Ellevest, Inc. Purchases in Q1 2025

Ellevest, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRNT
Granite Ridge Resources, Inc.
23K
+ 113.86%
$5.29 - $6.89 $121K - $158K
43.1K $262K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.18K
+ 5.73%
$19.43 - $19.62 $120K - $121K
114K $2.24M
CPK
Chesapeake Utilities Corp

Utilities
636
+ 9.07%
$116.55 - $130.37 $74.1K - $82.9K
7.65K $982K
VTR
Ventas, Inc.

Real Estate
768
+ 9.91%
$56.9 - $70.47 $43.7K - $54.1K
8.52K $585K
DIS
Walt Disney CO

Communication Services
2.22K
+ 29.45%
$96.87 - $114.0 $215K - $253K
9.76K $963K
AFL
Aflac Inc

Financial Services
571
+ 7.56%
$100.99 - $111.19 $57.7K - $63.5K
8.13K $903K
CTAS
Cintas Corp

Industrials
183
+ 5.12%
$182.09 - $208.14 $33.3K - $38.1K
3.76K $772K
AVK
Advent Convertible & Income Fund

Financial Services
10.2K
New
$11.44 - $12.34 $116K - $125K
10.2K $117K
GRAB
Grab Holdings LTD

Technology
28.1K
+ 33.89%
$4.12 - $5.34 $116K - $150K
111K $502K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
408
+ 15.7%
$88.0 - $115.5 $35.9K - $47.1K
3.01K $343K
CME
Cme Group Inc.

Financial Services
194
+ 10.94%
$225.82 - $266.54 $43.8K - $51.7K
1.97K $521K
DK
Delek Us Holdings, Inc.

Energy
9.87K
+ 87.36%
$13.53 - $20.31 $134K - $201K
21.2K $319K
BK
Bank Of New York Mellon Corp

Financial Services
59
+ 0.41%
$75.42 - $88.95 $4.45K - $5.25K
14.6K $1.22M
PPG
Ppg Industries Inc

Basic Materials
1.29K
+ 35.97%
$107.44 - $124.29 $138K - $160K
4.86K $531K
VEEV
Veeva Systems Inc

Healthcare
225
+ 9.17%
$210.58 - $246.8 $47.4K - $55.5K
2.68K $620K
ALL
Allstate Corp

Financial Services
385
+ 24.23%
$180.99 - $210.18 $69.7K - $80.9K
1.97K $408K
TFC
Truist Financial Corp

Financial Services
2.76K
+ 31.6%
$39.48 - $48.15 $109K - $133K
11.5K $473K
PLD
Prologis, Inc.

Real Estate
459
+ 7.29%
$103.59 - $124.04 $47.5K - $56.9K
6.76K $755K
AON
Aon PLC

Financial Services
130
+ 14.29%
$348.44 - $409.32 $45.3K - $53.2K
1.04K $415K
VSH
Vishay Intertechnology Inc

Technology
5.99K
+ 40.24%
$15.9 - $19.1 $95.3K - $114K
20.9K $332K
BR
Broadridge Financial Solutions, Inc.

Technology
142
+ 5.79%
$221.46 - $244.83 $31.4K - $34.8K
2.6K $629K
ADP
Automatic Data Processing Inc

Industrials
48
+ 1.07%
$286.85 - $318.64 $13.8K - $15.3K
4.54K $1.39M
PINS
Pinterest, Inc.

Communication Services
1.61K
+ 21.46%
$29.79 - $40.0 $47.9K - $64.4K
9.11K $282K
TMO
Thermo Fisher Scientific Inc.

Healthcare
188
+ 13.85%
$497.6 - $606.74 $93.5K - $114K
1.55K $768K
STZ
Constellation Brands, Inc.

Consumer Defensive
641
+ 41.22%
$161.05 - $222.93 $103K - $143K
2.2K $403K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.16K
+ 16.58%
$33.84 - $37.77 $39.4K - $43.9K
8.18K $297K
REPX
Riley Exploration Permian, Inc.

Energy
2.8K
+ 33.47%
$26.92 - $37.12 $75.4K - $104K
11.2K $325K
IDXX
Idexx Laboratories Inc

Healthcare
119
+ 11.9%
$406.29 - $469.04 $48.3K - $55.8K
1.12K $469K
ZTS
Zoetis Inc.

Healthcare
320
+ 16.97%
$156.48 - $175.67 $50.1K - $56.2K
2.21K $363K
HL
Hecla Mining CO

Basic Materials
10.2K
New
$5.07 - $6.37 $51.9K - $65.2K
10.2K $56K
PSEC
Prospect Capital Corp

Financial Services
13.5K
New
$4.1 - $4.45 $55.3K - $60K
13.5K $55K
MPW
Medical Properties Trust Inc

Real Estate
1.16K
+ 5.03%
$3.83 - $6.21 $4.43K - $7.18K
24.1K $145K
EW
Edwards Lifesciences Corp

Healthcare
873
+ 11.6%
$67.95 - $76.19 $59.3K - $66.5K
8.4K $608K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.31K
+ 1.99%
$19.42 - $19.54 $44.9K - $45.1K
118K $2.31M
FMC
Fmc Corp

Basic Materials
1.96K
+ 35.75%
$34.54 - $56.38 $67.6K - $110K
7.43K $313K
PLTR
Palantir Technologies Inc.

Technology
137
+ 3.48%
$64.98 - $124.62 $8.9K - $17.1K
4.07K $343K
BCS
Barclays PLC

Financial Services
57
+ 0.26%
$12.69 - $16.25 $723 - $926
22.2K $340K
ROP
Roper Technologies Inc

Industrials
2
+ 0.32%
$502.71 - $593.81 $1.01K - $1.19K
629 $370K
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 2.51%
$225.19 - $279.95 $21.4K - $26.6K
3.89K $952K
NAT
Nordic American Tankers LTD

Industrials
10.8K
+ 37.75%
N/A
39.5K $157K
AMPS
Altus Power, Inc.

Utilities
4.73K
+ 21.1%
$3.31 - $4.96 $15.7K - $23.5K
27.2K $134K
ITW
Illinois Tool Works Inc

Industrials
263
+ 5.97%
$244.9 - $274.48 $64.4K - $72.2K
4.67K $1.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
368
+ 15.86%
$360.07 - $417.26 $133K - $154K
2.69K $970K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.67K
+ 1.53%
$20.64 - $20.73 $34.6K - $34.7K
111K $2.3M
AEIS
Advanced Energy Industries Inc

Industrials
762
+ 43.42%
$94.8 - $131.54 $72.2K - $100K
2.52K $239K
LCID
Lucid Group, Inc.

Consumer Cyclical
15.1K
New
$2.03 - $3.48 $30.6K - $52.5K
15.1K $36K
WSO
Watsco Inc

Industrials
6
+ 0.64%
$463.86 - $530.75 $2.78K - $3.18K
943 $479K
TDG
Trans Digm Group Inc

Industrials
11
+ 6.43%
$1251.32 - $1394.11 $13.8K - $15.3K
182 $251K
CTVA
Corteva, Inc.

Basic Materials
109
+ 2.29%
$55.94 - $66.15 $6.1K - $7.21K
4.87K $306K
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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