Cloud Capital Management, LLC New Holdings in Q1 2025

Cloud Capital Management, LLC

  • $141 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
2.2K
New
$123.61 - $133.01 $272K - $293K
2.2K $283K
AVES
American Centy ETF Tr Avantis

ETFs
5.96K
New
$44.71 - $48.65 $267K - $290K
5.96K $281K
VB
Vanguard Small Cap ETF

ETFs
1.26K
New
$217.89 - $252.64 $274K - $318K
1.26K $279K
DFAE
Dimensional ETF Tr

ETFs
10.8K
New
$24.64 - $26.86 $265K - $289K
10.8K $278K
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.88K
New
$27.56 - $32.1 $272K - $317K
9.88K $278K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3K
New
$85.29 - $92.57 $256K - $278K
3K $273K
Avantis Emerging Mkts Small Cap Ety
5.04K
New
N/A
5.04K $264K
Avantis All Intl Mkts Ety
4.54K
New
N/A
4.54K $264K
GOOGL
Alphabet Inc.

Communication Services
1.68K
New
$154.33 - $206.19 $259K - $346K
1.68K $259K
NVDA
Nvidia Corp

Technology
2.36K
New
$106.98 - $149.43 $252K - $352K
2.36K $255K
PANW
Palo Alto Networks Inc

Technology
1.38K
New
$167.82 - $208.28 $232K - $288K
1.38K $235K
META
Meta Platforms, Inc.

Communication Services
408
New
$576.36 - $736.67 $235K - $301K
408 $235K
SE
Sea LTD

Consumer Cyclical
1.8K
New
$104.87 - $146.31 $189K - $264K
1.8K $235K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.36K
New
$165.25 - $224.62 $225K - $306K
1.36K $226K
DLR
Digital Realty Trust, Inc.

Real Estate
1.5K
New
$142.1 - $183.56 $214K - $276K
1.5K $215K
SPOT
Spotify Technology S.A.

Communication Services
374
New
$457.79 - $648.32 $171K - $242K
374 $205K
EPD
Enterprise Products Partners L.P.

Energy
5.89K
New
$31.75 - $34.14 $187K - $201K
5.89K $201K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
3.2K
New
$55.23 - $64.6 $177K - $207K
3.2K $197K
VIG
Vanguard Dividend Appreciation

ETFs
1.01K
New
N/A
1.01K $195K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.09K
New
$25.44 - $27.95 $180K - $198K
7.09K $191K
AVEM
American Centy ETF Tr Avantis

ETFs
3.17K
New
$57.11 - $62.4 $181K - $198K
3.17K $190K
Vert Global Sustainable Real Estate
17.5K
New
N/A
17.5K $176K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.02K
New
$57.21 - $65.8 $173K - $199K
3.02K $176K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.64K
New
$25.05 - $25.16 $166K - $167K
6.64K $166K
SAP
Sap Se

Technology
618
New
$241.4 - $293.69 $149K - $182K
618 $165K
PG
Procter & Gamble CO

Consumer Defensive
963
New
$158.56 - $176.26 $153K - $170K
963 $164K
JNJ
Johnson & Johnson

Healthcare
951
New
$142.06 - $167.7 $135K - $159K
951 $157K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.33K
New
N/A
6.33K $153K
OHI
Omega Healthcare Investors Inc

Real Estate
4K
New
$35.7 - $38.33 $143K - $153K
4K $152K
RACE
Ferrari N.V.

Consumer Cyclical
357
New
$413.73 - $508.15 $148K - $181K
357 $152K
AVDE
American Centy ETF Tr Avantis

ETFs
2.2K
New
$60.63 - $68.55 $134K - $151K
2.2K $146K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.31K
New
$18.36 - $20.51 $134K - $150K
7.31K $144K
AZN
Astrazeneca PLC

Healthcare
1.96K
New
$65.37 - $77.96 $128K - $153K
1.96K $144K
GS
Goldman Sachs Group Inc

Financial Services
256
New
$524.81 - $672.19 $134K - $172K
256 $139K
NFLX
Netflix Inc

Communication Services
149
New
$828.4 - $1058.6 $123K - $158K
149 $138K
IBM
International Business Machines Corp

Technology
557
New
$217.4 - $264.74 $121K - $147K
557 $138K
ORCL
Oracle Corp

Technology
978
New
$139.81 - $186.47 $137K - $182K
978 $136K
CAT
Caterpillar Inc

Industrials
412
New
$326.75 - $407.63 $135K - $168K
412 $134K
NVO
Novo Nordisk A S

Healthcare
1.9K
New
$69.3 - $90.95 $132K - $173K
1.9K $133K
IWD
Ishares Russell 1000 Val ETF

ETFs
700
New
$182.82 - $196.21 $128K - $137K
700 $131K
WMT
Walmart Inc.

Consumer Defensive
1.48K
New
$84.5 - $105.05 $125K - $155K
1.48K $130K
PM
Philip Morris International Inc.

Consumer Defensive
815
New
$117.15 - $158.79 $95.5K - $129K
815 $130K
VALU
Value Line Inc

Financial Services
3.3K
New
$34.05 - $53.62 $112K - $177K
3.3K $127K
JPM
Jpmorgan Chase & CO

Financial Services
520
New
$225.19 - $279.95 $117K - $146K
520 $127K
ACGL
Arch Capital Group Ltd.

Financial Services
1.27K
New
$88.13 - $96.94 $112K - $123K
1.27K $122K
MELI
Mercadolibre Inc

Consumer Cyclical
62
New
$1739.0 - $2260.0 $108K - $140K
62 $120K
Linde PLC Shs
239
New
N/A
239 $111K
NU
Nu Holdings Ltd.

Financial Services
10.7K
New
$10.12 - $13.95 $109K - $150K
10.7K $109K
PEP
Pepsico Inc

Consumer Defensive
721
New
$142.64 - $156.42 $103K - $113K
721 $108K
Activity Summary
Buys All Purchases 280 New Holdings 280 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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