Fountainhead Am, LLC Purchases in Q1 2025

Fountainhead Am, LLC

  • $579 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
1.23K
+ 14.52%
$64.98 - $124.62 $79.6K - $153K
9.66K $815K
XLE
Energy Sector Spdr

ETFs
1.51K
+ 36.75%
$85.7 - $93.96 $129K - $142K
5.6K $523K
JNJ
Johnson & Johnson

Healthcare
575
+ 16.98%
$142.06 - $167.7 $81.7K - $96.4K
3.96K $657K
NFLX
Netflix Inc

Communication Services
151
+ 43.77%
$828.4 - $1058.6 $125K - $160K
496 $462K
MA
Mastercard Inc

Financial Services
232
+ 31.65%
$504.67 - $576.31 $117K - $134K
965 $528K
XLK
Technology Sector Spdr

ETFs
1.07K
+ 35.16%
$206.38 - $242.18 $221K - $260K
4.12K $850K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
13.2K
+ 56.37%
$9.83 - $10.34 $130K - $137K
36.7K $365K
ABBV
Abb Vie Inc.

Healthcare
359
+ 20.15%
$169.2 - $216.66 $60.7K - $77.8K
2.14K $448K
KO
Coca Cola CO

Consumer Defensive
1.04K
+ 20.78%
$60.81 - $72.32 $63.3K - $75.3K
6.05K $433K
PG
Procter & Gamble CO

Consumer Defensive
505
+ 5.14%
$158.56 - $176.26 $80.1K - $89K
10.3K $1.76M
SBUX
Starbucks Corp

Consumer Cyclical
854
+ 29.07%
$91.75 - $115.81 $78.4K - $98.9K
3.79K $371K
UBER
Uber Technologies, Inc

Technology
709
+ 17.1%
$63.17 - $81.49 $44.8K - $57.8K
4.86K $353K
IBM
International Business Machines Corp

Technology
231
+ 15.78%
$217.4 - $264.74 $50.2K - $61.2K
1.7K $421K
VFH
Vanguard Financial ETF

ETFs
722
+ 23.05%
$114.07 - $127.34 $82.4K - $91.9K
3.85K $460K
VDC
Vanguard Consumer Staples ETF

ETFs
363
+ 27.11%
$206.54 - $226.16 $75K - $82.1K
1.7K $372K
LLY
Eli Lilly & CO

Healthcare
51
+ 6.44%
$725.72 - $929.72 $37K - $47.4K
843 $696K
XLI
Industrial Sector Spdr

ETFs
667
+ 19.0%
$128.78 - $141.67 $85.9K - $94.5K
4.18K $547K
CSCO
Cisco Systems, Inc.

Technology
1.12K
+ 32.69%
$58.74 - $64.87 $65.7K - $72.5K
4.54K $280K
BAC
Bank Of America Corp

Financial Services
2.48K
+ 21.24%
$39.61 - $47.74 $98K - $118K
14.1K $589K
RTX
Raytheon Technologies Corp

Industrials
332
+ 17.96%
$114.1 - $135.66 $37.9K - $45K
2.18K $288K
HD
Home Depot, Inc.

Consumer Cyclical
308
+ 16.8%
$347.25 - $424.87 $107K - $131K
2.14K $784K
XLV
Select Sector Spdr Fund Health

ETFs
121
+ 2.16%
$137.61 - $149.68 $16.7K - $18.1K
5.72K $835K
VIS
Vanguard Industrial ETF

ETFs
276
+ 24.51%
$243.63 - $273.99 $67.2K - $75.6K
1.4K $347K
WFC
Wells Fargo & Company

Financial Services
733
+ 21.4%
$66.78 - $81.42 $48.9K - $59.7K
4.16K $298K
ISRG
Intuitive Surgical Inc

Healthcare
162
+ 17.57%
$476.63 - $610.45 $77.2K - $98.9K
1.08K $536K
IWD
Ishares Russell 1000 Val ETF

ETFs
237
+ 13.31%
$182.82 - $196.21 $43.3K - $46.5K
2.02K $379K
JEPI
J P Morgan Exchange Traded Fd

ETFs
972
+ 5.11%
$56.17 - $59.71 $54.6K - $58K
20K $1.14M
NVDA
Nvidia Corp

Technology
16.6K
+ 24.56%
$106.98 - $149.43 $1.77M - $2.48M
84.1K $9.11M
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 26.88%
$156.06 - $207.71 $246K - $327K
7.44K $1.16M
CMCSA
Comcast Corp

Communication Services
1.3K
+ 24.14%
$33.19 - $38.23 $43.2K - $49.8K
6.7K $247K
UNM
Unum Group

Financial Services
27
+ 0.54%
$71.8 - $83.34 $1.94K - $2.25K
4.98K $405K
LOW
Lowes Companies Inc

Consumer Cyclical
268
+ 15.87%
$222.66 - $268.42 $59.7K - $71.9K
1.96K $456K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
14K
New
$2.86 - $9.78 $39.9K - $136K
14K $39K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.24K
+ 23.97%
$67.24 - $84.27 $83.6K - $105K
6.43K $438K
ADP
Automatic Data Processing Inc

Industrials
61
+ 5.62%
$286.85 - $318.64 $17.5K - $19.4K
1.15K $350K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
227
+ 4.07%
$48.65 - $53.06 $11K - $12K
5.8K $301K
DUK
Duke Energy Corp

Utilities
22
+ 1.08%
$105.87 - $121.97 $2.33K - $2.68K
2.07K $252K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
42
+ 0.76%
$87.68 - $94.52 $3.68K - $3.97K
5.54K $518K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
190
+ 1.48%
$11.66 - $14.98 $2.22K - $2.85K
13K $177K
CRWD
Crowd Strike Holdings, Inc.

Technology
49
+ 5.94%
$308.86 - $455.36 $15.1K - $22.3K
874 $308K
MRK
Merck & Co., Inc.

Healthcare
543
+ 21.47%
$83.01 - $101.02 $45.1K - $54.9K
3.07K $275K
SHOP
Shopify Inc.

Technology
666
+ 16.76%
$90.59 - $129.31 $60.3K - $86.1K
4.64K $442K
LMT
Lockheed Martin Corp

Industrials
89
+ 17.05%
$423.19 - $506.29 $37.7K - $45.1K
611 $272K
SHV
Ishares Tr

ETFs
33
+ 0.09%
$110.11 - $110.51 $3.63K - $3.65K
35.3K $3.9M
CL
Colgate Palmolive CO

Consumer Defensive
68
+ 2.25%
$85.68 - $97.5 $5.83K - $6.63K
3.09K $289K
GS
Goldman Sachs Group Inc

Financial Services
73
+ 7.87%
$524.81 - $672.19 $38.3K - $49.1K
1K $546K
ORCL
Oracle Corp

Technology
408
+ 25.42%
$139.81 - $186.47 $57K - $76.1K
2.01K $281K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
128
+ 0.86%
$27.01 - $28.54 $3.46K - $3.65K
15K $418K
LQD
Ishares Iboxx $ Investment Gra

ETFs
82
+ 3.98%
$105.1 - $109.61 $8.62K - $8.99K
2.14K $232K
Activity Summary
Buys All Purchases 140 New Holdings 25 Increased Positions 115 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Fountainhead Am, LLC Portfolio

Follow Fountainhead Am, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fountainhead Am, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fountainhead Am, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email