Bradley Foster & Sargent Inc Incresed Positions in Q1 2025

Bradley Foster & Sargent Inc

  • $5.64 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.75K
+ 8.59%
$17.15 - $21.07 $47.2K - $57.9K
34.8K $695K
PH
Parker Hannifin Corp

Industrials
1.05K
+ 5.9%
$591.65 - $707.05 $622K - $743K
18.9K $11.5M
SO
Southern CO

Utilities
68
+ 0.68%
$80.96 - $92.96 $5.51K - $6.32K
10.1K $930K
IEFA
Ishares Tr

ETFs
493
+ 4.23%
$69.57 - $78.65 $34.3K - $38.8K
12.2K $919K
C
Citigroup Inc

Financial Services
1.23K
+ 31.02%
$67.23 - $84.63 $82.4K - $104K
5.17K $367K
AEP
American Electric Power CO Inc

Utilities
388
+ 16.45%
$90.32 - $109.27 $35K - $42.4K
2.75K $300K
VONV
Vanguard Russell 1000 Value Et

ETFs
340
+ 1.23%
$80.21 - $86.14 $27.3K - $29.3K
27.9K $2.31M
EEM
Ishares Msci Emerging Markets

ETFs
67
+ 0.21%
$40.81 - $45.34 $2.73K - $3.04K
31.3K $1.37M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.54K
+ 46.13%
$47.79 - $59.89 $73.5K - $92.1K
4.87K $244K
CHWY
Chewy, Inc.

Consumer Cyclical
1.85K
+ 10.19%
$31.83 - $39.8 $58.9K - $73.6K
20K $650K
HSY
Hershey CO

Consumer Defensive
189
+ 3.81%
$144.74 - $186.36 $27.4K - $35.2K
5.15K $881K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
344
+ 1.37%
$18.36 - $20.51 $6.32K - $7.06K
25.5K $504K
FICO
Fair Isaac Corp

Technology
33
+ 11.54%
$1695.35 - $2030.47 $55.9K - $67K
319 $588K
DGRO
Ishares Core Dividend Growth E

ETFs
152
+ 1.98%
$60.46 - $64.42 $9.19K - $9.79K
7.84K $484K
FDX
Fedex Corp

Industrials
870
+ 16.16%
$230.33 - $281.53 $200K - $245K
6.25K $1.52M
GS
Goldman Sachs Group Inc

Financial Services
367
+ 4.9%
$524.81 - $672.19 $193K - $247K
7.85K $4.29M
Jacobs Solutions Inc
1
+ 0.03%
N/A
3.48K $0
Linde PLC
7.06K
+ 20.82%
N/A
40.9K $0
Liberty Media Corp Series C Fo
126K
+ 18.09%
N/A
822K $0
Viper Energy Inc
22.2K
+ 145.97%
N/A
37.5K $0
Kenvue Inc.
697
+ 0.27%
N/A
261K $0
Ftai Aviation LTD
1.31K
+ 76.29%
N/A
3.02K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.12%
$408.78 - $448.82 $1.64K - $1.8K
3.43K $1.44M
RPG
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.58%
$37.33 - $45.03 $1.53K - $1.85K
7.08K $270K
MAR
Marriott International Inc

Consumer Cyclical
461
+ 13.71%
$237.01 - $304.45 $109K - $140K
3.82K $910K
GLW
Corning Inc

Technology
79
+ 0.32%
$44.91 - $54.25 $3.55K - $4.29K
25.1K $1.15M
OKE
Oneok Inc

Energy
188
+ 0.37%
$89.57 - $109.85 $16.8K - $20.7K
51.1K $5.07M
CATH
Global X Fds Global X S&P 500

ETFs
74
+ 0.31%
$66.14 - $74.2 $4.89K - $5.49K
23.9K $1.62M
META
Meta Platforms, Inc.

Communication Services
800
+ 1.9%
$576.36 - $736.67 $461K - $589K
43K $24.8M
UPS
United Parcel Service Inc

Industrials
384
+ 3.61%
$109.66 - $136.26 $42.1K - $52.3K
11K $1.21M
ISRG
Intuitive Surgical Inc

Healthcare
1.81K
+ 4.32%
$476.63 - $610.45 $863K - $1.11M
43.7K $21.7M
BAC
Bank Of America Corp

Financial Services
7.58K
+ 2.82%
$39.61 - $47.74 $300K - $362K
276K $11.5M
FOUR
Shift4 Payments, Inc.

Technology
7.59K
+ 16.22%
$81.71 - $125.66 $620K - $954K
54.4K $4.44M
CCJ
Cameco Corp

Energy
3.66K
+ 5.92%
$40.64 - $56.86 $149K - $208K
65.6K $2.7M
ADI
Analog Devices Inc

Technology
14.3K
+ 4.45%
$201.56 - $243.82 $2.88M - $3.48M
336K $67.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
55
+ 0.31%
$468.34 - $539.52 $25.8K - $29.7K
17.6K $8.26M
NOW
Service Now, Inc.

Technology
53
+ 1.69%
$783.83 - $1170.39 $41.5K - $62K
3.19K $2.54M
CAT
Caterpillar Inc

Industrials
1.2K
+ 1.11%
$326.75 - $407.63 $393K - $490K
110K $36.2M
AXP
American Express CO

Financial Services
1.77K
+ 1.27%
$255.39 - $325.87 $453K - $578K
141K $38M
AMZN
Amazon Com Inc

Consumer Cyclical
16.8K
+ 2.04%
$190.26 - $242.06 $3.2M - $4.07M
839K $160M
Activity Summary
Buys All Purchases 108 New Holdings 17 Increased Positions 91 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 0 Puts 0
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