Cordatus Wealth Management LLC Purchases in Q1 2025

Cordatus Wealth Management LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
57
+ 1.85%
$828.4 - $1058.6 $47.2K - $60.3K
3.14K $2.93M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.21K
+ 62.66%
$18.18 - $18.58 $167K - $171K
23.9K $443K
UNP
Union Pacific Corp

Industrials
361
+ 5.24%
$225.21 - $254.42 $81.3K - $91.8K
7.25K $1.71M
SONY
Sony Group Corp

Technology
1.34K
+ 5.57%
$19.88 - $25.64 $26.5K - $34.2K
25.3K $642K
XOM
Exxon Mobil Corp

Energy
313
+ 4.21%
$105.44 - $118.93 $33K - $37.2K
7.75K $922K
HSBC
Hsbc Holdings PLC

Financial Services
486
+ 4.17%
$48.68 - $61.58 $23.7K - $29.9K
12.1K $697K
UL
Unilever PLC

Consumer Defensive
1.62K
+ 21.53%
$54.72 - $60.29 $88.6K - $97.6K
9.14K $544K
NVS
Novartis Ag

Healthcare
358
+ 6.9%
$97.14 - $115.57 $34.8K - $41.4K
5.54K $618K
SNY
Sanofi

Healthcare
1.07K
+ 14.57%
$48.15 - $59.42 $51.6K - $63.7K
8.43K $467K
ZTS
Zoetis Inc.

Healthcare
558
+ 6.09%
$156.48 - $175.67 $87.3K - $98K
9.72K $1.6M
RIO
Rio Tinto PLC

Basic Materials
1.4K
+ 20.51%
$58.19 - $64.29 $81.5K - $90.1K
8.23K $495K
SAP
Sap Se

Technology
37
+ 1.13%
$241.4 - $293.69 $8.93K - $10.9K
3.31K $889K
SO
Southern CO

Utilities
258
+ 4.19%
$80.96 - $92.96 $20.9K - $24K
6.41K $589K
AZN
Astrazeneca PLC

Healthcare
663
+ 21.24%
$65.37 - $77.96 $43.3K - $51.7K
3.79K $278K
SHW
Sherwin Williams CO

Basic Materials
109
+ 2.9%
$330.16 - $365.55 $36K - $39.8K
3.87K $1.35M
SHEL
Shell PLC

Energy
96
+ 1.79%
$62.84 - $73.29 $6.03K - $7.04K
5.47K $401K
COP
Conocophillips

Energy
226
+ 3.58%
$88.6 - $105.85 $20K - $23.9K
6.53K $686K
EOG
Eog Resources Inc

Energy
188
+ 3.3%
$120.54 - $138.05 $22.7K - $26K
5.89K $755K
PEP
Pepsico Inc

Consumer Defensive
482
+ 2.68%
$142.64 - $156.42 $68.8K - $75.4K
18.5K $2.77M
WSO
Watsco Inc

Industrials
20
+ 3.85%
$463.86 - $530.75 $9.28K - $10.6K
539 $274K
RS
Reliance Steel & Aluminum CO

Basic Materials
35
+ 3.73%
$266.61 - $302.66 $9.33K - $10.6K
974 $281K
NEE
Nextera Energy Inc

Utilities
592
+ 1.67%
$66.96 - $76.16 $39.6K - $45.1K
36.1K $2.56M
ASML
Asml Holding Nv

Technology
52
+ 5.63%
$662.63 - $776.99 $34.5K - $40.4K
975 $646K
META
Meta Platforms, Inc.

Communication Services
86
+ 1.71%
$576.36 - $736.67 $49.6K - $63.4K
5.13K $2.96M
HON
Honeywell International Inc

Industrials
463
+ 6.74%
$202.75 - $226.52 $93.9K - $105K
7.33K $1.55M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.75K
+ 4.24%
$117.4 - $131.02 $205K - $229K
42.9K $5.14M
RY
Royal Bank Of Canada

Financial Services
262
+ 5.47%
$108.81 - $123.4 $28.5K - $32.3K
5.05K $570K
LII
Lennox International Inc

Industrials
28
+ 5.65%
$553.05 - $666.93 $15.5K - $18.7K
524 $294K
JBL
Jabil Inc

Technology
68
+ 2.88%
$130.51 - $173.33 $8.87K - $11.8K
2.43K $330K
RPM
Rpm International Inc

Basic Materials
80
+ 2.86%
$114.03 - $128.31 $9.12K - $10.3K
2.88K $333K
DT
Dynatrace, Inc.

Technology
318
+ 7.66%
$47.15 - $62.42 $15K - $19.8K
4.47K $211K
RGA
Reinsurance Group Of America Inc

Financial Services
50
+ 3.07%
$186.01 - $231.1 $9.3K - $11.6K
1.68K $331K
EWBC
East West Bancorp Inc

Financial Services
102
+ 2.32%
$84.35 - $103.91 $8.6K - $10.6K
4.5K $404K
TM
Toyota Motor Corp

Consumer Cyclical
174
+ 6.11%
$176.53 - $195.35 $30.7K - $34K
3.02K $534K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.87%
$524.81 - $672.19 $4.2K - $5.38K
928 $507K
CSL
Carlisle Companies Inc

Industrials
207
+ 6.12%
$326.43 - $408.24 $67.6K - $84.5K
3.59K $1.22M
ACM
Aecom

Industrials
101
+ 3.65%
$92.54 - $111.05 $9.35K - $11.2K
2.87K $266K
BAC
Bank Of America Corp

Financial Services
3.54K
+ 4.43%
$39.61 - $47.74 $140K - $169K
83.5K $3.48M
UTHR
United Therapeutics Corp

Healthcare
28
+ 2.72%
$304.42 - $380.78 $8.52K - $10.7K
1.06K $326K
NBIX
Neurocrine Biosciences Inc

Healthcare
84
+ 3.39%
$107.22 - $153.29 $9.01K - $12.9K
2.56K $283K
NVO
Novo Nordisk A S

Healthcare
484
+ 8.82%
$69.3 - $90.95 $33.5K - $44K
5.97K $415K
ITW
Illinois Tool Works Inc

Industrials
16
+ 0.13%
$244.9 - $274.48 $3.92K - $4.39K
12.1K $2.99M
VONG
Vanguard Russell 1000 Growth E

ETFs
66
+ 0.91%
$92.71 - $107.38 $6.12K - $7.09K
7.36K $683K
VST
Vistra Corp.

Utilities
83
+ 2.02%
$108.49 - $191.89 $9K - $15.9K
4.2K $493K
DIS
Walt Disney CO

Communication Services
879
+ 6.18%
$96.87 - $114.0 $85.1K - $100K
15.1K $1.49M
MANH
Manhattan Associates Inc

Technology
57
+ 4.86%
$163.5 - $295.1 $9.32K - $16.8K
1.23K $213K
UPS
United Parcel Service Inc

Industrials
657
+ 5.31%
$109.66 - $136.26 $72K - $89.5K
13K $1.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
88
+ 1.65%
$165.25 - $224.62 $14.5K - $19.8K
5.42K $900K
LMT
Lockheed Martin Corp

Industrials
26
+ 0.58%
$423.19 - $506.29 $11K - $13.2K
4.49K $2.01M
Activity Summary
Buys All Purchases 108 New Holdings 22 Increased Positions 86 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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