Douglas Lane & Associates, LLC Purchases in Q1 2025

Douglas Lane & Associates, LLC

  • $6.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
101K
+ 11.42%
$80.4 - $103.55 $8.1M - $10.4M
983K $101M
CSGP
Costar Group, Inc.

Real Estate
173K
+ 45.22%
$69.29 - $80.37 $12M - $13.9M
557K $44.1M
CVS
Cvs Health Corp

Healthcare
12.6K
+ 1.82%
$44.22 - $68.64 $556K - $863K
703K $47.6M
AMT
American Tower Corp

Real Estate
7.88K
+ 1.83%
$173.46 - $217.6 $1.37M - $1.72M
439K $95.6M
JNJ
Johnson & Johnson

Healthcare
18.3K
+ 3.05%
$142.06 - $167.7 $2.6M - $3.07M
618K $102M
ROP
Roper Technologies Inc

Industrials
10.4K
+ 9.49%
$502.71 - $593.81 $5.23M - $6.18M
120K $70.8M
CVX
Chevron Corp

Energy
14.4K
+ 3.0%
$146.71 - $167.97 $2.11M - $2.42M
494K $82.7M
ZTS
Zoetis Inc.

Healthcare
75.2K
+ 77.17%
$156.48 - $175.67 $11.8M - $13.2M
173K $28.4M
TDG
Trans Digm Group Inc

Industrials
757
+ 0.92%
$1251.32 - $1394.11 $947K - $1.06M
82.6K $114M
KO
Coca Cola CO

Consumer Defensive
3.9K
+ 0.38%
$60.81 - $72.32 $237K - $282K
1.03M $74.1M
WCN
Waste Connections, Inc.

Industrials
17.4K
+ 13.44%
$169.89 - $195.19 $2.95M - $3.39M
147K $28.6M
SJM
J M Smucker CO

Consumer Defensive
31.1K
+ 11.45%
$100.41 - $118.41 $3.12M - $3.68M
302K $35.8M
XOM
Exxon Mobil Corp

Energy
5.5K
+ 1.19%
$105.44 - $118.93 $580K - $654K
467K $55.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
21.1K
+ 5.24%
$98.98 - $113.18 $2.09M - $2.39M
423K $47.9M
INTU
Intuit Inc

Technology
9.39K
+ 38.08%
$555.63 - $630.23 $5.22M - $5.92M
34.1K $20.9M
PEAK
Healthpeak Properties, Inc.

Real Estate
218K
+ 8.48%
N/A
2.79M $53M
RXO
Rxo, Inc.
916K
+ 34.26%
$17.65 - $26.81 $16.2M - $24.6M
3.59M $67.7M
NUE
Nucor Corp

Basic Materials
26.6K
+ 12.99%
$114.48 - $142.52 $3.05M - $3.79M
231K $27.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
8.75K
+ 3.64%
$283.24 - $338.07 $2.48M - $2.96M
249K $73.4M
HSY
Hershey CO

Consumer Defensive
18.2K
+ 5.74%
$144.74 - $186.36 $2.64M - $3.4M
336K $57.4M
NVS
Novartis Ag

Healthcare
11.5K
+ 7.28%
$97.14 - $115.57 $1.12M - $1.33M
169K $18.9M
UNH
Unitedhealth Group Inc

Healthcare
1.03K
+ 1.21%
$461.52 - $548.18 $474K - $563K
85.7K $44.9M
PEP
Pepsico Inc

Consumer Defensive
14.4K
+ 6.53%
$142.64 - $156.42 $2.06M - $2.26M
235K $35.3M
FCX
Freeport Mcmoran Inc

Basic Materials
49.4K
+ 3.19%
$34.5 - $43.01 $1.71M - $2.13M
1.6M $60.5M
EXPD
Expeditors International Of Washington Inc

Industrials
1.64K
+ 1.26%
$109.09 - $126.48 $179K - $207K
132K $15.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
481
+ 3.04%
$442.66 - $534.52 $213K - $257K
16.3K $8.57M
ALC
Alcon Inc

Healthcare
2.24K
+ 2.07%
$82.73 - $96.8 $186K - $217K
110K $10.5M
ROLL
Rbc Bearings Inc

Industrials
4.2K
+ 2.85%
N/A
152K $37.3M
AES
Aes Corp

Utilities
190K
+ 5.35%
$9.93 - $13.23 $1.88M - $2.51M
3.73M $46.3M
WMB
Williams Companies, Inc.

Energy
6.94K
New
$54.02 - $61.09 $375K - $424K
6.94K $414K
CWEN
Clearway Energy, Inc.

Utilities
12.5K
New
$24.63 - $30.42 $308K - $380K
12.5K $377K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.73K
+ 26.41%
$56.12 - $68.15 $209K - $254K
17.9K $1.21M
KMI
Kinder Morgan, Inc.

Energy
12.8K
New
$26.1 - $31.22 $334K - $399K
12.8K $364K
VLO
Valero Energy Corp

Energy
500
+ 1.64%
$121.76 - $142.99 $60.9K - $71.5K
31K $4.1M
COST
Costco Wholesale Corp

Consumer Defensive
179
+ 3.65%
$890.62 - $1076.86 $159K - $193K
5.09K $4.81M
LLY
Eli Lilly & CO

Healthcare
162
+ 5.74%
$725.72 - $929.72 $118K - $151K
2.99K $2.47M
GILD
Gilead Sciences, Inc.

Healthcare
2.48K
New
$89.14 - $117.41 $221K - $291K
2.48K $277K
KLAC
Kla Corp

Technology
317
New
$636.62 - $777.63 $202K - $247K
317 $215K
MO
Altria Group, Inc.

Consumer Defensive
2.94K
+ 62.14%
$50.81 - $60.02 $149K - $176K
7.67K $460K
PFE
Pfizer Inc

Healthcare
7.7K
+ 21.54%
$25.01 - $27.13 $193K - $209K
43.5K $1.1M
DUK
Duke Energy Corp

Utilities
736
+ 19.64%
$105.87 - $121.97 $77.9K - $89.8K
4.48K $546K
CI
Cigna Corp

Healthcare
58
+ 3.55%
$274.49 - $329.0 $15.9K - $19.1K
1.69K $557K
PLD
Prologis, Inc.

Real Estate
276
+ 9.81%
$103.59 - $124.04 $28.6K - $34.2K
3.09K $345K
AEP
American Electric Power CO Inc

Utilities
51
+ 2.21%
$90.32 - $109.27 $4.61K - $5.57K
2.36K $257K
PAYX
Paychex Inc

Industrials
32
+ 1.21%
$136.06 - $154.52 $4.35K - $4.94K
2.69K $414K
COP
Conocophillips

Energy
17
+ 0.4%
$88.6 - $105.85 $1.51K - $1.8K
4.26K $447K
MLKN
Millerknoll, Inc.

Consumer Cyclical
32.4K
+ 14.93%
$18.34 - $23.29 $594K - $754K
249K $4.92M
NEE
Nextera Energy Inc

Utilities
347
+ 4.57%
$66.96 - $76.16 $23.2K - $26.4K
7.94K $562K
WMT
Walmart Inc.

Consumer Defensive
796
+ 3.37%
$84.5 - $105.05 $67.3K - $83.6K
24.4K $2.14M
Activity Summary
Buys All Purchases 89 New Holdings 10 Increased Positions 79 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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