Btc Capital Management, Inc. Incresed Positions in Q1 2025

Btc Capital Management, Inc.

  • $1.09 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
28.5K
+ 6.25%
$74.85 - $84.89 $2.14M - $2.42M
485K $40M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11K
+ 129.67%
$507.05 - $563.67 $5.59M - $6.21M
19.5K $9.98M
VUG
Vanguard Growth ETF

ETFs
18.6K
+ 43.73%
$369.1 - $427.61 $6.87M - $7.96M
61.2K $22.7M
TSLA
Tesla, Inc.

Consumer Cyclical
15K
+ 385.99%
$222.15 - $428.22 $3.32M - $6.41M
18.8K $4.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.95K
+ 21.95%
$308.86 - $455.36 $2.15M - $3.16M
38.6K $13.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.9K
+ 3.2%
$71.17 - $73.66 $1.63M - $1.69M
739K $54.2M
XOM
Exxon Mobil Corp

Energy
2.23K
+ 1.34%
$105.44 - $118.93 $235K - $265K
168K $20M
IWD
Ishares Russell 1000 Val ETF

ETFs
10.4K
+ 10.73%
$182.82 - $196.21 $1.9M - $2.04M
107K $20M
JNJ
Johnson & Johnson

Healthcare
1.09K
+ 1.32%
$142.06 - $167.7 $155K - $182K
83.8K $13.9M
LLY
Eli Lilly & CO

Healthcare
1.27K
+ 13.69%
$725.72 - $929.72 $918K - $1.18M
10.5K $8.67M
FAST
Fastenal CO

Industrials
7.4K
+ 5.23%
$71.11 - $79.98 $526K - $592K
149K $11.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
367
+ 0.7%
$142.8 - $176.36 $52.4K - $64.7K
52.5K $9.05M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
309
+ 2.8%
$402.49 - $513.76 $124K - $159K
11.3K $5.5M
DE
Deere & CO

Industrials
175
+ 0.83%
$408.57 - $509.27 $71.5K - $89.1K
21.3K $9.98M
SSNC
Ss&C Technologies Holdings Inc

Technology
9.04K
+ 29.14%
$74.75 - $89.13 $676K - $806K
40.1K $3.35M
STX
Seagate Technology Holdings PLC

Technology
12.2K
+ 43.35%
$84.92 - $108.42 $1.03M - $1.32M
40.2K $3.42M
SONY
Sony Group Corp

Technology
27.5K
+ 45.51%
$19.88 - $25.64 $546K - $705K
87.9K $2.23M
EQH
Equitable Holdings, Inc.

Financial Services
11.2K
+ 20.36%
$47.64 - $55.68 $534K - $624K
66.2K $3.45M
MDT
Medtronic PLC

Healthcare
4K
+ 9.72%
$79.84 - $94.5 $319K - $378K
45.1K $4.06M
PG
Procter & Gamble CO

Consumer Defensive
3.21K
+ 4.23%
$158.56 - $176.26 $509K - $565K
79.1K $13.5M
BNL
Broadstone Net Lease, Inc.

Real Estate
32.8K
+ 29.47%
$15.2 - $17.25 $498K - $565K
144K $2.44M
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
+ 1.46%
$225.19 - $279.95 $241K - $299K
74.3K $18.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.67K
+ 1.79%
$42.5 - $46.71 $241K - $265K
323K $14.6M
OTIS
Otis Worldwide Corp

Industrials
466
+ 0.81%
$90.77 - $104.01 $42.3K - $48.5K
57.8K $5.96M
MA
Mastercard Inc

Financial Services
57
+ 0.23%
$504.67 - $576.31 $28.8K - $32.8K
24.9K $13.6M
INVH
Invitation Homes Inc.

Real Estate
12.1K
+ 24.22%
$30.28 - $34.85 $366K - $422K
62K $2.16M
NICE
Nice Ltd.

Technology
4.04K
+ 92.32%
$139.18 - $178.5 $562K - $721K
8.42K $1.3M
TJX
Tjx Companies Inc

Consumer Cyclical
3.81K
+ 4.32%
$112.81 - $126.16 $430K - $481K
92.1K $11.2M
ALL
Allstate Corp

Financial Services
118
+ 0.38%
$180.99 - $210.18 $21.4K - $24.8K
31K $6.42M
AMGN
Amgen Inc

Healthcare
482
+ 7.79%
$258.59 - $327.36 $125K - $158K
6.67K $2.08M
GD
General Dynamics Corp

Industrials
1.42K
+ 23.63%
$241.94 - $272.58 $343K - $386K
7.41K $2.02M
EMN
Eastman Chemical CO

Basic Materials
5.57K
+ 35.25%
$87.05 - $103.47 $485K - $577K
21.4K $1.88M
XEL
Xcel Energy Inc

Utilities
921
+ 0.85%
$63.37 - $72.1 $58.4K - $66.4K
109K $7.7M
HD
Home Depot, Inc.

Consumer Cyclical
1.68K
+ 18.6%
$347.25 - $424.87 $584K - $714K
10.7K $3.93M
SNA
Snap On Inc

Industrials
1.28K
+ 14.17%
$324.09 - $358.62 $415K - $459K
10.3K $3.48M
VEA
Vanguard Ftse Developed Market

ETFs
3.06K
+ 5.71%
$47.4 - $52.99 $145K - $162K
56.6K $2.9M
D
Dominion Energy, Inc

Utilities
4.57K
+ 13.99%
$52.85 - $57.43 $242K - $263K
37.2K $2.09M
SHEL
Shell PLC

Energy
1.17K
+ 5.05%
$62.84 - $73.29 $73.6K - $85.9K
24.4K $1.77M
NSC
Norfolk Southern Corp

Industrials
934
+ 2.52%
$227.69 - $259.76 $213K - $243K
38K $9M
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 3.93%
$576.74 - $736.67 $689K - $880K
31.6K $18.2M
UL
Unilever PLC

Consumer Defensive
2.88K
+ 7.58%
$54.72 - $60.29 $158K - $174K
40.8K $2.43M
PEP
Pepsico Inc

Consumer Defensive
2.59K
+ 5.03%
$142.64 - $156.42 $369K - $405K
54K $8.1M
IX
Orix Corp

Financial Services
81K
+ 486.61%
$20.44 - $107.42 $1.66M - $8.7M
97.6K $2.04M
NVS
Novartis Ag

Healthcare
473
+ 3.17%
$97.14 - $115.57 $45.9K - $54.7K
15.4K $1.71M
NEE
Nextera Energy Inc

Utilities
4.76K
+ 4.38%
$66.96 - $76.16 $319K - $363K
114K $8.05M
SLB
Schlumberger Limited

Energy
5.26K
+ 61.13%
$38.4 - $43.74 $202K - $230K
13.9K $579K
OZK
Bank Ozk

Financial Services
5.88K
+ 55.23%
$41.71 - $53.1 $245K - $312K
16.5K $722K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
6.36K
+ 4.17%
$14.13 - $16.72 $89.9K - $106K
159K $2.46M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.35K
+ 2.15%
$11.66 - $14.98 $27.4K - $35.2K
112K $1.52M
Activity Summary
Buys All Purchases 126 New Holdings 10 Increased Positions 116 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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