Bell Bank Reduced Holdings in Q1 2025

Bell Bank

  • $1.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-517K
- 14.57%
$69.57 - $78.65 $36M - $40.7M
3.03M $229M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-61.5K
- 20.53%
$91.45 - $91.75 $5.63M - $5.65M
238K $21.9M
NVDA
Nvidia Corp

Technology
-1.5K
- 0.73%
$106.98 - $149.43 $160K - $224K
204K $22.1M
AAPL
Apple Inc.

Technology
-2.45K
- 3.37%
$209.68 - $247.1 $514K - $605K
70.2K $15.6M
UNH
Unitedhealth Group Inc

Healthcare
-4.21K
- 57.5%
$461.52 - $548.18 $1.94M - $2.31M
3.11K $1.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15.6K
- 2.24%
$126.11 - $135.06 $1.97M - $2.11M
681K $86.8M
WST
West Pharmaceutical Services Inc

Healthcare
-2.83K
- 75.91%
$199.11 - $347.87 $563K - $983K
897 $200K
VEEV
Veeva Systems Inc

Healthcare
-3.93K
- 74.65%
$210.58 - $246.8 $827K - $970K
1.33K $308K
CRM
Salesforce, Inc.

Technology
-657
- 7.64%
$268.36 - $359.95 $176K - $236K
7.94K $2.13M
ROL
Rollins Inc

Consumer Cyclical
-16.9K
- 75.6%
$45.65 - $54.03 $771K - $912K
5.45K $294K
MRK
Merck & Co., Inc.

Healthcare
-6.79K
- 64.5%
$83.01 - $101.02 $563K - $686K
3.74K $335K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11.6K
- 24.69%
$56.17 - $59.71 $650K - $691K
35.3K $2M
NOW
Service Now, Inc.

Technology
-290
- 19.13%
$783.83 - $1170.39 $227K - $339K
1.23K $976K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-12.6K
- 29.99%
$50.39 - $50.66 $634K - $638K
29.4K $1.49M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-8.21K
- 1.31%
$99.16 - $99.52 $814K - $817K
618K $61.5M
TTD
Trade Desk, Inc.

Technology
-1.66K
- 25.65%
$53.59 - $126.58 $88.9K - $210K
4.81K $263K
SBUX
Starbucks Corp

Consumer Cyclical
-4.93K
- 54.92%
$91.75 - $115.81 $452K - $570K
4.04K $396K
ADI
Analog Devices Inc

Technology
-1.66K
- 23.95%
$201.56 - $243.82 $334K - $404K
5.27K $1.06M
TYL
Tyler Technologies Inc

Technology
-535
- 22.76%
$553.41 - $646.74 $296K - $346K
1.82K $1.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.76K
- 22.28%
$27.01 - $28.54 $264K - $279K
34.1K $939K
SPGI
S&P Global Inc.

Financial Services
-528
- 22.56%
$478.26 - $543.77 $253K - $287K
1.81K $920K
ANSS
Ansys Inc

Technology
-603
- 24.69%
$316.56 - $360.36 $191K - $217K
1.84K $582K
HEI
Heico Corp

Industrials
-1.69K
- 23.22%
$219.6 - $270.85 $371K - $458K
5.59K $1.49M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.17K
- 7.7%
$96.93 - $109.51 $113K - $128K
14K $1.36M
FAST
Fastenal CO

Industrials
-4.16K
- 22.57%
$71.11 - $79.98 $296K - $333K
14.3K $1.11M
CSGP
Costar Group, Inc.

Real Estate
-4.49K
- 25.1%
$69.29 - $80.37 $311K - $361K
13.4K $1.06M
FICO
Fair Isaac Corp

Technology
-66
- 21.71%
$1695.35 - $2030.47 $112K - $134K
238 $438K
ACN
Accenture PLC

Technology
-271
- 15.06%
$300.91 - $398.25 $81.5K - $108K
1.53K $476K
ORCL
Oracle Corp

Technology
-65
- 1.94%
$139.81 - $186.47 $9.09K - $12.1K
3.28K $459K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-63
- 4.51%
$522.96 - $601.18 $32.9K - $37.9K
1.34K $712K
PH
Parker Hannifin Corp

Industrials
-78
- 6.66%
$591.65 - $707.05 $46.1K - $55.1K
1.09K $664K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-365
- 6.99%
$113.22 - $126.36 $41.3K - $46.1K
4.85K $554K
MS
Morgan Stanley

Financial Services
-194
- 3.64%
$111.68 - $141.08 $21.7K - $27.4K
5.13K $598K
NXPI
Nxp Semiconductors N.V.

Technology
-64
- 2.05%
$189.99 - $245.86 $12.2K - $15.7K
3.05K $580K
IVV
Ishares Core S&P 500 ETF

ETFs
-55
- 5.57%
$554.06 - $615.85 $30.5K - $33.9K
932 $523K
IP
International Paper CO

Consumer Cyclical
-959
- 8.04%
$49.38 - $60.09 $47.4K - $57.6K
11K $585K
MSI
Motorola Solutions, Inc.

Technology
-74
- 12.44%
$411.73 - $482.1 $30.5K - $35.7K
521 $228K
PEP
Pepsico Inc

Consumer Defensive
-118
- 3.67%
$142.64 - $156.42 $16.8K - $18.5K
3.1K $464K
NEE
Nextera Energy Inc

Utilities
-215
- 2.12%
$66.96 - $76.16 $14.4K - $16.4K
9.92K $703K
CMCSA
Comcast Corp

Communication Services
-281
- 3.46%
$33.19 - $38.23 $9.33K - $10.7K
7.85K $289K
NSC
Norfolk Southern Corp

Industrials
-5
- 0.34%
$227.69 - $259.76 $1.14K - $1.3K
1.47K $346K
PG
Procter & Gamble CO

Consumer Defensive
-158
- 1.56%
$158.56 - $176.26 $25.1K - $27.8K
9.96K $1.7M
UNP
Union Pacific Corp

Industrials
-32
- 2.06%
$225.21 - $254.42 $7.21K - $8.14K
1.52K $359K
ECL
Ecolab Inc.

Basic Materials
-40
- 2.95%
$229.72 - $269.82 $9.19K - $10.8K
1.32K $334K
ABT
Abbott Laboratories

Healthcare
-186
- 8.39%
$111.1 - $140.22 $20.7K - $26.1K
2.03K $269K
MCK
Mckesson Corp

Healthcare
-25
- 5.08%
$566.21 - $672.99 $14.2K - $16.8K
467 $314K
ALL
Allstate Corp

Financial Services
-143
- 2.82%
$180.99 - $210.18 $25.9K - $30.1K
4.92K $1.02M
NFLX
Netflix Inc

Communication Services
-44
- 2.1%
$828.4 - $1058.6 $36.4K - $46.6K
2.05K $1.91M
CB
Chubb LTD

Financial Services
-10
- 0.45%
$257.71 - $301.99 $2.58K - $3.02K
2.23K $671K
Activity Summary
Buys All Purchases 83 New Holdings 8 Increased Positions 75 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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