Coldstream Capital Management Inc New Holdings in Q1 2025

Coldstream Capital Management Inc

  • $4.64 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNN
Smith & Nephew PLC

Healthcare
536
New
$23.89 - $30.34 $12.8K - $16.3K
536 $15K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
598
New
$24.73 - $25.62 $14.8K - $15.3K
598 $15K
UWMC
Uwm Holdings Corp

Financial Services
2.87K
New
$5.43 - $6.63 $15.6K - $19K
2.87K $15K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
152
New
$96.85 - $111.39 $14.7K - $16.9K
152 $15K
XPEV
Xpeng Inc.

Consumer Cyclical
729
New
$11.55 - $26.34 $8.42K - $19.2K
729 $15K
EBC
Eastern Bankshares, Inc.

Financial Services
971
New
$15.29 - $19.15 $14.8K - $18.6K
971 $15K
BSRR
Sierra Bancorp

Financial Services
560
New
$27.52 - $32.22 $15.4K - $18K
560 $15K
BZ
Kanzhun LTD

Industrials
798
New
$12.92 - $20.56 $10.3K - $16.4K
798 $15K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.24K
New
$12.03 - $12.69 $14.9K - $15.7K
1.24K $15K
ACTV
Two Rds Shared Tr Leadershares

ETFs
509
New
$30.37 - $33.19 $15.5K - $16.9K
509 $15K
WMG
Warner Music Group Corp.

Communication Services
486
New
$29.3 - $36.3 $14.2K - $17.6K
486 $15K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
1.76K
New
$7.72 - $9.01 $13.6K - $15.9K
1.76K $14K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1.55K
New
$8.57 - $10.13 $13.3K - $15.7K
1.55K $14K
BGNE
Bei Gene, Ltd.

Healthcare
63
New
$175.1 - $226.71 $11K - $14.3K
63 $14K
AI
C3.Ai, Inc.

Technology
711
New
$20.92 - $36.93 $14.9K - $26.3K
711 $14K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
291
New
$44.87 - $56.71 $13.1K - $16.5K
291 $14K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
790
New
$14.09 - $18.05 $11.1K - $14.3K
790 $14K
EIG
Employers Holdings, Inc.

Financial Services
289
New
$47.46 - $52.08 $13.7K - $15.1K
289 $14K
ENVA
Enova International, Inc.

Financial Services
153
New
$87.18 - $116.49 $13.3K - $17.8K
153 $14K
PBE
Invesco Exchange Traded Fd Tr

ETFs
228
New
$63.44 - $70.44 $14.5K - $16.1K
228 $14K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
315
New
$47.48 - $53.82 $15K - $17K
315 $14K
PFF
Ishares Trust Ishares Pfd And

ETFs
481
New
$30.73 - $32.26 $14.8K - $15.5K
481 $14K
IFRA
Ishares Tr

ETFs
328
New
$44.8 - $49.25 $14.7K - $16.2K
328 $14K
KMT
Kennametal Inc

Industrials
694
New
$21.0 - $24.68 $14.6K - $17.1K
694 $14K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
1.16K
New
$10.52 - $13.61 $12.2K - $15.8K
1.16K $14K
TVTX
Travere Therapeutics, Inc.

Healthcare
791
New
$17.07 - $23.75 $13.5K - $18.8K
791 $14K
TNET
Trinet Group, Inc.

Industrials
189
New
$66.51 - $95.72 $12.6K - $18.1K
189 $14K
MGK
Vanguard Mega Cap Growth ETF

ETFs
47
New
$307.43 - $357.48 $14.4K - $16.8K
47 $14K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
144
New
$96.93 - $109.51 $14K - $15.8K
144 $14K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.44K
New
$10.13 - $10.52 $14.6K - $15.1K
1.44K $14K
YEXT
Yext, Inc.

Technology
2.33K
New
$6.02 - $6.86 $14K - $15.9K
2.33K $14K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
214
New
$66.59 - $77.68 $14.3K - $16.6K
214 $14K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
257
New
$55.41 - $60.74 $14.2K - $15.6K
257 $14K
BILI
Bilibili Inc.

Communication Services
775
New
$15.97 - $24.1 $12.4K - $18.7K
775 $14K
JOBY
Joby Aviation, Inc.

Industrials
2.35K
New
$5.99 - $10.27 $14.1K - $24.1K
2.35K $14K
RXO
Rxo, Inc.
785
New
$17.65 - $26.81 $13.9K - $21K
785 $14K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
272
New
N/A
272 $14K
OFLX
Omega Flex, Inc.

Industrials
414
New
$34.78 - $41.97 $14.4K - $17.4K
414 $14K
AXSM
Axsome Therapeutics, Inc.

Healthcare
120
New
$80.05 - $137.75 $9.61K - $16.5K
120 $13K
BBD
Bank Bradesco

Financial Services
6.24K
New
$1.85 - $2.32 $11.5K - $14.5K
6.24K $13K
BRKL
Brookline Bancorp Inc

Financial Services
1.25K
New
$10.72 - $12.69 $13.4K - $15.9K
1.25K $13K
IRTC
I Rhythm Technologies, Inc.

Healthcare
127
New
$89.44 - $119.44 $11.4K - $15.2K
127 $13K
IEZ
Ishares Tr

ETFs
703
New
$18.42 - $22.2 $12.9K - $15.6K
703 $13K
ICVT
Ishares Tr Convertible Bond Et

ETFs
162
New
$83.18 - $89.27 $13.5K - $14.5K
162 $13K
MHO
M/I Homes, Inc.

Consumer Cyclical
121
New
$113.46 - $138.33 $13.7K - $16.7K
121 $13K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
517
New
$25.03 - $42.15 $12.9K - $21.8K
517 $13K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
2.19K
New
$5.62 - $10.15 $12.3K - $22.3K
2.19K $13K
SAGE
Sage Therapeutics, Inc.

Healthcare
1.76K
New
$5.55 - $8.66 $9.74K - $15.2K
1.76K $13K
SPTN
Spartan Nash CO

Consumer Defensive
659
New
$17.43 - $20.97 $11.5K - $13.8K
659 $13K
Activity Summary
Buys All Purchases 3024 New Holdings 2479 Increased Positions 545 Sells All Sells 469 Reductions 469 Sold out 0 Options Calls 0 Puts 2
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