Unified Investment Management Purchases in Q2 2025

Unified Investment Management

  • $93.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
10K
New
$58.08 - $81.05 $582K - $813K
10K $692M
NVDA
Nvidia Corp

Technology
76
+ 0.65%
$94.31 - $157.99 $7.17K - $12K
11.7K $1.85B
MSFT
Microsoft Corp

Technology
5
+ 0.11%
$354.56 - $497.45 $1.77K - $2.49K
4.54K $2.26B
JPM
Jpmorgan Chase & CO

Financial Services
203
+ 3.66%
$210.28 - $289.91 $42.7K - $58.9K
5.75K $1.67B
URI
United Rentals, Inc.

Industrials
20
+ 0.87%
$551.94 - $753.4 $11K - $15.1K
2.31K $1.74B
ZTS
Zoetis Inc.

Healthcare
1.89K
New
$144.41 - $170.3 $273K - $322K
1.89K $295M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.76K
+ 38.91%
$105.69 - $140.64 $186K - $247K
6.27K $830M
AMZN
Amazon Com Inc

Consumer Cyclical
161
+ 2.05%
$167.32 - $223.3 $26.9K - $36K
8.02K $1.76B
PWR
Quanta Services, Inc.

Industrials
14
+ 0.71%
$239.47 - $381.26 $3.35K - $5.34K
1.99K $752M
PYPL
Pay Pal Holdings, Inc.

Financial Services
478
+ 2.12%
$57.41 - $74.81 $27.4K - $35.8K
23.1K $1.71B
EMR
Emerson Electric CO

Industrials
1.69K
New
$94.15 - $133.33 $159K - $226K
1.69K $226M
VUG
Vanguard Growth ETF

ETFs
500
New
$329.49 - $438.4 $165K - $219K
500 $219M
DGII
Digi International Inc

Technology
6.05K
New
$23.13 - $34.92 $140K - $211K
6.05K $211M
PANW
Palo Alto Networks Inc

Technology
32
+ 0.54%
$152.44 - $204.64 $4.88K - $6.55K
5.99K $1.23B
GNRC
Generac Holdings Inc.

Industrials
633
+ 8.94%
$101.92 - $143.21 $64.5K - $90.7K
7.71K $1.1B
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
4.68K
New
$37.31 - $43.82 $175K - $205K
4.68K $205M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.57K
New
$101.93 - $128.63 $160K - $201K
1.57K $201M
NFLX
Netflix Inc

Communication Services
8
+ 1.72%
$855.86 - $1339.13 $6.85K - $10.7K
474 $635M
Nextracker Inc
442
+ 3.2%
N/A
14.3K $776M
PTC
Ptc Inc.

Technology
721
+ 19.59%
$136.74 - $173.24 $98.6K - $125K
4.4K $758M
GOOGL
Alphabet Inc.

Communication Services
394
+ 7.19%
$144.7 - $178.6 $57K - $70.4K
5.88K $1.04B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1
+ 0.01%
$83.67 - $109.12 $83.7 - $109
12K $1.31B
Arista Networks Inc
460
+ 9.82%
N/A
5.14K $526M
UBER
Uber Technologies, Inc

Technology
162
+ 2.29%
$64.62 - $93.3 $10.5K - $15.1K
7.25K $676M
COF
Capital One Financial Corp

Financial Services
67
+ 1.6%
$150.57 - $212.76 $10.1K - $14.3K
4.26K $906M
AMAT
Applied Materials Inc

Technology
284
+ 11.01%
$126.95 - $183.52 $36.1K - $52.1K
2.86K $524M
AXP
American Express CO

Financial Services
29
+ 1.12%
$231.39 - $318.98 $6.71K - $9.25K
2.63K $839M
GPC
Genuine Parts CO

Consumer Cyclical
140
+ 0.25%
$105.54 - $129.09 $14.8K - $18.1K
56.3K $6.83B
Aptiv PLC
435
+ 3.75%
N/A
12K $822M
CSCO
Cisco Systems, Inc.

Technology
209
+ 1.51%
$53.19 - $69.38 $11.1K - $14.5K
14K $973M
VTI
Vanguard Total Stock Market Et

ETFs
272
+ 24.98%
$243.75 - $303.93 $66.3K - $82.7K
1.36K $414M
SCHW
Schwab Charles Corp

Financial Services
153
+ 2.01%
$69.06 - $91.24 $10.6K - $14K
7.76K $708M
C
Citigroup Inc

Financial Services
174
+ 2.59%
$58.13 - $85.12 $10.1K - $14.8K
6.9K $587M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
65
+ 0.9%
$144.63 - $179.53 $9.4K - $11.7K
7.33K $1.21B
QCOM
Qualcomm Inc

Technology
272
+ 2.83%
$124.66 - $159.48 $33.9K - $43.4K
9.88K $1.57B
META
Meta Platforms, Inc.

Communication Services
30
+ 7.54%
$484.66 - $738.09 $14.5K - $22.1K
428 $316M
ADBE
Adobe Inc.

Technology
184
+ 11.78%
$340.0 - $420.68 $62.6K - $77.4K
1.75K $675M
VMC
Vulcan Materials CO

Basic Materials
38
+ 1.71%
$226.49 - $276.01 $8.61K - $10.5K
2.26K $589M
IEMG
Ishares Inc

ETFs
47
+ 0.48%
N/A
9.8K $588M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5
+ 0.02%
$27.79 - $34.16 $139 - $171
20.7K $706M
EFG
Msci Eafe Growth ETF

ETFs
1
+ 0.02%
$89.8 - $112.0 $89.8 - $112
4.12K $462M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
35
+ 0.74%
$63.36 - $80.23 $2.22K - $2.81K
4.75K $381M
JSML
Janus Detroit Str Tr Henderson

ETFs
40
+ 0.64%
$54.0 - $67.45 $2.16K - $2.7K
6.24K $421M
DGX
Quest Diagnostics Inc

Healthcare
52
+ 1.67%
N/A
3.17K $569M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
321
+ 2.77%
$32.0 - $39.87 $10.3K - $12.8K
11.9K $474M
ZG
Zillow Group, Inc.

Communication Services
235
+ 1.69%
$59.44 - $70.64 $14K - $16.6K
14.1K $969M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.57%
$908.13 - $1056.85 $9.08K - $10.6K
646 $640M
CRM
Salesforce, Inc.

Technology
56
+ 1.47%
$236.26 - $291.15 $13.2K - $16.3K
3.88K $1.06B
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
10.3K
New
$2.62 - $2.96 $27.1K - $30.6K
10.3K $30.6M
Activity Summary
Buys All Purchases 86 New Holdings 9 Increased Positions 77 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Unified Investment Management Portfolio

Follow Unified Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unified Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Unified Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email