Cresset Asset Management, LLC Sells in Q2 2025

Cresset Asset Management, LLC

  • $19.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
-15.9K
- 35.83%
$152.44 - $204.64 $2.42M - $3.25M
28.5K $5.83M
AMGN
Amgen Inc

Healthcare
-172
- 0.34%
$262.28 - $309.85 $45.1K - $53.3K
50.8K $14.2M
CHK
Chesapeake Energy Corp

Energy
-19.4K
- 89.51%
N/A
2.28K $195K
V
Visa Inc.

Financial Services
-7.28K
- 3.5%
$308.27 - $373.31 $2.24M - $2.72M
201K $71.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-45.3K
- 37.81%
$41.45 - $54.46 $1.88M - $2.47M
74.5K $3.88M
OC
Owens Corning

Industrials
-10.2K
- 69.28%
$126.32 - $147.75 $1.29M - $1.51M
4.53K $622K
PULS
Pgim ETF Tr

ETFs
-28.8K
- 37.58%
$49.39 - $49.76 $1.42M - $1.43M
47.8K $2.38M
VZ
Verizon Communications Inc

Communication Services
-20.9K
- 8.65%
$41.67 - $45.62 $869K - $952K
220K $9.54M
BRC
Brady Corp

Industrials
-19.2K
- 67.82%
$64.32 - $76.24 $1.23M - $1.46M
9.1K $618K
XLI
Industrial Sector Spdr

ETFs
-14.9K
- 29.19%
$116.42 - $147.52 $1.74M - $2.2M
36.3K $5.35M
OKE
Oneok Inc

Energy
-4.31K
- 7.63%
$78.71 - $100.37 $339K - $432K
52.2K $4.26M
ALHC
Alignment Healthcare, Inc.

Healthcare
-642
- 0.22%
$13.7 - $19.78 $8.8K - $12.7K
287K $4.02M
SWKS
Skyworks Solutions, Inc.

Technology
-22.4K
- 59.11%
$49.2 - $74.95 $1.1M - $1.68M
15.5K $1.16M
ADBE
Adobe Inc.

Technology
-3.51K
- 12.35%
$340.0 - $420.68 $1.19M - $1.48M
24.9K $9.64M
UFPI
Ufp Industries Inc

Basic Materials
-11.1K
- 58.84%
$94.93 - $109.1 $1.05M - $1.21M
7.75K $770K
AON
Aon PLC

Financial Services
-988
- 5.13%
$335.85 - $398.81 $332K - $394K
18.3K $6.52M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-21.8K
- 17.56%
$53.93 - $61.5 $1.18M - $1.34M
102K $6.29M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-30.9K
- 37.23%
$35.35 - $42.68 $1.09M - $1.32M
52.1K $2.22M
LNN
Lindsay Corp

Industrials
-9.81K
- 60.47%
$116.32 - $144.25 $1.14M - $1.42M
6.41K $925K
UTHR
United Therapeutics Corp

Healthcare
-3.24K
- 37.32%
$276.47 - $328.4 $896K - $1.06M
5.45K $1.56M
AIQ
Global X Funds Global X Artifi

ETFs
-34.5K
- 62.36%
$31.5 - $43.69 $1.09M - $1.51M
20.8K $910K
STZ
Constellation Brands, Inc.

Consumer Defensive
-59
- 0.11%
$160.0 - $195.62 $9.44K - $11.5K
51.6K $8.4M
WD
Walker & Dunlop, Inc.

Financial Services
-11.8K
- 76.17%
$66.0 - $85.06 $781K - $1.01M
3.7K $260K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-19.1K
- 53.91%
N/A
16.3K $909K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.13K
- 27.23%
$483.07 - $625.6 $545K - $706K
3.02K $1.58M
EMN
Eastman Chemical CO

Basic Materials
-276
- 0.37%
$72.7 - $88.29 $20.1K - $24.4K
74.4K $5.55M
FDX
Fedex Corp

Industrials
-2.87K
- 13.06%
$198.07 - $245.17 $568K - $703K
19.1K $4.34M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-171
- 0.4%
$90.21 - $112.66 $15.4K - $19.3K
43K $3.93M
KBH
Kb Home

Consumer Cyclical
-15.5K
- 57.4%
$50.15 - $58.93 $776K - $912K
11.5K $608K
SNX
Td Synnex Corp

Technology
-10.1K
- 70.45%
$95.81 - $137.79 $970K - $1.39M
4.25K $576K
WGO
Winnebago Industries Inc

Consumer Cyclical
-24.5K
- 70.5%
$28.24 - $37.27 $693K - $914K
10.3K $297K
CBT
Cabot Corp

Basic Materials
-9.97K
- 63.02%
$72.47 - $84.35 $722K - $841K
5.85K $438K
VPU
Vanguard Utilities ETF

ETFs
-5.12K
- 52.87%
$158.36 - $178.82 $810K - $915K
4.56K $805K
WSO
Watsco Inc

Industrials
-801
- 10.97%
$421.84 - $520.66 $338K - $417K
6.5K $2.87M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-9.7K
- 69.43%
N/A
4.27K $366K
GLD
Spdr Gold Trust

ETFs
-17.6K
- 6.48%
$273.71 - $316.29 $4.82M - $5.57M
254K $77.5M
MLI
Mueller Industries Inc

Industrials
-11.9K
- 30.8%
$68.45 - $79.6 $814K - $946K
26.7K $2.12M
ENB
Enbridge Inc

Energy
-20K
- 22.34%
$41.09 - $47.16 $820K - $942K
69.4K $3.14M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.5K
- 18.48%
$48.13 - $49.85 $748K - $775K
68.6K $3.36M
EWJ
Ishares Msci Japan ETF

ETFs
-20.1K
- 18.55%
$61.32 - $75.28 $1.23M - $1.51M
88K $6.6M
UDMY
Udemy, Inc.

Consumer Defensive
-617
- 0.06%
$5.78 - $7.9 $3.57K - $4.87K
1.09M $7.68M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-7.85K
- 63.4%
$105.2 - $141.69 $825K - $1.11M
4.53K $641K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.2K
- 24.77%
$99.37 - $134.05 $417K - $563K
12.7K $1.45M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-7.5K
- 79.71%
$87.19 - $111.51 $654K - $837K
1.91K $210K
HYD
Vaneck High Yield Muni ETF

ETFs
-15.2K
- 76.73%
$49.08 - $51.35 $747K - $782K
4.62K $231K
BRZE
Braze, Inc.

Technology
-759
- 0.8%
$25.84 - $36.89 $19.6K - $28K
93.6K $2.63M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-14.6K
- 45.23%
$50.52 - $50.92 $739K - $745K
17.7K $902K
VFH
Vanguard Financial ETF

ETFs
-11.4K
- 11.68%
$104.87 - $127.3 $1.19M - $1.45M
85.9K $10.9M
XLC
Select Sector Spdr Tr Communic

ETFs
-9.24K
- 34.81%
$86.13 - $108.53 $796K - $1M
17.3K $1.88M
Activity Summary
Buys All Purchases 761 New Holdings 142 Increased Positions 619 Sells All Sells 721 Reductions 721 Sold out 0 Options Calls 0 Puts 0
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