Cordatus Wealth Management LLC Sells in Q2 2025

Cordatus Wealth Management LLC

  • $407 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-13.3K
- 90.88%
$340.0 - $420.68 $4.51M - $5.58M
1.33K $515K
UNH
Unitedhealth Group Inc

Healthcare
-5.8K
- 54.17%
$274.35 - $599.47 $1.59M - $3.48M
4.91K $1.53M
MRK
Merck & Co., Inc.

Healthcare
-9.76K
- 36.09%
$73.47 - $87.12 $717K - $850K
17.3K $1.37M
JNJ
Johnson & Johnson

Healthcare
-1.22K
- 3.62%
$146.36 - $159.82 $178K - $195K
32.5K $4.96M
CVX
Chevron Corp

Energy
-52
- 0.26%
$133.73 - $168.51 $6.95K - $8.76K
19.7K $2.82M
MCD
Mcdonalds Corp

Consumer Cyclical
-309
- 1.77%
$285.55 - $321.23 $88.2K - $99.3K
17.1K $5M
ABBV
Abb Vie Inc.

Healthcare
-7
- 0.04%
$170.16 - $206.27 $1.19K - $1.44K
16.5K $3.06M
PEP
Pepsico Inc

Consumer Defensive
-71
- 0.38%
$128.02 - $151.37 $9.09K - $10.7K
18.4K $2.43M
LLY
Eli Lilly & CO

Healthcare
-10
- 0.23%
$713.71 - $898.95 $7.14K - $8.99K
4.35K $3.39M
UPS
United Parcel Service Inc

Industrials
-348
- 2.67%
$91.92 - $110.2 $32K - $38.3K
12.7K $1.28M
COP
Conocophillips

Energy
-131
- 2.01%
$82.66 - $106.1 $10.8K - $13.9K
6.4K $574K
XOM
Exxon Mobil Corp

Energy
-145
- 1.87%
$99.93 - $119.04 $14.5K - $17.3K
7.61K $820K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.67K
- 2.79%
$37.08 - $42.26 $62.1K - $70.7K
58.2K $2.41M
ZTS
Zoetis Inc.

Healthcare
-37
- 0.38%
$144.41 - $170.3 $5.34K - $6.3K
9.68K $1.51M
SNY
Sanofi

Healthcare
-214
- 2.54%
$47.62 - $55.44 $10.2K - $11.9K
8.21K $397K
EOG
Eog Resources Inc

Energy
-131
- 2.22%
$104.61 - $129.97 $13.7K - $17K
5.76K $689K
BP
Bp PLC

Energy
-244
- 2.04%
$26.11 - $33.81 $6.37K - $8.25K
11.7K $350K
UNP
Union Pacific Corp

Industrials
-10
- 0.14%
$208.27 - $238.46 $2.08K - $2.38K
7.24K $1.67M
SHW
Sherwin Williams CO

Basic Materials
-26
- 0.67%
$313.51 - $363.51 $8.15K - $9.45K
3.84K $1.32M
TM
Toyota Motor Corp

Consumer Cyclical
-72
- 2.38%
$158.63 - $195.39 $11.4K - $14.1K
2.95K $508K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-847
- 2.3%
$12.23 - $15.46 $10.4K - $13.1K
36K $544K
RIO
Rio Tinto PLC

Basic Materials
-180
- 2.19%
$52.32 - $62.75 $9.42K - $11.3K
8.05K $470K
SHEL
Shell PLC

Energy
-114
- 2.08%
$59.75 - $73.05 $6.81K - $8.33K
5.36K $377K
AZN
Astrazeneca PLC

Healthcare
-145
- 3.83%
$64.87 - $75.0 $9.41K - $10.9K
3.64K $254K
DUK
Duke Energy Corp

Utilities
-26
- 0.5%
$112.46 - $124.05 $2.92K - $3.23K
5.13K $606K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-314
- 0.62%
$85.42 - $94.39 $26.8K - $29.6K
50.5K $4.74M
BHP
Bhp Group LTD

Basic Materials
-212
- 2.01%
$40.22 - $50.88 $8.53K - $10.8K
10.3K $498K
DOCU
Docusign, Inc.

Technology
-26
- 0.84%
$70.35 - $93.84 $1.83K - $2.44K
3.07K $239K
NVO
Novo Nordisk A S

Healthcare
-106
- 1.77%
$58.08 - $81.05 $6.16K - $8.59K
5.87K $405K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-957
- 2.17%
$10.79 - $14.14 $10.3K - $13.5K
43.2K $592K
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 0.29%
$335.24 - $380.78 $8.05K - $9.14K
8.19K $3M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-6
- 0.59%
$215.78 - $270.12 $1.29K - $1.62K
1.02K $237K
SO
Southern CO

Utilities
-36
- 0.56%
$84.91 - $92.56 $3.06K - $3.33K
6.37K $585K
SONY
Sony Group Corp

Technology
-599
- 2.37%
$21.24 - $26.88 $12.7K - $16.1K
24.7K $643K
IHDG
Wisdomtree Tr

ETFs
-488
- 2.97%
$38.54 - $46.0 $18.8K - $22.4K
15.9K $717K
GM
General Motors CO

Consumer Cyclical
-100
- 1.88%
$42.48 - $50.46 $4.25K - $5.05K
5.23K $257K
UL
Unilever PLC

Consumer Defensive
-134
- 1.47%
$57.9 - $65.43 $7.76K - $8.77K
9K $551K
HSBC
Hsbc Holdings PLC

Financial Services
-292
- 2.41%
$46.68 - $61.09 $13.6K - $17.8K
11.8K $720K
RELX
Relx PLC

Communication Services
-273
- 2.39%
$45.31 - $55.66 $12.4K - $15.2K
11.1K $605K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-11
- 0.94%
$224.16 - $285.86 $2.47K - $3.14K
1.16K $332K
VTWO
Vanguard Russell 2000 ETF

ETFs
-174
- 2.35%
$70.56 - $87.22 $12.3K - $15.2K
7.23K $630K
UBS
Ubs Group Ag

Financial Services
-224
- 1.69%
$26.12 - $33.82 $5.85K - $7.58K
13.1K $442K
V
Visa Inc.

Financial Services
-47
- 0.4%
$308.27 - $373.31 $14.5K - $17.5K
11.8K $4.2M
WMB
Williams Companies, Inc.

Energy
-25
- 0.19%
$54.33 - $62.87 $1.36K - $1.57K
13.4K $844K
IWR
Ishares Russell Mid Cap ETF

ETFs
-31
- 0.48%
$74.88 - $91.97 $2.32K - $2.85K
6.43K $591K
NVS
Novartis Ag

Healthcare
-68
- 1.23%
$101.96 - $121.01 $6.93K - $8.23K
5.48K $663K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9
- 0.02%
$45.11 - $52.34 $406 - $471
54.1K $2.83M
LMT
Lockheed Martin Corp

Industrials
-5
- 0.11%
$430.82 - $486.45 $2.15K - $2.43K
4.49K $2.08M
RY
Royal Bank Of Canada

Financial Services
-114
- 2.26%
$108.36 - $131.55 $12.4K - $15K
4.94K $650K
Activity Summary
Buys All Purchases 79 New Holdings 16 Increased Positions 63 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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