Purkiss Capital Advisors LLC Incresed Positions in Q1 2025

Purkiss Capital Advisors LLC

  • $132 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
778
+ 1.38%
$442.66 - $534.52 $344K - $416K
57.2K $30.5B
IAU
Ishares Gold Trust

ETFs
1.05K
+ 0.42%
$49.74 - $58.96 $52K - $61.6K
253K $14.9B
AAPL
Apple Inc.

Technology
10K
+ 28.41%
$209.68 - $247.1 $2.1M - $2.48M
45.4K $10.1B
IQLT
Ishares Msci Intl Quality Fact

ETFs
21.1K
+ 343.48%
$36.91 - $41.03 $779K - $866K
27.3K $1.08B
COST
Costco Wholesale Corp

Consumer Defensive
730
+ 131.53%
$890.62 - $1076.86 $650K - $786K
1.29K $1.22B
V
Visa Inc.

Financial Services
1.56K
+ 44.7%
$306.92 - $362.71 $478K - $565K
5.05K $1.77B
JPM
Jpmorgan Chase & CO

Financial Services
2.36K
+ 26.8%
$225.19 - $279.95 $532K - $662K
11.2K $2.74B
GLD
Spdr Gold Trust

ETFs
1K
+ 17.84%
$243.19 - $288.14 $243K - $288K
6.61K $1.9B
AMZN
Amazon Com Inc

Consumer Cyclical
3.95K
+ 44.68%
$190.26 - $242.06 $751K - $956K
12.8K $2.43B
JNJ
Johnson & Johnson

Healthcare
964
+ 7.58%
$142.06 - $167.7 $137K - $162K
13.7K $2.27B
XLF
Financial Sector Spdr

ETFs
7.2K
+ 128.11%
$47.32 - $52.19 $341K - $376K
12.8K $638M
CVX
Chevron Corp

Energy
1.5K
+ 46.31%
$146.71 - $167.97 $220K - $252K
4.74K $793M
BAC
Bank Of America Corp

Financial Services
8.15K
+ 66.65%
$39.61 - $47.74 $323K - $389K
20.4K $851M
CAT
Caterpillar Inc

Industrials
1K
+ 140.34%
$326.75 - $407.63 $327K - $408K
1.72K $566M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.15K
+ 90.89%
$126.11 - $135.06 $271K - $290K
4.51K $581M
MA
Mastercard Inc

Financial Services
320
+ 23.58%
$504.67 - $576.31 $161K - $184K
1.68K $919M
HON
Honeywell International Inc

Industrials
927
+ 82.99%
$202.75 - $226.52 $188K - $210K
2.04K $433M
PG
Procter & Gamble CO

Consumer Defensive
952
+ 15.51%
$158.56 - $176.26 $151K - $168K
7.09K $1.21B
XOM
Exxon Mobil Corp

Energy
895
+ 14.65%
$105.44 - $118.93 $94.4K - $106K
7.01K $833M
BMY
Bristol Myers Squibb CO

Healthcare
83
+ 0.22%
$53.9 - $63.11 $4.47K - $5.24K
37.8K $2.31B
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.6K
+ 58.83%
$82.77 - $101.84 $215K - $265K
7.02K $593M
AEP
American Electric Power CO Inc

Utilities
865
+ 24.44%
$90.32 - $109.27 $78.1K - $94.5K
4.4K $481M
PM
Philip Morris International Inc.

Consumer Defensive
454
+ 22.51%
$117.15 - $158.79 $53.2K - $72.1K
2.47K $392M
WELL
Welltower Inc.

Real Estate
521
+ 21.45%
$124.05 - $156.86 $64.6K - $81.7K
2.95K $452M
QCOM
Qualcomm Inc

Technology
859
+ 43.58%
$151.94 - $175.86 $131K - $151K
2.83K $435M
J P Morgan Exchange Traded F
3.01K
+ 13.56%
N/A
25.2K $1.5B
EPD
Enterprise Products Partners L.P.

Energy
2.97K
+ 38.98%
$31.75 - $34.14 $94.4K - $101K
10.6K $362M
RTX
Raytheon Technologies Corp

Industrials
182
+ 3.17%
$114.1 - $135.66 $20.8K - $24.7K
5.93K $785M
PRTA
Prothena Corp Public LTD CO

Healthcare
10.9K
+ 101.59%
$12.38 - $16.04 $135K - $175K
21.6K $268M
KMB
Kimberly Clark Corp

Consumer Defensive
617
+ 30.16%
$124.46 - $147.4 $76.8K - $90.9K
2.66K $379M
NEE
Nextera Energy Inc

Utilities
1.54K
+ 29.17%
$66.96 - $76.16 $103K - $117K
6.82K $484M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$169.2 - $216.66 $169 - $217
3.28K $687M
PNC
Pnc Financial Services Group, Inc.

Financial Services
744
+ 41.87%
$168.84 - $202.89 $126K - $151K
2.52K $443M
RSP
Invesco S&P 500 Equal Weight E

ETFs
671
+ 8.09%
$169.43 - $182.84 $114K - $123K
8.97K $1.55B
VTI
Vanguard Total Stock Market Et

ETFs
308
+ 31.85%
$271.18 - $303.12 $83.5K - $93.4K
1.28K $350M
META
Meta Platforms, Inc.

Communication Services
106
+ 15.23%
$576.36 - $736.67 $61.1K - $78.1K
802 $462M
PSX
Phillips 66

Energy
218
+ 10.69%
$113.93 - $131.55 $24.8K - $28.7K
2.26K $279M
XLK
Technology Sector Spdr

ETFs
600
+ 17.39%
$206.38 - $242.18 $124K - $145K
4.05K $836M
ADI
Analog Devices Inc

Technology
203
+ 21.06%
$201.56 - $243.82 $40.9K - $49.5K
1.17K $235M
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 8.94%
$554.06 - $615.85 $26K - $28.9K
573 $322M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.05%
$85.68 - $97.5 $171 - $195
3.98K $373M
OKE
Oneok Inc

Energy
167
+ 2.82%
$89.57 - $109.85 $15K - $18.3K
6.09K $604M
TMO
Thermo Fisher Scientific Inc.

Healthcare
114
+ 5.29%
$497.6 - $606.74 $56.7K - $69.2K
2.27K $1.13B
MRK
Merck & Co., Inc.

Healthcare
288
+ 12.03%
$83.01 - $101.02 $23.9K - $29.1K
2.68K $241M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.47%
$408.78 - $448.82 $1.64K - $1.8K
864 $363M
SPG
Simon Property Group Inc

Real Estate
17
+ 1.26%
$159.48 - $187.78 $2.71K - $3.19K
1.36K $226M
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.33%
$84.5 - $105.05 $930 - $1.16K
3.36K $295M
ACN
Accenture PLC

Technology
65
+ 8.01%
$300.91 - $398.25 $19.6K - $25.9K
876 $273M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
175
+ 4.1%
$507.05 - $563.67 $88.7K - $98.6K
4.44K $2.28B
Activity Summary
Buys All Purchases 74 New Holdings 17 Increased Positions 57 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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