Choreo, LLC Purchases in Q1 2025

Choreo, LLC

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
221K
+ 165.62%
$551.42 - $612.93 $122M - $136M
355K $198M
BND
Vanguard Bd Index Fd Inc Total

ETFs
512K
+ 116.04%
$71.17 - $73.66 $36.4M - $37.7M
953K $70M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
46.3K
+ 575.59%
$522.96 - $601.18 $24.2M - $27.8M
54.3K $29M
IEFA
Ishares Tr

ETFs
217K
+ 18.37%
$69.57 - $78.65 $15.1M - $17.1M
1.4M $106M
EFG
Msci Eafe Growth ETF

ETFs
62K
+ 33.49%
$96.1 - $106.37 $5.96M - $6.6M
247K $24.7M
IWM
Ishares Russell 2000 ETF

ETFs
37.1K
+ 31.94%
$198.1 - $229.79 $7.34M - $8.52M
153K $30.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
79.9K
+ 64.1%
$56.17 - $59.71 $4.49M - $4.77M
205K $11.7M
ABBV
Abb Vie Inc.

Healthcare
4.27K
+ 4.11%
$169.2 - $216.66 $722K - $925K
108K $22.7M
TZA
Direxion Shs ETF Tr Direxion D

ETFs
224K
+ 301.45%
$11.53 - $17.92 $2.59M - $4.02M
299K $5.09M
JNJ
Johnson & Johnson

Healthcare
4.83K
+ 3.72%
$142.06 - $167.7 $685K - $809K
134K $22.3M
LLY
Eli Lilly & CO

Healthcare
405
+ 1.42%
$725.72 - $929.72 $294K - $377K
29K $23.9M
GE
General Electric CO

Industrials
549
+ 1.07%
$168.59 - $212.13 $92.6K - $116K
52K $10.4M
EPD
Enterprise Products Partners L.P.

Energy
42K
+ 45.66%
$31.75 - $34.14 $1.33M - $1.43M
134K $4.57M
IEF
Ishares Barclays

ETFs
16.4K
+ 111.5%
$91.17 - $95.39 $1.5M - $1.57M
31.2K $2.97M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38.3K
+ 54.11%
$33.84 - $37.77 $1.29M - $1.44M
109K $3.97M
T
At&T Inc.

Communication Services
2.38K
+ 0.92%
$21.56 - $28.28 $51.4K - $67.4K
260K $7.36M
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
545K
+ 1596.62%
$2.3 - $2.7 $1.25M - $1.47M
579K $1.55M
PAYX
Paychex Inc

Industrials
7.94K
+ 54.89%
$136.06 - $154.52 $1.08M - $1.23M
22.4K $3.46M
UBER
Uber Technologies, Inc

Technology
10.5K
+ 20.71%
$63.17 - $81.49 $665K - $858K
61.4K $4.47M
CME
Cme Group Inc.

Financial Services
4.39K
+ 66.1%
$225.82 - $266.54 $991K - $1.17M
11K $2.92M
DRI
Darden Restaurants Inc

Consumer Cyclical
5.12K
+ 46.0%
$180.02 - $208.56 $922K - $1.07M
16.2K $3.38M
ASML
Asml Holding Nv

Technology
2.24K
+ 30.65%
$662.63 - $776.99 $1.48M - $1.74M
9.55K $6.33M
GLD
Spdr Gold Trust

ETFs
1.45K
+ 8.16%
$243.19 - $288.14 $352K - $417K
19.2K $5.52M
SHEL
Shell PLC

Energy
3.33K
+ 3.65%
$62.84 - $73.29 $209K - $244K
94.6K $6.93M
SGOL
Abrdn Gold ETF Trust

ETFs
21.7K
+ 19.43%
$25.14 - $29.82 $546K - $647K
133K $3.98M
ORI
Old Republic International Corp

Financial Services
29.6K
+ 447.18%
$33.46 - $39.22 $989K - $1.16M
36.2K $1.42M
LAMR
Lamar Advertising CO

Real Estate
9.64K
+ 297.22%
$110.65 - $132.9 $1.07M - $1.28M
12.9K $1.47M
SNA
Snap On Inc

Industrials
3.17K
+ 78.31%
$324.09 - $358.62 $1.03M - $1.14M
7.22K $2.43M
EIC
Eagle Point Income CO Inc.

N/A
70.3K
New
$14.65 - $16.36 $1.03M - $1.15M
70.3K $1.05M
VONE
Vanguard Russell 1000 ETF

ETFs
6.24K
+ 14.18%
$250.16 - $278.79 $1.56M - $1.74M
50.3K $12.8M
PDI
Pimco Dynamic Income Fund

Financial Services
50K
New
$18.51 - $20.05 $926K - $1M
50K $990K
MKL
Markel Corp

Financial Services
452
+ 48.03%
$1660.14 - $2059.83 $750K - $931K
1.39K $2.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
27.1K
+ 203.57%
$30.38 - $34.94 $822K - $946K
40.4K $1.38M
HWM
Howmet Aerospace Inc.

Industrials
1.24K
+ 3.3%
$110.79 - $139.39 $137K - $172K
38.7K $5.02M
WSO
Watsco Inc

Industrials
1.55K
+ 67.47%
$463.86 - $530.75 $718K - $821K
3.84K $1.95M
PEG
Public Service Enterprise Group Inc

Utilities
11.5K
+ 27.66%
$78.2 - $90.39 $901K - $1.04M
53.2K $4.38M
SPG
Simon Property Group Inc

Real Estate
5.33K
+ 54.78%
$159.48 - $187.78 $851K - $1M
15.1K $2.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.17K
+ 293.5%
$100.34 - $100.68 $820K - $823K
11K $1.1M
SPOT
Spotify Technology S.A.

Communication Services
123
+ 1.7%
$457.79 - $648.32 $56.3K - $79.7K
7.37K $4.06M
EXR
Extra Space Storage Inc.

Real Estate
5.46K
+ 166.52%
$143.8 - $161.28 $785K - $880K
8.73K $1.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
15.6K
+ 232.14%
$50.29 - $50.5 $786K - $789K
22.4K $1.13M
ARES
Ares Management Corp

Financial Services
6.35K
+ 132.46%
$140.19 - $198.28 $891K - $1.26M
11.2K $1.63M
COP
Conocophillips

Energy
4.16K
+ 7.1%
$88.6 - $105.85 $369K - $440K
62.8K $6.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.58K
+ 5.85%
$507.05 - $563.67 $4.35M - $4.84M
155K $79.8M
UL
Unilever PLC

Consumer Defensive
10.7K
+ 24.7%
$54.72 - $60.29 $584K - $644K
53.9K $3.21M
TXN
Texas Instruments Inc

Technology
3.77K
+ 8.0%
N/A
50.9K $9.9M
IEMG
Ishares Inc

ETFs
13.3K
+ 1.37%
N/A
984K $52.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
980
+ 1.24%
$56.12 - $68.15 $55K - $66.8K
80.3K $5.45M
KR
Kroger CO

Consumer Defensive
6.73K
+ 19.67%
$58.36 - $67.72 $393K - $456K
40.9K $2.77M
Activity Summary
Buys All Purchases 510 New Holdings 66 Increased Positions 444 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Choreo, LLC Portfolio

Follow Choreo, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choreo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Choreo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email