626 Financial, LLC Incresed Positions in Q1 2025

626 Financial, LLC

  • $182 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
21.1K
+ 35.63%
$355.18 - $399.9 $7.49M - $8.43M
80.3K $29.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
87.8K
+ 63.87%
$36.64 - $45.76 $3.22M - $4.02M
225K $8.43M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
8.92K
+ 2.94%
$74.87 - $79.99 $668K - $714K
313K $23.9M
CRM
Salesforce, Inc.

Technology
2.65K
+ 127.15%
$268.36 - $359.95 $711K - $954K
4.74K $1.27M
FEMS
First Trust Emerging Markets S

ETFs
15K
+ 10.38%
$36.09 - $39.16 $542K - $588K
160K $6M
PULS
Pgim ETF Tr

ETFs
5.09K
+ 20.77%
$49.56 - $49.78 $252K - $253K
29.6K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 6.87%
$442.66 - $534.52 $66.4K - $80.2K
2.33K $1.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
442
+ 68.95%
$507.05 - $563.67 $224K - $249K
1.08K $553K
CRWD
Crowd Strike Holdings, Inc.

Technology
456
+ 29.4%
$308.86 - $455.36 $141K - $208K
2.01K $707K
PM
Philip Morris International Inc.

Consumer Defensive
297
+ 9.4%
$117.15 - $158.79 $34.8K - $47.2K
3.46K $548K
JPM
Jpmorgan Chase & CO

Financial Services
205
+ 1.93%
$225.19 - $279.95 $46.2K - $57.4K
10.8K $2.66M
META
Meta Platforms, Inc.

Communication Services
153
+ 26.84%
$576.36 - $736.67 $88.2K - $113K
723 $416K
XOM
Exxon Mobil Corp

Energy
130
+ 3.45%
$105.44 - $118.93 $13.7K - $15.5K
3.9K $463K
VZ
Verizon Communications Inc

Communication Services
475
+ 7.32%
$37.81 - $46.49 $18K - $22.1K
6.96K $315K
BMY
Bristol Myers Squibb CO

Healthcare
173
+ 1.72%
$53.9 - $63.11 $9.32K - $10.9K
10.2K $623K
KO
Coca Cola CO

Consumer Defensive
113
+ 2.83%
$60.81 - $72.32 $6.87K - $8.17K
4.11K $294K
TJX
Tjx Companies Inc

Consumer Cyclical
225
+ 11.16%
$112.81 - $126.16 $25.4K - $28.4K
2.24K $273K
CSCO
Cisco Systems, Inc.

Technology
128
+ 3.3%
$58.74 - $64.87 $7.52K - $8.3K
4K $247K
C
Citigroup Inc

Financial Services
1
+ 0.01%
$67.23 - $84.63 $67.2 - $84.6
8.62K $611K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
56.4K
+ 120.84%
N/A
103K $0
GLW
Corning Inc

Technology
1
+ 0.02%
$44.91 - $54.25 $44.9 - $54.3
6.38K $291K
AXP
American Express CO

Financial Services
1
+ 0.06%
$255.39 - $325.87 $255 - $326
1.54K $414K
GIS
General Mills Inc

Consumer Defensive
217
+ 1.52%
$57.56 - $65.3 $12.5K - $14.2K
14.5K $866K
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$326.75 - $407.63 $327 - $408
2.03K $670K
DAL
Delta Air Lines, Inc.

Industrials
669
+ 6.4%
$43.6 - $69.06 $29.2K - $46.2K
11.1K $485K
SMIN
Ishares Msci India Small Cap I

ETFs
1.87K
+ 5.56%
$61.54 - $77.16 $115K - $145K
35.6K $2.42M
TSLA
Tesla, Inc.

Consumer Cyclical
407
+ 18.08%
$222.15 - $428.22 $90.4K - $174K
2.66K $688K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.65K
+ 7.88%
$210.19 - $243.33 $557K - $645K
36.3K $7.64M
MSFT
Microsoft Corp

Technology
1.45K
+ 7.59%
$375.39 - $447.2 $543K - $647K
20.5K $7.7M
GOOGL
Alphabet Inc.

Communication Services
347
+ 1.29%
$154.33 - $206.19 $53.6K - $71.5K
27.3K $4.21M
AMZN
Amazon Com Inc

Consumer Cyclical
662
+ 1.83%
$190.26 - $242.06 $126K - $160K
36.8K $7.01M
AAPL
Apple Inc.

Technology
1.18K
+ 2.32%
$209.68 - $247.1 $247K - $291K
52K $11.6M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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