Forbes J M & CO LLP Incresed Positions in Q1 2025

Forbes J M & CO LLP

  • $1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
51.8K
+ 3.71%
$49.74 - $58.96 $2.58M - $3.05M
1.45M $85.3M
LLY
Eli Lilly & CO

Healthcare
6.48K
+ 325.51%
$725.72 - $929.72 $4.7M - $6.03M
8.47K $7M
XLE
Energy Sector Spdr

ETFs
12.3K
+ 3.38%
$85.7 - $93.96 $1.05M - $1.15M
376K $35.1M
ABT
Abbott Laboratories

Healthcare
4.28K
+ 3.16%
$111.1 - $140.22 $476K - $600K
140K $18.6M
JNJ
Johnson & Johnson

Healthcare
4.2K
+ 3.72%
$142.06 - $167.7 $597K - $705K
117K $19.4M
KO
Coca Cola CO

Consumer Defensive
7.22K
+ 3.05%
$60.81 - $72.32 $439K - $522K
244K $17.5M
IBM
International Business Machines Corp

Technology
2.62K
+ 3.92%
$217.4 - $264.74 $570K - $694K
69.6K $17.3M
V
Visa Inc.

Financial Services
674
+ 1.03%
$306.92 - $362.71 $207K - $244K
65.8K $23.1M
PGR
Progressive Corp

Financial Services
1.34K
+ 2.84%
$235.61 - $291.22 $315K - $389K
48.5K $13.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.14K
+ 4.11%
$142.8 - $176.36 $448K - $553K
79.4K $13.7M
VZ
Verizon Communications Inc

Communication Services
5.23K
+ 2.71%
$37.81 - $46.49 $198K - $243K
199K $9.01M
JPM
Jpmorgan Chase & CO

Financial Services
2.46K
+ 2.6%
$225.19 - $279.95 $554K - $688K
97K $23.8M
ECL
Ecolab Inc.

Basic Materials
1.03K
+ 3.19%
$229.72 - $269.82 $235K - $277K
33.2K $8.41M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.2K
+ 4.99%
$37.07 - $40.63 $490K - $537K
278K $11M
UNP
Union Pacific Corp

Industrials
1.27K
+ 2.35%
$225.21 - $254.42 $286K - $323K
55.4K $13.1M
XYL
Xylem Inc.

Industrials
3.23K
+ 3.97%
$114.02 - $132.04 $368K - $427K
84.5K $10.1M
XOM
Exxon Mobil Corp

Energy
866
+ 1.97%
$105.44 - $118.93 $91.3K - $103K
44.9K $5.33M
UNH
Unitedhealth Group Inc

Healthcare
502
+ 2.7%
$461.52 - $548.18 $232K - $275K
19.1K $10M
SCHW
Schwab Charles Corp

Financial Services
7.1K
+ 169.05%
$71.24 - $83.64 $506K - $594K
11.3K $884K
TJX
Tjx Companies Inc

Consumer Cyclical
3.72K
+ 3.08%
$112.81 - $126.16 $419K - $469K
124K $15.1M
VIG
Vanguard Dividend Appreciation

ETFs
3.13K
+ 3.77%
N/A
86.2K $15.7M
PLD
Prologis, Inc.

Real Estate
1.41K
+ 2.42%
$103.59 - $124.04 $146K - $175K
59.5K $6.65M
PG
Procter & Gamble CO

Consumer Defensive
998
+ 0.85%
$158.56 - $176.26 $158K - $176K
118K $20.1M
RIO
Rio Tinto PLC

Basic Materials
4.72K
+ 5.25%
$58.19 - $64.29 $275K - $304K
94.6K $5.68M
ZTS
Zoetis Inc.

Healthcare
1.57K
+ 2.86%
$156.48 - $175.67 $245K - $275K
56.3K $9.27M
CVX
Chevron Corp

Energy
950
+ 15.44%
$146.71 - $167.97 $139K - $160K
7.1K $1.19M
BDX
Becton Dickinson & CO

Healthcare
959
+ 2.75%
$222.79 - $249.08 $214K - $239K
35.8K $8.21M
NEE
Nextera Energy Inc

Utilities
6.04K
+ 2.84%
$66.96 - $76.16 $404K - $460K
219K $15.5M
GLD
Spdr Gold Trust

ETFs
29
+ 0.54%
$243.19 - $288.14 $7.05K - $8.36K
5.39K $1.55M
PEP
Pepsico Inc

Consumer Defensive
2.22K
+ 2.5%
$142.64 - $156.42 $317K - $347K
91.1K $13.7M
IBB
Ishares Biotechnology ETF

ETFs
1.73K
+ 4.18%
$127.9 - $140.56 $221K - $242K
43K $5.5M
IEF
Ishares Barclays

ETFs
70
+ 2.51%
$91.17 - $95.39 $6.38K - $6.68K
2.86K $272K
Linde PLC
1.19K
+ 3.25%
N/A
37.9K $0
Ginkgo Bioworks Holdings Inc Cl A
393K
+ 55.98%
N/A
1.09M $0
Arista Networks Inc
2.15K
+ 3.15%
N/A
70.4K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
25
+ 0.75%
$168.84 - $202.89 $4.22K - $5.07K
3.34K $587K
WMT
Walmart Inc.

Consumer Defensive
4.49K
+ 2.52%
$84.5 - $105.05 $380K - $472K
183K $16M
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 0.81%
$554.06 - $615.85 $13.9K - $15.4K
3.13K $1.76M
PANW
Palo Alto Networks Inc

Technology
1.58K
+ 4.44%
$167.82 - $208.28 $266K - $330K
37.2K $6.35M
DSI
Ishares Msci Kld 400 Social Et

ETFs
73
+ 0.29%
$101.98 - $115.66 $7.44K - $8.44K
25.6K $2.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.1K
+ 5.02%
$57.21 - $65.8 $576K - $663K
211K $12.3M
HD
Home Depot, Inc.

Consumer Cyclical
750
+ 3.08%
$347.25 - $424.87 $260K - $319K
25.1K $9.19M
BAC
Bank Of America Corp

Financial Services
15.6K
+ 3.56%
$39.61 - $47.74 $617K - $744K
453K $18.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
373
+ 0.65%
$120.29 - $134.6 $44.9K - $50.2K
58.1K $7.08M
HON
Honeywell International Inc

Industrials
2.1K
+ 3.78%
$202.75 - $226.52 $426K - $476K
57.7K $12.2M
NOW
Service Now, Inc.

Technology
147
+ 2.71%
$783.83 - $1170.39 $115K - $172K
5.57K $4.43M
MRK
Merck & Co., Inc.

Healthcare
2.57K
+ 1.55%
$83.01 - $101.02 $213K - $259K
168K $15.1M
ADBE
Adobe Inc.

Technology
631
+ 2.07%
$377.84 - $464.11 $238K - $293K
31.1K $11.9M
ETN
Eaton Corp PLC

Industrials
1.09K
+ 2.82%
$271.83 - $371.23 $295K - $403K
39.5K $10.7M
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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