Carmel Capital Partners, LLC Purchases in Q1 2025

Carmel Capital Partners, LLC

  • $235 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
293K
New
$18.18 - $18.58 $5.34M - $5.45M
293K $5.44M
USFR
Wisdomtree Floating Rate Treas

ETFs
77.3K
+ 12.52%
$50.29 - $50.5 $3.89M - $3.9M
695K $35M
DG
Dollar General Corp

Consumer Defensive
22.2K
New
$68.44 - $87.93 $1.52M - $1.95M
22.2K $1.95M
MELI
Mercadolibre Inc

Consumer Cyclical
834
New
$1739.0 - $2260.0 $1.45M - $1.88M
834 $1.63M
GTLB
Gitlab Inc.

Technology
30.9K
New
$47.0 - $73.14 $1.45M - $2.26M
30.9K $1.45M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24.5K
+ 11.02%
$21.77 - $22.25 $534K - $546K
247K $5.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
20.1K
+ 7.97%
$20.05 - $20.4 $403K - $410K
272K $5.54M
STWD
Starwood Property Trust, Inc.

Real Estate
17.2K
+ 11.68%
$18.41 - $20.53 $317K - $353K
165K $3.25M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.54K
+ 116.26%
$95.85 - $99.25 $435K - $451K
8.45K $835K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.4K
+ 7.39%
$19.43 - $19.62 $377K - $380K
282K $5.52M
CARR
Carrier Global Corp

Industrials
7.07K
+ 43.34%
$62.07 - $70.55 $439K - $499K
23.4K $1.48M
ICE
Intercontinental Exchange, Inc.

Financial Services
463
+ 4.48%
$142.8 - $176.36 $66.1K - $81.7K
10.8K $1.86M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
31.2K
+ 7.28%
$16.76 - $17.69 $522K - $551K
459K $7.7M
VEA
Vanguard Ftse Developed Market

ETFs
5.5K
+ 59.85%
$47.4 - $52.99 $261K - $292K
14.7K $747K
VTI
Vanguard Total Stock Market Et

ETFs
1.14K
+ 73.05%
$271.18 - $303.12 $308K - $344K
2.69K $739K
AA
Alcoa Corp

Basic Materials
14.9K
+ 65.68%
$30.5 - $39.53 $454K - $588K
37.5K $1.15M
IR
Ingersoll Rand Inc.

Industrials
5.54K
+ 36.87%
$79.44 - $94.23 $440K - $522K
20.6K $1.65M
NEM
Newmont Corp

Basic Materials
5.38K
New
$37.79 - $48.39 $203K - $260K
5.38K $259K
BAX
Baxter International Inc

Healthcare
2.55K
+ 7.72%
$29.26 - $36.57 $74.5K - $93.1K
35.6K $1.22M
NOC
Northrop Grumman Corp

Industrials
426
New
$433.45 - $513.82 $185K - $219K
426 $218K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
418
New
$507.05 - $563.67 $212K - $236K
418 $214K
CCK
Crown Holdings Inc

Consumer Cyclical
1.08K
+ 6.06%
$78.77 - $91.74 $84.8K - $98.8K
18.9K $1.68M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.67K
New
$42.5 - $46.71 $199K - $218K
4.67K $211K
DVN
Devon Energy Corp

Energy
5.39K
New
$33.15 - $38.55 $179K - $208K
5.39K $201K
SCHW
Schwab Charles Corp

Financial Services
690
+ 2.43%
$71.24 - $83.64 $49.2K - $57.7K
29.1K $2.28M
OXY
Occidental Petroleum Corp

Energy
3.61K
+ 10.05%
$45.45 - $52.7 $164K - $190K
39.5K $1.95M
ORCC
Owl Rock Capital Corp

Financial Services
12.2K
+ 7.16%
N/A
183K $2.45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.1K
+ 58.63%
$64.88 - $72.1 $136K - $151K
5.68K $373K
VICI
Vici Properties Inc.

Real Estate
103
+ 0.38%
$28.21 - $32.68 $2.91K - $3.37K
27.5K $895K
PHG
Koninklijke Philips Nv

Healthcare
3.42K
+ 6.45%
$24.92 - $28.61 $85.3K - $97.9K
56.5K $1.43M
MS
Morgan Stanley

Financial Services
1.47K
+ 15.87%
$111.68 - $141.08 $165K - $208K
10.8K $1.25M
DASH
Door Dash, Inc.

Communication Services
202
+ 6.8%
$168.37 - $213.38 $34K - $43.1K
3.17K $579K
WRB
Berkley W R Corp

Financial Services
4
+ 0.06%
$56.7 - $71.27 $227 - $285
6.27K $446K
APG
A Pi Group Corp

Industrials
2.6K
+ 4.09%
$35.67 - $40.88 $92.7K - $106K
66.2K $2.37M
XOM
Exxon Mobil Corp

Energy
30
+ 0.5%
$105.44 - $118.93 $3.16K - $3.57K
6.09K $723K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.34%
$279.74 - $321.29 $2.24K - $2.57K
2.39K $746K
PG
Procter & Gamble CO

Consumer Defensive
270
+ 12.71%
$158.56 - $176.26 $42.8K - $47.6K
2.39K $407K
LLY
Eli Lilly & CO

Healthcare
20
+ 3.18%
$725.72 - $929.72 $14.5K - $18.6K
649 $536K
PAYX
Paychex Inc

Industrials
42
+ 1.93%
$136.06 - $154.52 $5.71K - $6.49K
2.22K $342K
PPL
Ppl Corp

Utilities
12
+ 0.14%
$31.68 - $36.11 $380 - $433
8.72K $314K
AFL
Aflac Inc

Financial Services
7
+ 0.18%
$100.99 - $111.19 $707 - $778
3.95K $438K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 2.25%
$890.62 - $1076.86 $11.6K - $14K
592 $559K
NNN
National Retail Properties, Inc.

Real Estate
91
+ 0.75%
$38.0 - $43.19 $3.46K - $3.93K
12.2K $519K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.45%
$225.19 - $279.95 $3.6K - $4.48K
3.56K $873K
QCOM
Qualcomm Inc

Technology
128
+ 0.78%
$151.94 - $175.86 $19.4K - $22.5K
16.5K $2.54M
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.03%
$53.9 - $63.11 $53.9 - $63.1
3.75K $228K
ON
On Semiconductor Corp

Technology
15K
+ 56.13%
$40.69 - $64.51 $612K - $970K
41.8K $1.7M
ADEA
Adeia Inc.

Technology
1.16K
+ 9.89%
$12.48 - $17.23 $14.5K - $20K
12.9K $170K
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 2.01%
$194.65 - $222.86 $4.87K - $5.57K
1.27K $266K
Activity Summary
Buys All Purchases 81 New Holdings 11 Increased Positions 70 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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