Capital Market Strategies LLC Reduced Holdings in Q1 2025

Capital Market Strategies LLC

  • $142 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-391
- 30.62%
$243.19 - $288.14 $95.1K - $113K
886 $255K
PGR
Progressive Corp

Financial Services
-443
- 26.61%
$235.61 - $291.22 $104K - $129K
1.22K $345K
MRK
Merck & Co., Inc.

Healthcare
-84
- 1.9%
$83.01 - $101.02 $6.97K - $8.49K
4.33K $388K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-163
- 7.31%
$121.0 - $142.28 $19.7K - $23.2K
2.07K $255K
GD
General Dynamics Corp

Industrials
-220
- 14.75%
$241.94 - $272.58 $53.2K - $60K
1.27K $346K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.31K
- 7.78%
$25.08 - $25.64 $33K - $33.7K
15.6K $391K
RTX
Raytheon Technologies Corp

Industrials
-639
- 18.36%
$114.1 - $135.66 $72.9K - $86.7K
2.84K $376K
TXT
Textron Inc

Industrials
-13
- 0.22%
$70.19 - $81.2 $912 - $1.06K
5.85K $422K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-1.68K
- 4.55%
$15.0 - $15.91 $25.2K - $26.7K
35.3K $548K
UNP
Union Pacific Corp

Industrials
-145
- 5.95%
$225.21 - $254.42 $32.7K - $36.9K
2.29K $541K
SPGI
S&P Global Inc.

Financial Services
-35
- 5.72%
$478.26 - $543.77 $16.7K - $19K
577 $293K
DVY
Ishares Tr

ETFs
-35
- 1.22%
$128.58 - $138.1 $4.5K - $4.83K
2.83K $375K
Kraneshares Trust
-15.4K
- 57.08%
N/A
11.6K $0
Lightbridge Corp
-1.45K
- 7.27%
N/A
18.5K $0
Linde PLC
-83
- 13.88%
N/A
515 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-3.17K
- 3.36%
N/A
91K $0
MA
Mastercard Inc

Financial Services
-38
- 3.93%
$504.67 - $576.31 $19.2K - $21.9K
930 $509K
GNL
Global Net Lease, Inc.

Real Estate
-250
- 2.14%
$6.91 - $8.26 $1.73K - $2.07K
11.4K $91K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-34
- 14.66%
$1187.71 - $1432.58 $40.4K - $48.7K
198 $283K
KLAC
Kla Corp

Technology
-29
- 3.79%
$636.62 - $777.63 $18.5K - $22.6K
736 $500K
INTC
Intel Corp

Technology
-786
- 5.47%
$19.1 - $27.39 $15K - $21.5K
13.6K $308K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-386
- 0.89%
$3.88 - $4.37 $1.5K - $1.69K
43K $186K
COST
Costco Wholesale Corp

Consumer Defensive
-73
- 2.21%
$890.62 - $1076.86 $65K - $78.6K
3.23K $3.05M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-80
- 0.45%
$87.68 - $94.52 $7.01K - $7.56K
17.7K $1.64M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-677
- 2.38%
$26.05 - $30.88 $17.6K - $20.9K
27.8K $845K
ABBV
Abb Vie Inc.

Healthcare
-947
- 8.87%
$169.2 - $216.66 $160K - $205K
9.73K $2.04M
JNJ
Johnson & Johnson

Healthcare
-125
- 1.62%
$142.06 - $167.7 $17.8K - $21K
7.6K $1.26M
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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