Carmel Capital Partners, LLC Reduced Holdings in Q1 2025

Carmel Capital Partners, LLC

  • $235 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-144K
- 59.46%
$50.87 - $51.09 $7.34M - $7.37M
98.3K $5.02M
PLTR
Palantir Technologies Inc.

Technology
-54.9K
- 29.11%
$64.98 - $124.62 $3.57M - $6.84M
134K $11.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-550
- 4.97%
$222.15 - $428.22 $122K - $236K
10.5K $2.73M
ILMN
Illumina, Inc.

Healthcare
-10.9K
- 79.3%
$79.34 - $144.22 $867K - $1.58M
2.85K $226K
RH
Rh

Consumer Cyclical
-608
- 10.23%
$216.63 - $454.52 $132K - $276K
5.34K $1.25M
JEF
Jefferies Financial Group Inc.

Financial Services
-12
- 0.06%
$52.22 - $81.31 $627 - $976
19.4K $1.04M
IQV
Iqvia Holdings Inc.

Healthcare
-633
- 5.55%
$176.3 - $209.96 $112K - $133K
10.8K $1.9M
AAPL
Apple Inc.

Technology
-25
- 0.23%
$209.68 - $247.1 $5.24K - $6.18K
10.8K $2.4M
AMAT
Applied Materials Inc

Technology
-701
- 6.44%
$145.06 - $195.51 $102K - $137K
10.2K $1.48M
BA
Boeing CO

Industrials
-990
- 17.8%
$148.15 - $186.25 $147K - $184K
4.57K $779K
AMZN
Amazon Com Inc

Consumer Cyclical
-175
- 4.12%
$190.26 - $242.06 $33.3K - $42.4K
4.07K $774K
META
Meta Platforms, Inc.

Communication Services
-203
- 14.21%
$576.36 - $736.67 $117K - $150K
1.23K $706K
MSFT
Microsoft Corp

Technology
-25
- 1.39%
$375.39 - $447.2 $9.38K - $11.2K
1.78K $667K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.43K
- 6.42%
$34.43 - $37.49 $49.3K - $53.7K
20.9K $761K
GOOGL
Alphabet Inc.

Communication Services
-53
- 3.77%
$154.33 - $206.19 $8.18K - $10.9K
1.35K $209K
SPG
Simon Property Group Inc

Real Estate
-42
- 0.6%
$159.48 - $187.78 $6.7K - $7.89K
6.91K $1.15M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.17%
$423.19 - $506.29 $846 - $1.01K
1.2K $536K
FSK
Fs Kkr Capital Corp

Financial Services
-1.08K
- 9.66%
$20.47 - $24.06 $22.1K - $26K
10.1K $211K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-1
- 0.03%
$92.51 - $102.81 $92.5 - $103
3.79K $350K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-20
- 0.11%
$21.75 - $24.28 $435 - $486
18K $397K
MU
Micron Technology Inc

Technology
-781
- 4.25%
$86.89 - $109.38 $67.9K - $85.4K
17.6K $1.53M
EXR
Extra Space Storage Inc.

Real Estate
-16
- 0.36%
$143.8 - $161.28 $2.3K - $2.58K
4.4K $653K
EQR
Equity Residential

Real Estate
-51
- 0.77%
$66.98 - $75.02 $3.42K - $3.83K
6.58K $470K
OFC
Corporate Office Properties Trust

Real Estate
-180
- 1.03%
N/A
17.4K $418K
ELS
Equity Lifestyle Properties Inc

Real Estate
-65
- 0.99%
$64.36 - $69.32 $4.18K - $4.51K
6.47K $431K
Blackrock Inc
-39
- 6.26%
N/A
584 $0
Sila Realty Trust Inc
-1.86K
- 17.47%
N/A
8.8K $0
Brookfield Asset Managmt LTD
-15
- 0.15%
N/A
9.73K $0
Brookfield Infrastructure CO
-515
- 1.56%
N/A
32.5K $0
Brookfield Renewable Corp
-448
- 1.13%
N/A
39.2K $0
Howard Hughes Holdings Inc
-52
- 0.85%
N/A
6.05K $0
V
Visa Inc.

Financial Services
-83
- 7.97%
$306.92 - $362.71 $25.5K - $30.1K
958 $335K
MDT
Medtronic PLC

Healthcare
-307
- 8.6%
$79.84 - $94.5 $24.5K - $29K
3.26K $293K
JOE
St Joe CO

Real Estate
-77
- 0.9%
$43.61 - $49.45 $3.36K - $3.81K
8.44K $396K
JBGS
Jbg Smith Properties

Real Estate
-120
- 0.44%
$14.0 - $16.11 $1.68K - $1.93K
26.9K $433K
PLD
Prologis, Inc.

Real Estate
-23
- 0.58%
$103.59 - $124.04 $2.38K - $2.85K
3.95K $441K
ADC
Agree Realty Corp

Real Estate
-70
- 1.02%
$68.36 - $77.19 $4.79K - $5.4K
6.82K $526K
NTST
Netstreit Corp.

Real Estate
-130
- 0.5%
$13.64 - $15.85 $1.77K - $2.06K
26.1K $412K
CVX
Chevron Corp

Energy
-46
- 1.72%
$146.71 - $167.97 $6.75K - $7.73K
2.62K $438K
CCI
Crown Castle International Corp

Real Estate
-17
- 0.42%
$84.33 - $106.39 $1.43K - $1.81K
4.01K $418K
AEP
American Electric Power CO Inc

Utilities
-5
- 0.14%
$90.32 - $109.27 $452 - $546
3.52K $384K
ABT
Abbott Laboratories

Healthcare
-15
- 0.42%
$111.1 - $140.22 $1.67K - $2.1K
3.55K $470K
VTR
Ventas, Inc.

Real Estate
-88
- 1.11%
$56.9 - $70.47 $5.01K - $6.2K
7.86K $540K
WELL
Welltower Inc.

Real Estate
-73
- 1.61%
$124.05 - $156.86 $9.06K - $11.5K
4.47K $684K
ABBV
Abb Vie Inc.

Healthcare
-19
- 0.51%
$169.2 - $216.66 $3.21K - $4.12K
3.73K $780K
LKQ
Lkq Corp

Consumer Cyclical
-1.69K
- 4.56%
$36.24 - $44.05 $61.3K - $74.5K
35.4K $1.51M
HCA
Hca Healthcare, Inc.

Healthcare
-183
- 3.47%
$296.7 - $345.55 $54.3K - $63.2K
5.09K $1.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 0.95%
$442.66 - $534.52 $10.2K - $12.3K
2.39K $1.27M
UBER
Uber Technologies, Inc

Technology
-1.63K
- 5.68%
$63.17 - $81.49 $103K - $133K
27K $1.97M
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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