Forbes J M & CO LLP Reduced Holdings in Q1 2025

Forbes J M & CO LLP

  • $1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-57.4K
- 88.92%
$80.4 - $103.55 $4.62M - $5.94M
7.15K $723K
XLK
Technology Sector Spdr

ETFs
-1.35K
- 1.53%
$206.38 - $242.18 $279K - $328K
87.4K $18M
TSLA
Tesla, Inc.

Consumer Cyclical
-198
- 1.45%
$222.15 - $428.22 $44K - $84.8K
13.5K $3.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-650
- 1.51%
$192.6 - $233.2 $125K - $152K
42.5K $8.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.1K
- 57.48%
$551.42 - $612.93 $608K - $676K
816 $456K
GOOG
Alphabet Inc.

Communication Services
-573
- 3.43%
$156.06 - $207.71 $89.4K - $119K
16.2K $2.52M
ISRG
Intuitive Surgical Inc

Healthcare
-832
- 42.6%
$476.63 - $610.45 $397K - $508K
1.12K $555K
META
Meta Platforms, Inc.

Communication Services
-209
- 1.82%
$576.36 - $736.67 $120K - $154K
11.3K $6.49M
INTU
Intuit Inc

Technology
-314
- 13.23%
$555.63 - $630.23 $174K - $198K
2.06K $1.26M
XLI
Industrial Sector Spdr

ETFs
-1.26K
- 1.51%
$128.78 - $141.67 $162K - $178K
82.1K $10.8M
XLC
Select Sector Spdr Tr Communic

ETFs
-972
- 1.51%
$94.84 - $105.31 $92.2K - $102K
63.6K $6.13M
NKE
Nike, Inc.

Consumer Cyclical
-78
- 0.99%
$63.29 - $81.72 $4.94K - $6.37K
7.81K $495K
CAT
Caterpillar Inc

Industrials
-110
- 6.47%
$326.75 - $407.63 $35.9K - $44.8K
1.59K $524K
DHR
Danaher Corp

Healthcare
-127
- 5.05%
$201.62 - $250.59 $25.6K - $31.8K
2.39K $489K
NFLX
Netflix Inc

Communication Services
-94
- 22.76%
$828.4 - $1058.6 $77.9K - $99.5K
319 $297K
PCAR
Paccar Inc

Industrials
-200
- 7.09%
$96.91 - $112.51 $19.4K - $22.5K
2.62K $255K
PFE
Pfizer Inc

Healthcare
-426
- 2.08%
$25.01 - $27.13 $10.7K - $11.6K
20.1K $508K
BMY
Bristol Myers Squibb CO

Healthcare
-1.33K
- 12.27%
$53.9 - $63.11 $71.5K - $83.7K
9.48K $578K
EW
Edwards Lifesciences Corp

Healthcare
-325
- 5.79%
$67.95 - $76.19 $22.1K - $24.8K
5.29K $383K
FISV
Fiserv Inc

Technology
-255
- 4.79%
N/A
5.07K $634K
CMCSA
Comcast Corp

Communication Services
-243
- 1.43%
$33.19 - $38.23 $8.07K - $9.29K
16.7K $617K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-15
- 0.31%
$50.72 - $50.92 $761 - $764
4.79K $243K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11
- 0.23%
$50.39 - $50.66 $554 - $557
4.83K $244K
XLB
Select Sector Spdr Fd Material

ETFs
-173
- 1.51%
$83.19 - $90.99 $14.4K - $15.7K
11.3K $972K
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 2.6%
$890.62 - $1076.86 $57K - $68.9K
2.4K $2.27M
SBUX
Starbucks Corp

Consumer Cyclical
-87
- 2.14%
$91.75 - $115.81 $7.98K - $10.1K
3.97K $389K
SYK
Stryker Corp

Healthcare
-45
- 1.23%
$355.18 - $399.9 $16K - $18K
3.6K $1.34M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.15K
- 1.51%
$39.18 - $43.52 $44.9K - $49.9K
74.9K $3.13M
GE
General Electric CO

Industrials
-36
- 2.21%
$168.59 - $212.13 $6.07K - $7.64K
1.6K $319K
MMM
3 M CO

Industrials
-29
- 0.95%
$129.7 - $155.12 $3.76K - $4.5K
3.04K $446K
CSCO
Cisco Systems, Inc.

Technology
-422
- 1.24%
$58.74 - $64.87 $24.8K - $27.4K
33.7K $2.08M
XLU
Utilities Sector Spdr

ETFs
-569
- 1.31%
$74.7 - $80.27 $42.5K - $45.7K
42.8K $3.37M
ADP
Automatic Data Processing Inc

Industrials
-27
- 0.27%
$286.85 - $318.64 $7.74K - $8.6K
10.1K $3.08M
RTX
Raytheon Technologies Corp

Industrials
-50
- 0.62%
$114.1 - $135.66 $5.71K - $6.78K
8.03K $1.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-47
- 0.6%
$279.74 - $321.29 $13.1K - $15.1K
7.83K $2.45M
XLF
Financial Sector Spdr

ETFs
-4.11K
- 1.51%
$47.32 - $52.19 $195K - $215K
269K $13.4M
XLV
Select Sector Spdr Fund Health

ETFs
-829
- 1.51%
$137.61 - $149.68 $114K - $124K
54.2K $7.91M
ABBV
Abb Vie Inc.

Healthcare
-173
- 1.22%
$169.2 - $216.66 $29.3K - $37.5K
14.1K $2.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-57
- 0.45%
$442.66 - $534.52 $25.2K - $30.5K
12.7K $6.75M
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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