Berkeley Capital Partners, LLC Incresed Positions in Q2 2025

Berkeley Capital Partners, LLC

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.38K
+ 1.1%
$496.48 - $617.85 $684K - $851K
127K $78.4M
MSFT
Microsoft Corp

Technology
232
+ 1.56%
$354.56 - $497.45 $82.3K - $115K
15.1K $7.53M
T
At&T Inc.

Communication Services
47.9K
+ 227.41%
$26.33 - $28.94 $1.26M - $1.39M
68.9K $2M
COP
Conocophillips

Energy
16.9K
+ 218.19%
$82.66 - $106.1 $1.4M - $1.79M
24.6K $2.21M
IYW
Ishares Dj Us Tech ETF

ETFs
295
+ 0.76%
$122.57 - $173.27 $36.2K - $51.1K
39.1K $6.78M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.15K
+ 4.2%
$54.19 - $67.22 $279K - $346K
128K $8.59M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.33K
+ 1.8%
$79.56 - $82.92 $424K - $442K
301K $25M
RIO
Rio Tinto PLC

Basic Materials
13.7K
+ 92.73%
$52.32 - $62.75 $715K - $858K
28.4K $1.66M
SPMD
Spdr Portfolio

ETFs
2.85K
+ 2.16%
$44.89 - $54.38 $128K - $155K
135K $7.33M
AVGO
Broadcom Inc.

Technology
190
+ 4.08%
$146.29 - $275.65 $27.8K - $52.4K
4.85K $1.34M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
7.01K
+ 3.58%
$72.12 - $76.23 $505K - $534K
203K $15.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.19K
+ 2.55%
$35.35 - $42.68 $148K - $179K
169K $7.18M
VO
Vanguard Mid Cap ETF

ETFs
196
+ 1.16%
$228.54 - $279.83 $44.8K - $54.8K
17.1K $4.78M
META
Meta Platforms, Inc.

Communication Services
89
+ 4.3%
$484.66 - $738.09 $43.1K - $65.7K
2.16K $1.59M
BAC
Bank Of America Corp

Financial Services
794
+ 1.39%
$34.39 - $47.46 $27.3K - $37.7K
58.1K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
156
+ 1.48%
$167.32 - $223.3 $26.1K - $34.8K
10.7K $2.34M
VGT
Vanguard Information Technolog

ETFs
34
+ 1.43%
$470.37 - $663.28 $16K - $22.6K
2.41K $1.6M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.51%
$1794.73 - $2613.63 $3.59K - $5.23K
393 $1.03M
RING
Ishares Inc Msci Global Gold M

ETFs
4.85K
+ 65.61%
$34.72 - $45.62 $168K - $221K
12.2K $535K
PEAK
Healthpeak Properties, Inc.

Real Estate
11.3K
+ 15.52%
N/A
83.9K $1.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.12%
$320.42 - $424.58 $1.28K - $1.7K
3.23K $1.37M
NKE
Nike, Inc.

Consumer Cyclical
844
+ 4.85%
$53.27 - $72.04 $45K - $60.8K
18.2K $1.3M
NFLX
Netflix Inc

Communication Services
26
+ 7.41%
$855.86 - $1339.13 $22.3K - $34.8K
377 $504K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.79K
+ 6.34%
$83.97 - $92.85 $318K - $352K
63.6K $5.61M
MSTR
Microstrategy Inc

Technology
17
+ 1.25%
$237.95 - $421.61 $4.05K - $7.17K
1.38K $558K
VCR
Vanguard Consumer Discretionar

ETFs
32
+ 0.91%
$290.42 - $364.35 $9.29K - $11.7K
3.56K $1.29M
PNC
Pnc Financial Services Group, Inc.

Financial Services
418
+ 8.58%
$149.76 - $186.42 $62.6K - $77.9K
5.29K $985K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.91K
+ 6.83%
$29.0 - $30.68 $113K - $120K
61.1K $1.88M
TFC
Truist Financial Corp

Financial Services
877
+ 2.31%
$34.79 - $42.99 $30.5K - $37.7K
38.9K $1.67M
ITA
Ishares Tr

ETFs
24
+ 0.84%
$135.31 - $188.64 $3.25K - $4.53K
2.89K $544K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.04%
$149.23 - $184.95 $298 - $370
4.48K $816K
BA
Boeing CO

Industrials
227
+ 16.73%
$136.59 - $217.51 $31K - $49.4K
1.58K $331K
HBAN
Huntington Bancshares Inc

Financial Services
2.55K
+ 8.61%
$12.49 - $16.76 $31.9K - $42.8K
32.2K $539K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 2.23%
$456.74 - $568.03 $12.8K - $15.9K
1.28K $727K
MS
Morgan Stanley

Financial Services
101
+ 4.1%
$99.83 - $140.86 $10.1K - $14.2K
2.57K $361K
ICE
Intercontinental Exchange, Inc.

Financial Services
26
+ 0.46%
$151.62 - $183.47 $3.94K - $4.77K
5.67K $1.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
240
+ 4.26%
$72.96 - $90.39 $17.5K - $21.7K
5.88K $525K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
86
+ 1.22%
$65.84 - $80.81 $5.66K - $6.95K
7.15K $572K
SYY
Sysco Corp

Consumer Defensive
501
+ 2.69%
$68.0 - $75.91 $34.1K - $38K
19.1K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
125
+ 2.27%
$335.24 - $380.78 $41.9K - $47.6K
5.63K $2.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
325
+ 1.7%
$77.94 - $79.5 $25.3K - $25.8K
19.4K $1.54M
GPC
Genuine Parts CO

Consumer Cyclical
141
+ 1.75%
$105.54 - $129.09 $14.9K - $18.2K
8.18K $992K
ISRG
Intuitive Surgical Inc

Healthcare
22
+ 5.07%
$451.58 - $565.94 $9.93K - $12.5K
456 $247K
KRE
Spdr S&P Regional Banking ETF

ETFs
330
+ 6.98%
$48.81 - $59.48 $16.1K - $19.6K
5.06K $300K
AMT
American Tower Corp

Real Estate
90
+ 4.15%
$203.96 - $228.19 $18.4K - $20.5K
2.26K $499K
ABT
Abbott Laboratories

Healthcare
134
+ 7.54%
$123.95 - $138.08 $16.6K - $18.5K
1.91K $260K
IWD
Ishares Russell 1000 Val ETF

ETFs
16
+ 0.55%
$166.82 - $194.23 $2.67K - $3.11K
2.9K $563K
MAC
Macerich CO

Real Estate
4.76K
+ 7.21%
$13.24 - $17.71 $63.1K - $84.4K
70.8K $1.15M
PFE
Pfizer Inc

Healthcare
3.77K
+ 5.23%
$21.59 - $24.84 $81.4K - $93.6K
75.8K $1.84M
Activity Summary
Buys All Purchases 95 New Holdings 20 Increased Positions 75 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 1
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