American Capital Advisory, LLC Purchases in Q1 2025

American Capital Advisory, LLC

  • $185 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
143
New
$114.9 - $139.6 $16.4K - $20K
143 $16.8M
PG
Procter & Gamble CO

Consumer Defensive
70
+ 7.22%
$158.56 - $176.26 $11.1K - $12.3K
1.04K $177M
RTX
Raytheon Technologies Corp

Industrials
19
+ 2.63%
$114.1 - $135.66 $2.17K - $2.58K
741 $98.2M
LFVN
Lifevantage Corp

Consumer Defensive
1K
New
$14.42 - $25.62 $14.4K - $25.6K
1K $14.6M
IEMG
Ishares Inc

ETFs
235
+ 22.38%
N/A
1.29K $69.4M
Ishares Bitcoin Trust ETF
327
+ 144.69%
N/A
553 $25.9M
IWM
Ishares Russell 2000 ETF

ETFs
93
+ 41.7%
$198.1 - $229.79 $18.4K - $21.4K
316 $63M
KO
Coca Cola CO

Consumer Defensive
43
+ 3.92%
$60.81 - $72.32 $2.61K - $3.11K
1.14K $81.6M
MU
Micron Technology Inc

Technology
149
+ 153.61%
$86.89 - $109.38 $12.9K - $16.3K
246 $21.4M
VZ
Verizon Communications Inc

Communication Services
237
+ 58.23%
$37.81 - $46.49 $8.96K - $11K
644 $29.2M
TXN
Texas Instruments Inc

Technology
63
New
N/A
63 $11.3M
AMD
Advanced Micro Devices Inc

Technology
130
+ 90.28%
$96.63 - $129.55 $12.6K - $16.8K
274 $28.2M
PSX
Phillips 66

Energy
4
+ 0.38%
$113.93 - $131.55 $456 - $526
1.06K $131M
VTV
Vanguard Value ETF

ETFs
61
New
$167.73 - $179.21 $10.2K - $10.9K
61 $10.5M
T
At&T Inc.

Communication Services
67
+ 4.28%
$21.56 - $28.28 $1.44K - $1.89K
1.63K $46.2M
IBM
International Business Machines Corp

Technology
29
+ 25.0%
$217.4 - $264.74 $6.3K - $7.68K
145 $36.1M
QBTS
D Wave Quantum Inc.

Technology
1.36K
+ 822.42%
$3.83 - $11.18 $5.2K - $15.2K
1.52K $11.6M
SO
Southern CO

Utilities
9
+ 0.95%
$80.96 - $92.96 $729 - $837
959 $88.2M
INTC
Intel Corp

Technology
5
+ 0.14%
$19.1 - $27.39 $95.5 - $137
3.69K $83.8M
KNSL
Kinsale Capital Group, Inc.

Financial Services
18
+ 900.0%
$416.48 - $494.72 $7.5K - $8.9K
20 $9.74M
UNH
Unitedhealth Group Inc

Healthcare
9
+ 4.5%
$461.52 - $548.18 $4.15K - $4.93K
209 $109M
MMM
3 M CO

Industrials
5
+ 1.26%
$129.7 - $155.12 $649 - $776
403 $59.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 6.82%
$308.86 - $455.36 $4.63K - $6.83K
235 $82.9M
DVN
Devon Energy Corp

Energy
8
+ 0.53%
$33.15 - $38.55 $265 - $308
1.51K $56.4M
PEP
Pepsico Inc

Consumer Defensive
112
+ 2.45%
$142.64 - $156.42 $16K - $17.5K
4.69K $703M
ETN
Eaton Corp PLC

Industrials
25
New
$271.83 - $371.23 $6.8K - $9.28K
25 $6.8M
AZN
Astrazeneca PLC

Healthcare
91
New
$65.37 - $77.96 $5.95K - $7.09K
91 $6.69M
MS
Morgan Stanley

Financial Services
53
New
$111.68 - $141.08 $5.92K - $7.48K
53 $6.18M
VUG
Vanguard Growth ETF

ETFs
837
+ 10.9%
$369.1 - $427.61 $309K - $358K
8.52K $3.16B
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 2.31%
$91.75 - $115.81 $1.38K - $1.74K
665 $65.2M
AFL
Aflac Inc

Financial Services
4
+ 0.62%
$100.99 - $111.19 $404 - $445
654 $72.7M
DKNG
Draft Kings Inc.

Consumer Cyclical
200
+ 61.54%
$33.21 - $53.49 $6.64K - $10.7K
525 $17.4M
SLB
Schlumberger Limited

Energy
11
+ 0.91%
$38.4 - $43.74 $422 - $481
1.22K $51M
ZS
Zscaler, Inc.

Technology
1
+ 0.42%
$181.66 - $216.87 $182 - $217
239 $47.4M
Qxo Inc
326
New
N/A
326 $4.42M
BERY
Berry Global Group, Inc.

Consumer Cyclical
4
+ 0.53%
$64.35 - $73.03 $257 - $292
754 $52.6M
DUK
Duke Energy Corp

Utilities
14
+ 8.43%
$105.87 - $121.97 $1.48K - $1.71K
180 $22M
RPRX
Royalty Pharma PLC

Healthcare
4
+ 0.57%
$25.75 - $33.86 $103 - $135
704 $21.9M
OTIS
Otis Worldwide Corp

Industrials
4
+ 1.19%
$90.77 - $104.01 $363 - $416
340 $35.1M
TRV
Travelers Companies, Inc.

Financial Services
2
+ 1.41%
$232.43 - $265.13 $465 - $530
144 $38.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
15
New
$247.97 - $296.33 $3.72K - $4.44K
15 $3.78M
ECL
Ecolab Inc.

Basic Materials
2
+ 1.18%
$229.72 - $269.82 $459 - $540
172 $43.6M
PANW
Palo Alto Networks Inc

Technology
23
+ 164.29%
$167.82 - $208.28 $3.86K - $4.79K
37 $6.31M
CTVA
Corteva, Inc.

Basic Materials
42
+ 25.93%
$55.94 - $66.15 $2.35K - $2.78K
204 $12.8M
CVX
Chevron Corp

Energy
18
+ 69.23%
$146.71 - $167.97 $2.64K - $3.02K
44 $7.36M
DD
Du Pont De Nemours, Inc.

Basic Materials
45
New
$72.7 - $84.32 $3.27K - $3.79K
45 $3.36M
PLD
Prologis, Inc.

Real Estate
14
+ 5.98%
$103.59 - $124.04 $1.45K - $1.74K
248 $27.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
17
New
$168.84 - $202.89 $2.87K - $3.45K
17 $2.99M
WM
Waste Management Inc

Industrials
4
+ 6.45%
$200.54 - $233.78 $802 - $935
66 $15.4M
Activity Summary
Buys All Purchases 552 New Holdings 390 Increased Positions 162 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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