Haven Private, LLC Incresed Positions in Q1 2025

Haven Private, LLC

  • $177 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUST
Columbia ETF Tr I Multi Sector

ETFs
123K
+ 17.95%
$20.08 - $20.62 $2.48M - $2.54M
810K $16.3B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
66.1K
+ 12.4%
$16.18 - $17.82 $1.07M - $1.18M
599K $10B
AVIV
American Centy ETF Tr Avantis
9.92K
+ 25.72%
$51.51 - $58.54 $511K - $581K
48.5K $2.75B
EDV
Vanguard Extended Duration Tre

ETFs
8.41K
+ 55.06%
$65.05 - $73.43 $547K - $617K
23.7K $1.68B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.5K
+ 6.16%
$48.65 - $53.06 $268K - $292K
94.9K $4.93B
AVDV
American Centy ETF Tr Avantis

ETFs
4.86K
+ 21.81%
$63.74 - $71.96 $310K - $350K
27.1K $1.89B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
900
+ 102.51%
$507.05 - $563.67 $456K - $507K
1.78K $914M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.82K
+ 4.39%
$26.05 - $30.88 $73.4K - $87K
66.9K $2.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.54K
+ 16.54%
$468.34 - $539.52 $722K - $831K
10.9K $5.09B
PINK
Simplify Exchange Traded Fds S

ETFs
10.9K
+ 38.44%
$28.87 - $31.11 $314K - $338K
39.2K $1.15B
HYD
Vaneck High Yield Muni ETF

ETFs
6.08K
+ 129.26%
$50.79 - $52.53 $309K - $319K
10.8K $551M
ATEN
A10 Networks, Inc.

Technology
18.7K
+ 80.07%
$16.34 - $21.68 $306K - $406K
42.1K $688M
VMEO
Vimeo, Inc.

Technology
62.1K
+ 88.13%
$5.26 - $6.93 $327K - $430K
133K $697M
ABC
Amerisourcebergen Corp

Healthcare
76
+ 2.27%
N/A
3.43K $953M
MLN
Vaneck Long Muni ETF

ETFs
15.9K
+ 9.52%
$17.22 - $18.0 $274K - $286K
183K $3.18B
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 2.34%
$1739.0 - $2260.0 $24.3K - $31.6K
613 $1.2B
HCKT
Hackett Group, Inc.

Technology
7.17K
+ 30.81%
$28.16 - $32.09 $202K - $230K
30.5K $890M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
3.88K
+ 22.35%
$55.6 - $66.5 $216K - $258K
21.2K $1.26B
MP
Mp Materials Corp.

Basic Materials
775
+ 6.22%
$16.39 - $26.93 $12.7K - $20.9K
13.2K $323M
UL
Unilever PLC

Consumer Defensive
1.78K
+ 22.42%
$54.72 - $60.29 $97.4K - $107K
9.72K $579M
CAH
Cardinal Health Inc

Healthcare
220
+ 4.41%
$118.02 - $137.77 $26K - $30.3K
5.21K $718M
IT
Gartner Inc

Technology
372
+ 48.5%
$418.25 - $548.38 $156K - $204K
1.14K $478M
V
Visa Inc.

Financial Services
98
+ 5.15%
$306.92 - $362.71 $30.1K - $35.5K
2K $702M
KLAC
Kla Corp

Technology
3
+ 0.16%
$636.62 - $777.63 $1.91K - $2.33K
1.9K $1.29B
HYG
Ishares Tr

ETFs
1.13K
+ 20.03%
$78.51 - $80.11 $88.8K - $90.6K
6.78K $535M
MSFT
Microsoft Corp

Technology
695
+ 18.79%
$375.39 - $447.2 $261K - $311K
4.39K $1.65B
JNJ
Johnson & Johnson

Healthcare
136
+ 4.85%
$142.06 - $167.7 $19.3K - $22.8K
2.94K $488M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 7.46%
$442.66 - $534.52 $20.4K - $24.6K
663 $353M
American Centy ETF Tr
2.5K
+ 10.67%
N/A
26K $1.6B
MA
Mastercard Inc

Financial Services
65
+ 5.23%
$504.67 - $576.31 $32.8K - $37.5K
1.31K $716M
XOM
Exxon Mobil Corp

Energy
326
+ 16.18%
$105.44 - $118.93 $34.4K - $38.8K
2.34K $278M
NFLX
Netflix Inc

Communication Services
29
+ 3.53%
$828.4 - $1058.6 $24K - $30.7K
851 $794M
NVS
Novartis Ag

Healthcare
149
+ 5.07%
$97.14 - $115.57 $14.5K - $17.2K
3.09K $344M
CNQ
Canadian Natural Resources LTD

Energy
1.39K
+ 14.16%
$26.72 - $32.74 $37.2K - $45.6K
11.2K $346M
META
Meta Platforms, Inc.

Communication Services
82
+ 13.4%
$576.36 - $736.67 $47.3K - $60.4K
694 $400M
FAST
Fastenal CO

Industrials
75
+ 1.31%
$71.11 - $79.98 $5.33K - $6K
5.79K $449M
VEA
Vanguard Ftse Developed Market

ETFs
76
+ 0.81%
$47.4 - $52.99 $3.6K - $4.03K
9.48K $482M
CRUS
Cirrus Logic, Inc.

Technology
298
+ 12.52%
$97.89 - $111.4 $29.2K - $33.2K
2.68K $267M
INFY
Infosys LTD

Technology
7.68K
+ 21.16%
$18.06 - $22.89 $139K - $176K
44K $802M
FELE
Franklin Electric CO Inc

Industrials
192
+ 3.99%
$93.38 - $106.03 $17.9K - $20.4K
5.01K $470M
SNA
Snap On Inc

Industrials
4
+ 0.25%
$324.09 - $358.62 $1.3K - $1.43K
1.58K $532M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 6.45%
$4295.4 - $5141.88 $17.2K - $20.6K
66 $304M
NLOK
Norton Life Lock Inc.

Technology
317
+ 1.8%
N/A
17.9K $475M
SCHX
Schwab Strategic Tr Us Large C

ETFs
170
+ 1.81%
$21.75 - $24.28 $3.7K - $4.13K
9.55K $211M
GIL
Gildan Activewear Inc.

Consumer Cyclical
284
+ 3.39%
$44.19 - $55.09 $12.5K - $15.6K
8.65K $383M
AVUV
American Centy ETF Tr Avantis

ETFs
1.89K
+ 9.59%
$84.95 - $100.62 $161K - $191K
21.7K $1.89B
KEYS
Keysight Technologies, Inc.

Technology
82
+ 2.11%
$148.16 - $185.11 $12.1K - $15.2K
3.97K $595M
ACM
Aecom

Industrials
463
+ 8.59%
$92.54 - $111.05 $42.8K - $51.4K
5.86K $543M
Arm Holdings PLC
706
+ 9.82%
N/A
7.9K $844M
Activity Summary
Buys All Purchases 83 New Holdings 17 Increased Positions 66 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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