Almanack Investment Partners, Llc. Reduced Holdings in Q1 2025

Almanack Investment Partners, Llc.

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-233
- 4.98%
$84.5 - $105.05 $19.7K - $24.5K
4.45K $390K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-32
- 4.89%
$497.6 - $606.74 $15.9K - $19.4K
622 $309K
FQAL
Fidelity Covington Tr Quality

ETFs
-349
- 6.6%
$63.12 - $69.13 $22K - $24.1K
4.94K $316K
FIS
Fidelity National Information Services, Inc.

Technology
-77
- 2.3%
$68.12 - $83.42 $5.25K - $6.42K
3.27K $243K
PEP
Pepsico Inc

Consumer Defensive
-133
- 7.18%
$142.64 - $156.42 $19K - $20.8K
1.72K $257K
PPG
Ppg Industries Inc

Basic Materials
-18
- 0.81%
$107.44 - $124.29 $1.93K - $2.24K
2.2K $240K
OKE
Oneok Inc

Energy
-93
- 2.2%
$89.57 - $109.85 $8.33K - $10.2K
4.14K $410K
IBM
International Business Machines Corp

Technology
-267
- 14.16%
$217.4 - $264.74 $58K - $70.7K
1.62K $402K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-340
- 9.2%
$65.44 - $70.64 $22.2K - $24K
3.36K $229K
SHV
Ishares Tr

ETFs
-91
- 3.73%
$110.11 - $110.51 $10K - $10.1K
2.35K $259K
FLJP
Franklin Templeton ETF Tr

ETFs
-846
- 2.81%
$27.82 - $30.67 $23.5K - $25.9K
29.2K $858K
Series Portfolios Tr
-232K
- 90.07%
N/A
25.6K $0
Ishares Bitcoin Trust ETF
-24.7K
- 61.35%
N/A
15.6K $0
Volatility Shs Tr
-76
- 0.23%
N/A
33.4K $0
Fidelity Wise Origin Bitcoin
-329
- 1.94%
N/A
16.6K $0
JPM
Jpmorgan Chase & CO

Financial Services
-114
- 2.22%
$225.19 - $279.95 $25.7K - $31.9K
5.03K $1.23M
NFLX
Netflix Inc

Communication Services
-53
- 4.18%
$828.4 - $1058.6 $43.9K - $56.1K
1.22K $1.13M
ABT
Abbott Laboratories

Healthcare
-400
- 11.22%
$111.1 - $140.22 $44.4K - $56.1K
3.17K $419K
T
At&T Inc.

Communication Services
-1.16K
- 13.06%
$21.56 - $28.28 $24.9K - $32.7K
7.7K $217K
NVS
Novartis Ag

Healthcare
-104
- 3.41%
$97.14 - $115.57 $10.1K - $12K
2.94K $328K
BAR
Granite Shares Gold Trust

ETFs
-2.09K
- 10.22%
$26.01 - $30.84 $54.2K - $64.3K
18.3K $564K
DUK
Duke Energy Corp

Utilities
-128
- 3.29%
$105.87 - $121.97 $13.6K - $15.6K
3.76K $458K
PLTR
Palantir Technologies Inc.

Technology
-536
- 4.55%
$64.98 - $124.62 $34.8K - $66.8K
11.2K $948K
BK
Bank Of New York Mellon Corp

Financial Services
-56
- 0.47%
$75.42 - $88.95 $4.22K - $4.98K
11.8K $985K
KO
Coca Cola CO

Consumer Defensive
-772
- 4.84%
$60.81 - $72.32 $46.9K - $55.8K
15.2K $1.09M
SGOL
Abrdn Gold ETF Trust

ETFs
-133K
- 14.87%
$25.14 - $29.82 $3.33M - $3.95M
759K $22.6M
XLE
Energy Sector Spdr

ETFs
-1.62K
- 2.43%
$85.7 - $93.96 $139K - $152K
65.2K $6.1M
VZ
Verizon Communications Inc

Communication Services
-279
- 0.03%
$37.81 - $46.49 $10.5K - $13K
937K $42.5M
Activity Summary
Buys All Purchases 58 New Holdings 22 Increased Positions 36 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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