Cordatus Wealth Management LLC New Holdings in Q1 2025

Cordatus Wealth Management LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
153K
New
$182.82 - $196.21 $28M - $30M
153K $28.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
62K
New
$121.0 - $142.28 $7.5M - $8.81M
62K $7.71M
CEG
Constellation Energy Corp

Utilities
4.35K
New
$201.63 - $347.44 $877K - $1.51M
4.35K $877K
WMB
Williams Companies, Inc.

Energy
13.5K
New
$54.02 - $61.09 $727K - $822K
13.5K $804K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
130K
New
$3.82 - $4.84 $496K - $628K
130K $611K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
44.1K
New
$11.66 - $14.98 $514K - $661K
44.1K $601K
RELX
Relx PLC

Communication Services
11.4K
New
$45.34 - $51.91 $517K - $592K
11.4K $575K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
36.9K
New
$14.13 - $16.72 $521K - $616K
36.9K $570K
SPOT
Spotify Technology S.A.

Communication Services
1.03K
New
$457.79 - $648.32 $472K - $669K
1.03K $568K
BHP
Bhp Group LTD

Basic Materials
10.6K
New
$48.18 - $52.11 $509K - $550K
10.6K $513K
BP
Bp PLC

Energy
11.9K
New
$29.93 - $35.31 $357K - $421K
11.9K $403K
Rb Global Inc
3.24K
New
N/A
3.24K $325K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16K
New
$19.43 - $19.62 $311K - $314K
16K $313K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.7K
New
$19.42 - $19.54 $306K - $308K
15.7K $307K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.8K
New
$20.64 - $20.73 $306K - $307K
14.8K $307K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.5K
New
$168.84 - $202.89 $253K - $304K
1.5K $264K
EME
Emcor Group, Inc.

Industrials
703
New
$361.16 - $535.99 $254K - $377K
703 $260K
DOCU
Docusign, Inc.

Technology
3.1K
New
$74.7 - $97.7 $231K - $303K
3.1K $252K
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.03K
New
$228.41 - $293.71 $234K - $301K
1.03K $244K
PSTG
Pure Storage, Inc.

Technology
4.88K
New
$44.27 - $72.37 $216K - $353K
4.88K $216K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.1K
New
$63.38 - $72.02 $196K - $223K
3.1K $203K
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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