Cpa Asset Management LLC Purchases and Sells in Q1 2025

Cpa Asset Management LLC

$227 Billion
Q1 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	4.35K + 1.68%	$49.74 - $58.96 $216K - $256K	264K $15.5B
VUG	6.4K + 111.71%	$369.1 - $427.61 $2.36M - $2.74M	12.1K $4.5B
FBND	23.4K + 3.96%	$44.41 - $45.98 $1.04M - $1.08M	615K $28.1B
DFAI	3.19K + 0.83%	$28.88 - $32.4 $92K - $103K	388K $12.1B
DUHP	30.7K + 7.69%	$32.57 - $35.82 $998K - $1.1M	429K $14.2B
DFIP	1.17K + 0.28%	$40.27 - $42.11 $47K - $49.1K	422K $17.8B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TCW ETF TRUST	13.6K New	N/A	13.6K $644M
LONZ	12.7K New	$50.21 - $51.23 $638K - $650K	12.7K $640M
TFLR	12.5K New	N/A	12.5K $639M
DFAR	12.4K New	$22.35 - $24.52 $278K - $305K	12.4K $295M
DFAU	6.21K New	$37.84 - $42.29 $235K - $262K	6.21K $239M
GILD	2.04K New	$89.14 - $117.41 $182K - $240K	2.04K $229M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SVOL	-21.7K - 55.58%	$17.92 - $21.7 $388K - $470K	17.3K $315M
DFUS	-972 - 0.87%	$59.61 - $66.71 $57.9K - $64.8K	110K $6.67B
DFAS	-1.33K - 2.1%	$58.81 - $68.2 $78.5K - $91K	62.1K $3.71B
XLK	-67 - 0.57%	$206.38 - $242.18 $13.8K - $16.2K	11.6K $2.4B
SYY	-3.18K - 18.18%	$70.0 - $77.13 $222K - $245K	14.3K $1.07B
VOT	-973 - 48.53%	$237.72 - $276.98 $231K - $270K	1.03K $252M

Activity Summary All Purchases 31 New Holdings 10 Increased Positions 21 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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