Gentry Private Wealth, LLC New Holdings in Q1 2025

Gentry Private Wealth, LLC

  • $122 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
196K
New
$32.5 - $33.3 $6.38M - $6.53M
196K $6.52B
IEFA
Ishares Tr

ETFs
31.9K
New
$69.57 - $78.65 $2.22M - $2.51M
31.9K $2.41B
VTI
Vanguard Total Stock Market Et

ETFs
8.52K
New
$271.18 - $303.12 $2.31M - $2.58M
8.52K $2.34B
VB
Vanguard Small Cap ETF

ETFs
10.3K
New
$217.89 - $252.64 $2.24M - $2.59M
10.3K $2.28B
DVY
Ishares Tr

ETFs
16.1K
New
$128.58 - $138.1 $2.07M - $2.22M
16.1K $2.16B
SPYG
Spdr Portfolio

ETFs
22.8K
New
$80.05 - $92.39 $1.82M - $2.1M
22.8K $1.83B
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
9.44K
New
$191.06 - $228.87 $1.8M - $2.16M
9.44K $1.81B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
77.6K
New
$20.7 - $21.15 $1.61M - $1.64M
77.6K $1.61B
Ea Series Trust
14K
New
N/A
14K $1.56B
MSFT
Microsoft Corp

Technology
2.58K
New
$375.39 - $447.2 $968K - $1.15M
2.58K $968M
FBT
First Trust Nyse Arca Biotechn

ETFs
4.66K
New
$164.86 - $182.19 $769K - $850K
4.66K $793M
GOOGL
Alphabet Inc.

Communication Services
5.08K
New
$154.33 - $206.19 $784K - $1.05M
5.08K $786M
AMZN
Amazon Com Inc

Consumer Cyclical
4.01K
New
$190.26 - $242.06 $763K - $971K
4.01K $763M
AAPL
Apple Inc.

Technology
3.1K
New
$209.68 - $247.1 $650K - $767K
3.1K $689M
T
At&T Inc.

Communication Services
23K
New
$21.56 - $28.28 $496K - $650K
23K $650M
CSCO
Cisco Systems, Inc.

Technology
9.71K
New
$58.74 - $64.87 $570K - $630K
9.71K $599M
MCD
Mcdonalds Corp

Consumer Cyclical
1.9K
New
$279.74 - $321.29 $533K - $612K
1.9K $595M
JPM
Jpmorgan Chase & CO

Financial Services
2.41K
New
$225.19 - $279.95 $542K - $674K
2.41K $590M
PFG
Principal Financial Group Inc

Financial Services
6.94K
New
$76.34 - $89.04 $530K - $618K
6.94K $586M
WMT
Walmart Inc.

Consumer Defensive
6.65K
New
$84.5 - $105.05 $562K - $699K
6.65K $584M
OKE
Oneok Inc

Energy
5.79K
New
$89.57 - $109.85 $519K - $636K
5.79K $575M
TSLA
Tesla, Inc.

Consumer Cyclical
2.19K
New
$222.15 - $428.22 $487K - $938K
2.19K $568M
WMB
Williams Companies, Inc.

Energy
9.3K
New
$54.02 - $61.09 $502K - $568K
9.3K $556M
PGR
Progressive Corp

Financial Services
1.96K
New
$235.61 - $291.22 $463K - $572K
1.96K $556M
V
Visa Inc.

Financial Services
1.58K
New
$306.92 - $362.71 $483K - $571K
1.58K $552M
PG
Procter & Gamble CO

Consumer Defensive
3.15K
New
$158.56 - $176.26 $499K - $555K
3.15K $536M
Kenvue Inc
21.7K
New
N/A
21.7K $521M
ABBV
Abb Vie Inc.

Healthcare
2.48K
New
$169.2 - $216.66 $420K - $538K
2.48K $520M
UNH
Unitedhealth Group Inc

Healthcare
988
New
$461.52 - $548.18 $456K - $542K
988 $517M
PEP
Pepsico Inc

Consumer Defensive
3.39K
New
$142.64 - $156.42 $483K - $530K
3.39K $508M
VFH
Vanguard Financial ETF

ETFs
4.23K
New
$114.07 - $127.34 $483K - $539K
4.23K $505M
IP
International Paper CO

Consumer Cyclical
9.17K
New
$49.38 - $60.09 $453K - $551K
9.17K $489M
OHI
Omega Healthcare Investors Inc

Real Estate
12.6K
New
$35.7 - $38.33 $451K - $484K
12.6K $481M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.13K
New
$48.65 - $53.06 $444K - $484K
9.13K $474M
ARCC
Ares Capital Corp

Financial Services
21.4K
New
$21.28 - $23.81 $455K - $509K
21.4K $473M
FSK
Fs Kkr Capital Corp

Financial Services
22.2K
New
$20.47 - $24.06 $455K - $535K
22.2K $466M
LMT
Lockheed Martin Corp

Industrials
1.03K
New
$423.19 - $506.29 $437K - $523K
1.03K $461M
SON
Sonoco Products CO

Consumer Cyclical
9.73K
New
$44.71 - $49.22 $435K - $479K
9.73K $459M
FXH
First Tr Exchange Trd Fd Healt

ETFs
4.38K
New
$102.5 - $112.02 $449K - $491K
4.38K $454M
PM
Philip Morris International Inc.

Consumer Defensive
2.83K
New
$117.15 - $158.79 $331K - $449K
2.83K $449M
MO
Altria Group, Inc.

Consumer Defensive
7.45K
New
$50.81 - $60.02 $379K - $447K
7.45K $447M
SO
Southern CO

Utilities
4.85K
New
$80.96 - $92.96 $392K - $451K
4.85K $446M
DHT
Dht Holdings, Inc.

Energy
42.3K
New
$9.33 - $11.85 $394K - $501K
42.3K $444M
MRK
Merck & Co., Inc.

Healthcare
4.85K
New
$83.01 - $101.02 $403K - $490K
4.85K $435M
ISRG
Intuitive Surgical Inc

Healthcare
876
New
$476.63 - $610.45 $418K - $535K
876 $434M
UL
Unilever PLC

Consumer Defensive
7.24K
New
$54.72 - $60.29 $396K - $436K
7.24K $431M
VLO
Valero Energy Corp

Energy
3.26K
New
$121.76 - $142.99 $397K - $466K
3.26K $431M
GS
Goldman Sachs Group Inc

Financial Services
772
New
$524.81 - $672.19 $405K - $519K
772 $422M
VICI
Vici Properties Inc.

Real Estate
12.8K
New
$28.21 - $32.68 $361K - $418K
12.8K $417M
Activity Summary
Buys All Purchases 67 New Holdings 56 Increased Positions 11 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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