Ken Fisher Purchases in Q1 2025

Fisher Asset Management, LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.79K
+ 36.79%
$102.49 - $119.96 $286K - $335K
10.4K $1.09M
AEP
American Electric Power CO Inc

Utilities
1.21K
+ 26.49%
$90.32 - $109.27 $109K - $132K
5.78K $631K
WMB
Williams Companies, Inc.

Energy
2.99K
+ 65.97%
$54.02 - $61.09 $161K - $183K
7.52K $449K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.99K
New
$24.73 - $25.62 $198K - $205K
7.99K $204K
CQP
Cheniere Energy Partners, L.P.

Energy
3.07K
New
$55.42 - $67.71 $170K - $208K
3.07K $202K
DFAU
Dimensional ETF Tr

ETFs
5.59K
+ 91.13%
$37.84 - $42.29 $211K - $236K
11.7K $450K
XEL
Xcel Energy Inc

Utilities
2.87K
New
$63.37 - $72.1 $182K - $207K
2.87K $202K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.64K
New
$106.31 - $123.73 $174K - $203K
1.64K $202K
WCN
Waste Connections, Inc.

Industrials
1.03K
New
$169.89 - $195.19 $174K - $200K
1.03K $200K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
11K
New
$17.57 - $18.05 $194K - $199K
11K $198K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.53K
+ 29.64%
$106.22 - $111.09 $162K - $169K
6.67K $740K
VBR
Vanguard Small Cap Value ETF

ETFs
1.1K
+ 99.82%
$183.02 - $207.75 $201K - $228K
2.2K $409K
LNG
Cheniere Energy, Inc.

Energy
732
+ 55.12%
$209.32 - $253.66 $153K - $186K
2.06K $476K
CI
Cigna Corp

Healthcare
199
+ 8.89%
$274.49 - $329.0 $54.6K - $65.5K
2.44K $802K
FNDX
Schwab Fundamental U S Large C

ETFs
7.7K
+ 59.07%
$23.03 - $25.01 $177K - $193K
20.7K $489K
EXEL
Exelixis, Inc.

Healthcare
449
+ 1.0%
$32.38 - $39.16 $14.5K - $17.6K
45.3K $1.67M
NGG
National Grid PLC

Utilities
1.45K
+ 11.02%
$56.13 - $65.61 $81.3K - $95.1K
14.6K $957K
MPC
Marathon Petroleum Corp

Energy
380
+ 2.14%
$134.72 - $159.03 $51.2K - $60.4K
18.1K $2.64M
ITA
Ishares Tr

ETFs
389
+ 3.03%
$144.84 - $159.5 $56.3K - $62K
13.2K $2.03M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
785
+ 54.18%
$196.12 - $229.48 $154K - $180K
2.23K $451K
MCK
Mckesson Corp

Healthcare
82
+ 8.88%
$566.21 - $672.99 $46.4K - $55.2K
1.01K $676K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
347
+ 44.26%
$408.78 - $448.82 $142K - $156K
1.13K $474K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.5K
New
$11.22 - $11.8 $141K - $148K
12.5K $140K
RIG
Transocean Ltd.

Energy
41.2K
New
$2.67 - $4.28 $110K - $176K
41.2K $130K
PLD
Prologis, Inc.

Real Estate
283
+ 1.77%
$103.59 - $124.04 $29.3K - $35.1K
16.3K $1.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
606
+ 5.88%
$56.12 - $68.15 $34K - $41.3K
10.9K $740K
SOFI
So Fi Technologies, Inc.

Financial Services
10.5K
New
$11.18 - $18.03 $118K - $190K
10.5K $122K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.37K
+ 16.02%
$53.81 - $62.59 $128K - $149K
17.2K $962K
BX
Blackstone Inc.

Financial Services
1.87K
+ 43.01%
$136.53 - $186.74 $255K - $349K
6.21K $868K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.59K
+ 19.79%
$66.3 - $74.17 $106K - $118K
9.64K $670K
TPL
Texas Pacific Land Corp

Energy
30
+ 8.75%
$1180.08 - $1431.01 $35.4K - $42.9K
373 $494K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.59K
+ 47.42%
$92.71 - $107.38 $147K - $171K
4.94K $458K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13.8K
New
$7.89 - $8.07 $109K - $112K
13.8K $110K
VFH
Vanguard Financial ETF

ETFs
882
+ 41.27%
$114.07 - $127.34 $101K - $112K
3.02K $360K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
175
+ 8.78%
$208.48 - $244.03 $36.5K - $42.7K
2.17K $529K
FTNT
Fortinet, Inc.

Technology
1.05K
+ 31.64%
$92.49 - $114.57 $96.7K - $120K
4.35K $418K
IBKR
Interactive Brokers Group, Inc.

Financial Services
685
+ 48.65%
$161.03 - $235.53 $110K - $161K
2.09K $346K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.3K
+ 6.37%
$32.5 - $33.3 $74.6K - $76.5K
38.3K $1.27M
TMUS
T Mobile Us, Inc.

Communication Services
72
+ 4.71%
$211.3 - $272.83 $15.2K - $19.6K
1.6K $427K
ADI
Analog Devices Inc

Technology
554
+ 27.1%
$201.56 - $243.82 $112K - $135K
2.6K $523K
UHS
Universal Health Services Inc

Healthcare
352
+ 13.24%
$163.99 - $193.27 $57.7K - $68K
3.01K $565K
LFT
Lument Finance Trust, Inc.

Real Estate
34.4K
New
$2.41 - $2.83 $83K - $97.5K
34.4K $89K
SAND
Sandstorm Gold LTD

Basic Materials
10.9K
New
$5.54 - $7.65 $60.5K - $83.6K
10.9K $82K
MCHP
Microchip Technology Inc

Technology
2.22K
+ 63.52%
$48.41 - $64.3 $107K - $143K
5.72K $276K
BDX
Becton Dickinson & CO

Healthcare
302
+ 33.97%
$222.79 - $249.08 $67.3K - $75.2K
1.19K $272K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.25K
+ 20.88%
$56.17 - $59.71 $70.2K - $74.6K
7.23K $413K
NSA
National Storage Affiliates Trust

Real Estate
1.34K
+ 13.19%
$35.92 - $39.59 $48K - $52.9K
11.5K $451K
BK
Bank Of New York Mellon Corp

Financial Services
330
+ 5.78%
$75.42 - $88.95 $24.9K - $29.4K
6.04K $506K
MSI
Motorola Solutions, Inc.

Technology
222
+ 18.45%
$411.73 - $482.1 $91.4K - $107K
1.43K $623K
Activity Summary
Buys All Purchases 520 New Holdings 118 Increased Positions 402 Sells All Sells 432 Reductions 432 Sold out 0 Options Calls 0 Puts 0
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