Yankcom Partnership Sells in Q1 2025

Yankcom Partnership

  • $182 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMP
Ameriprise Financial Inc

Financial Services
-1.3K
- 28.83%
$472.29 - $575.13 $613K - $746K
3.2K $1.55B
UNH
Unitedhealth Group Inc

Healthcare
-1.63K
- 75.33%
$461.52 - $548.18 $753K - $894K
534 $280M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.62K
- 2.62%
$57.21 - $65.8 $207K - $238K
135K $7.87B
IWY
Ishares Tr Russell 200 Growth

ETFs
-174
- 0.7%
$210.19 - $243.33 $36.6K - $42.3K
24.9K $5.24B
AVGO
Broadcom Inc.

Technology
-62
- 0.65%
$167.43 - $244.7 $10.4K - $15.2K
9.45K $1.58B
DIS
Walt Disney CO

Communication Services
-3.54K
- 91.49%
$96.87 - $114.0 $343K - $403K
329 $32.5M
JPM
Jpmorgan Chase & CO

Financial Services
-1.55K
- 12.49%
$225.19 - $279.95 $349K - $434K
10.9K $2.67B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-58
- 0.22%
$102.49 - $119.96 $5.94K - $6.96K
26.5K $2.77B
DLR
Digital Realty Trust, Inc.

Real Estate
-117
- 1.57%
$142.1 - $183.56 $16.6K - $21.5K
7.35K $1.05B
GLW
Corning Inc

Technology
-4.71K
- 29.98%
$44.91 - $54.25 $211K - $255K
11K $503M
RIGS
Riverfront Strategic Income Fd

ETFs
-7.83K
- 55.39%
$22.48 - $23.24 $176K - $182K
6.3K $146M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-13
- 0.15%
$65.15 - $91.81 $847 - $1.19K
8.92K $582M
DUK
Duke Energy Corp

Utilities
-1.75K
- 33.93%
$105.87 - $121.97 $185K - $214K
3.41K $416M
SPY
Spdr S&P 500 ETF Trust

ETFs
-33
- 0.84%
$551.42 - $612.93 $18.2K - $20.2K
3.92K $2.19B
SHOP
Shopify Inc.

Technology
-1
- 0.01%
$90.59 - $129.31 $90.6 - $129
10.2K $976M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-12K
- 2.88%
$25.77 - $27.6 $309K - $331K
404K $10.7B
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 0.51%
$554.06 - $615.85 $9.42K - $10.5K
3.29K $1.85B
CRL
Charles River Laboratories International, Inc.

Healthcare
-482
- 96.21%
$150.52 - $190.14 $72.6K - $91.6K
19 $2.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.05%
$360.07 - $417.26 $360 - $417
2.19K $790M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.97%
$4295.4 - $5141.88 $8.59K - $10.3K
204 $940M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.78K
- 6.49%
$20.64 - $20.73 $78K - $78.3K
54.4K $1.12B
HBAN
Huntington Bancshares Inc

Financial Services
-1.1K
- 3.07%
$14.28 - $17.39 $15.7K - $19.1K
34.7K $521M
WMB
Williams Companies, Inc.

Energy
-3.88K
- 12.8%
$54.02 - $61.09 $209K - $237K
26.4K $1.58B
South Bow Corp. Ordinary Shares
-2.4K
- 99.26%
N/A
18 $459K
PRU
Prudential Financial Inc

Financial Services
-75
- 1.1%
$105.04 - $122.33 $7.88K - $9.17K
6.72K $750M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-2.02K
- 12.74%
$24.41 - $24.65 $49.3K - $49.8K
13.8K $339M
FITB
Fifth Third Bancorp

Financial Services
-35
- 0.24%
$37.48 - $44.96 $1.31K - $1.57K
14.8K $578M
TFC
Truist Financial Corp

Financial Services
-306
- 2.17%
$39.48 - $48.15 $12.1K - $14.7K
13.8K $569M
ISRG
Intuitive Surgical Inc

Healthcare
-34
- 4.02%
$476.63 - $610.45 $16.2K - $20.8K
811 $402M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-1.2K
- 7.4%
$23.55 - $23.74 $28.3K - $28.5K
15K $354M
PEP
Pepsico Inc

Consumer Defensive
-34
- 0.36%
$142.64 - $156.42 $4.85K - $5.32K
9.43K $1.41B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-1.18K
- 55.95%
$20.57 - $21.12 $24.3K - $24.9K
929 $19.3M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-800
- 9.38%
$23.1 - $23.56 $18.5K - $18.8K
7.73K $179M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-800
- 14.72%
$22.66 - $23.19 $18.1K - $18.6K
4.63K $105M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-380
- 22.84%
$55.47 - $61.45 $21.1K - $23.4K
1.28K $75.7M
ZTS
Zoetis Inc.

Healthcare
-112
- 3.86%
$156.48 - $175.67 $17.5K - $19.7K
2.79K $460M
AMT
American Tower Corp

Real Estate
-372
- 18.13%
$173.46 - $217.6 $64.5K - $80.9K
1.68K $366M
PSX
Phillips 66

Energy
-100
- 36.5%
$113.93 - $131.55 $11.4K - $13.2K
174 $21.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-47
- 9.31%
$96.93 - $109.51 $4.56K - $5.15K
458 $44.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-465
- 0.72%
$19.42 - $19.54 $9.03K - $9.09K
64.4K $1.25B
DVY
Ishares Tr

ETFs
-100
- 3.57%
$128.58 - $138.1 $12.9K - $13.8K
2.7K $363M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-459
- 1.02%
$19.43 - $19.62 $8.92K - $9.01K
44.6K $873M
APD
Air Products & Chemicals, Inc.

Basic Materials
-52
- 1.84%
$283.24 - $338.07 $14.7K - $17.6K
2.77K $817M
BMY
Bristol Myers Squibb CO

Healthcare
-45
- 13.76%
$53.9 - $63.11 $2.43K - $2.84K
282 $17.2M
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 2.96%
$890.62 - $1076.86 $36.5K - $44.2K
1.35K $1.27B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1
- 0.01%
$18.18 - $18.58 $18.2 - $18.6
12.7K $235M
HDV
Ishares Core High Dividend ETF

ETFs
-1
- 0.25%
$110.86 - $121.12 $111 - $121
400 $48.6M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1
- -0.0%
$20.05 - $20.4 $20.1 - $20.4
20.1K $409M
GILD
Gilead Sciences, Inc.

Healthcare
-7
- 2.33%
$89.14 - $117.41 $624 - $822
294 $32.9M
Activity Summary
Buys All Purchases 128 New Holdings 31 Increased Positions 97 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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