Corda Investment Management, Llc. Reduced Holdings in Q1 2025

Corda Investment Management, Llc.

  • $1.23 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.21K
- 2.17%
$209.68 - $247.1 $882K - $1.04M
189K $42.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-609
- 0.31%
$190.26 - $242.06 $116K - $147K
198K $37.7M
USB
Us Bancorp \De\

Financial Services
-7.97K
- 0.85%
$40.92 - $50.9 $326K - $406K
932K $39.3M
DIS
Walt Disney CO

Communication Services
-3.18K
- 1.49%
$96.87 - $114.0 $308K - $363K
210K $20.7M
SPG
Simon Property Group Inc

Real Estate
-4.2K
- 1.94%
$159.48 - $187.78 $669K - $788K
213K $35.3M
GLW
Corning Inc

Technology
-16.2K
- 2.8%
$44.91 - $54.25 $729K - $881K
564K $25.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-61.2K
- 50.99%
$27.01 - $28.54 $1.65M - $1.75M
58.9K $1.65M
MSFT
Microsoft Corp

Technology
-351
- 1.41%
$375.39 - $447.2 $132K - $157K
24.6K $9.24M
NVDA
Nvidia Corp

Technology
-412
- 1.3%
$106.98 - $149.43 $44.1K - $61.6K
31.3K $3.39M
XOM
Exxon Mobil Corp

Energy
-13.4K
- 20.35%
$105.44 - $118.93 $1.41M - $1.59M
52.3K $6.22M
GOOG
Alphabet Inc.

Communication Services
-234
- 1.95%
$156.06 - $207.71 $36.5K - $48.6K
11.8K $1.84M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7.89K
- 20.85%
$56.51 - $62.98 $446K - $497K
29.9K $1.82M
META
Meta Platforms, Inc.

Communication Services
-174
- 4.91%
$576.36 - $736.67 $100K - $128K
3.37K $1.94M
CAT
Caterpillar Inc

Industrials
-108
- 3.27%
$326.75 - $407.63 $35.3K - $44K
3.19K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 1.63%
$347.25 - $424.87 $23.6K - $28.9K
4.12K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
-657
- 8.75%
$225.19 - $279.95 $148K - $184K
6.85K $1.68M
VTV
Vanguard Value ETF

ETFs
-739
- 9.19%
$167.73 - $179.21 $124K - $132K
7.31K $1.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.16%
$551.42 - $612.93 $2.21K - $2.45K
2.56K $1.43M
Kenvue Inc
-11.1K
- 0.88%
N/A
1.24M $0
ABBV
Abb Vie Inc.

Healthcare
-885
- 11.77%
$169.2 - $216.66 $150K - $192K
6.63K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
-3.24K
- 1.38%
$158.56 - $176.26 $514K - $572K
232K $39.5M
RTX
Raytheon Technologies Corp

Industrials
-167
- 1.59%
$114.1 - $135.66 $19.1K - $22.7K
10.3K $1.37M
ABT
Abbott Laboratories

Healthcare
-25
- 0.17%
$111.1 - $140.22 $2.78K - $3.51K
15.1K $2M
WELL
Welltower Inc.

Real Estate
-58K
- 16.2%
$124.05 - $156.86 $7.19M - $9.09M
300K $46M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.77K
- 1.93%
$279.74 - $321.29 $495K - $568K
89.7K $28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-375
- 1.67%
$442.66 - $534.52 $166K - $200K
22.1K $11.8M
UL
Unilever PLC

Consumer Defensive
-8.34K
- 1.01%
$54.72 - $60.29 $456K - $503K
817K $48.6M
SCHW
Schwab Charles Corp

Financial Services
-8K
- 1.3%
$71.24 - $83.64 $570K - $669K
609K $47.6M
BK
Bank Of New York Mellon Corp

Financial Services
-25K
- 3.54%
$75.42 - $88.95 $1.89M - $2.22M
682K $57.2M
DE
Deere & CO

Industrials
-2.32K
- 2.29%
$408.57 - $509.27 $950K - $1.18M
99.1K $46.5M
KO
Coca Cola CO

Consumer Defensive
-3.55K
- 0.79%
$60.81 - $72.32 $216K - $256K
443K $31.7M
CME
Cme Group Inc.

Financial Services
-3.68K
- 1.6%
$225.82 - $266.54 $830K - $980K
227K $60.1M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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