Doliver Advisors, LP Purchases in Q1 2025

Doliver Advisors, LP

  • $337 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
443
New
$1251.32 - $1394.11 $554K - $618K
443 $612K
MU
Micron Technology Inc

Technology
6.88K
New
$86.89 - $109.38 $598K - $753K
6.88K $598K
CEG
Constellation Energy Corp

Utilities
2.56K
+ 162.48%
$201.63 - $347.44 $516K - $889K
4.13K $849K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.14K
New
$117.4 - $131.02 $485K - $542K
4.14K $492K
SSB
South State Corp

Financial Services
5.19K
New
$89.4 - $108.33 $464K - $562K
5.19K $481K
MSTR
Microstrategy Inc

Technology
1.55K
New
$239.27 - $396.5 $371K - $615K
1.55K $448K
JNJ
Johnson & Johnson

Healthcare
192
+ 1.37%
$142.06 - $167.7 $27.3K - $32.2K
14.2K $2.35M
RRC
Range Resources Corp

Energy
7.9K
New
$35.22 - $41.29 $278K - $326K
7.9K $315K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
18.8K
+ 68.34%
$14.7 - $16.24 $276K - $304K
46.2K $706K
COIN
Coinbase Global, Inc.

Technology
1.62K
New
$172.23 - $301.3 $280K - $489K
1.62K $279K
NEM
Newmont Corp

Basic Materials
4.92K
New
$37.79 - $48.39 $186K - $238K
4.92K $237K
T
At&T Inc.

Communication Services
8.2K
New
$21.56 - $28.28 $177K - $232K
8.2K $231K
KMI
Kinder Morgan, Inc.

Energy
7.88K
New
$26.1 - $31.22 $206K - $246K
7.88K $224K
SPY
Spdr S&P 500 ETF Trust

ETFs
397
New
$551.42 - $612.93 $219K - $243K
397 $222K
NTNX
Nutanix, Inc.

Technology
2.07K
+ 30.28%
$61.28 - $77.44 $127K - $160K
8.89K $631K
GOOGL
Alphabet Inc.

Communication Services
1.59K
+ 123.37%
$154.33 - $206.19 $246K - $329K
2.89K $445K
MCD
Mcdonalds Corp

Consumer Cyclical
322
+ 7.23%
$279.74 - $321.29 $90.1K - $103K
4.78K $1.49M
TSLA
Tesla, Inc.

Consumer Cyclical
1.58K
+ 102.2%
$222.15 - $428.22 $351K - $676K
3.12K $809K
SHOP
Shopify Inc.

Technology
2.37K
+ 47.42%
$90.59 - $129.31 $215K - $306K
7.37K $712K
UBER
Uber Technologies, Inc

Technology
223
+ 1.85%
$63.17 - $81.49 $14.1K - $18.2K
12.3K $892K
META
Meta Platforms, Inc.

Communication Services
465
+ 4.97%
$576.36 - $736.67 $268K - $343K
9.82K $5.66M
VST
Vistra Corp.

Utilities
1.54K
+ 89.5%
$108.49 - $191.89 $167K - $295K
3.25K $381K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
10.9K
New
$3.4 - $14.19 $36.9K - $154K
10.9K $140K
MDT
Medtronic PLC

Healthcare
92
+ 0.71%
$79.84 - $94.5 $7.35K - $8.69K
13.1K $1.18M
PH
Parker Hannifin Corp

Industrials
308
+ 16.64%
$591.65 - $707.05 $182K - $218K
2.16K $1.31M
CAT
Caterpillar Inc

Industrials
496
+ 32.67%
$326.75 - $407.63 $162K - $202K
2.01K $664K
STZ
Constellation Brands, Inc.

Consumer Defensive
940
+ 59.76%
$161.05 - $222.93 $151K - $210K
2.51K $461K
LHX
L3 Harris Technologies, Inc.

Industrials
472
+ 8.93%
$194.65 - $222.86 $91.9K - $105K
5.76K $1.2M
IBM
International Business Machines Corp

Technology
258
+ 27.36%
$217.4 - $264.74 $56.1K - $68.3K
1.2K $298K
NKE
Nike, Inc.

Consumer Cyclical
1.93K
+ 57.86%
$63.29 - $81.72 $122K - $157K
5.25K $333K
AXP
American Express CO

Financial Services
668
+ 18.39%
$255.39 - $325.87 $171K - $218K
4.3K $1.16M
UNP
Union Pacific Corp

Industrials
285
+ 27.72%
$225.21 - $254.42 $64.2K - $72.5K
1.31K $310K
DPZ
Dominos Pizza Inc

Consumer Cyclical
43
+ 3.11%
$402.33 - $489.71 $17.3K - $21.1K
1.42K $654K
SHEL
Shell PLC

Energy
500
+ 13.77%
$62.84 - $73.29 $31.4K - $36.6K
4.13K $300K
DE
Deere & CO

Industrials
8
+ 0.55%
$408.57 - $509.27 $3.27K - $4.07K
1.46K $685K
LYV
Live Nation Entertainment, Inc.

Communication Services
400
+ 8.35%
$115.79 - $154.66 $46.3K - $61.9K
5.19K $677K
CSCO
Cisco Systems, Inc.

Technology
308
+ 2.52%
$58.74 - $64.87 $18.1K - $20K
12.6K $774K
XLV
Select Sector Spdr Fund Health

ETFs
164
+ 5.79%
$137.61 - $149.68 $22.6K - $24.5K
3K $432K
PSA
Public Storage

Real Estate
125
+ 8.64%
$288.99 - $313.98 $36.1K - $39.2K
1.57K $470K
BSM
Black Stone Minerals, L.P.

Energy
791
+ 2.56%
$14.48 - $15.59 $11.5K - $12.3K
31.7K $483K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
717
+ 3.76%
$11.63 - $13.3 $8.34K - $9.54K
19.8K $239K
WMT
Walmart Inc.

Consumer Defensive
822
+ 3.32%
$84.5 - $105.05 $69.5K - $86.4K
25.6K $2.24M
IEMG
Ishares Inc

ETFs
45
+ 0.56%
N/A
8.12K $435K
ZTR
Virtus Total Return Fund Inc.

Financial
38
+ 0.31%
$5.67 - $6.1 $215 - $232
12.3K $72K
Grayscale Ethereum Trust ETF
1.5K
+ 8.1%
N/A
20K $0
Grayscale Ethereum Mini Tr E
11.7K
New
N/A
11.7K $0
Ishares Bitcoin Trust ETF
1.52K
+ 15.82%
N/A
11.1K $0
Arista Networks Inc
4.04K
New
N/A
4.04K $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
104
+ 3.71%
$497.6 - $606.74 $51.8K - $63.1K
2.91K $1.45M
Activity Summary
Buys All Purchases 66 New Holdings 15 Increased Positions 51 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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