Adell Harriman & Carpenter Inc Reduced Holdings in Q1 2025

Adell Harriman & Carpenter Inc

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SDS
Proshares Tr Ultrashort S&P 50

ETFs
-1.94K
- 12.93%
$18.17 - $22.43 $35.2K - $43.5K
13.1K $280M
TD
Toronto Dominion Bank

Financial Services
-1.18K
- 13.91%
$53.12 - $61.15 $62.7K - $72.2K
7.31K $438M
COP
Conocophillips

Energy
-480
- 7.03%
$88.6 - $105.85 $42.5K - $50.8K
6.35K $666M
EOG
Eog Resources Inc

Energy
-156
- 8.62%
$120.54 - $138.05 $18.8K - $21.5K
1.65K $212M
ZTS
Zoetis Inc.

Healthcare
-24
- 1.82%
$156.48 - $175.67 $3.76K - $4.22K
1.3K $213M
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.14K
- 10.1%
$180.02 - $208.56 $385K - $446K
19K $3.95B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-400
- 0.46%
$50.39 - $50.66 $20.2K - $20.3K
86K $4.36B
SHW
Sherwin Williams CO

Basic Materials
-190
- 2.34%
$330.16 - $365.55 $62.7K - $69.5K
7.94K $2.77B
WM
Waste Management Inc

Industrials
-50
- 2.13%
$200.54 - $233.78 $10K - $11.7K
2.3K $532M
ABT
Abbott Laboratories

Healthcare
-1.1K
- 8.21%
$111.1 - $140.22 $122K - $154K
12.3K $1.63B
MCD
Mcdonalds Corp

Consumer Cyclical
-570
- 2.55%
$279.74 - $321.29 $159K - $183K
21.8K $6.8B
JPM
Jpmorgan Chase & CO

Financial Services
-499
- 0.43%
$225.19 - $279.95 $112K - $140K
117K $28.6B
EPD
Enterprise Products Partners L.P.

Energy
-193
- 0.1%
$31.75 - $34.14 $6.13K - $6.59K
201K $6.85B
AMT
American Tower Corp

Real Estate
-3.09K
- 8.06%
$173.46 - $217.6 $536K - $673K
35.3K $7.68B
VZ
Verizon Communications Inc

Communication Services
-1.38K
- 1.0%
$37.81 - $46.49 $52.3K - $64.3K
136K $6.19B
JNJ
Johnson & Johnson

Healthcare
-678
- 1.74%
$142.06 - $167.7 $96.3K - $114K
38.3K $6.35B
KO
Coca Cola CO

Consumer Defensive
-93
- 0.07%
$60.81 - $72.32 $5.66K - $6.73K
124K $8.9B
CVX
Chevron Corp

Energy
-185
- 0.28%
$146.71 - $167.97 $27.1K - $31.1K
66.8K $11.2B
IBM
International Business Machines Corp

Technology
-112
- 0.17%
$217.4 - $264.74 $24.3K - $29.7K
64.5K $16B
WMB
Williams Companies, Inc.

Energy
-2.4K
- 0.53%
$54.02 - $61.09 $129K - $146K
446K $26.7B
ABBV
Abb Vie Inc.

Healthcare
-3.67K
- 2.1%
$169.2 - $216.66 $621K - $795K
171K $35.8B
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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