Cordatus Wealth Management LLC Incresed Positions in Q1 2025

Cordatus Wealth Management LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19K
+ 203.04%
$507.05 - $563.67 $9.62M - $10.7M
28.3K $14.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.41K
+ 73.05%
$551.42 - $612.93 $4.09M - $4.54M
17.6K $9.82M
ADBE
Adobe Inc.

Technology
8.28K
+ 131.4%
$377.84 - $464.11 $3.13M - $3.84M
14.6K $5.59M
MCD
Mcdonalds Corp

Consumer Cyclical
5.34K
+ 44.25%
$279.74 - $321.29 $1.49M - $1.72M
17.4K $5.44M
CAT
Caterpillar Inc

Industrials
4.84K
+ 391.66%
$326.75 - $407.63 $1.58M - $1.97M
6.07K $2M
JNJ
Johnson & Johnson

Healthcare
1.79K
+ 5.62%
$142.06 - $167.7 $254K - $300K
33.7K $5.58M
HD
Home Depot, Inc.

Consumer Cyclical
2.4K
+ 41.38%
$347.25 - $424.87 $835K - $1.02M
8.21K $3.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.21K
+ 97.54%
$79.17 - $82.04 $650K - $673K
16.6K $1.36M
GE
General Electric CO

Industrials
503
+ 3.04%
$168.59 - $212.13 $84.8K - $107K
17K $3.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
329
+ 5.52%
$442.66 - $534.52 $146K - $176K
6.29K $3.35M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.22K
+ 124.24%
$75.99 - $81.58 $625K - $671K
14.8K $1.14M
ABBV
Abb Vie Inc.

Healthcare
527
+ 3.3%
$169.2 - $216.66 $89.2K - $114K
16.5K $3.46M
PFF
Ishares Trust Ishares Pfd And

ETFs
20.8K
+ 21.55%
$30.73 - $32.26 $638K - $670K
117K $3.6M
V
Visa Inc.

Financial Services
480
+ 4.21%
$306.92 - $362.71 $147K - $174K
11.9K $4.17M
CVX
Chevron Corp

Energy
76
+ 0.39%
$146.71 - $167.97 $11.1K - $12.8K
19.7K $3.3M
UNH
Unitedhealth Group Inc

Healthcare
471
+ 4.6%
$461.52 - $548.18 $217K - $258K
10.7K $5.61M
Linde PLC
41
+ 0.47%
N/A
8.79K $4.09M
MRK
Merck & Co., Inc.

Healthcare
6.19K
+ 29.67%
$83.01 - $101.02 $514K - $625K
27K $2.43M
LLY
Eli Lilly & CO

Healthcare
113
+ 2.66%
$725.72 - $929.72 $82K - $105K
4.36K $3.6M
MA
Mastercard Inc

Financial Services
300
+ 5.24%
$504.67 - $576.31 $151K - $173K
6.02K $3.3M
KO
Coca Cola CO

Consumer Defensive
1.42K
+ 8.17%
$60.81 - $72.32 $86.1K - $102K
18.7K $1.34M
AMT
American Tower Corp

Real Estate
171
+ 2.69%
$173.46 - $217.6 $29.7K - $37.2K
6.52K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
149
+ 0.41%
$225.19 - $279.95 $33.6K - $41.7K
36.6K $8.97M
NVDA
Nvidia Corp

Technology
18.2K
+ 26.65%
$106.98 - $149.43 $1.95M - $2.73M
86.7K $9.4M
COST
Costco Wholesale Corp

Consumer Defensive
86
+ 2.08%
$890.62 - $1076.86 $76.6K - $92.6K
4.22K $3.99M
PG
Procter & Gamble CO

Consumer Defensive
717
+ 2.67%
$158.56 - $176.26 $114K - $126K
27.6K $4.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.01K
+ 50.9%
$20.05 - $20.4 $181K - $184K
26.7K $543K
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
DUK
Duke Energy Corp

Utilities
311
+ 6.41%
$105.87 - $121.97 $32.9K - $37.9K
5.16K $629K
RIO
Rio Tinto PLC

Basic Materials
1.4K
+ 20.51%
$58.19 - $64.29 $81.5K - $90.1K
8.23K $495K
SO
Southern CO

Utilities
258
+ 4.19%
$80.96 - $92.96 $20.9K - $24K
6.41K $589K
SAP
Sap Se

Technology
37
+ 1.13%
$241.4 - $293.69 $8.93K - $10.9K
3.31K $889K
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
RS
Reliance Steel & Aluminum CO

Basic Materials
35
+ 3.73%
$266.61 - $302.66 $9.33K - $10.6K
974 $281K
WSO
Watsco Inc

Industrials
20
+ 3.85%
$463.86 - $530.75 $9.28K - $10.6K
539 $274K
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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