Bristlecone Advisors, LLC Incresed Positions in Q1 2025

Bristlecone Advisors, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
LMT
Lockheed Martin Corp

Industrials
235
+ 18.32%
$423.19 - $506.29 $99.4K - $119K
1.52K $678K
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
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
SCHR
Schwab Intermediate Term Us Tr

ETFs
154
+ 7.06%
$24.05 - $24.86 $3.7K - $3.83K
2.33K $58K
VT
Vanguard Total World Stk Index

ETFs
39
+ 15.48%
$115.08 - $123.97 $4.49K - $4.83K
291 $33K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.18%
N/A
5.99K $1.09M
ASML
Asml Holding Nv

Technology
20
+ 5.12%
$662.63 - $776.99 $13.3K - $15.5K
411 $272K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13
+ 0.44%
$20.2 - $22.24 $263 - $289
2.95K $63K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3
+ 0.48%
$114.57 - $118.14 $344 - $354
628 $74K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
45
+ 15.96%
$45.21 - $50.33 $2.03K - $2.26K
327 $14K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.45%
$39.4 - $42.61 $197 - $213
1.12K $45K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
6
+ 1.4%
$74.87 - $79.99 $449 - $480
436 $33K
PDN
Invesco Fd Tr

ETFs
4
+ 0.86%
$31.2 - $34.9 $125 - $140
468 $15K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 0.85%
$47.39 - $54.26 $94.8 - $109
237 $12K
FNDX
Schwab Fundamental U S Large C

ETFs
4
+ 0.51%
$23.03 - $25.01 $92.1 - $100
791 $18K
USXF
Ishares Esg Advanced Msci Usa

Technology
3
+ 100.0%
$46.38 - $52.65 $139 - $158
6 $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
5
+ 0.56%
N/A
898 $18K
ICF
Ishares Tr

ETFs
2
+ 0.52%
$57.98 - $63.8 $116 - $128
384 $23K
PWZ
Invesco California Amt Free Mu

ETFs
125
+ 3.05%
$23.68 - $24.72 $2.96K - $3.09K
4.23K $100K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7
+ 0.02%
$49.78 - $53.19 $348 - $372
39.2K $2M
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.22%
$26.87 - $30.99 $53.7 - $62
915 $25K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
132
+ 0.57%
$31.63 - $35.22 $4.18K - $4.65K
23.4K $747K
UPS
United Parcel Service Inc

Industrials
4.09K
+ 12.98%
$109.66 - $136.26 $449K - $557K
35.6K $3.91M
WDAY
Workday, Inc.

Technology
47
+ 1.61%
$233.53 - $277.82 $11K - $13.1K
2.97K $693K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
386
+ 14.17%
$283.06 - $421.16 $109K - $163K
3.11K $880K
TTD
Trade Desk, Inc.

Technology
18.8K
+ 94.92%
$53.59 - $126.58 $1.01M - $2.38M
38.6K $2.11M
META
Meta Platforms, Inc.

Communication Services
33
+ 0.14%
$576.36 - $736.67 $19K - $24.3K
24.2K $14M
SOXX
Ishares Semiconductor ETF

ETFs
552
+ 2.93%
$188.17 - $235.81 $104K - $130K
19.4K $3.65M
IVV
Ishares Core S&P 500 ETF

ETFs
3.5K
+ 3.9%
$554.06 - $615.85 $1.94M - $2.16M
93.2K $52.4M
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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