Cladis Investment Advisory, LLC Incresed Positions in Q1 2025

Cladis Investment Advisory, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
4
+ 0.03%
$217.4 - $264.74 $870 - $1.06K
12.3K $3.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.6%
$442.66 - $534.52 $8.85K - $10.7K
3.37K $1.8B
AMD
Advanced Micro Devices Inc

Technology
3.7K
+ 50.96%
$96.63 - $129.55 $358K - $479K
11K $1.13B
XOM
Exxon Mobil Corp

Energy
78
+ 0.41%
$105.44 - $118.93 $8.22K - $9.28K
19.3K $2.3B
UPS
United Parcel Service Inc

Industrials
3.7K
+ 30.8%
$109.66 - $136.26 $406K - $504K
15.7K $1.73B
PM
Philip Morris International Inc.

Consumer Defensive
5K
+ 226.35%
$117.15 - $158.79 $586K - $794K
7.21K $477M
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 3.2%
$890.62 - $1076.86 $66.8K - $80.8K
2.42K $2.29B
INTC
Intel Corp

Technology
2.6K
+ 10.02%
$19.1 - $27.39 $49.7K - $71.2K
28.6K $648M
CVS
Cvs Health Corp

Healthcare
101
+ 2.2%
$44.22 - $68.64 $4.47K - $6.93K
4.69K $318M
F
Ford Motor CO

Consumer Cyclical
9.11K
+ 7.47%
$9.12 - $10.43 $83.1K - $95K
131K $1.32B
XLV
Select Sector Spdr Fund Health

ETFs
250
+ 3.47%
$137.61 - $149.68 $34.4K - $37.4K
7.45K $1.09B
XLF
Financial Sector Spdr

ETFs
891
+ 2.69%
$47.32 - $52.19 $42.2K - $46.5K
34K $1.69B
CVX
Chevron Corp

Energy
50
+ 1.34%
$146.71 - $167.97 $7.34K - $8.4K
3.78K $632M
PSX
Phillips 66

Energy
40
+ 0.59%
$113.93 - $131.55 $4.56K - $5.26K
6.88K $849M
IBB
Ishares Biotechnology ETF

ETFs
570
+ 11.09%
$127.9 - $140.56 $72.9K - $80.1K
5.71K $730M
DELL
Dell Technologies Inc.

Technology
3.33K
+ 30.89%
$90.34 - $124.66 $301K - $415K
14.1K $1.29B
COP
Conocophillips

Energy
80
+ 1.47%
$88.6 - $105.85 $7.09K - $8.47K
5.52K $579M
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 1.51%
$308.86 - $455.36 $7.72K - $11.4K
1.68K $593M
CSCO
Cisco Systems, Inc.

Technology
59
+ 1.13%
$58.74 - $64.87 $3.47K - $3.83K
5.29K $326M
XLC
Select Sector Spdr Tr Communic

ETFs
160
+ 1.37%
$94.84 - $105.31 $15.2K - $16.8K
11.9K $1.15B
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.04%
$85.55 - $94.34 $171 - $189
5.51K $499M
XLI
Industrial Sector Spdr

ETFs
45
+ 1.49%
$128.78 - $141.67 $5.8K - $6.38K
3.06K $401M
NEE
Nextera Energy Inc

Utilities
283
+ 1.12%
$66.96 - $76.16 $18.9K - $21.6K
25.6K $1.81B
PEP
Pepsico Inc

Consumer Defensive
12
+ 0.23%
$142.64 - $156.42 $1.71K - $1.88K
5.29K $793M
META
Meta Platforms, Inc.

Communication Services
10
+ 0.4%
$576.36 - $736.67 $5.76K - $7.37K
2.52K $1.45B
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$39.61 - $47.74 $39.6 - $47.7
13.6K $566M
MEG
Montrose Environmental Group, Inc.

Industrials
13.6K
+ 25.12%
$14.26 - $24.01 $194K - $327K
67.8K $966M
TGT
Target Corp

Consumer Defensive
700
+ 18.7%
$103.65 - $142.5 $72.6K - $99.8K
4.44K $464M
MRK
Merck & Co., Inc.

Healthcare
500
+ 4.95%
$83.01 - $101.02 $41.5K - $50.5K
10.6K $952M
NKE
Nike, Inc.

Consumer Cyclical
1K
+ 8.94%
$63.29 - $81.72 $63.4K - $81.8K
12.2K $774M
DIS
Walt Disney CO

Communication Services
346
+ 1.96%
$96.87 - $114.0 $33.5K - $39.4K
18K $1.77B
MSFT
Microsoft Corp

Technology
672
+ 6.58%
$375.39 - $447.2 $252K - $301K
10.9K $4.09B
XLK
Technology Sector Spdr

ETFs
236
+ 2.12%
$206.38 - $242.18 $48.7K - $57.2K
11.4K $2.35B
NVDA
Nvidia Corp

Technology
1.6K
+ 3.45%
$106.98 - $149.43 $171K - $239K
48K $5.21B
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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