Cladis Investment Advisory, LLC Reduced Holdings in Q2 2025

Cladis Investment Advisory, LLC

  • $160 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-6.05K
- 10.18%
$41.67 - $45.62 $252K - $276K
53.3K $2.31B
KHC
Kraft Heinz CO

Consumer Defensive
-3.87K
- 15.33%
$25.61 - $30.81 $99.2K - $119K
21.4K $552M
MP
Mp Materials Corp.

Basic Materials
-21.9K
- 36.54%
$18.77 - $37.74 $411K - $827K
38K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-68
- 2.02%
$483.48 - $539.8 $32.9K - $36.7K
3.3K $1.6B
Ftai Aviation LTD
-1.5K
- 15.0%
N/A
8.5K $978M
XLV
Select Sector Spdr Fund Health

ETFs
-100
- 1.34%
$128.77 - $144.3 $12.9K - $14.4K
7.35K $990M
Ge Healthcare Technologies I
-13
- 0.09%
N/A
14.3K $1.06B
PM
Philip Morris International Inc.

Consumer Defensive
-5K
- 69.36%
$149.23 - $184.95 $746K - $925K
2.21K $402M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 1.06%
$157.66 - $172.39 $7.88K - $8.62K
4.66K $743M
MDU
Mdu Resources Group Inc

Industrials
-699
- 0.95%
$15.6 - $17.76 $10.9K - $12.4K
72.7K $1.21B
MA
Mastercard Inc

Financial Services
-10
- 2.39%
$479.92 - $590.74 $4.8K - $5.91K
408 $229M
CVS
Cvs Health Corp

Healthcare
-56
- 1.19%
$60.04 - $70.18 $3.36K - $3.93K
4.64K $320M
TWLO
Twilio Inc

Communication Services
-500
- 17.54%
$81.34 - $124.36 $40.7K - $62.2K
2.35K $292M
CDE
Coeur Mining, Inc.

Basic Materials
-515
- 3.21%
$4.81 - $9.46 $2.48K - $4.87K
15.5K $137M
COST
Costco Wholesale Corp

Consumer Defensive
-52
- 2.15%
$908.13 - $1056.85 $47.2K - $55K
2.36K $2.34B
XLF
Financial Sector Spdr

ETFs
-209
- 0.61%
$43.92 - $52.37 $9.18K - $10.9K
33.8K $1.77B
C
Citigroup Inc

Financial Services
-100
- 1.66%
$58.13 - $85.12 $5.81K - $8.51K
5.91K $503M
PANW
Palo Alto Networks Inc

Technology
-200
- 5.33%
$152.44 - $204.64 $30.5K - $40.9K
3.55K $726M
HON
Honeywell International Inc

Industrials
-20
- 0.44%
$182.86 - $232.88 $3.66K - $4.66K
4.49K $1.05B
F
Ford Motor CO

Consumer Cyclical
-993
- 0.76%
$8.69 - $10.85 $8.63K - $10.8K
130K $1.41B
WMT
Walmart Inc.

Consumer Defensive
-14
- 0.12%
$81.79 - $99.98 $1.15K - $1.4K
12K $1.18B
BA
Boeing CO

Industrials
-15
- 0.37%
$136.59 - $217.51 $2.05K - $3.26K
4.03K $843M
CRWD
Crowd Strike Holdings, Inc.

Technology
-20
- 1.19%
$321.63 - $509.31 $6.43K - $10.2K
1.66K $847M
DELL
Dell Technologies Inc.

Technology
-190
- 1.35%
$71.63 - $125.98 $13.6K - $23.9K
13.9K $1.71B
DIS
Walt Disney CO

Communication Services
-25
- 0.14%
$81.72 - $124.01 $2.04K - $3.1K
17.9K $2.22B
IBM
International Business Machines Corp

Technology
-214
- 1.74%
$221.03 - $294.78 $47.3K - $63.1K
12.1K $3.55B
SNOW
Snowflake Inc.

Technology
-2.05K
- 12.91%
$130.53 - $223.77 $268K - $459K
13.8K $3.1B
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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