Bristlecone Advisors, LLC New Holdings 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
IBM
International Business Machines Corp

Technology
2.31K
New
$217.4 - $264.74 $503K - $613K
2.31K $575K
CROX
Crocs, Inc.

Consumer Cyclical
4.46K
New
$88.83 - $112.59 $396K - $502K
4.46K $473K
KO
Coca Cola CO

Consumer Defensive
3.84K
New
$60.81 - $72.32 $234K - $278K
3.84K $275K
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
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
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.25K
New
$120.5 - $145.97 $151K - $182K
1.25K $164K
IBRX
Immunity Bio, Inc.

Healthcare
36K
New
$2.32 - $3.9 $83.5K - $140K
36K $108K
VDE
Vanguard Energy ETF

ETFs
500
New
$119.14 - $132.76 $59.6K - $66.4K
500 $64K
LUMN
Lumen Technologies, Inc.

Communication Services
14.5K
New
$3.92 - $5.92 $56.8K - $85.8K
14.5K $56K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
600
New
$76.94 - $78.28 $46.2K - $47K
600 $46K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
344
New
$44.68 - $46.49 $15.4K - $16K
344 $15K
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
VTWO
Vanguard Russell 2000 ETF

ETFs
64
New
$80.08 - $92.93 $5.13K - $5.95K
64 $5K
VOT
Vanguard Mid Cap Growth Index

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

ETFs
91
New
$60.46 - $64.42 $5.5K - $5.86K
91 $5K
VOE
Vanguard Mid Cap Value Index F

ETFs
28
New
$156.61 - $168.02 $4.39K - $4.7K
28 $4K
EWJ
Ishares Msci Japan ETF

ETFs
58
New
$65.24 - $71.7 $3.78K - $4.16K
58 $3K
AGZ
Ishares Agency Bond ETF

ETFs
24
New
$107.46 - $109.48 $2.58K - $2.63K
24 $2K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
33
New
$54.25 - $57.64 $1.79K - $1.9K
33 $1K
RYT
Invesco S&P 500 Equal Weight T

ETFs
1K
New
N/A
1K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
1K
New
N/A
1K $0
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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