B&L Asset Management LLC Purchases in Q1 2025

B&L Asset Management LLC

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
94.8K
New
$44.41 - $45.98 $4.21M - $4.36M
94.8K $4.33B
GOOG
Alphabet Inc.

Communication Services
16.8K
New
$156.06 - $207.71 $2.61M - $3.48M
16.8K $2.62B
NVDA
Nvidia Corp

Technology
7.65K
+ 274.48%
$106.98 - $149.43 $818K - $1.14M
10.4K $1.13B
Neos ETF Trust
7.33K
New
N/A
7.33K $358M
VIG
Vanguard Dividend Appreciation

ETFs
1.46K
New
N/A
1.46K $283M
NEE
Nextera Energy Inc

Utilities
3.95K
New
$66.96 - $76.16 $264K - $301K
3.95K $280M
Linde PLC
563
New
N/A
563 $262M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.57K
New
$165.25 - $224.62 $259K - $352K
1.57K $260M
DE
Deere & CO

Industrials
31
+ 0.63%
$408.57 - $509.27 $12.7K - $15.8K
4.93K $2.31B
VZ
Verizon Communications Inc

Communication Services
4.93K
New
$37.81 - $46.49 $186K - $229K
4.93K $224M
V
Visa Inc.

Financial Services
55
+ 1.31%
$306.92 - $362.71 $16.9K - $19.9K
4.26K $1.49B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
264
+ 2.27%
$34.58 - $45.97 $9.13K - $12.1K
11.9K $546M
DELL
Dell Technologies Inc.

Technology
3.31K
+ 71.19%
$90.34 - $124.66 $299K - $413K
7.97K $685M
META
Meta Platforms, Inc.

Communication Services
278
+ 7.25%
$576.36 - $736.67 $160K - $205K
4.11K $2.37B
XOM
Exxon Mobil Corp

Energy
150
+ 1.59%
$105.44 - $118.93 $15.8K - $17.8K
9.58K $1.14B
VEA
Vanguard Ftse Developed Market

ETFs
425
+ 1.67%
$47.4 - $52.99 $20.1K - $22.5K
25.8K $1.31B
JNJ
Johnson & Johnson

Healthcare
28
+ 0.7%
$142.06 - $167.7 $3.98K - $4.7K
4.03K $668M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 17.65%
$442.66 - $534.52 $39.8K - $48.1K
600 $320M
QCOM
Qualcomm Inc

Technology
569
+ 15.11%
$151.94 - $175.86 $86.5K - $100K
4.33K $666M
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.14%
$158.56 - $176.26 $5.55K - $6.17K
24.9K $4.24B
PEP
Pepsico Inc

Consumer Defensive
593
+ 8.72%
$142.64 - $156.42 $84.6K - $92.8K
7.4K $1.11B
VLO
Valero Energy Corp

Energy
185
+ 3.54%
$121.76 - $142.99 $22.5K - $26.5K
5.41K $714M
PSX
Phillips 66

Energy
280
+ 11.0%
$113.93 - $131.55 $31.9K - $36.8K
2.83K $349M
MCD
Mcdonalds Corp

Consumer Cyclical
90
+ 8.61%
$279.74 - $321.29 $25.2K - $28.9K
1.14K $355M
MS
Morgan Stanley

Financial Services
612
+ 24.19%
$111.68 - $141.08 $68.3K - $86.3K
3.14K $367M
ZTS
Zoetis Inc.

Healthcare
225
+ 6.72%
$156.48 - $175.67 $35.2K - $39.5K
3.57K $588M
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 1.04%
$56.12 - $68.15 $2.81K - $3.41K
4.84K $329M
GLD
Spdr Gold Trust

ETFs
4
+ 0.48%
$243.19 - $288.14 $973 - $1.15K
843 $243M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
512
+ 5.63%
$42.5 - $46.71 $21.8K - $23.9K
9.61K $435M
AAPL
Apple Inc.

Technology
1.91K
+ 13.85%
$209.68 - $247.1 $400K - $471K
15.7K $3.48B
BMY
Bristol Myers Squibb CO

Healthcare
150
+ 3.3%
$53.9 - $63.11 $8.09K - $9.47K
4.7K $286M
HD
Home Depot, Inc.

Consumer Cyclical
183
+ 10.13%
$347.25 - $424.87 $63.5K - $77.8K
1.99K $729M
CSCO
Cisco Systems, Inc.

Technology
50
+ 0.72%
$58.74 - $64.87 $2.94K - $3.24K
7.01K $432M
Ge Vernova Inc
133
+ 7.77%
N/A
1.85K $563M
CMCSA
Comcast Corp

Communication Services
200
+ 1.58%
$33.19 - $38.23 $6.64K - $7.65K
12.8K $474M
LOW
Lowes Companies Inc

Consumer Cyclical
150
+ 5.38%
$222.66 - $268.42 $33.4K - $40.3K
2.94K $686M
MPWR
Monolithic Power Systems Inc

Technology
3
+ 0.74%
$565.7 - $720.25 $1.7K - $2.16K
408 $237M
AMAT
Applied Materials Inc

Technology
144
+ 9.0%
$145.06 - $195.51 $20.9K - $28.2K
1.74K $253M
PFE
Pfizer Inc

Healthcare
315
+ 2.25%
$25.01 - $27.13 $7.88K - $8.55K
14.3K $363M
BAC
Bank Of America Corp

Financial Services
680
+ 3.81%
$39.61 - $47.74 $26.9K - $32.5K
18.5K $774M
ORCL
Oracle Corp

Technology
575
+ 15.71%
$139.81 - $186.47 $80.4K - $107K
4.24K $592M
AMP
Ameriprise Financial Inc

Financial Services
67
+ 6.2%
$472.29 - $575.13 $31.6K - $38.5K
1.15K $555M
VB
Vanguard Small Cap ETF

ETFs
55
+ 2.75%
$217.89 - $252.64 $12K - $13.9K
2.06K $456M
MRK
Merck & Co., Inc.

Healthcare
105
+ 2.03%
$83.01 - $101.02 $8.72K - $10.6K
5.27K $473M
TT
Trane Technologies PLC

Industrials
209
+ 5.37%
$332.0 - $400.86 $69.4K - $83.8K
4.1K $1.38B
PANW
Palo Alto Networks Inc

Technology
667
+ 4.28%
$167.82 - $208.28 $112K - $139K
16.2K $2.77B
CRM
Salesforce, Inc.

Technology
289
+ 11.53%
$268.36 - $359.95 $77.6K - $104K
2.8K $750M
VRT
Vertiv Holdings CO

Industrials
370
+ 8.46%
N/A
4.74K $342M
AXP
American Express CO

Financial Services
31
+ 0.52%
$255.39 - $325.87 $7.92K - $10.1K
6.03K $1.62B
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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