Everstar Asset Management, LLC Purchases in Q1 2025

Everstar Asset Management, LLC

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5.77K
New
$175.5 - $209.86 $1.01M - $1.21M
5.77K $507M
STT
State Street Corp

Financial Services
24K
New
$84.47 - $102.23 $2.02M - $2.45M
24K $504M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
4.63K
New
$33.37 - $38.01 $154K - $176K
4.63K $476M
Ge Vernova Inc
42.4K
New
N/A
42.4K $476M
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
New
$183.02 - $207.75 $332K - $377K
1.82K $469M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.25K
New
$39.18 - $43.52 $284K - $316K
7.25K $458M
DUK
Duke Energy Corp

Utilities
12.8K
+ 411.55%
$105.87 - $121.97 $1.35M - $1.56M
15.9K $790M
CAH
Cardinal Health Inc

Healthcare
3.73K
New
$118.02 - $137.77 $440K - $514K
3.73K $455M
HPQ
Hp Inc

Technology
6.34K
New
$27.69 - $34.72 $176K - $220K
6.34K $443M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
5.32K
New
$10.1 - $10.61 $53.7K - $56.4K
5.32K $427M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.67K
New
$507.05 - $563.67 $847K - $941K
1.67K $409M
SPG
Simon Property Group Inc

Real Estate
17.6K
New
$159.48 - $187.78 $2.8M - $3.3M
17.6K $396M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.3K
New
$120.5 - $145.97 $277K - $336K
2.3K $393M
Fundamental Global Inc
28.9K
+ 89.77%
N/A
61K $1.09B
Gsk PLC
18.3K
+ 230.28%
N/A
26.3K $647M
VXF
Vanguard Extended Market ETF

ETFs
2.76K
New
$170.36 - $201.04 $471K - $555K
2.76K $369M
ALV
Autoliv Inc

Consumer Cyclical
4.28K
+ 138.16%
$87.68 - $102.7 $375K - $439K
7.37K $652M
CQP
Cheniere Energy Partners, L.P.

Energy
27.1K
New
$55.42 - $67.71 $1.5M - $1.83M
27.1K $357M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
9.21K
New
$16.47 - $17.25 $152K - $159K
9.21K $357M
KWEB
Kraneshares Tr Csi China Inter

ETFs
8.37K
+ 87.35%
$27.29 - $38.29 $228K - $320K
17.9K $626M
AEP
American Electric Power CO Inc

Utilities
2.39K
+ 48.11%
$90.32 - $109.27 $216K - $261K
7.37K $805M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
91.3K
New
N/A
91.3K $342M
MPC
Marathon Petroleum Corp

Energy
23.6K
New
$134.72 - $159.03 $3.18M - $3.76M
23.6K $332M
CINF
Cincinnati Financial Corp

Financial Services
2.12K
+ 89.27%
$133.67 - $147.81 $284K - $314K
4.5K $665M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
18K
New
$75.47 - $84.24 $1.36M - $1.51M
18K $301M
CVX
Chevron Corp

Energy
1.36K
+ 45.07%
$146.71 - $167.97 $200K - $229K
4.38K $733M
AKAM
Akamai Technologies Inc

Technology
27.5K
New
N/A
27.5K $295M
OHI
Omega Healthcare Investors Inc

Real Estate
7.55K
+ 58.2%
$35.7 - $38.33 $270K - $289K
20.5K $782M
SJW
Sjw Group

Utilities
5K
New
$45.47 - $55.8 $227K - $279K
5K $273M
AEM
Agnico Eagle Mines LTD

Basic Materials
781
+ 13.26%
$79.66 - $108.41 $62.2K - $84.7K
6.67K $723M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13K
+ 130.45%
$25.58 - $29.24 $333K - $380K
23K $538M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
8K
New
$30.44 - $38.49 $244K - $308K
8K $262M
TGT
Target Corp

Consumer Defensive
2.5K
New
$103.65 - $142.5 $259K - $356K
2.5K $261M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
20.6K
New
$18.47 - $21.1 $381K - $435K
20.6K $259M
T
At&T Inc.

Communication Services
8.68K
New
$21.56 - $28.28 $187K - $245K
8.68K $259M
TSLA
Tesla, Inc.

Consumer Cyclical
4.95K
New
$222.15 - $428.22 $1.1M - $2.12M
4.95K $258M
MSFT
Microsoft Corp

Technology
902
+ 48.7%
$375.39 - $447.2 $339K - $403K
2.75K $1.03B
HSBC
Hsbc Holdings PLC

Financial Services
3.45K
+ 50.15%
$48.68 - $61.58 $168K - $213K
10.3K $593M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.65K
New
$25.77 - $27.6 $249K - $266K
9.65K $253M
Siriusxm Holdings Inc
11K
New
N/A
11K $248M
GLD
Spdr Gold Trust

ETFs
5.91K
New
$243.19 - $288.14 $1.44M - $1.7M
5.91K $243M
NMFC
New Mountain Finance Corp

Financial Services
22.7K
+ 61.17%
$10.89 - $12.02 $247K - $273K
59.8K $659M
SND
Smart Sand, Inc.

Energy
54.6K
New
$2.01 - $2.64 $110K - $144K
54.6K $217M
NOAH
Noah Holdings LTD

Financial Services
23K
New
$9.45 - $11.82 $217K - $272K
23K $217M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
383
New
$11.69 - $12.32 $4.48K - $4.72K
383 $214M
WY
Weyerhaeuser CO

Real Estate
2.35K
New
$27.29 - $31.39 $64.1K - $73.8K
2.35K $212M
ITB
Ishares Tr

ETFs
3.07K
+ 30.85%
$93.86 - $111.45 $288K - $342K
13K $1.24B
CODI
Compass Diversified Holdings

Industrials
358
New
$18.67 - $22.9 $6.68K - $8.2K
358 $206M
EEM
Ishares Msci Emerging Markets

ETFs
3.26K
+ 9.7%
$40.81 - $45.34 $133K - $148K
36.9K $1.61B
Activity Summary
Buys All Purchases 131 New Holdings 89 Increased Positions 42 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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