Eagle Bluffs Wealth Management LLC Purchases in Q1 2025

Eagle Bluffs Wealth Management LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
42.7K
New
N/A
42.7K $3.7M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
125K
+ 7.28%
$16.06 - $16.99 $2.01M - $2.13M
1.85M $30.8M
AVGO
Broadcom Inc.

Technology
15.8K
New
$167.43 - $244.7 $2.65M - $3.87M
15.8K $2.65M
MRVL
Marvell Technology, Inc.

Technology
42.4K
New
$61.57 - $126.06 $2.61M - $5.35M
42.4K $2.61M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
65.5K
+ 9.94%
$15.05 - $16.47 $986K - $1.08M
724K $11.6M
ABT
Abbott Laboratories

Healthcare
94
+ 0.66%
$111.1 - $140.22 $10.4K - $13.2K
14.3K $1.9M
MMM
3 M CO

Industrials
290
+ 2.18%
$129.7 - $155.12 $37.6K - $45K
13.6K $2M
KLAC
Kla Corp

Technology
22
+ 0.44%
$636.62 - $777.63 $14K - $17.1K
4.99K $3.39M
KO
Coca Cola CO

Consumer Defensive
3.06K
New
$60.81 - $72.32 $186K - $221K
3.06K $218K
PG
Procter & Gamble CO

Consumer Defensive
1.26K
New
$158.56 - $176.26 $200K - $222K
1.26K $214K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.47K
+ 6.26%
$50.39 - $50.66 $175K - $176K
58.9K $2.98M
SCHW
Schwab Charles Corp

Financial Services
211
+ 0.53%
$71.24 - $83.64 $15K - $17.6K
40.1K $3.14M
CVX
Chevron Corp

Energy
141
+ 2.38%
$146.71 - $167.97 $20.7K - $23.7K
6.06K $1.01M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.3K
New
$13.81 - $14.82 $142K - $152K
10.3K $142K
ECL
Ecolab Inc.

Basic Materials
80
+ 1.76%
$229.72 - $269.82 $18.4K - $21.6K
4.62K $1.17M
CSCO
Cisco Systems, Inc.

Technology
254
+ 0.7%
$58.74 - $64.87 $14.9K - $16.5K
36.5K $2.25M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
14.6K
+ 2.39%
$11.4 - $11.96 $166K - $174K
624K $7.19M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.28%
$169.2 - $216.66 $1.18K - $1.52K
2.5K $522K
XOM
Exxon Mobil Corp

Energy
33
+ 0.54%
$105.44 - $118.93 $3.48K - $3.92K
6.18K $734K
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.18%
$225.19 - $279.95 $4.73K - $5.88K
12K $2.94M
MCD
Mcdonalds Corp

Consumer Cyclical
121
+ 10.25%
$279.74 - $321.29 $33.8K - $38.9K
1.3K $406K
ALB
Albemarle Corp

Basic Materials
2.54K
+ 26.62%
$69.95 - $97.49 $178K - $247K
12.1K $869K
RIO
Rio Tinto PLC

Basic Materials
471
+ 2.93%
$58.19 - $64.29 $27.4K - $30.3K
16.5K $992K
IBM
International Business Machines Corp

Technology
1
+ 0.06%
$217.4 - $264.74 $217 - $265
1.57K $390K
CB
Chubb LTD

Financial Services
4
+ 0.25%
$257.71 - $301.99 $1.03K - $1.21K
1.61K $487K
DVYE
Ishares Emerging Markets Divid

ETFs
272
+ 1.79%
$25.08 - $27.99 $6.82K - $7.61K
15.5K $422K
DFS
Discover Financial Services

Financial Services
152
+ 1.17%
$152.99 - $203.25 $23.3K - $30.9K
13.2K $2.25M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.66K
+ 1.98%
$45.03 - $48.14 $74.9K - $80.1K
85.8K $3.96M
MRK
Merck & Co., Inc.

Healthcare
68
+ 3.02%
$83.01 - $101.02 $5.64K - $6.87K
2.32K $208K
UPS
United Parcel Service Inc

Industrials
587
+ 9.3%
$109.66 - $136.26 $64.4K - $80K
6.9K $759K
WMT
Walmart Inc.

Consumer Defensive
616
+ 1.62%
$84.5 - $105.05 $52.1K - $64.7K
38.7K $3.4M
TFC
Truist Financial Corp

Financial Services
185
+ 0.55%
$39.48 - $48.15 $7.3K - $8.91K
33.6K $1.38M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
1.35K
+ 0.62%
$11.31 - $12.37 $15.3K - $16.7K
217K $2.47M
DIS
Walt Disney CO

Communication Services
273
+ 1.67%
$96.87 - $114.0 $26.4K - $31.1K
16.6K $1.64M
ENR
Energizer Holdings, Inc.

Industrials
1.46K
+ 2.98%
$29.28 - $35.79 $42.6K - $52.1K
50.2K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
125
+ 1.46%
$190.26 - $242.06 $23.8K - $30.3K
8.67K $1.65M
ITT
Itt Inc.

Industrials
143
+ 0.79%
$128.71 - $153.88 $18.4K - $22K
18.3K $2.36M
MSFT
Microsoft Corp

Technology
83
+ 0.93%
$375.39 - $447.2 $31.2K - $37.1K
9K $3.38M
GOOGL
Alphabet Inc.

Communication Services
254
+ 1.29%
$154.33 - $206.19 $39.2K - $52.4K
19.9K $3.08M
NVDA
Nvidia Corp

Technology
1.62K
+ 2.61%
$106.98 - $149.43 $173K - $242K
63.5K $6.88M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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