Cordatus Wealth Management LLC Reduced Holdings in Q1 2025

Cordatus Wealth Management LLC

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

ETFs
-23.5K
- 59.22%
$360.07 - $417.26 $8.47M - $9.81M
16.2K $5.85M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-124K
- 67.37%
$39.18 - $43.52 $4.85M - $5.38M
59.9K $2.51M
XLU
Utilities Sector Spdr

ETFs
-66.8K
- 64.32%
$74.7 - $80.27 $4.99M - $5.37M
37.1K $2.92M
CSCO
Cisco Systems, Inc.

Technology
-74.1K
- 67.16%
$58.74 - $64.87 $4.35M - $4.81M
36.2K $2.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-13.7K
- 76.23%
$74.85 - $84.89 $1.02M - $1.16M
4.26K $348K
NKE
Nike, Inc.

Consumer Cyclical
-2.64K
- 13.07%
$63.29 - $81.72 $167K - $215K
17.5K $1.11M
WMT
Walmart Inc.

Consumer Defensive
-299
- 0.37%
$84.5 - $105.05 $25.3K - $31.4K
81K $7.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-83
- 0.55%
$222.66 - $268.42 $18.5K - $22.3K
14.9K $3.48M
Blackrock Inc
-19
- 0.88%
N/A
2.15K $2.03M
ADI
Analog Devices Inc

Technology
-54
- 0.39%
$201.56 - $243.82 $10.9K - $13.2K
13.9K $2.81M
FDS
Factset Research Systems Inc

Financial Services
-13
- 0.31%
$427.5 - $476.51 $5.56K - $6.19K
4.18K $1.9M
VTWO
Vanguard Russell 2000 ETF

ETFs
-99
- 1.32%
$80.08 - $92.93 $7.93K - $9.2K
7.4K $597K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10
- 0.85%
$254.58 - $302.92 $2.55K - $3.03K
1.17K $299K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-557
- 1.02%
$49.78 - $53.19 $27.7K - $29.6K
54.1K $2.76M
IWR
Ishares Russell Mid Cap ETF

ETFs
-25
- 0.39%
$82.81 - $92.93 $2.07K - $2.32K
6.46K $549K
IHDG
Wisdomtree Tr

ETFs
-63
- 0.38%
$43.4 - $47.51 $2.73K - $2.99K
16.4K $712K
SPGI
S&P Global Inc.

Financial Services
-74
- 1.6%
$478.26 - $543.77 $35.4K - $40.2K
4.55K $2.31M
C
Citigroup Inc

Financial Services
-70
- 0.17%
$67.23 - $84.63 $4.71K - $5.92K
40.2K $2.86M
APD
Air Products & Chemicals, Inc.

Basic Materials
-20
- 0.26%
$283.24 - $338.07 $5.66K - $6.76K
7.62K $2.25M
CL
Colgate Palmolive CO

Consumer Defensive
-13
- 0.06%
$85.68 - $97.5 $1.11K - $1.27K
22.9K $2.15M
ADP
Automatic Data Processing Inc

Industrials
-53
- 0.54%
$286.85 - $318.64 $15.2K - $16.9K
9.8K $3M
SBUX
Starbucks Corp

Consumer Cyclical
-73
- 0.32%
$91.75 - $115.81 $6.7K - $8.45K
22.4K $2.2M
CB
Chubb LTD

Financial Services
-23
- 0.35%
$257.71 - $301.99 $5.93K - $6.95K
6.57K $1.98M
AFL
Aflac Inc

Financial Services
-396
- 1.39%
$100.99 - $111.19 $40K - $44K
28K $3.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-634
- 1.23%
$87.68 - $94.52 $55.6K - $59.9K
50.8K $4.76M
ATO
Atmos Energy Corp

Utilities
-6
- 0.04%
$136.51 - $154.58 $819 - $927
13.6K $2.11M
PAYX
Paychex Inc

Industrials
-43
- 0.21%
$136.06 - $154.52 $5.85K - $6.64K
20K $3.09M
AMGN
Amgen Inc

Healthcare
-102
- 1.23%
$258.59 - $327.36 $26.4K - $33.4K
8.16K $2.54M
ABT
Abbott Laboratories

Healthcare
-6
- 0.03%
$111.1 - $140.22 $667 - $841
23.6K $3.13M
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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