Esg Planning Reduced Holdings in Q1 2025

Esg Planning

  • $148 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-7.01K
- 4.36%
$106.98 - $149.43 $750K - $1.05M
154K $16.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12K
- 78.69%
$85.29 - $92.57 $1.03M - $1.11M
3.25K $296K
AMAT
Applied Materials Inc

Technology
-1.5K
- 51.73%
$145.06 - $195.51 $217K - $292K
1.4K $202K
CSCO
Cisco Systems, Inc.

Technology
-4.1K
- 32.91%
$58.74 - $64.87 $241K - $266K
8.35K $515K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-524
- 2.71%
$100.34 - $100.68 $52.6K - $52.8K
18.8K $1.89M
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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