Ballast Advisors LLC New Holdings in Q1 2025

Ballast Advisors LLC

  • $313 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
62.8K
New
$38.4 - $43.74 $2.41M - $2.75M
62.8K $2.62M
CVS
Cvs Health Corp

Healthcare
4.04K
New
$44.22 - $68.64 $179K - $277K
4.04K $273K
AMT
American Tower Corp

Real Estate
983
New
$173.46 - $217.6 $171K - $214K
983 $213K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
New
$507.05 - $563.67 $20.3K - $22.5K
40 $20K
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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