Cladis Investment Advisory, LLC Purchases in Q2 2025

Cladis Investment Advisory, LLC

  • $160 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
45
+ 0.09%
$94.31 - $157.99 $4.24K - $7.11K
48.1K $7.6B
MSFT
Microsoft Corp

Technology
53
+ 0.49%
$354.56 - $497.45 $18.8K - $26.4K
10.9K $5.44B
Ge Vernova Inc
118
+ 2.33%
N/A
5.18K $2.74B
GE
General Electric CO

Industrials
194
+ 1.11%
$166.81 - $257.39 $32.4K - $49.9K
17.7K $4.55B
GOOG
Alphabet Inc.

Communication Services
4.81K
+ 192.2%
$146.58 - $180.01 $704K - $865K
7.31K $1.3B
BX
Blackstone Inc.

Financial Services
5K
+ 250.0%
$120.07 - $151.11 $600K - $756K
7K $1.05B
VRT
Vertiv Holdings CO

Industrials
125
+ 1.01%
N/A
12.5K $1.61B
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 1.14%
$167.32 - $223.3 $41.8K - $55.8K
22.2K $4.88B
QQQ
Invesco Qqq Trust, Series 1

ETFs
365
+ 6.56%
$416.06 - $551.64 $152K - $201K
5.93K $3.27B
XLK
Technology Sector Spdr

ETFs
305
+ 2.68%
$179.73 - $253.23 $54.8K - $77.2K
11.7K $2.96B
Everus Constr Group
500
+ 2.72%
N/A
18.9K $1.2B
AMD
Advanced Micro Devices Inc

Technology
605
+ 5.52%
$78.21 - $143.81 $47.3K - $87K
11.6K $1.64B
SBUX
Starbucks Corp

Consumer Cyclical
5.03K
New
$79.69 - $99.41 $401K - $500K
5.03K $461M
CLF
Cleveland Cliffs Inc.

Basic Materials
62.6K
+ 60.73%
$5.83 - $8.88 $365K - $555K
166K $1.26B
CALM
Cal Maine Foods Inc

Consumer Defensive
4K
New
$90.17 - $103.07 $361K - $412K
4K $399M
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 2.1%
$210.28 - $289.91 $31.5K - $43.5K
7.3K $2.12B
T
At&T Inc.

Communication Services
10.5K
+ 12.5%
$26.33 - $28.94 $276K - $303K
94.3K $2.73B
NKE
Nike, Inc.

Consumer Cyclical
3.59K
+ 29.4%
$53.27 - $72.04 $191K - $258K
15.8K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
380
+ 25.78%
$496.48 - $617.85 $189K - $235K
1.85K $1.15B
PLTR
Palantir Technologies Inc.

Technology
2.33K
New
$74.01 - $144.25 $172K - $335K
2.33K $317M
MMM
3 M CO

Industrials
2K
+ 86.99%
$126.09 - $154.15 $252K - $308K
4.3K $655M
IRBO
Ishares Robotics & Artificial

ETFs
3.9K
+ 23.85%
N/A
20.3K $830M
Arm Holdings PLC
1K
+ 50.0%
N/A
3K $485M
Tempus Ai Inc
3.1K
+ 65.96%
N/A
7.8K $496M
UPS
United Parcel Service Inc

Industrials
3.88K
+ 24.66%
$91.92 - $110.2 $356K - $427K
19.6K $1.98B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.28K
New
$40.51 - $71.03 $133K - $233K
3.28K $230M
DE
Deere & CO

Industrials
408
+ 81.6%
$412.99 - $531.48 $168K - $217K
908 $462M
Qxo Inco
10.5K
New
N/A
10.5K $226M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.54K
New
$22.27 - $29.21 $168K - $220K
7.54K $220M
VVV
Valvoline Inc

Energy
5.49K
New
$31.48 - $38.2 $173K - $210K
5.49K $208M
AMGN
Amgen Inc

Healthcare
740
New
$262.28 - $309.85 $194K - $229K
740 $207M
CHTR
Charter Communications, Inc.

Communication Services
503
New
$321.68 - $427.25 $162K - $215K
503 $206M
IWN
Ishares Russell2000 Val ETF

ETFs
1.3K
New
$131.84 - $157.76 $171K - $205K
1.3K $205M
UL
Unilever PLC

Consumer Defensive
3.3K
New
$57.9 - $65.43 $191K - $216K
3.3K $202M
Liberty Media Corp Del
2.13K
New
N/A
2.13K $202M
MU
Micron Technology Inc

Technology
1.63K
New
$64.72 - $127.91 $105K - $208K
1.63K $200M
VTV
Vanguard Value ETF

ETFs
1.09K
+ 54.4%
$153.67 - $176.74 $167K - $192K
3.09K $546M
KRE
Spdr S&P Regional Banking ETF

ETFs
3.08K
+ 53.57%
$48.81 - $59.48 $150K - $183K
8.83K $524M
OGN
Organon & Co.

Healthcare
16K
New
$8.04 - $14.72 $129K - $236K
16K $155M
PFE
Pfizer Inc

Healthcare
9.05K
+ 15.18%
$21.59 - $24.84 $195K - $225K
68.7K $1.66B
V
Visa Inc.

Financial Services
400
+ 62.11%
$308.27 - $373.31 $123K - $149K
1.04K $371M
INTC
Intel Corp

Technology
6.55K
+ 22.94%
$18.13 - $22.69 $119K - $149K
35.1K $786M
VO
Vanguard Mid Cap ETF

ETFs
370
+ 30.33%
$228.54 - $279.83 $84.6K - $104K
1.59K $445M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.78K
+ 50.58%
$63.54 - $68.5 $113K - $122K
5.31K $358M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$60.98 - $80.12 $61 - $80.1
13.7K $1.1B
XLI
Industrial Sector Spdr

ETFs
184
+ 6.02%
$116.42 - $147.52 $21.4K - $27.1K
3.24K $478M
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$34.39 - $47.46 $34.4 - $47.5
13.6K $642M
UAA
Under Armour, Inc.

Consumer Cyclical
10K
New
$4.94 - $7.03 $49.4K - $70.3K
10K $65.6M
XLU
Utilities Sector Spdr

ETFs
185
+ 1.36%
$73.09 - $82.77 $13.5K - $15.3K
13.8K $1.13B
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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