Advisors Capital Management, LLC Purchases in Q1 2025

Advisors Capital Management, LLC

  • $6.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
358K
+ 122.21%
$100.34 - $100.68 $35.9M - $36M
650K $65.5M
ACN
Accenture PLC

Technology
126K
+ 101.91%
$300.91 - $398.25 $38M - $50.3M
250K $78M
VUG
Vanguard Growth ETF

ETFs
69.9K
+ 106.07%
$369.1 - $427.61 $25.8M - $29.9M
136K $50.4M
EXC
Exelon Corp

Utilities
463K
New
$37.3 - $46.08 $17.3M - $21.4M
463K $21.4M
WPC
W. P. Carey Inc.

Real Estate
261K
+ 46.33%
$53.5 - $65.05 $13.9M - $17M
823K $52M
ABBV
Abb Vie Inc.

Healthcare
12.2K
+ 2.15%
$169.2 - $216.66 $2.07M - $2.65M
580K $121M
DUK
Duke Energy Corp

Utilities
119K
+ 31.49%
$105.87 - $121.97 $12.5M - $14.5M
495K $60.4M
CSCO
Cisco Systems, Inc.

Technology
256K
+ 26.02%
$58.74 - $64.87 $15.1M - $16.6M
1.24M $76.6M
CVX
Chevron Corp

Energy
32K
+ 5.69%
$146.71 - $167.97 $4.7M - $5.38M
594K $99.4M
JNJ
Johnson & Johnson

Healthcare
43.7K
+ 10.94%
$142.06 - $167.7 $6.2M - $7.32M
443K $73.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.95K
+ 2.48%
$442.66 - $534.52 $1.75M - $2.11M
163K $86.8M
KO
Coca Cola CO

Consumer Defensive
129K
+ 37.66%
$60.81 - $72.32 $7.84M - $9.32M
471K $33.7M
PFE
Pfizer Inc

Healthcare
535K
+ 53.88%
$25.01 - $27.13 $13.4M - $14.5M
1.53M $38.7M
IGLB
Ishares 10+ Year Investment Gr

ETFs
237K
+ 206.1%
$48.32 - $51.22 $11.4M - $12.1M
351K $17.6M
C
Citigroup Inc

Financial Services
154K
+ 20.14%
$67.23 - $84.63 $10.3M - $13M
917K $65.1M
DELL
Dell Technologies Inc.

Technology
103K
New
$90.34 - $124.66 $9.31M - $12.8M
103K $9.39M
MDT
Medtronic PLC

Healthcare
53.1K
+ 11.68%
$79.84 - $94.5 $4.24M - $5.02M
508K $45.6M
TD
Toronto Dominion Bank

Financial Services
112K
+ 38.71%
$53.12 - $61.15 $5.97M - $6.87M
403K $24.1M
PAGP
Plains Gp Holdings LP

Energy
31.7K
+ 1.32%
$18.52 - $22.13 $588K - $702K
2.44M $52M
IVV
Ishares Core S&P 500 ETF

ETFs
18.7K
+ 15.32%
$554.06 - $615.85 $10.4M - $11.5M
141K $79.3M
RTX
Raytheon Technologies Corp

Industrials
5.08K
+ 1.31%
$114.1 - $135.66 $580K - $689K
392K $52M
TMUS
T Mobile Us, Inc.

Communication Services
2.57K
+ 1.85%
$211.3 - $272.83 $544K - $702K
142K $37.8M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
381K
+ 20.54%
$15.88 - $17.78 $6.04M - $6.77M
2.23M $39M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
121K
+ 31.89%
$67.03 - $74.61 $8.1M - $9.02M
500K $34M
MO
Altria Group, Inc.

Consumer Defensive
68.1K
+ 19.38%
$50.81 - $60.02 $3.46M - $4.09M
419K $25.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
189K
+ 34.89%
$31.3 - $34.5 $5.9M - $6.5M
729K $23.6M
MCD
Mcdonalds Corp

Consumer Cyclical
6.06K
+ 3.39%
$279.74 - $321.29 $1.69M - $1.95M
185K $57.7M
CVS
Cvs Health Corp

Healthcare
14.8K
+ 7.27%
$44.22 - $68.64 $653K - $1.01M
218K $14.8M
BMY
Bristol Myers Squibb CO

Healthcare
33.9K
+ 4.35%
$53.9 - $63.11 $1.83M - $2.14M
813K $49.6M
WMB
Williams Companies, Inc.

Energy
21.1K
+ 2.8%
$54.02 - $61.09 $1.14M - $1.29M
772K $46.2M
MCK
Mckesson Corp

Healthcare
765
+ 1.66%
$566.21 - $672.99 $433K - $515K
46.7K $31.4M
UPS
United Parcel Service Inc

Industrials
86.1K
+ 31.0%
$109.66 - $136.26 $9.44M - $11.7M
364K $40M
VTV
Vanguard Value ETF

ETFs
23.5K
+ 9.66%
$167.73 - $179.21 $3.94M - $4.21M
267K $46.1M
SO
Southern CO

Utilities
24.6K
+ 9.27%
$80.96 - $92.96 $1.99M - $2.28M
290K $26.6M
AMGN
Amgen Inc

Healthcare
5.79K
+ 9.87%
$258.59 - $327.36 $1.5M - $1.9M
64.4K $20.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
182K
+ 409.97%
$24.91 - $29.02 $4.53M - $5.28M
226K $5.67M
EPR
Epr Properties

Real Estate
601
+ 0.12%
$43.98 - $53.81 $26.4K - $32.3K
496K $26.1M
SJM
J M Smucker CO

Consumer Defensive
17.5K
+ 7.4%
$100.41 - $118.41 $1.76M - $2.08M
254K $30.1M
UNH
Unitedhealth Group Inc

Healthcare
4.49K
+ 4.8%
$461.52 - $548.18 $2.07M - $2.46M
98.1K $51.4M
HST
Host Hotels & Resorts, Inc.

Real Estate
483K
+ 54.83%
$14.21 - $17.45 $6.87M - $8.44M
1.37M $19.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
43.6K
+ 467.23%
$92.71 - $107.38 $4.04M - $4.68M
52.9K $4.91M
AON
Aon PLC

Financial Services
1.61K
+ 1.97%
$348.44 - $409.32 $562K - $661K
83.4K $33.3M
ABT
Abbott Laboratories

Healthcare
77
+ 0.04%
$111.1 - $140.22 $8.55K - $10.8K
198K $26.3M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
56.5K
+ 5.79%
$17.15 - $21.07 $969K - $1.19M
1.03M $20.7M
CME
Cme Group Inc.

Financial Services
972
+ 0.95%
$225.82 - $266.54 $219K - $259K
104K $27.5M
CRM
Salesforce, Inc.

Technology
16K
+ 155.54%
$268.36 - $359.95 $4.29M - $5.75M
26.3K $7.05M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.24K
+ 1.11%
$79.66 - $108.41 $98.9K - $135K
114K $12.3M
APP
App Lovin Corp

Technology
12.7K
New
$238.08 - $510.13 $3.03M - $6.49M
12.7K $3.37M
V
Visa Inc.

Financial Services
2.73K
+ 3.96%
$306.92 - $362.71 $836K - $988K
71.5K $25.1M
Activity Summary
Buys All Purchases 320 New Holdings 31 Increased Positions 289 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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