Ellevest, Inc. Incresed Positions in Q1 2025

Ellevest, Inc.

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
41
+ 0.48%
$457.79 - $648.32 $18.8K - $26.6K
8.5K $4.67M
V
Visa Inc.

Financial Services
865
+ 13.29%
$306.92 - $362.71 $265K - $314K
7.37K $2.58M
PFE
Pfizer Inc

Healthcare
17K
+ 85.88%
$25.01 - $27.13 $425K - $461K
36.7K $931K
ELV
Elevance Health, Inc.

Healthcare
660
+ 79.23%
$365.9 - $436.25 $241K - $288K
1.49K $649K
SNY
Sanofi

Healthcare
4.1K
+ 26.85%
$48.15 - $59.42 $197K - $243K
19.3K $1.07M
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
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
BSX
Boston Scientific Corp

Healthcare
785
+ 5.64%
$89.38 - $106.18 $70.2K - $83.4K
14.7K $1.48M
SYK
Stryker Corp

Healthcare
517
+ 22.54%
$355.18 - $399.9 $184K - $207K
2.81K $1.05M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.06%
$725.72 - $929.72 $1.45K - $1.86K
3.58K $2.96M
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
BSCU
Invesco Exc Self Ind Tr

ETFs
8.06K
+ 8.96%
$16.2 - $16.64 $131K - $134K
98K $1.63M
PAYX
Paychex Inc

Industrials
566
+ 12.12%
$136.06 - $154.52 $77K - $87.5K
5.24K $807K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7K
+ 6.16%
$18.18 - $18.58 $127K - $130K
121K $2.24M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.23K
+ 6.01%
$20.05 - $20.4 $125K - $127K
110K $2.23M
BSCV
Invesco ETF Self Indexed Fd Tr
7.7K
+ 8.45%
$15.87 - $16.38 $122K - $126K
98.9K $1.61M
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
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
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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
55
+ 1.82%
$208.48 - $244.03 $11.5K - $13.4K
3.08K $752K
BK
Bank Of New York Mellon Corp

Financial Services
59
+ 0.41%
$75.42 - $88.95 $4.45K - $5.25K
14.6K $1.22M
VEEV
Veeva Systems Inc

Healthcare
225
+ 9.17%
$210.58 - $246.8 $47.4K - $55.5K
2.68K $620K
PPG
Ppg Industries Inc

Basic Materials
1.29K
+ 35.97%
$107.44 - $124.29 $138K - $160K
4.86K $531K
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
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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