Kaufman Rossin Wealth, LLC New Holdings in Q1 2025

Kaufman Rossin Wealth, LLC

  • $140 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
974
New
$332.0 - $400.86 $323K - $390K
974 $328M
LMT
Lockheed Martin Corp

Industrials
718
New
$423.19 - $506.29 $304K - $364K
718 $321M
PANW
Palo Alto Networks Inc

Technology
1.88K
New
$167.82 - $208.28 $315K - $391K
1.88K $320M
JNJ
Johnson & Johnson

Healthcare
1.93K
New
$142.06 - $167.7 $274K - $323K
1.93K $320M
ORI
Old Republic International Corp

Financial Services
8.13K
New
$33.46 - $39.22 $272K - $319K
8.13K $319M
TPR
Tapestry, Inc.

Consumer Cyclical
4.52K
New
$65.63 - $89.21 $297K - $404K
4.52K $319M
BBY
Best Buy CO Inc

Consumer Cyclical
4.3K
New
$70.3 - $91.1 $302K - $391K
4.3K $316M
APH
Amphenol Corp

Technology
4.73K
New
$61.62 - $78.55 $291K - $371K
4.73K $310M
PCG
Pg&E Corp

Utilities
17.9K
New
$15.16 - $20.4 $272K - $365K
17.9K $308M
SF
Stifel Financial Corp

Financial Services
3.26K
New
$91.62 - $117.6 $299K - $384K
3.26K $308M
TTC
Toro CO

Industrials
4.09K
New
$71.86 - $87.28 $294K - $357K
4.09K $298M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.77K
New
$157.11 - $206.52 $277K - $365K
1.77K $297M
CVS
Cvs Health Corp

Healthcare
4.33K
New
$44.22 - $68.64 $191K - $297K
4.33K $293M
FMC
Fmc Corp

Basic Materials
6.91K
New
$34.54 - $56.38 $239K - $389K
6.91K $291M
CFG
Citizens Financial Group Inc

Financial Services
6.97K
New
$39.73 - $48.36 $277K - $337K
6.97K $286M
USFD
Us Foods Holding Corp.

Consumer Defensive
4.33K
New
$63.38 - $72.02 $274K - $312K
4.33K $283M
NTRA
Natera, Inc.

Healthcare
2K
New
$132.63 - $177.0 $265K - $353K
2K $282M
JCI
Johnson Controls International PLC

Industrials
3.49K
New
$76.12 - $90.6 $266K - $316K
3.49K $280M
HUN
Huntsman Corp

Basic Materials
17.6K
New
$15.79 - $18.04 $278K - $318K
17.6K $278M
FIX
Comfort Systems Usa Inc

Industrials
862
New
$313.26 - $550.27 $270K - $474K
862 $278M
RGLD
Royal Gold Inc

Basic Materials
1.7K
New
$132.55 - $163.51 $225K - $278K
1.7K $278M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.18K
New
$65.15 - $91.81 $273K - $384K
4.18K $273M
EXEL
Exelixis, Inc.

Healthcare
7.29K
New
$32.38 - $39.16 $236K - $285K
7.29K $269M
MOH
Molina Healthcare, Inc.

Healthcare
794
New
$266.57 - $333.27 $212K - $265K
794 $262M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
5.86K
New
$43.49 - $58.8 $255K - $344K
5.86K $255M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
682
New
$314.47 - $431.35 $214K - $294K
682 $250M
PINS
Pinterest, Inc.

Communication Services
8.02K
New
$29.79 - $40.0 $239K - $321K
8.02K $249M
GOOG
Alphabet Inc.

Communication Services
1.57K
New
$156.06 - $207.71 $245K - $327K
1.57K $246M
KMX
Carmax Inc

Consumer Cyclical
3.15K
New
$69.25 - $89.19 $218K - $281K
3.15K $245M
CRM
Salesforce, Inc.

Technology
914
New
$268.36 - $359.95 $245K - $329K
914 $245M
LLY
Eli Lilly & CO

Healthcare
293
New
$725.72 - $929.72 $213K - $272K
293 $242M
VTR
Ventas, Inc.

Real Estate
3.51K
New
$56.9 - $70.47 $200K - $247K
3.51K $241M
OSK
Oshkosh Corp

Industrials
2.5K
New
$89.56 - $116.4 $224K - $291K
2.5K $235M
AIG
American International Group, Inc.

Financial Services
2.7K
New
$70.5 - $86.94 $190K - $235K
2.7K $235M
OVV
Ovintiv Inc.

Energy
5.44K
New
$37.84 - $45.91 $206K - $250K
5.44K $233M
RGA
Reinsurance Group Of America Inc

Financial Services
1.18K
New
$186.01 - $231.1 $219K - $273K
1.18K $232M
BIIB
Biogen Inc.

Healthcare
1.69K
New
$133.43 - $153.27 $225K - $259K
1.69K $231M
BKR
Baker Hughes CO

Energy
5.26K
New
$41.16 - $48.85 $216K - $257K
5.26K $231M
CME
Cme Group Inc.

Financial Services
848
New
$225.82 - $266.54 $191K - $226K
848 $225M
IVZ
Invesco Ltd.

Financial Services
14.8K
New
$14.82 - $19.34 $219K - $286K
14.8K $224M
JPM
Jpmorgan Chase & CO

Financial Services
909
New
$225.19 - $279.95 $205K - $254K
909 $223M
CINF
Cincinnati Financial Corp

Financial Services
1.49K
New
$133.67 - $147.81 $198K - $219K
1.49K $219M
FIVE
Five Below, Inc

Consumer Cyclical
2.92K
New
$72.25 - $103.2 $211K - $302K
2.92K $219M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
344
New
$634.14 - $744.83 $218K - $256K
344 $218M
ESTC
Elastic N.V.

Technology
2.45K
New
$89.1 - $117.76 $218K - $288K
2.45K $218M
MAN
Manpower Group Inc.

Industrials
3.77K
New
$53.77 - $62.66 $202K - $236K
3.77K $218M
AMP
Ameriprise Financial Inc

Financial Services
437
New
$472.29 - $575.13 $206K - $251K
437 $212M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.2K
New
$47.79 - $59.89 $201K - $252K
4.2K $211M
ADSK
Autodesk, Inc.

Technology
802
New
N/A
802 $210M
Activity Summary
Buys All Purchases 138 New Holdings 116 Increased Positions 22 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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