Choreo, LLC Incresed Positions in Q1 2025

Choreo, LLC

  • $6.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
401
+ 43.3%
$1251.32 - $1394.11 $502K - $559K
1.33K $1.84M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
301
+ 4.94%
$402.49 - $513.76 $121K - $155K
6.39K $3.1M
OXLC
Oxford Lane Capital Corp.

Financial Services
136K
+ 1348.8%
$4.3 - $5.17 $583K - $701K
146K $687K
DASH
Door Dash, Inc.

Communication Services
3.04K
+ 62.08%
$168.37 - $213.38 $512K - $648K
7.93K $1.45M
CMI
Cummins Inc

Industrials
3K
+ 29.19%
$312.92 - $386.07 $938K - $1.16M
13.3K $4.16M
JFR
Nuveen Floating Rate Income Fund

Financial Services
73.5K
+ 70.1%
$8.41 - $9.05 $618K - $666K
178K $1.51M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.08K
+ 33.41%
$80.53 - $147.57 $167K - $307K
8.3K $1.1M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.7K
+ 100.24%
$308.87 - $383.33 $526K - $652K
3.4K $1.11M
SO
Southern CO

Utilities
1.48K
+ 3.51%
$80.96 - $92.96 $120K - $137K
43.7K $4.01M
AZN
Astrazeneca PLC

Healthcare
1.56K
+ 3.09%
$65.37 - $77.96 $102K - $121K
51.9K $3.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.3K
+ 52.43%
$49.25 - $50.66 $507K - $521K
29.9K $1.49M
GLDM
World Gold Trust

ETFs
311
+ 0.64%
$52.19 - $61.89 $16.2K - $19.2K
48.7K $3.01M
HYG
Ishares Tr

ETFs
5.83K
+ 8.68%
$78.51 - $80.11 $458K - $467K
73K $5.76M
AMT
American Tower Corp

Real Estate
92
+ 0.72%
$173.46 - $217.6 $16K - $20K
12.9K $2.81M
DGRO
Ishares Core Dividend Growth E

ETFs
5.04K
+ 1.62%
$60.46 - $64.42 $304K - $324K
315K $19.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.9K
+ 8.17%
$126.11 - $135.06 $366K - $392K
38.4K $4.96M
MUB
Ishares National Muni Bond ETF

ETFs
6.24K
+ 2.76%
$104.71 - $107.69 $654K - $672K
232K $24.5M
MELI
Mercadolibre Inc

Consumer Cyclical
19
+ 1.3%
$1739.0 - $2260.0 $33K - $42.9K
1.48K $2.88M
PLD
Prologis, Inc.

Real Estate
2.44K
+ 14.34%
$103.59 - $124.04 $253K - $303K
19.5K $2.18M
ELV
Elevance Health, Inc.

Healthcare
259
+ 6.48%
$365.9 - $436.25 $94.8K - $113K
4.25K $1.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
811
+ 10.03%
$308.86 - $455.36 $250K - $369K
8.9K $3.14M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.97K
+ 36.43%
$90.0 - $96.32 $357K - $383K
14.9K $1.37M
FRME
First Merchants Corp

Financial Services
8.81K
+ 156.9%
$37.99 - $45.25 $335K - $399K
14.4K $583K
ED
Consolidated Edison Inc

Utilities
651
+ 4.94%
$88.0 - $110.59 $57.3K - $72K
13.8K $1.53M
VTWO
Vanguard Russell 2000 ETF

ETFs
8.29K
+ 21.84%
$80.08 - $92.93 $664K - $770K
46.2K $3.73M
MNST
Monster Beverage Corp

Consumer Defensive
4.11K
+ 24.99%
$46.16 - $58.58 $190K - $241K
20.6K $1.2M
PLXS
Plexus Corp

Technology
2.94K
+ 185.65%
$120.51 - $170.49 $354K - $501K
4.52K $579K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.61K
+ 6.33%
$196.12 - $229.48 $512K - $599K
43.8K $8.86M
OKTA
Okta, Inc.

Technology
1.75K
+ 31.88%
$78.83 - $116.72 $138K - $204K
7.24K $761K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.06K
+ 38.74%
$47.59 - $48.35 $288K - $293K
21.7K $1.05M
EXC
Exelon Corp

Utilities
3.05K
+ 16.63%
$37.3 - $46.08 $114K - $141K
21.4K $986K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.45K
+ 17.5%
$237.72 - $276.98 $345K - $402K
9.75K $2.38M
OTIS
Otis Worldwide Corp

Industrials
884
+ 5.02%
$90.77 - $104.01 $80.2K - $91.9K
18.5K $1.91M
JD
Jd.Com, Inc.

Consumer Cyclical
162
+ 0.4%
$33.1 - $45.21 $5.36K - $7.32K
40.5K $1.67M
YUM
Yum Brands Inc

Consumer Cyclical
489
+ 6.08%
$123.25 - $162.53 $60.3K - $79.5K
8.53K $1.34M
SAN
Banco Santander, S.A.

Financial Services
9.31K
+ 10.22%
$4.46 - $7.14 $41.5K - $66.5K
100K $672K
WPM
Wheaton Precious Metals Corp.

Basic Materials
243
+ 2.25%
$55.75 - $77.63 $13.5K - $18.9K
11.1K $858K
AXON
Axon Enterprise, Inc.

Industrials
745
+ 35.63%
$496.65 - $710.01 $370K - $529K
2.84K $1.49M
FMX
Mexican Economic Development Inc

Consumer Defensive
509
+ 3.13%
$81.23 - $100.59 $41.3K - $51.2K
16.8K $1.64M
NRG
Nrg Energy, Inc.

Utilities
2.18K
+ 35.59%
$84.82 - $113.33 $185K - $247K
8.3K $792K
AEE
Ameren Corp

Utilities
642
+ 4.23%
$86.87 - $103.67 $55.8K - $66.6K
15.8K $1.59M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.24K
+ 2.01%
$9.19 - $12.93 $20.5K - $28.9K
113K $1.26M
HSBC
Hsbc Holdings PLC

Financial Services
1.03K
+ 4.79%
$48.68 - $61.58 $49.9K - $63.1K
22.4K $1.29M
BHP
Bhp Group LTD

Basic Materials
4.76K
+ 16.08%
$48.18 - $52.11 $229K - $248K
34.3K $1.67M
DXC
Dxc Technology CO

Technology
18.4K
+ 58.47%
$16.43 - $22.61 $302K - $415K
49.8K $848K
DFAX
Dimensional ETF Tr
6.69K
+ 19.64%
$24.45 - $27.2 $164K - $182K
40.8K $1.07M
NTNX
Nutanix, Inc.

Technology
2.71K
+ 74.57%
$61.28 - $77.44 $166K - $210K
6.34K $442K
XLRE
Select Sector Spdr Tr Real Est

ETFs
985
+ 0.65%
$39.18 - $43.52 $38.6K - $42.9K
152K $6.35M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
12.3K
+ 21.51%
$15.0 - $15.91 $184K - $195K
69.3K $1.08M
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
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