Court Place Advisors, LLC Incresed Positions in Q1 2025

Court Place Advisors, LLC

  • $299 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
92
+ 0.28%
$442.66 - $534.52 $40.7K - $49.2K
32.6K $17.3M
RTX
Raytheon Technologies Corp

Industrials
449
+ 1.16%
$114.1 - $135.66 $51.2K - $60.9K
39K $5.17M
AJG
Arthur J. Gallagher & Co.

Financial Services
90
+ 2.09%
$275.89 - $345.24 $24.8K - $31.1K
4.4K $1.52M
MCD
Mcdonalds Corp

Consumer Cyclical
330
+ 6.05%
$279.74 - $321.29 $92.3K - $106K
5.79K $1.81M
UNH
Unitedhealth Group Inc

Healthcare
223
+ 4.79%
$461.52 - $548.18 $103K - $122K
4.88K $2.56M
V
Visa Inc.

Financial Services
192
+ 5.12%
$306.92 - $362.71 $58.9K - $69.6K
3.95K $1.38M
CVX
Chevron Corp

Energy
39
+ 0.54%
$146.71 - $167.97 $5.72K - $6.55K
7.29K $1.22M
T
At&T Inc.

Communication Services
430
+ 1.83%
$21.56 - $28.28 $9.27K - $12.2K
23.9K $675K
PAYC
Paycom Software, Inc.

Technology
195
+ 4.6%
$199.42 - $225.82 $38.9K - $44K
4.44K $968K
MO
Altria Group, Inc.

Consumer Defensive
430
+ 4.6%
$50.81 - $60.02 $21.8K - $25.8K
9.78K $586K
IBM
International Business Machines Corp

Technology
182
+ 13.2%
$217.4 - $264.74 $39.6K - $48.2K
1.56K $388K
VZ
Verizon Communications Inc

Communication Services
404
+ 3.43%
$37.81 - $46.49 $15.3K - $18.8K
12.2K $552K
AEP
American Electric Power CO Inc

Utilities
339
+ 13.71%
$90.32 - $109.27 $30.6K - $37K
2.81K $307K
LLY
Eli Lilly & CO

Healthcare
8
+ 0.63%
$725.72 - $929.72 $5.81K - $7.44K
1.28K $1.06M
MU
Micron Technology Inc

Technology
470
+ 4.87%
$86.89 - $109.38 $40.8K - $51.4K
10.1K $879K
XLF
Financial Sector Spdr

ETFs
6
+ 0.01%
$47.32 - $52.19 $284 - $313
42.5K $2.12M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 1.47%
$890.62 - $1076.86 $16K - $19.4K
1.24K $1.17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
48
+ 4.0%
$208.48 - $244.03 $10K - $11.7K
1.25K $304K
KR
Kroger CO

Consumer Defensive
5
+ 0.1%
$58.36 - $67.72 $292 - $339
5K $338K
KLAC
Kla Corp

Technology
7
+ 1.4%
$636.62 - $777.63 $4.46K - $5.44K
507 $344K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
290
+ 3.52%
$66.3 - $74.17 $19.2K - $21.5K
8.53K $592K
MPC
Marathon Petroleum Corp

Energy
11
+ 0.36%
$134.72 - $159.03 $1.48K - $1.75K
3.04K $443K
WMT
Walmart Inc.

Consumer Defensive
236
+ 5.22%
$84.5 - $105.05 $19.9K - $24.8K
4.76K $417K
FISV
Fiserv Inc

Technology
67
+ 0.94%
N/A
7.17K $897K
Ge Vernova Inc
46
+ 3.34%
N/A
1.42K $0
CMCSA
Comcast Corp

Communication Services
68
+ 0.83%
$33.19 - $38.23 $2.26K - $2.6K
8.25K $304K
HON
Honeywell International Inc

Industrials
40
+ 3.35%
$202.75 - $226.52 $8.11K - $9.06K
1.23K $261K
NEE
Nextera Energy Inc

Utilities
55
+ 0.33%
$66.96 - $76.16 $3.68K - $4.19K
16.8K $1.19M
LMT
Lockheed Martin Corp

Industrials
41
+ 5.58%
$423.19 - $506.29 $17.4K - $20.8K
776 $346K
FCOM
Fidelity Covington Tr Msci Com

ETFs
493
+ 3.06%
$55.97 - $64.13 $27.6K - $31.6K
16.6K $934K
TT
Trane Technologies PLC

Industrials
18
+ 2.11%
$332.0 - $400.86 $5.98K - $7.22K
873 $294K
MTB
M&T Bank Corp

Financial Services
24
+ 0.84%
$170.47 - $201.98 $4.09K - $4.85K
2.87K $513K
NVR
Nvr Inc

Consumer Cyclical
15
+ 10.27%
$7062.02 - $8382.63 $106K - $126K
161 $1.17M
AMZN
Amazon Com Inc

Consumer Cyclical
93
+ 5.86%
$190.26 - $242.06 $17.7K - $22.5K
1.68K $319K
CMI
Cummins Inc

Industrials
9
+ 0.72%
$312.92 - $386.07 $2.82K - $3.47K
1.26K $395K
BAC
Bank Of America Corp

Financial Services
277
+ 1.18%
$39.61 - $47.74 $11K - $13.2K
23.7K $988K
PEG
Public Service Enterprise Group Inc

Utilities
41
+ 0.17%
$78.2 - $90.39 $3.21K - $3.71K
23.5K $1.93M
ACN
Accenture PLC

Technology
262
+ 6.48%
$300.91 - $398.25 $78.8K - $104K
4.31K $1.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
85
+ 0.9%
$102.49 - $119.96 $8.71K - $10.2K
9.5K $993K
TGT
Target Corp

Consumer Defensive
92
+ 2.02%
$103.65 - $142.5 $9.54K - $13.1K
4.64K $484K
AMAT
Applied Materials Inc

Technology
23
+ 0.25%
$145.06 - $195.51 $3.34K - $4.5K
9.11K $1.32M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
35
+ 0.37%
$522.96 - $601.18 $18.3K - $21K
9.51K $5.07M
AAPL
Apple Inc.

Technology
33
+ 0.13%
$209.68 - $247.1 $6.92K - $8.15K
25.2K $5.61M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
120
+ 0.39%
$161.27 - $192.3 $19.4K - $23.1K
31.2K $5.04M
ROST
Ross Stores, Inc.

Consumer Cyclical
179
+ 0.37%
$123.3 - $154.95 $22.1K - $27.7K
48.5K $6.19M
MSFT
Microsoft Corp

Technology
204
+ 0.36%
$375.39 - $447.2 $76.6K - $91.2K
56.7K $21.3M
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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