Bristlecone Advisors, LLC Purchases in Q1 2025

Bristlecone Advisors, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
30.2K
+ 14.03%
$71.17 - $73.66 $2.15M - $2.22M
245K $18M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.82K
+ 0.74%
$33.84 - $37.77 $231K - $258K
924K $33.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.7K
+ 26.68%
$50.39 - $50.66 $2.25M - $2.27M
212K $10.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.25K
+ 4.56%
$890.62 - $1076.86 $1.11M - $1.34M
28.6K $27.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.13K
+ 2.25%
$95.85 - $99.25 $875K - $906K
414K $41M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.31K
+ 3.75%
$55.75 - $77.63 $129K - $179K
63.7K $4.95M
KR
Kroger CO

Consumer Defensive
19.4K
+ 168.83%
$58.36 - $67.72 $1.13M - $1.32M
30.9K $2.09M
PEP
Pepsico Inc

Consumer Defensive
9.28K
+ 35.46%
$142.64 - $156.42 $1.32M - $1.45M
35.4K $5.31M
DBND
Doubleline ETF Tr Opportunisti

ETFs
26.4K
+ 151.98%
$44.88 - $46.36 $1.18M - $1.22M
43.7K $2.02M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
20.6K
+ 18.39%
$50.24 - $50.57 $1.03M - $1.04M
132K $6.69M
AMGN
Amgen Inc

Healthcare
149
+ 0.85%
$258.59 - $327.36 $38.5K - $48.8K
17.8K $5.53M
VEA
Vanguard Ftse Developed Market

ETFs
3.44K
+ 1.41%
$47.4 - $52.99 $163K - $182K
248K $12.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.9K
+ 3.43%
$50.29 - $50.5 $849K - $853K
509K $25.6M
DG
Dollar General Corp

Consumer Defensive
5.5K
+ 28.39%
$68.44 - $87.93 $376K - $483K
24.9K $2.19M
PFE
Pfizer Inc

Healthcare
34.6K
+ 20.7%
$25.01 - $27.13 $864K - $937K
201K $5.11M
NVO
Novo Nordisk A S

Healthcare
12.6K
+ 102.3%
$69.3 - $90.95 $872K - $1.14M
24.9K $1.73M
IEFA
Ishares Tr

ETFs
6.94K
+ 48.04%
$69.57 - $78.65 $483K - $546K
21.4K $1.62M
IBM
International Business Machines Corp

Technology
2.31K
New
$217.4 - $264.74 $503K - $613K
2.31K $575K
CVX
Chevron Corp

Energy
1.31K
+ 8.48%
$146.71 - $167.97 $191K - $219K
16.7K $2.79M
MBB
Ishares Tr

ETFs
5.32K
+ 31.84%
$90.37 - $94.08 $481K - $501K
22K $2.07M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.59K
+ 135.6%
$69.82 - $78.67 $530K - $597K
13.2K $928K
MRK
Merck & Co., Inc.

Healthcare
8.22K
+ 33.09%
$83.01 - $101.02 $682K - $830K
33K $2.97M
CRM
Salesforce, Inc.

Technology
3.57K
+ 49.69%
$268.36 - $359.95 $957K - $1.28M
10.7K $2.88M
CROX
Crocs, Inc.

Consumer Cyclical
4.46K
New
$88.83 - $112.59 $396K - $502K
4.46K $473K
ITA
Ishares Tr

ETFs
1.83K
+ 8.23%
$144.84 - $159.5 $265K - $292K
24.1K $3.68M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.06K
+ 14.39%
$54.27 - $63.81 $220K - $259K
32.3K $2.06M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.85K
+ 30.95%
$77.91 - $92.26 $534K - $632K
29K $2.3M
ALB
Albemarle Corp

Basic Materials
10.9K
+ 37.78%
$69.95 - $97.49 $762K - $1.06M
39.7K $2.86M
VTV
Vanguard Value ETF

ETFs
1.8K
+ 43.74%
$167.73 - $179.21 $302K - $323K
5.93K $1.02M
IAU
Ishares Gold Trust

ETFs
680
+ 2.3%
$49.74 - $58.96 $33.8K - $40.1K
30.3K $1.78M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.71K
+ 19.64%
$80.73 - $94.96 $542K - $638K
40.9K $3.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.37K
+ 6.03%
$49.25 - $50.66 $363K - $373K
129K $6.42M
YELP
Yelp Inc

Communication Services
9.39K
+ 30.37%
$33.6 - $41.25 $316K - $387K
40.3K $1.49M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.99K
+ 54.16%
$47.33 - $47.92 $283K - $287K
17K $811K
BXP
Boston Properties Inc

Real Estate
6.1K
+ 35.16%
$63.97 - $74.91 $390K - $457K
23.4K $1.58M
KO
Coca Cola CO

Consumer Defensive
3.84K
New
$60.81 - $72.32 $234K - $278K
3.84K $275K
GS
Goldman Sachs Group Inc

Financial Services
500
+ 113.64%
$524.81 - $672.19 $262K - $336K
940 $513K
ADBE
Adobe Inc.

Technology
2.33K
+ 22.56%
$377.84 - $464.11 $882K - $1.08M
12.7K $4.86M
CMF
Ishares California Muni Bond E

ETFs
4.6K
+ 36.75%
$55.93 - $57.47 $257K - $264K
17.1K $962K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.49K
+ 85.69%
$44.81 - $46.22 $246K - $254K
11.9K $536K
AZO
Autozone Inc

Consumer Cyclical
64
New
$3193.96 - $3828.11 $204K - $245K
64 $244K
GLDM
World Gold Trust

ETFs
3.74K
New
$52.19 - $61.89 $195K - $231K
3.74K $231K
GLD
Spdr Gold Trust

ETFs
794
New
$243.19 - $288.14 $193K - $229K
794 $228K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
+ 4.65%
$402.49 - $513.76 $40.2K - $51.4K
2.25K $1.09M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.85K
+ 25.47%
$81.1 - $94.7 $393K - $459K
23.9K $1.94M
CMCSA
Comcast Corp

Communication Services
7.68K
+ 7.18%
$33.19 - $38.23 $255K - $294K
115K $4.23M
TSCO
Tractor Supply CO

Consumer Cyclical
3.7K
New
$51.66 - $57.94 $191K - $214K
3.7K $203K
PAYX
Paychex Inc

Industrials
1.32K
New
$136.06 - $154.52 $179K - $204K
1.32K $203K
Activity Summary
Buys All Purchases 137 New Holdings 29 Increased Positions 108 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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