Adell Harriman & Carpenter Inc Purchases in Q1 2025

Adell Harriman & Carpenter Inc

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
80
+ 5.25%
N/A
1.6K $354M
WMT
Walmart Inc.

Consumer Defensive
5.06K
+ 3.18%
$84.5 - $105.05 $428K - $532K
164K $14.4B
DGRO
Ishares Core Dividend Growth E

ETFs
375
+ 3.3%
$60.46 - $64.42 $22.7K - $24.2K
11.7K $725M
TJX
Tjx Companies Inc

Consumer Cyclical
198
+ 5.48%
$112.81 - $126.16 $22.3K - $25K
3.81K $465M
EEM
Ishares Msci Emerging Markets

ETFs
71
+ 0.62%
$40.81 - $45.34 $2.9K - $3.22K
11.5K $501M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
105
+ 8.84%
$507.05 - $563.67 $53.2K - $59.2K
1.29K $665M
IDXX
Idexx Laboratories Inc

Healthcare
15
+ 1.5%
$406.29 - $469.04 $6.09K - $7.04K
1.01K $426M
TYL
Tyler Technologies Inc

Technology
15
+ 3.29%
$553.41 - $646.74 $8.3K - $9.7K
471 $274M
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 0.32%
$194.65 - $222.86 $4.87K - $5.57K
7.78K $1.63B
APH
Amphenol Corp

Technology
143
+ 2.47%
$61.62 - $78.55 $8.81K - $11.2K
5.94K $389M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.69%
$468.34 - $539.52 $2.34K - $2.7K
729 $342M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 1.59%
$360.07 - $417.26 $5.4K - $6.26K
961 $347M
ACN
Accenture PLC

Technology
6
+ 0.4%
$300.91 - $398.25 $1.81K - $2.39K
1.49K $465M
ET
Energy Transfer LP

Energy
9.85K
+ 4.0%
$17.26 - $21.08 $170K - $208K
256K $4.76B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.79K
+ 8.3%
$39.97 - $48.7 $112K - $136K
36.4K $1.46B
DIS
Walt Disney CO

Communication Services
647
+ 4.39%
$96.87 - $114.0 $62.7K - $73.8K
15.4K $1.52B
MS
Morgan Stanley

Financial Services
287
+ 0.76%
$111.68 - $141.08 $32.1K - $40.5K
37.8K $4.42B
GS
Goldman Sachs Group Inc

Financial Services
200
+ 0.93%
$524.81 - $672.19 $105K - $134K
21.7K $11.9B
CMI
Cummins Inc

Industrials
435
+ 2.34%
$312.92 - $386.07 $136K - $168K
19K $5.96B
DLR
Digital Realty Trust, Inc.

Real Estate
2.4K
+ 6.88%
$142.1 - $183.56 $341K - $441K
37.3K $5.35B
TSLA
Tesla, Inc.

Consumer Cyclical
654
+ 7.65%
$222.15 - $428.22 $145K - $280K
9.2K $2.39B
HD
Home Depot, Inc.

Consumer Cyclical
821
+ 1.32%
$347.25 - $424.87 $285K - $349K
62.8K $23B
PANW
Palo Alto Networks Inc

Technology
2.04K
+ 0.94%
$167.82 - $208.28 $342K - $424K
220K $37.5B
ORCL
Oracle Corp

Technology
723
+ 0.84%
$139.81 - $186.47 $101K - $135K
87.2K $12.2B
EQIX
Equinix Inc

Real Estate
142
+ 0.72%
$803.0 - $959.97 $114K - $136K
20K $16.3B
CRM
Salesforce, Inc.

Technology
333
+ 0.87%
$268.36 - $359.95 $89.4K - $120K
38.4K $10.3B
ETN
Eaton Corp PLC

Industrials
1.07K
+ 1.85%
$271.83 - $371.23 $289K - $395K
58.7K $16B
GOOGL
Alphabet Inc.

Communication Services
2.16K
+ 1.43%
$154.33 - $206.19 $334K - $446K
153K $23.7B
MRVL
Marvell Technology, Inc.

Technology
4.45K
+ 3.94%
$61.57 - $126.06 $274K - $561K
118K $7.24B
AMZN
Amazon Com Inc

Consumer Cyclical
639
+ 0.3%
$190.26 - $242.06 $122K - $155K
216K $41.1B
MSFT
Microsoft Corp

Technology
779
+ 0.51%
$375.39 - $447.2 $292K - $348K
154K $58B
AAPL
Apple Inc.

Technology
16.8K
+ 4.24%
$209.68 - $247.1 $3.51M - $4.14M
412K $91.5B
Activity Summary
Buys All Purchases 83 New Holdings 11 Increased Positions 72 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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