Blair William & CO Incresed Positions in Q1 2025

Blair William & CO

  • $32.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
83.1K
+ 16.64%
$47.32 - $52.19 $3.93M - $4.34M
583K $29M
BROS
Dutch Bros Inc.

Consumer Cyclical
59.5K
+ 49.8%
$55.77 - $85.37 $3.32M - $5.08M
179K $11.1M
NTNX
Nutanix, Inc.

Technology
64K
+ 168.16%
$61.28 - $77.44 $3.92M - $4.96M
102K $7.12M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.22K
+ 4.74%
$80.53 - $147.57 $340K - $623K
93.2K $12.3M
TRU
Trans Union

Industrials
58.2K
+ 370.26%
$80.45 - $100.25 $4.68M - $5.83M
73.9K $6.13M
TDUP
Thred Up Inc.

Consumer Cyclical
939K
+ 46.27%
$1.28 - $2.97 $1.2M - $2.79M
2.97M $7.16M
IEFA
Ishares Tr

ETFs
13K
+ 2.09%
$69.57 - $78.65 $902K - $1.02M
634K $48M
CRDF
Cardiff Oncology, Inc.

Healthcare
1.47M
+ 520.96%
$3.14 - $4.75 $4.61M - $6.98M
1.75M $5.5M
TW
Tradeweb Markets Inc.

Financial Services
13.4K
+ 11.91%
$123.42 - $148.46 $1.66M - $2M
126K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
89.2K
+ 6.29%
$27.01 - $28.54 $2.41M - $2.55M
1.51M $42.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.96K
+ 3.21%
$308.86 - $455.36 $1.53M - $2.26M
160K $56.3M
PG
Procter & Gamble CO

Consumer Defensive
3.35K
+ 0.34%
$158.56 - $176.26 $531K - $590K
990K $169M
IAU
Ishares Gold Trust

ETFs
6.39K
+ 2.1%
$49.74 - $58.96 $318K - $376K
310K $18.3M
PSX
Phillips 66

Energy
12.2K
+ 7.17%
$113.93 - $131.55 $1.39M - $1.61M
183K $22.6M
AYI
Acuity Brands Inc

Industrials
11.2K
+ 849.81%
$257.8 - $337.07 $2.88M - $3.76M
12.5K $3.28M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.6K
+ 3.5%
$48.65 - $53.06 $857K - $935K
522K $27.1M
STVN
Stevanato Group S.P.A.

Healthcare
138K
+ 642.9%
$18.11 - $24.11 $2.49M - $3.32M
159K $3.25M
EQT
Eqt Corp

Energy
46.9K
+ 184.65%
$46.16 - $54.25 $2.17M - $2.55M
72.4K $3.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
43K
+ 7.49%
$42.5 - $46.71 $1.83M - $2.01M
617K $27.9M
CFLT
Confluent, Inc.

Technology
117K
+ 382.06%
$23.44 - $37.65 $2.75M - $4.41M
148K $3.47M
EWJ
Ishares Msci Japan ETF

ETFs
36.7K
+ 122.35%
$65.24 - $71.7 $2.39M - $2.63M
66.7K $4.57M
OPRX
Optimize Rx Corp

Healthcare
29.6K
+ 4.93%
$4.14 - $9.47 $123K - $281K
631K $5.46M
SLB
Schlumberger Limited

Energy
56K
+ 115.58%
$38.4 - $43.74 $2.15M - $2.45M
104K $4.37M
CASY
Caseys General Stores Inc

Consumer Cyclical
5.65K
+ 390.33%
$378.71 - $442.54 $2.14M - $2.5M
7.1K $3.08M
PWFL
Power Fleet, Inc.

Technology
494K
+ 97.02%
N/A
1M $5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
201
+ 0.75%
$402.49 - $513.76 $80.9K - $103K
26.8K $13M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.83K
+ 3.12%
$190.84 - $226.29 $350K - $415K
60.6K $13.7M
ITW
Illinois Tool Works Inc

Industrials
18.1K
+ 4.24%
$244.9 - $274.48 $4.43M - $4.96M
445K $110M
EHC
Encompass Health Corp

Healthcare
1.63K
+ 0.77%
$91.05 - $102.2 $149K - $167K
214K $21.6M
HWM
Howmet Aerospace Inc.

Industrials
4.21K
+ 5.78%
$110.79 - $139.39 $466K - $587K
77.1K $10M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
15K
+ 16.42%
$73.82 - $89.02 $1.1M - $1.33M
106K $9.12M
MMM
3 M CO

Industrials
3.65K
+ 4.41%
$129.7 - $155.12 $473K - $565K
86.3K $12.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.7K
+ 4.28%
$169.43 - $182.84 $2.66M - $2.87M
383K $66.3M
EFV
Msci Eafe Value ETF

ETFs
21.6K
+ 20.41%
$51.88 - $60.73 $1.12M - $1.31M
127K $7.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
34.9K
+ 26.19%
$56.17 - $59.71 $1.96M - $2.08M
168K $9.61M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2K
+ 4.67%
$208.48 - $244.03 $417K - $488K
44.8K $10.9M
MELI
Mercadolibre Inc

Consumer Cyclical
481
+ 13.7%
$1739.0 - $2260.0 $836K - $1.09M
3.99K $7.79M
PHYS
Sprott Physical Gold Trust

Financial Services
31.6K
+ 11.76%
$20.25 - $24.06 $640K - $760K
300K $7.22M
NET
Cloudflare, Inc.

Technology
15.7K
+ 321.0%
$110.71 - $176.5 $1.74M - $2.78M
20.6K $2.32M
USFR
Wisdomtree Floating Rate Treas

ETFs
35.5K
+ 3.62%
$50.29 - $50.5 $1.79M - $1.79M
1.02M $51.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.1K
+ 2.85%
$182.82 - $196.21 $1.11M - $1.2M
220K $41.4M
DGX
Quest Diagnostics Inc

Healthcare
12.5K
+ 31.04%
N/A
52.6K $7.21M
AVAV
Aero Vironment Inc

Industrials
22.1K
+ 82.15%
$119.19 - $186.12 $2.63M - $4.11M
49K $5.84M
VPU
Vanguard Utilities ETF

ETFs
7.92K
+ 23.26%
$161.24 - $173.33 $1.28M - $1.37M
42K $7.17M
DVY
Ishares Tr

ETFs
8.55K
+ 5.75%
$128.58 - $138.1 $1.1M - $1.18M
157K $21.1M
BXSL
Blackstone Secured Lending Fund

Financial Services
48.9K
+ 83.55%
$31.3 - $34.5 $1.53M - $1.69M
107K $3.48M
XLY
Select Sector Spdr Consumer Di

ETFs
10.7K
+ 52.11%
$192.6 - $233.2 $2.05M - $2.49M
31.1K $6.15M
BP
Bp PLC

Energy
18.9K
+ 9.07%
$29.93 - $35.31 $567K - $669K
228K $7.69M
VO
Vanguard Mid Cap ETF

ETFs
8.15K
+ 7.61%
$251.87 - $277.95 $2.05M - $2.27M
115K $29.8M
Activity Summary
Buys All Purchases 713 New Holdings 82 Increased Positions 631 Sells All Sells 805 Reductions 805 Sold out 0 Options Calls 0 Puts 0
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