Ellevest, Inc. Purchases in Q1 2025

Ellevest, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
23.5K
New
$37.79 - $48.39 $889K - $1.14M
23.5K $1.14M
SPOT
Spotify Technology S.A.

Communication Services
41
+ 0.48%
$457.79 - $648.32 $18.8K - $26.6K
8.5K $4.67M
WY
Weyerhaeuser CO

Real Estate
20.4K
New
$27.29 - $31.39 $558K - $641K
20.4K $598K
MDT
Medtronic PLC

Healthcare
6.45K
New
$79.84 - $94.5 $515K - $609K
6.45K $579K
V
Visa Inc.

Financial Services
865
+ 13.29%
$306.92 - $362.71 $265K - $314K
7.37K $2.58M
BP
Bp PLC

Energy
13K
New
$29.93 - $35.31 $389K - $459K
13K $439K
TECH
Bio Techne Corp

Healthcare
7.1K
New
$58.47 - $78.75 $415K - $559K
7.1K $416K
PFE
Pfizer Inc

Healthcare
17K
+ 85.88%
$25.01 - $27.13 $425K - $461K
36.7K $931K
RJF
Raymond James Financial Inc

Financial Services
2.74K
New
$137.62 - $172.64 $377K - $473K
2.74K $380K
ELV
Elevance Health, Inc.

Healthcare
660
+ 79.23%
$365.9 - $436.25 $241K - $288K
1.49K $649K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.91K
+ 49.28%
$46.15 - $63.53 $181K - $249K
11.9K $729K
SWKS
Skyworks Solutions, Inc.

Technology
7.49K
+ 99.83%
$64.12 - $93.96 $480K - $704K
15K $968K
ABT
Abbott Laboratories

Healthcare
1.05K
+ 12.56%
$111.1 - $140.22 $116K - $147K
9.39K $1.25M
AJG
Arthur J. Gallagher & Co.

Financial Services
568
+ 33.35%
$275.89 - $345.24 $157K - $196K
2.27K $784K
NJR
New Jersey Resources Corp

Utilities
5.22K
+ 29.01%
$45.25 - $49.37 $236K - $258K
23.2K $1.14M
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 0.09%
$211.3 - $272.83 $1.27K - $1.64K
6.38K $1.7M
UFPI
Ufp Industries Inc

Basic Materials
2.7K
New
$103.91 - $118.67 $281K - $321K
2.7K $289K
SNOW
Snowflake Inc.

Technology
1.98K
New
$146.16 - $192.78 $290K - $382K
1.98K $289K
UPS
United Parcel Service Inc

Industrials
2.59K
New
$109.66 - $136.26 $284K - $353K
2.59K $284K
IBM
International Business Machines Corp

Technology
976
+ 69.02%
$217.4 - $264.74 $212K - $258K
2.39K $594K
WELL
Welltower Inc.

Real Estate
808
+ 14.71%
$124.05 - $156.86 $100K - $127K
6.3K $965K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.92K
New
$68.37 - $87.97 $268K - $345K
3.92K $268K
ILMN
Illumina, Inc.

Healthcare
3.29K
New
$79.34 - $144.22 $261K - $475K
3.29K $261K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.04K
New
$120.29 - $134.6 $246K - $275K
2.04K $249K
BSX
Boston Scientific Corp

Healthcare
785
+ 5.64%
$89.38 - $106.18 $70.2K - $83.4K
14.7K $1.48M
LOW
Lowes Companies Inc

Consumer Cyclical
997
New
$222.66 - $268.42 $222K - $268K
997 $232K
TWLO
Twilio Inc

Communication Services
2.3K
New
$94.9 - $148.35 $218K - $340K
2.3K $224K
SYK
Stryker Corp

Healthcare
517
+ 22.54%
$355.18 - $399.9 $184K - $207K
2.81K $1.05M
HWM
Howmet Aerospace Inc.

Industrials
1.7K
New
$110.79 - $139.39 $188K - $237K
1.7K $220K
GTLS
Chart Industries Inc

Industrials
1.51K
New
$141.99 - $218.35 $214K - $329K
1.51K $217K
GATX
Gatx Corp

Industrials
1.4K
New
$149.94 - $167.38 $209K - $234K
1.4K $216K
FAST
Fastenal CO

Industrials
2.79K
New
$71.11 - $79.98 $198K - $223K
2.79K $216K
TTWO
Take Two Interactive Software Inc

Communication Services
1.04K
New
$178.61 - $217.95 $186K - $227K
1.04K $216K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.02K
New
$35.35 - $42.74 $177K - $214K
5.02K $207K
RBLX
Roblox Corp

Communication Services
3.54K
New
$53.77 - $75.47 $190K - $267K
3.54K $206K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.06%
$725.72 - $929.72 $1.45K - $1.86K
3.58K $2.96M
AMPY
Amplify Energy Corp.

Energy
51.9K
New
$3.72 - $6.53 $193K - $339K
51.9K $194K
RKLB
Rocket Lab Usa, Inc.

Industrials
10.6K
New
$17.12 - $31.57 $182K - $336K
10.6K $190K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.06K
+ 71.52%
$74.85 - $84.89 $154K - $175K
4.95K $404K
T
At&T Inc.

Communication Services
864
+ 3.55%
$21.56 - $28.28 $18.6K - $24.4K
25.2K $711K
IWD
Ishares Russell 1000 Val ETF

ETFs
659
+ 6.35%
$182.82 - $196.21 $120K - $129K
11K $2.08M
PAYX
Paychex Inc

Industrials
566
+ 12.12%
$136.06 - $154.52 $77K - $87.5K
5.24K $807K
BSCU
Invesco Exc Self Ind Tr

ETFs
8.06K
+ 8.96%
$16.2 - $16.64 $131K - $134K
98K $1.63M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7K
+ 6.16%
$18.18 - $18.58 $127K - $130K
121K $2.24M
BSCV
Invesco ETF Self Indexed Fd Tr
7.7K
+ 8.45%
$15.87 - $16.38 $122K - $126K
98.9K $1.61M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.23K
+ 6.01%
$20.05 - $20.4 $125K - $127K
110K $2.23M
HSBC
Hsbc Holdings PLC

Financial Services
150
+ 0.86%
$48.68 - $61.58 $7.3K - $9.24K
17.5K $1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
687
+ 5.82%
$56.12 - $68.15 $38.6K - $46.8K
12.5K $847K
RS
Reliance Steel & Aluminum CO

Basic Materials
190
+ 4.35%
$266.61 - $302.66 $50.7K - $57.5K
4.56K $1.32M
Activity Summary
Buys All Purchases 189 New Holdings 34 Increased Positions 155 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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