Bristlecone Advisors, LLC Purchases in Q1 2025

Bristlecone Advisors, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.37K
+ 86.04%
$157.11 - $206.52 $216K - $284K
2.97K $499K
KMB
Kimberly Clark Corp

Consumer Defensive
1.13K
+ 31.28%
$124.46 - $147.4 $141K - $167K
4.75K $675K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.43K
+ 143.36%
$77.7 - $78.94 $189K - $192K
4.13K $325K
OKTA
Okta, Inc.

Technology
37
+ 0.56%
$78.83 - $116.72 $2.92K - $4.32K
6.64K $699K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.98K
+ 2.05%
$37.07 - $40.63 $73.3K - $80.4K
98.6K $3.88M
MNST
Monster Beverage Corp

Consumer Defensive
2.26K
+ 32.89%
$46.16 - $58.58 $104K - $132K
9.12K $533K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.25K
New
$120.5 - $145.97 $151K - $182K
1.25K $164K
WBD
Warner Bros. Discovery, Inc.

Communication Services
14.5K
New
$9.47 - $11.46 $137K - $166K
14.5K $155K
TJX
Tjx Companies Inc

Consumer Cyclical
1.1K
+ 23.01%
$112.81 - $126.16 $124K - $138K
5.85K $713K
PG
Procter & Gamble CO

Consumer Defensive
435
+ 2.27%
$158.56 - $176.26 $69K - $76.7K
19.6K $3.34M
BA
Boeing CO

Industrials
878
+ 21.91%
$148.15 - $186.25 $130K - $164K
4.89K $833K
WY
Weyerhaeuser CO

Real Estate
1.73K
+ 2.77%
$27.29 - $31.39 $47.2K - $54.2K
64.1K $1.88M
MUB
Ishares National Muni Bond ETF

ETFs
1.26K
+ 11.74%
$104.71 - $107.69 $131K - $135K
11.9K $1.26M
EPAM
Epam Systems, Inc.

Technology
615
+ 9.84%
N/A
6.86K $1.27M
IBRX
Immunity Bio, Inc.

Healthcare
36K
New
$2.32 - $3.9 $83.5K - $140K
36K $108K
RSP
Invesco S&P 500 Equal Weight E

ETFs
615
+ 337.91%
$169.43 - $182.84 $104K - $112K
797 $138K
ZS
Zscaler, Inc.

Technology
36
+ 0.74%
$181.66 - $216.87 $6.54K - $7.81K
4.88K $969K
HPQ
Hp Inc

Technology
5.15K
+ 51.95%
$27.69 - $34.72 $143K - $179K
15.1K $417K
BSM
Black Stone Minerals, L.P.

Energy
3.8K
+ 8.33%
$14.48 - $15.59 $55K - $59.2K
49.3K $753K
XLE
Energy Sector Spdr

ETFs
360
+ 6.69%
$85.7 - $93.96 $30.9K - $33.8K
5.74K $536K
SPYG
Spdr Portfolio

ETFs
7.02K
+ 10.73%
$80.05 - $92.39 $562K - $648K
72.5K $5.82M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1K
+ 163.13%
$59.28 - $66.1 $59.3K - $66.1K
1.61K $102K
VDE
Vanguard Energy ETF

ETFs
500
New
$119.14 - $132.76 $59.6K - $66.4K
500 $64K
SUI
Sun Communities Inc

Real Estate
61
+ 0.67%
$120.53 - $136.43 $7.35K - $8.32K
9.18K $1.18M
LAD
Lithia Motors Inc

Consumer Cyclical
719
+ 30.16%
$285.59 - $385.71 $205K - $277K
3.1K $910K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1K
+ 5.77%
$50.44 - $50.7 $50.4K - $50.7K
18.3K $929K
LUMN
Lumen Technologies, Inc.

Communication Services
14.5K
New
$3.92 - $5.92 $56.8K - $85.8K
14.5K $56K
LMT
Lockheed Martin Corp

Industrials
235
+ 18.32%
$423.19 - $506.29 $99.4K - $119K
1.52K $678K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
600
New
$76.94 - $78.28 $46.2K - $47K
600 $46K
GE
General Electric CO

Industrials
5
+ 0.38%
$168.59 - $212.13 $843 - $1.06K
1.32K $264K
PSA
Public Storage

Real Estate
135
+ 1.71%
$288.99 - $313.98 $39K - $42.4K
8.03K $2.4M
ETSY
Etsy Inc

Consumer Cyclical
3.23K
+ 15.05%
$44.4 - $57.29 $144K - $185K
24.7K $1.17M
BHP
Bhp Group LTD

Basic Materials
563
+ 4.38%
$48.18 - $52.11 $27.1K - $29.3K
13.4K $651K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.11%
$126.11 - $135.06 $2.14K - $2.3K
14.9K $1.93M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
994
+ 4.62%
$48.02 - $53.02 $47.7K - $52.7K
22.5K $1.11M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
275
+ 705.13%
$49.67 - $51.43 $13.7K - $14.1K
314 $16K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
344
New
$44.68 - $46.49 $15.4K - $16K
344 $15K
WMT
Walmart Inc.

Consumer Defensive
367
+ 4.74%
$84.5 - $105.05 $31K - $38.6K
8.11K $711K
VCIT
Vanguard Intermediate Term Cor

ETFs
34
+ 0.73%
$79.17 - $82.04 $2.69K - $2.79K
4.71K $385K
SCHO
Schwab Short Term Us Treasury

ETFs
338
New
$24.1 - $24.34 $8.15K - $8.23K
338 $8K
HYG
Ishares Tr

ETFs
84
New
$78.51 - $80.11 $6.59K - $6.73K
84 $6K
SCHR
Schwab Intermediate Term Us Tr

ETFs
154
+ 7.06%
$24.05 - $24.86 $3.7K - $3.83K
2.33K $58K
VOT
Vanguard Mid Cap Growth Index

ETFs
23
New
$237.72 - $276.98 $5.47K - $6.37K
23 $5K
DGRO
Ishares Core Dividend Growth E

ETFs
91
New
$60.46 - $64.42 $5.5K - $5.86K
91 $5K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
300
New
$18.01 - $18.31 $5.4K - $5.49K
300 $5K
SPTL
Spdr Portfolio Long Term Treas

ETFs
185
New
$25.54 - $27.64 $4.72K - $5.11K
185 $5K
VTWO
Vanguard Russell 2000 ETF

ETFs
64
New
$80.08 - $92.93 $5.13K - $5.95K
64 $5K
VT
Vanguard Total World Stk Index

ETFs
39
+ 15.48%
$115.08 - $123.97 $4.49K - $4.83K
291 $33K
VOE
Vanguard Mid Cap Value Index F

ETFs
28
New
$156.61 - $168.02 $4.39K - $4.7K
28 $4K
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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