Custom Index Systems, LLC Incresed Positions in Q1 2025

Custom Index Systems, LLC

  • $197 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
8.31K
+ 500.18%
$124.05 - $156.86 $1.03M - $1.3M
9.98K $1.53B
Federated Hermes ETF Trust
41K
+ 33.07%
N/A
165K $4.13B
OKE
Oneok Inc

Energy
9.01K
+ 328.03%
$89.57 - $109.85 $807K - $990K
11.8K $1.17B
SPOT
Spotify Technology S.A.

Communication Services
1.15K
+ 104.46%
$457.79 - $648.32 $525K - $744K
2.25K $1.23B
MSFT
Microsoft Corp

Technology
2.84K
+ 33.91%
$375.39 - $447.2 $1.07M - $1.27M
11.2K $4.21B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.28K
+ 199.86%
$165.25 - $224.62 $708K - $962K
6.43K $1.07B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
12.6K
+ 21.3%
$39.65 - $43.35 $501K - $548K
72K $3.03B
TSLA
Tesla, Inc.

Consumer Cyclical
2.62K
+ 343.77%
$222.15 - $428.22 $583K - $1.12M
3.39K $878M
META
Meta Platforms, Inc.

Communication Services
1.01K
+ 30.76%
$576.36 - $736.67 $580K - $741K
4.28K $2.47B
IWD
Ishares Russell 1000 Val ETF

ETFs
2.48K
+ 14.86%
$182.82 - $196.21 $453K - $487K
19.2K $3.61B
AAPL
Apple Inc.

Technology
7.68K
+ 17.9%
$209.68 - $247.1 $1.61M - $1.9M
50.6K $11.2B
Atlassian Corporation
2.52K
+ 100.56%
N/A
5.03K $1.07B
BKR
Baker Hughes CO

Energy
9.75K
+ 109.19%
$41.16 - $48.85 $401K - $476K
18.7K $821M
Linde PLC
736
+ 63.5%
N/A
1.9K $882M
CEG
Constellation Energy Corp

Utilities
2.01K
+ 194.96%
$201.63 - $347.44 $405K - $698K
3.04K $613M
AXS
Axis Capital Holdings LTD

Financial Services
1.86K
+ 11.93%
$85.54 - $100.24 $159K - $187K
17.5K $1.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
883
+ 23.38%
$507.05 - $563.67 $448K - $498K
4.66K $2.39B
NVO
Novo Nordisk A S

Healthcare
5.78K
+ 227.85%
$69.3 - $90.95 $400K - $525K
8.31K $577M
UBS
Ubs Group Ag

Financial Services
10.2K
+ 145.35%
$30.28 - $35.78 $309K - $366K
17.2K $528M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15
+ 1.56%
$1187.71 - $1432.58 $17.8K - $21.5K
979 $1.4B
GOOG
Alphabet Inc.

Communication Services
3.21K
+ 42.39%
$156.06 - $207.71 $500K - $666K
10.8K $1.68B
STWD
Starwood Property Trust, Inc.

Real Estate
10.9K
+ 104.35%
$18.41 - $20.53 $200K - $223K
21.3K $420M
MCK
Mckesson Corp

Healthcare
83
+ 5.12%
$566.21 - $672.99 $47K - $55.9K
1.71K $1.15B
RACE
Ferrari N.V.

Consumer Cyclical
494
+ 57.98%
$413.73 - $508.15 $204K - $251K
1.35K $576M
DGX
Quest Diagnostics Inc

Healthcare
479
+ 6.99%
N/A
7.33K $1.24B
CNP
Centerpoint Energy Inc

Utilities
4.51K
+ 54.02%
$30.87 - $36.25 $139K - $164K
12.9K $466M
FFIV
F5, Inc.

Technology
555
+ 16.88%
$251.75 - $310.6 $140K - $172K
3.84K $1.02B
WEC
Wec Energy Group, Inc.

Utilities
1.41K
+ 55.83%
$92.12 - $108.98 $130K - $154K
3.94K $429M
WMB
Williams Companies, Inc.

Energy
803
+ 4.26%
$54.02 - $61.09 $43.4K - $49.1K
19.6K $1.17B
KR
Kroger CO

Consumer Defensive
909
+ 7.11%
$58.36 - $67.72 $53K - $61.6K
13.7K $927M
ASML
Asml Holding Nv

Technology
223
+ 62.99%
$662.63 - $776.99 $148K - $173K
577 $382M
NI
Nisource Inc.

Utilities
2.81K
+ 38.37%
$35.57 - $41.23 $99.8K - $116K
10.1K $406M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
900
+ 2.83%
$9.49 - $14.83 $8.54K - $13.3K
32.7K $445M
AWK
American Water Works Company, Inc.

Utilities
604
+ 33.3%
$121.01 - $149.31 $73.1K - $90.2K
2.42K $357M
CBRE
Cbre Group, Inc.

Real Estate
954
+ 10.88%
$121.79 - $147.13 $116K - $140K
9.72K $1.27B
CHKP
Check Point Software Technologies LTD

Technology
150
+ 7.8%
$179.88 - $231.31 $27K - $34.7K
2.07K $472M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 4.39%
$890.62 - $1076.86 $52.5K - $63.5K
1.4K $1.33B
NVDA
Nvidia Corp

Technology
9.85K
+ 26.06%
$106.98 - $149.43 $1.05M - $1.47M
47.6K $5.16B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.97K
+ 12.37%
$11.66 - $14.98 $34.6K - $44.5K
27K $368M
EXC
Exelon Corp

Utilities
717
+ 11.41%
$37.3 - $46.08 $26.7K - $33K
7K $323M
TTWO
Take Two Interactive Software Inc

Communication Services
86
+ 2.94%
$178.61 - $217.95 $15.4K - $18.7K
3.01K $623M
HLI
Houlihan Lokey, Inc.

Financial Services
696
+ 26.87%
$154.43 - $187.4 $107K - $130K
3.29K $531M
WMT
Walmart Inc.

Consumer Defensive
912
+ 17.79%
$84.5 - $105.05 $77.1K - $95.8K
6.04K $530M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.89K
+ 30.0%
$31.75 - $36.0 $59.9K - $67.9K
8.17K $276M
SPG
Simon Property Group Inc

Real Estate
564
+ 9.26%
$159.48 - $187.78 $89.9K - $106K
6.66K $1.11B
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
133
+ 4.66%
$160.89 - $187.27 $21.4K - $24.9K
2.99K $517M
KMI
Kinder Morgan, Inc.

Energy
1.26K
+ 12.27%
$26.1 - $31.22 $32.8K - $39.2K
11.5K $328M
Labcorp Holdings Inc
130
+ 2.85%
N/A
4.68K $1.09B
Corpay Inc
87
+ 6.36%
N/A
1.45K $507M
Activity Summary
Buys All Purchases 192 New Holdings 112 Increased Positions 80 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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