Carrera Capital Advisors Purchases in Q1 2025

Carrera Capital Advisors

  • $451 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
5.13K
+ 110.8%
$39.61 - $47.74 $203K - $245K
9.76K $407M
COST
Costco Wholesale Corp

Consumer Defensive
171
+ 20.9%
$890.62 - $1076.86 $152K - $184K
989 $936M
CLX
Clorox CO

Consumer Defensive
2.8K
+ 15.91%
$141.76 - $162.89 $396K - $455K
20.4K $3B
V
Visa Inc.

Financial Services
201
+ 13.18%
$306.92 - $362.71 $61.7K - $72.9K
1.73K $605M
ORCL
Oracle Corp

Technology
1.11K
+ 60.6%
$139.81 - $186.47 $155K - $207K
2.95K $412M
EPHE
Ishares Msci Philippines ETF

ETFs
3.28K
+ 4.14%
$23.32 - $26.0 $76.5K - $85.3K
82.5K $2.09B
SYK
Stryker Corp

Healthcare
16
+ 0.21%
$355.18 - $399.9 $5.68K - $6.4K
7.6K $2.84B
SYY
Sysco Corp

Consumer Defensive
1.59K
+ 7.39%
$70.0 - $77.13 $111K - $122K
23.1K $1.73B
HON
Honeywell International Inc

Industrials
1.48K
+ 9.16%
$202.75 - $226.52 $300K - $335K
17.6K $3.73B
UE
Urban Edge Properties

Real Estate
14.7K
+ 18.07%
$18.34 - $21.61 $269K - $317K
95.9K $1.82B
WFC
Wells Fargo & Company

Financial Services
751
+ 8.02%
$66.78 - $81.42 $50.2K - $61.1K
10.1K $726M
RWT
Redwood Trust Inc

Real Estate
10.7K
New
$6.01 - $6.72 $64.3K - $72K
10.7K $65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
156
+ 23.6%
$497.6 - $606.74 $77.6K - $94.7K
817 $407M
VNQ
Vanguard Specialized Funds Van

ETFs
540
+ 6.56%
$85.55 - $94.34 $46.2K - $50.9K
8.77K $794M
T
At&T Inc.

Communication Services
71
+ 0.67%
$21.56 - $28.28 $1.53K - $2.01K
10.6K $301M
META
Meta Platforms, Inc.

Communication Services
107
+ 10.94%
$576.36 - $736.67 $61.7K - $78.8K
1.09K $625M
SBUX
Starbucks Corp

Consumer Cyclical
4
+ 0.06%
$91.75 - $115.81 $367 - $463
6.53K $640M
PG
Procter & Gamble CO

Consumer Defensive
203
+ 11.85%
$158.56 - $176.26 $32.2K - $35.8K
1.92K $326M
AMG
Affiliated Managers Group, Inc.

Financial Services
809
+ 13.6%
$154.65 - $189.71 $125K - $153K
6.76K $1.14B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
19
+ 0.41%
$63.07 - $73.5 $1.2K - $1.4K
4.69K $329M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
141
+ 8.75%
$507.05 - $563.67 $71.5K - $79.5K
1.75K $901M
TXN
Texas Instruments Inc

Technology
212
+ 17.11%
N/A
1.45K $261M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
621
+ 3.96%
$27.01 - $28.54 $16.8K - $17.7K
16.3K $456M
RBLX
Roblox Corp

Communication Services
338
+ 1.93%
$53.77 - $75.47 $18.2K - $25.5K
17.8K $1.04B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
110
+ 0.44%
$20.2 - $22.24 $2.22K - $2.45K
25.2K $542M
MA
Mastercard Inc

Financial Services
1
+ 0.18%
$504.67 - $576.31 $505 - $576
546 $299M
CAT
Caterpillar Inc

Industrials
156
+ 12.6%
$326.75 - $407.63 $51K - $63.6K
1.39K $460M
F
Ford Motor CO

Consumer Cyclical
197
+ 0.7%
$9.12 - $10.43 $1.8K - $2.05K
28.2K $283M
IVZ
Invesco Ltd.

Financial Services
10.8K
+ 15.69%
$14.82 - $19.34 $160K - $209K
79.5K $1.21B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
153
+ 0.7%
$23.29 - $23.38 $3.56K - $3.58K
22.1K $517M
ILCV
Ishares Morningstar Value ETF

ETFs
15
+ 0.46%
$79.37 - $85.24 $1.19K - $1.28K
3.31K $270M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.54%
$524.81 - $672.19 $1.05K - $1.34K
370 $202M
MSFT
Microsoft Corp

Technology
601
+ 10.57%
$375.39 - $447.2 $226K - $269K
6.29K $2.36B
HQY
Healthequity, Inc.

Healthcare
1.42K
+ 6.27%
$84.32 - $114.51 $120K - $162K
24K $2.12B
DRH
Diamond Rock Hospitality CO

Real Estate
31.2K
+ 15.4%
$7.64 - $9.04 $238K - $282K
234K $1.82B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 0.37%
$522.96 - $601.18 $3.14K - $3.61K
1.64K $878M
DOCU
Docusign, Inc.

Technology
366
+ 3.01%
$74.7 - $97.7 $27.3K - $35.8K
12.5K $1.02B
SHO
Sunstone Hotel Investors, Inc.

Real Estate
27.5K
+ 19.49%
N/A
168K $1.6B
GOOGL
Alphabet Inc.

Communication Services
406
+ 9.47%
$154.33 - $206.19 $62.7K - $83.7K
4.69K $726M
AMZN
Amazon Com Inc

Consumer Cyclical
2.21K
+ 12.36%
$190.26 - $242.06 $420K - $535K
20.1K $3.82B
EWM
Ishs Msci Malaysia ETF

ETFs
10.3K
+ 4.25%
$22.53 - $24.43 $232K - $251K
252K $5.82B
HEAR
Turtle Beach Corp

Technology
4.2K
+ 6.88%
$13.56 - $19.26 $57K - $80.9K
65.3K $931M
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
5.87K
+ 5.74%
$15.34 - $18.99 $90K - $111K
108K $1.76B
AAPL
Apple Inc.

Technology
875
+ 7.24%
$209.68 - $247.1 $183K - $216K
13K $2.88B
TTMI
Ttm Technologies Inc

Technology
2.11K
+ 4.53%
$20.51 - $26.72 $43.2K - $56.3K
48.7K $998M
MNKD
Mannkind Corp

Healthcare
8.22K
+ 5.17%
$4.92 - $6.6 $40.4K - $54.3K
167K $842M
URA
Global X Uranium ETF

ETFs
4.04K
+ 6.43%
$22.92 - $30.98 $92.5K - $125K
66.8K $1.53B
BTU
Peabody Energy Corp

Energy
7.48K
+ 18.2%
$12.48 - $20.86 $93.3K - $156K
48.6K $658M
SRE
Sempra Energy

Utilities
3.68K
+ 8.01%
$67.85 - $87.67 $249K - $322K
49.6K $3.57B
Activity Summary
Buys All Purchases 101 New Holdings 18 Increased Positions 83 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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