Cladis Investment Advisory, LLC Incresed Positions 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
CLF
Cleveland Cliffs Inc.

Basic Materials
62.6K
+ 60.73%
$5.83 - $8.88 $365K - $555K
166K $1.26B
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
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
DE
Deere & CO

Industrials
408
+ 81.6%
$412.99 - $531.48 $168K - $217K
908 $462M
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
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
XLU
Utilities Sector Spdr

ETFs
185
+ 1.36%
$73.09 - $82.77 $13.5K - $15.3K
13.8K $1.13B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
100
+ 12.5%
$224.16 - $285.86 $22.4K - $28.6K
900 $257M
PTCT
Ptc Therapeutics, Inc.

Healthcare
1.2K
+ 30.0%
$36.19 - $52.13 $43.4K - $62.6K
5.2K $254M
TGT
Target Corp

Consumer Defensive
732
+ 16.48%
$88.76 - $105.77 $65K - $77.4K
5.18K $511M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$53.19 - $69.38 $53.2 - $69.4
5.29K $367M
GIS
General Mills Inc

Consumer Defensive
2K
+ 24.18%
$50.37 - $60.97 $101K - $122K
10.3K $532M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.01%
$52.31 - $63.72 $52.3 - $63.7
9.16K $584M
FIBK
First Interstate Bancsystem Inc

Financial Services
405
+ 0.45%
$23.86 - $29.01 $9.66K - $11.7K
89.7K $2.58B
XOM
Exxon Mobil Corp

Energy
2.23K
+ 11.55%
$99.93 - $119.04 $223K - $265K
21.5K $2.32B
VLO
Valero Energy Corp

Energy
50
+ 1.47%
$104.69 - $141.77 $5.23K - $7.09K
3.45K $464M
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.04%
$79.79 - $91.42 $160 - $183
5.51K $491M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$68.37 - $73.9 $68.4 - $73.9
9.62K $680M
CVX
Chevron Corp

Energy
495
+ 13.11%
$133.73 - $168.51 $66.2K - $83.4K
4.27K $611M
WOLF
Wolfspeed, Inc.

Technology
51K
+ 318.75%
$0.4 - $4.46 $20.4K - $227K
67K $26.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
200
+ 8.0%
$99.37 - $134.05 $19.9K - $26.8K
2.7K $306M
MRK
Merck & Co., Inc.

Healthcare
361
+ 3.4%
$73.47 - $87.12 $26.5K - $31.5K
11K $868M
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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