Abel Hall, LLC Reduced Holdings in Q1 2025

Abel Hall, LLC

  • $166 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.95K
- 13.91%
$106.98 - $149.43 $422K - $590K
24.4K $2.65B
MSFT
Microsoft Corp

Technology
-1.23K
- 14.63%
$375.39 - $447.2 $463K - $552K
7.2K $2.7B
AVGO
Broadcom Inc.

Technology
-1.44K
- 20.97%
$167.43 - $244.7 $240K - $351K
5.41K $905M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-17.3K
- 24.15%
$40.79 - $42.32 $704K - $731K
54.2K $2.28B
Dimensional ETF Trust
-9.07K
- 16.81%
N/A
44.9K $2.4B
GOOG
Alphabet Inc.

Communication Services
-1.42K
- 23.22%
$156.06 - $207.71 $221K - $295K
4.69K $733M
DFAU
Dimensional ETF Tr

ETFs
-10
- 0.01%
$37.84 - $42.29 $378 - $423
185K $7.1B
SNY
Sanofi

Healthcare
-6.54K
- 59.53%
$48.15 - $59.42 $315K - $389K
4.45K $247M
META
Meta Platforms, Inc.

Communication Services
-331
- 12.19%
$576.36 - $736.67 $191K - $244K
2.39K $1.37B
JPM
Jpmorgan Chase & CO

Financial Services
-935
- 19.4%
$225.19 - $279.95 $211K - $262K
3.88K $953M
CRM
Salesforce, Inc.

Technology
-198
- 17.77%
$268.36 - $359.95 $53.1K - $71.3K
916 $246M
ORCL
Oracle Corp

Technology
-409
- 18.15%
$139.81 - $186.47 $57.2K - $76.3K
1.84K $258M
MSTR
Microstrategy Inc

Technology
-378
- 29.01%
$239.27 - $396.5 $90.4K - $150K
925 $267M
HD
Home Depot, Inc.

Consumer Cyclical
-196
- 18.1%
$347.25 - $424.87 $68.1K - $83.3K
887 $325M
BAC
Bank Of America Corp

Financial Services
-1.81K
- 21.19%
$39.61 - $47.74 $71.7K - $86.5K
6.74K $281M
NFLX
Netflix Inc

Communication Services
-123
- 20.23%
$828.4 - $1058.6 $102K - $130K
485 $452M
UNH
Unitedhealth Group Inc

Healthcare
-178
- 20.92%
$461.52 - $548.18 $82.2K - $97.6K
673 $353M
EME
Emcor Group, Inc.

Industrials
-13
- 1.77%
$361.16 - $535.99 $4.7K - $6.97K
721 $267M
WMT
Walmart Inc.

Consumer Defensive
-594
- 11.4%
$84.5 - $105.05 $50.2K - $62.4K
4.62K $405M
MA
Mastercard Inc

Financial Services
-156
- 16.15%
$504.67 - $576.31 $78.7K - $89.9K
810 $444M
V
Visa Inc.

Financial Services
-304
- 17.56%
$306.92 - $362.71 $93.3K - $110K
1.43K $500M
SES
Ses Ai Corp

Consumer Cyclical
-4.11K
- 15.77%
$0.4 - $2.25 $1.64K - $9.25K
22K $11.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-587
- 8.78%
$95.85 - $99.25 $56.3K - $58.3K
6.1K $603M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-644
- 14.59%
$53.35 - $58.68 $34.4K - $37.8K
3.77K $212M
QCOM
Qualcomm Inc

Technology
-193
- 6.62%
$151.94 - $175.86 $29.3K - $33.9K
2.72K $418M
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 9.43%
$890.62 - $1076.86 $40.1K - $48.5K
432 $408M
APA
Apa Corp

Energy
-202
- 1.95%
$18.54 - $25.45 $3.75K - $5.14K
10.2K $213M
LLY
Eli Lilly & CO

Healthcare
-82
- 8.44%
$725.72 - $929.72 $59.5K - $76.2K
890 $735M
T
At&T Inc.

Communication Services
-4.2K
- 21.82%
$21.56 - $28.28 $90.6K - $119K
15K $426M
RIG
Transocean Ltd.

Energy
-1.61K
- 12.9%
$2.67 - $4.28 $4.29K - $6.88K
10.9K $34.4M
DFAE
Dimensional ETF Tr

ETFs
-788
- 4.81%
$24.64 - $26.86 $19.4K - $21.2K
15.6K $404M
CHRS
Coherus Bio Sciences, Inc.

Healthcare
-2.06K
- 14.37%
$0.81 - $1.66 $1.67K - $3.41K
12.2K $9.89M
BMY
Bristol Myers Squibb CO

Healthcare
-1.42K
- 8.0%
$53.9 - $63.11 $76.5K - $89.6K
16.3K $996M
GILD
Gilead Sciences, Inc.

Healthcare
-652
- 18.83%
$89.14 - $117.41 $58.1K - $76.6K
2.81K $315M
Dimensional ETF Trust
-142
- 2.16%
N/A
6.43K $342M
Tevogen Bio Hldgs Inc
-3.04K
- 16.55%
N/A
15.3K $16.5M
LYRA
Lyra Therapeutics, Inc.

Healthcare
-5.43K
- 30.79%
$0.13 - $0.22 $706 - $1.2K
12.2K $1.54M
UNP
Union Pacific Corp

Industrials
-37
- 3.98%
$225.21 - $254.42 $8.33K - $9.41K
892 $211M
CB
Chubb LTD

Financial Services
-84
- 8.77%
$257.71 - $301.99 $21.6K - $25.4K
874 $264M
CSCO
Cisco Systems, Inc.

Technology
-131
- 3.47%
$58.74 - $64.87 $7.69K - $8.5K
3.65K $225M
WFC
Wells Fargo & Company

Financial Services
-189
- 1.67%
$66.78 - $81.42 $12.6K - $15.4K
11.1K $799M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-499
- 5.08%
$36.91 - $41.03 $18.4K - $20.5K
9.33K $370M
AUR
Aurora Innovation, Inc.

Technology
-78
- 0.49%
$6.1 - $10.19 $476 - $795
15.8K $107M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-29
- 0.24%
$23.92 - $26.89 $694 - $780
11.8K $306M
EPR
Epr Properties

Real Estate
-709
- 11.24%
$43.98 - $53.81 $31.2K - $38.2K
5.6K $295M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-185
- 9.89%
$132.75 - $177.12 $24.6K - $32.8K
1.69K $257M
SAP
Sap Se

Technology
-77
- 4.07%
$241.4 - $293.69 $18.6K - $22.6K
1.82K $487M
NTR
Nutrien Ltd.

Basic Materials
-66
- 1.07%
$45.28 - $53.84 $2.99K - $3.55K
6.09K $303M
SAN
Banco Santander, S.A.

Financial Services
-6.48K
- 19.51%
$4.46 - $7.14 $28.9K - $46.3K
26.7K $179M
Activity Summary
Buys All Purchases 129 New Holdings 59 Increased Positions 70 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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