Cladis Investment Advisory, LLC Reduced Holdings in Q1 2025

Cladis Investment Advisory, LLC

  • $138 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-400
- 0.71%
$209.68 - $247.1 $83.9K - $98.8K
55.9K $12.4B
GOOG
Alphabet Inc.

Communication Services
-4.46K
- 64.05%
$156.06 - $207.71 $695K - $925K
2.5K $391M
BX
Blackstone Inc.

Financial Services
-5K
- 71.43%
$136.53 - $186.74 $683K - $934K
2K $280M
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.09%
$190.26 - $242.06 $3.81K - $4.84K
22K $4.18B
Everus Constr Group
-375
- 2.0%
N/A
18.4K $681M
FIBK
First Interstate Bancsystem Inc

Financial Services
-496
- 0.55%
$27.77 - $33.5 $13.8K - $16.6K
89.3K $2.56B
Knife River Corp
-575
- 2.57%
N/A
21.8K $1.97B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-61
- 1.09%
$468.34 - $539.52 $28.6K - $32.9K
5.56K $2.61B
SNOW
Snowflake Inc.

Technology
-850
- 5.08%
$146.16 - $192.78 $124K - $164K
15.9K $2.32B
Ge Vernova Inc
-273
- 5.11%
N/A
5.07K $1.55B
PFE
Pfizer Inc

Healthcare
-3.55K
- 5.61%
$25.01 - $27.13 $88.7K - $96.2K
59.6K $1.51B
HD
Home Depot, Inc.

Consumer Cyclical
-174
- 5.82%
$347.25 - $424.87 $60.4K - $73.9K
2.82K $1.03B
MDU
Mdu Resources Group Inc

Industrials
-1.56K
- 2.08%
$16.45 - $18.61 $25.7K - $29.1K
73.4K $1.24B
KHC
Kraft Heinz CO

Consumer Defensive
-3.1K
- 10.93%
$28.51 - $32.22 $88.4K - $99.9K
25.3K $769M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-200
- 2.14%
$58.81 - $68.2 $11.8K - $13.6K
9.16K $547M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-425
- 5.71%
$59.61 - $66.71 $25.3K - $28.4K
7.02K $424M
PANW
Palo Alto Networks Inc

Technology
-10
- 0.27%
$167.82 - $208.28 $1.68K - $2.08K
3.75K $640M
WMT
Walmart Inc.

Consumer Defensive
-75
- 0.62%
$84.5 - $105.05 $6.34K - $7.88K
12K $1.06B
MA
Mastercard Inc

Financial Services
-40
- 8.73%
$504.67 - $576.31 $20.2K - $23.1K
418 $229M
V
Visa Inc.

Financial Services
-100
- 13.44%
$306.92 - $362.71 $30.7K - $36.3K
644 $226M
DADA
Dada Nexus LTD

Consumer Cyclical
-60K
- 35.82%
$1.22 - $1.92 $73.2K - $115K
108K $199M
PG
Procter & Gamble CO

Consumer Defensive
-94
- 1.96%
$158.56 - $176.26 $14.9K - $16.6K
4.71K $803M
VFH
Vanguard Financial ETF

ETFs
-125
- 1.04%
$114.07 - $127.34 $14.3K - $15.9K
11.9K $1.42B
XLU
Utilities Sector Spdr

ETFs
-299
- 2.15%
$74.7 - $80.27 $22.3K - $24K
13.6K $1.07B
VLO
Valero Energy Corp

Energy
-50
- 1.45%
$121.76 - $142.99 $6.09K - $7.15K
3.4K $449M
Ge Healthcare Technologies I
-84
- 0.58%
N/A
14.3K $1.16B
DUK
Duke Energy Corp

Utilities
-1
- 0.03%
$105.87 - $121.97 $106 - $122
3.29K $401M
JNJ
Johnson & Johnson

Healthcare
-149
- 3.92%
$142.06 - $167.7 $21.2K - $25K
3.65K $605M
KO
Coca Cola CO

Consumer Defensive
-100
- 1.03%
$60.81 - $72.32 $6.08K - $7.23K
9.61K $689M
XLE
Energy Sector Spdr

ETFs
-25
- 0.14%
$85.7 - $93.96 $2.14K - $2.35K
17.6K $1.64B
T
At&T Inc.

Communication Services
-7.61K
- 8.33%
$21.56 - $28.28 $164K - $215K
83.8K $2.37B
MP
Mp Materials Corp.

Basic Materials
-14.6K
- 19.59%
$16.39 - $26.93 $239K - $393K
59.9K $1.46B
VZ
Verizon Communications Inc

Communication Services
-82
- 0.14%
$37.81 - $46.49 $3.1K - $3.81K
59.4K $2.69B
GE
General Electric CO

Industrials
-486
- 2.7%
$168.59 - $212.13 $81.9K - $103K
17.5K $3.5B
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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