFs
1.12K
+ 3.48%
$47.32 - $52.19 $52.9K - $58.3K
33.2K $1.65B
XOM
Exxon Mobil Corp

Energy
42
+ 0.9%
$105.44 - $118.93 $4.43K - $5K
4.69K $558M
IBM
International Business Machines Corp

Technology
15
+ 0.96%
$217.4 - $264.74 $3.26K - $3.97K
1.58K $393M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.27K
+ 1.83%
$36.63 - $37.45 $46.4K - $47.4K
70.6K $2.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
292
+ 1.12%
$81.83 - $82.73 $23.9K - $24.2K
26.3K $2.17B
JNJ
Johnson & Johnson

Healthcare
43
+ 2.68%
$142.06 - $167.7 $6.11K - $7.21K
1.65K $273M
IVV
Ishares Core S&P 500 ETF

ETFs
225
+ 6.09%
$554.06 - $615.85 $125K - $139K
3.92K $2.2B
IBB
Ishares Biotechnology ETF

ETFs
451
+ 5.25%
$127.9 - $140.56 $57.7K - $63.4K
9.04K $1.16B
LMT
Lockheed Martin Corp

Industrials
283
+ 8.11%
$423.19 - $506.29 $120K - $143K
3.77K $1.68B
CAT
Caterpillar Inc

Industrials
142
+ 3.58%
$326.75 - $407.63 $46.4K - $57.9K
4.11K $1.35B
PANW
Palo Alto Networks Inc

Technology
446
+ 2.8%
$167.82 - $208.28 $74.8K - $92.9K
16.4K $2.8B
HD
Home Depot, Inc.

Consumer Cyclical
166
+ 2.22%
$347.25 - $424.87 $57.6K - $70.5K
7.64K $2.8B
MRK
Merck & Co., Inc.

Healthcare
716
+ 3.19%
$83.01 - $101.02 $59.4K - $72.3K
23.2K $2.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
626
+ 1.14%
$57.21 - $65.8 $35.8K - $41.2K
55.4K $3.23B
IYW
Ishares Dj Us Tech ETF

ETFs
201
+ 1.54%
$140.44 - $166.79 $28.2K - $33.5K
13.2K $1.86B
MSFT
Microsoft Corp

Technology
271
+ 2.17%
$375.39 - $447.2 $102K - $121K
12.7K $4.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
913
+ 1.59%
$102.49 - $119.96 $93.6K - $110K
58.5K $6.12B
AMZN
Amazon Com Inc

Consumer Cyclical
402
+ 1.81%
$190.26 - $242.06 $76.5K - $97.3K
22.6K $4.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
186
+ 1.07%
$360.07 - $417.26 $67K - $77.6K
17.6K $6.36B
GOOG
Alphabet Inc.

Communication Services
565
+ 2.2%
$156.06 - $207.71 $88.2K - $117K
26.2K $4.09B
NVDA
Nvidia Corp

Technology
961
+ 2.01%
$106.98 - $149.43 $103K - $144K
48.7K $5.28B
AVGO
Broadcom Inc.

Technology
207
+ 1.11%
$167.43 - $244.7 $34.7K - $50.7K
18.8K $3.16B
Activity Summary
Buys All Purchases 45 New Holdings 2 Increased Positions 43 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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