Berkeley Capital Partners, LLC Sells in Q2 2025

Berkeley Capital Partners, LLC

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIS
Vanguard Industrial ETF

ETFs
-11.9K
- 32.91%
$220.04 - $280.07 $2.61M - $3.32M
24.2K $6.78M
CVX
Chevron Corp

Energy
-10.4K
- 56.42%
$133.73 - $168.51 $1.38M - $1.74M
7.99K $1.14M
DOW
Dow Inc.

Basic Materials
-27.4K
- 55.18%
$25.81 - $34.89 $708K - $957K
22.3K $590K
JCI
Johnson Controls International PLC

Industrials
-12.2K
- 81.98%
$71.14 - $105.62 $870K - $1.29M
2.69K $284K
AAPL
Apple Inc.

Technology
-2.7K
- 15.43%
$172.42 - $223.89 $465K - $604K
14.8K $3.04M
UNH
Unitedhealth Group Inc

Healthcare
-248
- 10.75%
$274.35 - $599.47 $68K - $149K
2.06K $642K
MO
Altria Group, Inc.

Consumer Defensive
-7.13K
- 20.7%
$55.56 - $60.91 $396K - $434K
27.3K $1.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-8.54K
- 18.63%
$32.56 - $35.71 $278K - $305K
37.3K $1.23M
V
Visa Inc.

Financial Services
-756
- 18.62%
$308.27 - $373.31 $233K - $282K
3.3K $1.17M
COST
Costco Wholesale Corp

Consumer Defensive
-244
- 29.01%
$908.13 - $1056.85 $222K - $258K
597 $590K
DUK
Duke Energy Corp

Utilities
-835
- 3.8%
$112.46 - $124.05 $93.9K - $104K
21.1K $2.49M
LLY
Eli Lilly & CO

Healthcare
-120
- 8.82%
$713.71 - $898.95 $85.6K - $108K
1.24K $966K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.85K
- 37.67%
$68.13 - $74.77 $126K - $139K
3.07K $223K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.11K
- 11.57%
$54.33 - $63.56 $60.3K - $70.6K
8.48K $474K
MCD
Mcdonalds Corp

Consumer Cyclical
-28
- 0.48%
$285.55 - $321.23 $8K - $8.99K
5.79K $1.69M
GOOG
Alphabet Inc.

Communication Services
-1.39K
- 23.58%
$146.58 - $180.01 $203K - $250K
4.5K $798K
VZ
Verizon Communications Inc

Communication Services
-19
- 0.03%
$41.67 - $45.62 $792 - $867
57.7K $2.5M
JNJ
Johnson & Johnson

Healthcare
-178
- 2.58%
$146.36 - $159.82 $26.1K - $28.4K
6.73K $1.03M
PPL
Ppl Corp

Utilities
-236
- 0.5%
$33.45 - $36.5 $7.89K - $8.61K
46.5K $1.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-71
- 4.36%
$483.48 - $539.8 $34.3K - $38.3K
1.56K $757K
NEE
Nextera Energy Inc

Utilities
-1.19K
- 21.3%
$64.11 - $75.0 $76.2K - $89.2K
4.39K $305K
GPN
Global Payments Inc

Industrials
-13
- 0.26%
$67.47 - $99.6 $877 - $1.29K
4.91K $392K
LOW
Lowes Companies Inc

Consumer Cyclical
-336
- 26.39%
$210.83 - $235.28 $70.8K - $79.1K
937 $207K
KO
Coca Cola CO

Consumer Defensive
-952
- 4.66%
$68.37 - $73.9 $65.1K - $70.4K
19.5K $1.38M
QCOM
Qualcomm Inc

Technology
-902
- 8.36%
$124.66 - $159.48 $112K - $144K
9.89K $1.57M
STZ
Constellation Brands, Inc.

Consumer Defensive
-229
- 15.44%
$160.0 - $195.62 $36.6K - $44.8K
1.25K $204K
AFL
Aflac Inc

Financial Services
-17
- 0.15%
$99.77 - $112.45 $1.7K - $1.91K
11.6K $1.22M
WMT
Walmart Inc.

Consumer Defensive
-1.09K
- 16.27%
$81.79 - $99.98 $89.4K - $109K
5.62K $549K
FNV
Franco Nevada Corp

Basic Materials
-774
- 5.39%
$143.04 - $178.17 $111K - $138K
13.6K $2.23M
EQIX
Equinix Inc

Real Estate
-9
- 0.67%
$740.07 - $914.43 $6.66K - $8.23K
1.33K $1.06M
CB
Chubb LTD

Financial Services
-46
- 2.78%
$274.32 - $302.46 $12.6K - $13.9K
1.61K $466K
VDE
Vanguard Energy ETF

ETFs
-97
- 4.8%
$105.87 - $130.56 $10.3K - $12.7K
1.93K $229K
NVS
Novartis Ag

Healthcare
-350
- 15.37%
$101.96 - $121.01 $35.7K - $42.4K
1.93K $233K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-200
- 8.23%
$91.43 - $91.74 $18.3K - $18.3K
2.23K $204K
SHEL
Shell PLC

Energy
-6
- 0.11%
$59.75 - $73.05 $359 - $438
5.44K $383K
SO
Southern CO

Utilities
-147
- 1.04%
$84.91 - $92.56 $12.5K - $13.6K
13.9K $1.28M
CSCO
Cisco Systems, Inc.

Technology
-4.55K
- 11.53%
$53.19 - $69.38 $242K - $316K
34.9K $2.42M
UNP
Union Pacific Corp

Industrials
-7
- 0.65%
$208.27 - $238.46 $1.46K - $1.67K
1.07K $246K
CRM
Salesforce, Inc.

Technology
-51
- 3.21%
$236.26 - $291.15 $12K - $14.8K
1.54K $419K
HYG
Ishares Tr

ETFs
-148
- 3.47%
$75.75 - $80.65 $11.2K - $11.9K
4.12K $332K
VDC
Vanguard Consumer Staples ETF

ETFs
-17
- 0.49%
$204.89 - $224.73 $3.48K - $3.82K
3.45K $755K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-30
- 0.16%
$47.55 - $50.44 $1.43K - $1.51K
18.5K $930K
UL
Unilever PLC

Consumer Defensive
-378
- 2.67%
$57.9 - $65.43 $21.9K - $24.7K
13.8K $841K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.52K
- 8.5%
$39.89 - $49.46 $60.6K - $75.1K
16.3K $808K
ADBE
Adobe Inc.

Technology
-7
- 0.97%
$340.0 - $420.68 $2.38K - $2.94K
714 $276K
Kenvue Inc
-5.42K
- 7.4%
N/A
67.8K $0
MA
Mastercard Inc

Financial Services
-16
- 2.24%
$479.92 - $590.74 $7.68K - $9.45K
699 $392K
IAU
Ishares Gold Trust

ETFs
-294
- 3.28%
$56.1 - $64.74 $16.5K - $19K
8.68K $541K
KMI
Kinder Morgan, Inc.

Energy
-146
- 0.75%
$25.21 - $29.4 $3.68K - $4.29K
19.2K $564K
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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