Napatree Capital LLC Incresed Positions in Q1 2025

Napatree Capital LLC

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
44.6K
+ 237.4%
$69.57 - $78.65 $3.1M - $3.5M
63.3K $4.79B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
44.2K
+ 128.71%
$64.88 - $72.1 $2.87M - $3.19M
78.6K $5.17B
SPMD
Spdr Portfolio

ETFs
25.9K
+ 338.9%
$50.21 - $57.73 $1.3M - $1.5M
33.6K $1.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
294
+ 3.02%
$442.66 - $534.52 $130K - $157K
10K $5.34B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.59K
+ 143.5%
$100.34 - $100.68 $661K - $663K
11.2K $1.13B
J P Morgan Exchange Traded F
9.68K
+ 14.58%
N/A
76.1K $4.54B
IEMG
Ishares Inc

ETFs
2.62K
+ 2.83%
N/A
95.4K $5.15B
V
Visa Inc.

Financial Services
475
+ 14.92%
$306.92 - $362.71 $146K - $172K
3.66K $1.28B
RTX
Raytheon Technologies Corp

Industrials
942
+ 11.15%
$114.1 - $135.66 $107K - $128K
9.39K $1.24B
JNJ
Johnson & Johnson

Healthcare
604
+ 10.14%
$142.06 - $167.7 $85.8K - $101K
6.56K $1.09B
PBT
Permian Basin Royalty Trust

Energy
23.7K
+ 105.08%
$9.67 - $12.15 $229K - $288K
46.3K $457M
XOM
Exxon Mobil Corp

Energy
788
+ 8.35%
$105.44 - $118.93 $83.1K - $93.7K
10.2K $1.22B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.05K
+ 23.91%
$91.45 - $91.75 $187K - $188K
10.6K $972M
SHV
Ishares Tr

ETFs
1.68K
+ 21.91%
$110.11 - $110.51 $185K - $186K
9.36K $1.03B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
524
+ 15.34%
$507.05 - $563.67 $266K - $295K
3.94K $2.02B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.29K
+ 16.03%
$126.11 - $135.06 $162K - $174K
9.32K $1.2B
META
Meta Platforms, Inc.

Communication Services
316
+ 23.65%
$576.36 - $736.67 $182K - $233K
1.65K $952M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.26K
+ 21.06%
$50.87 - $51.09 $166K - $166K
18.7K $956M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
173
+ 4.63%
$208.48 - $244.03 $36.1K - $42.2K
3.91K $954M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.44K
+ 15.91%
$82.81 - $92.93 $202K - $227K
17.8K $1.52B
AMGN
Amgen Inc

Healthcare
58
+ 2.18%
$258.59 - $327.36 $15K - $19K
2.71K $845M
WASH
Washington Trust Bancorp Inc

Financial Services
5.83K
+ 10.46%
$29.16 - $33.96 $170K - $198K
61.6K $1.9B
ABBV
Abb Vie Inc.

Healthcare
294
+ 13.88%
$169.2 - $216.66 $49.7K - $63.7K
2.41K $505M
SPGI
S&P Global Inc.

Financial Services
224
+ 32.09%
$478.26 - $543.77 $107K - $122K
922 $468M
IYF
Ishares Tr

ETFs
972
+ 22.4%
$107.69 - $119.37 $105K - $116K
5.31K $599M
OVV
Ovintiv Inc.

Energy
2.22K
+ 22.09%
$37.84 - $45.91 $84K - $102K
12.3K $525M
HON
Honeywell International Inc

Industrials
636
+ 50.8%
$202.75 - $226.52 $129K - $144K
1.89K $400M
IDEV
Ishares Core Msci Intl Develop

ETFs
779
+ 5.8%
$63.77 - $71.36 $49.7K - $55.6K
14.2K $979M
MCD
Mcdonalds Corp

Consumer Cyclical
290
+ 34.12%
$279.74 - $321.29 $81.1K - $93.2K
1.14K $356M
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 6.34%
$58.74 - $64.87 $63.4K - $70K
18.1K $1.12B
GE
General Electric CO

Industrials
211
+ 10.53%
$168.59 - $212.13 $35.6K - $44.8K
2.21K $443M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.44K
+ 10.53%
$67.41 - $69.37 $97.2K - $100K
15.1K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
387
+ 22.27%
$347.25 - $424.87 $134K - $164K
2.13K $779M
NFLX
Netflix Inc

Communication Services
85
+ 17.42%
$828.4 - $1058.6 $70.4K - $90K
573 $534M
VRSK
Verisk Analytics, Inc.

Industrials
270
+ 35.57%
$268.63 - $301.33 $72.5K - $81.4K
1.03K $306M
CRM
Salesforce, Inc.

Technology
735
+ 48.36%
$268.36 - $359.95 $197K - $265K
2.26K $605M
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 22.87%
$890.62 - $1076.86 $73.9K - $89.4K
446 $422M
HSY
Hershey CO

Consumer Defensive
446
+ 11.36%
$144.74 - $186.36 $64.6K - $83.1K
4.37K $748M
TJX
Tjx Companies Inc

Consumer Cyclical
619
+ 32.22%
$112.81 - $126.16 $69.8K - $78.1K
2.54K $309M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 40.82%
$4295.4 - $5141.88 $85.9K - $103K
69 $318M
SYY
Sysco Corp

Consumer Defensive
1.02K
+ 24.16%
$70.0 - $77.13 $71.4K - $78.7K
5.24K $393M
ACN
Accenture PLC

Technology
375
+ 31.46%
$300.91 - $398.25 $113K - $149K
1.57K $489M
JPM
Jpmorgan Chase & CO

Financial Services
138
+ 2.2%
$225.19 - $279.95 $31.1K - $38.6K
6.41K $1.57B
MMM
3 M CO

Industrials
50
+ 1.45%
$129.7 - $155.12 $6.48K - $7.76K
3.5K $513M
NEE
Nextera Energy Inc

Utilities
960
+ 20.41%
$66.96 - $76.16 $64.3K - $73.1K
5.66K $402M
PG
Procter & Gamble CO

Consumer Defensive
339
+ 15.79%
$158.56 - $176.26 $53.8K - $59.8K
2.49K $424M
UNH
Unitedhealth Group Inc

Healthcare
97
+ 15.42%
$461.52 - $548.18 $44.8K - $53.2K
726 $380M
CB
Chubb LTD

Financial Services
99
+ 7.98%
$257.71 - $301.99 $25.5K - $29.9K
1.34K $404M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.16K
+ 12.13%
$42.18 - $45.16 $48.7K - $52.2K
10.7K $473M
Activity Summary
Buys All Purchases 126 New Holdings 21 Increased Positions 105 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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