Fairview Capital Investment Management, LLC Purchases in Q1 2025

Fairview Capital Investment Management, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
648
+ 0.36%
$442.66 - $534.52 $287K - $346K
179K $95.1M
AMT
American Tower Corp

Real Estate
996
+ 0.47%
$173.46 - $217.6 $173K - $217K
213K $46.4M
CCI
Crown Castle International Corp

Real Estate
11.2K
+ 9.3%
$84.33 - $106.39 $948K - $1.2M
132K $13.8M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
8.99K
+ 5.42%
$46.15 - $63.53 $415K - $571K
175K $10.8M
WMG
Warner Music Group Corp.

Communication Services
57.6K
+ 3.11%
$29.3 - $36.3 $1.69M - $2.09M
1.91M $59.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.1K
+ 6.17%
$95.85 - $99.25 $1.64M - $1.69M
294K $29.1M
IAU
Ishares Gold Trust

ETFs
13K
+ 9.25%
$49.74 - $58.96 $645K - $765K
153K $9.03M
COLD
Americold Realty Trust

Real Estate
88.1K
+ 8.93%
$20.74 - $23.05 $1.83M - $2.03M
1.07M $23.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
28.4K
+ 26.58%
$50.87 - $51.09 $1.44M - $1.45M
135K $6.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16K
+ 10.12%
$77.7 - $78.94 $1.24M - $1.26M
174K $13.7M
GLD
Spdr Gold Trust

ETFs
25
+ 0.11%
$243.19 - $288.14 $6.08K - $7.2K
23.7K $6.83M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.1K
New
$79.17 - $82.04 $878K - $910K
11.1K $907K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.8K
+ 11.7%
$106.22 - $111.09 $616K - $644K
55.4K $6.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.07K
+ 8.1%
$71.17 - $73.66 $646K - $668K
121K $8.89M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.9K
+ 21.36%
$48.43 - $49.9 $673K - $694K
79K $3.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.19K
+ 144.03%
$507.05 - $563.67 $605K - $673K
2.02K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.13K
+ 2.16%
$42.5 - $46.71 $218K - $239K
243K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
824
New
$554.06 - $615.85 $457K - $507K
824 $463K
COST
Costco Wholesale Corp

Consumer Defensive
389
+ 46.53%
$890.62 - $1076.86 $346K - $419K
1.23K $1.16M
MBI
Mbia Inc

Financial Services
77K
New
$4.98 - $7.33 $383K - $564K
77K $383K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
5.5K
+ 1.23%
$13.05 - $13.97 $71.8K - $76.8K
454K $6.19M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.78K
+ 11.55%
$100.59 - $103.47 $279K - $287K
26.8K $2.77M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
14.6K
+ 19.95%
$19.12 - $20.71 $279K - $302K
87.8K $1.78M
BAC
Bank Of America Corp

Financial Services
7.19K
New
$39.61 - $47.74 $285K - $343K
7.19K $300K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.36K
+ 2.95%
$105.1 - $109.61 $143K - $149K
47.3K $5.15M
EMB
Ishares Tr

ETFs
1.4K
+ 2.33%
$88.64 - $92.03 $124K - $129K
61.4K $5.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.93K
+ 18.19%
$27.01 - $28.54 $187K - $198K
45.1K $1.26M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.48K
+ 61.07%
$57.44 - $59.4 $200K - $207K
9.18K $545K
NYF
Ishares New York Muni Bond ETF

ETFs
4.1K
+ 48.52%
$52.33 - $53.92 $215K - $221K
12.6K $660K
VB
Vanguard Small Cap ETF

ETFs
1.27K
+ 32.47%
$217.89 - $252.64 $276K - $320K
5.16K $1.14M
CSCO
Cisco Systems, Inc.

Technology
3.36K
New
$58.74 - $64.87 $197K - $218K
3.36K $207K
VO
Vanguard Mid Cap ETF

ETFs
845
+ 20.47%
$251.87 - $277.95 $213K - $235K
4.97K $1.29M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.92K
+ 1.32%
$29.82 - $30.1 $117K - $118K
299K $9.01M
ET
Energy Transfer LP

Energy
10K
New
$17.26 - $21.08 $173K - $211K
10K $186K
IGOV
Ishares 1 3 International Trea

ETFs
3.63K
+ 10.92%
$37.39 - $39.79 $136K - $144K
36.9K $1.45M
MUB
Ishares National Muni Bond ETF

ETFs
1.43K
+ 13.8%
$104.71 - $107.69 $149K - $153K
11.8K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
6
+ 0.01%
$85.55 - $94.34 $513 - $566
74.4K $6.73M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.08K
+ 4.78%
$25.69 - $26.89 $53.3K - $55.8K
45.5K $1.22M
VTV
Vanguard Value ETF

ETFs
200
+ 9.65%
$167.73 - $179.21 $33.5K - $35.8K
2.27K $392K
CAT
Caterpillar Inc

Industrials
400
+ 12.27%
$326.75 - $407.63 $131K - $163K
3.66K $1.21M
BWX
Spdr Bloomberg International T

ETFs
100
+ 0.28%
$20.94 - $22.04 $2.09K - $2.2K
36.2K $791K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
100
+ 0.31%
$24.6 - $24.99 $2.46K - $2.5K
32.6K $814K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
50
+ 0.74%
$45.92 - $47.58 $2.3K - $2.38K
6.78K $321K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
400
+ 3.0%
$21.05 - $21.54 $8.42K - $8.62K
13.7K $290K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
50
+ 0.36%
$23.56 - $24.16 $1.18K - $1.21K
13.9K $333K
Lineage, Inc
231K
+ 115.11%
N/A
432K $0
VGT
Vanguard Information Technolog

ETFs
20
+ 1.37%
$542.38 - $646.34 $10.8K - $12.9K
1.48K $804K
VRRM
Verra Mobility Corp

Industrials
101K
+ 4.46%
$19.76 - $26.87 $2M - $2.71M
2.37M $53.3M
ADBE
Adobe Inc.

Technology
11.3K
+ 10.87%
$377.84 - $464.11 $4.25M - $5.22M
115K $44M
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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