Freestone Capital Holdings, LLC Incresed Positions in Q1 2025

Freestone Capital Holdings, LLC

  • $2.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
326
+ 0.39%
$442.66 - $534.52 $144K - $174K
83K $44.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.9K
+ 4.86%
$95.85 - $99.25 $2.96M - $3.07M
667K $66M
PANW
Palo Alto Networks Inc

Technology
23.4K
+ 169.93%
$167.82 - $208.28 $3.93M - $4.87M
37.2K $6.34M
OKTA
Okta, Inc.

Technology
38
+ 0.03%
$78.83 - $116.72 $3K - $4.44K
140K $14.7M
AMD
Advanced Micro Devices Inc

Technology
31.8K
+ 548.05%
$96.63 - $129.55 $3.08M - $4.12M
37.6K $3.87M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28.1K
+ 3.23%
$76.94 - $78.28 $2.16M - $2.2M
898K $70.3M
ABT
Abbott Laboratories

Healthcare
128
+ 0.09%
$111.1 - $140.22 $14.2K - $17.9K
138K $18.3M
ABBV
Abb Vie Inc.

Healthcare
2.57K
+ 3.91%
$169.2 - $216.66 $434K - $556K
68.3K $14.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
13.8K
+ 635.85%
$157.11 - $206.52 $2.17M - $2.85M
16K $2.68M
CI
Cigna Corp

Healthcare
1.34K
+ 4.15%
$274.49 - $329.0 $368K - $441K
33.6K $11.1M
KLAC
Kla Corp

Technology
1.44K
+ 8.31%
$636.62 - $777.63 $919K - $1.12M
18.8K $12.8M
META
Meta Platforms, Inc.

Communication Services
4.49K
+ 6.9%
$576.36 - $736.67 $2.59M - $3.31M
69.5K $40.1M
MCK
Mckesson Corp

Healthcare
337
+ 2.44%
$566.21 - $672.99 $191K - $227K
14.1K $9.5M
COST
Costco Wholesale Corp

Consumer Defensive
219
+ 0.56%
$890.62 - $1076.86 $195K - $236K
39.4K $37.2M
CAH
Cardinal Health Inc

Healthcare
1.97K
+ 3.54%
$118.02 - $137.77 $233K - $272K
57.6K $7.94M
GLD
Spdr Gold Trust

ETFs
1.65K
+ 10.39%
$243.19 - $288.14 $402K - $476K
17.5K $5.06M
RTX
Raytheon Technologies Corp

Industrials
1.39K
+ 2.27%
$114.1 - $135.66 $158K - $188K
62.4K $8.26M
UNP
Union Pacific Corp

Industrials
2.49K
+ 3.32%
$225.21 - $254.42 $561K - $634K
77.5K $18.3M
KO
Coca Cola CO

Consumer Defensive
2.38K
+ 2.4%
$60.81 - $72.32 $145K - $172K
101K $7.26M
T
At&T Inc.

Communication Services
6.44K
+ 4.34%
$21.56 - $28.28 $139K - $182K
155K $4.38M
AMAT
Applied Materials Inc

Technology
11.8K
+ 25.49%
$145.06 - $195.51 $1.71M - $2.3M
57.9K $8.4M
IVV
Ishares Core S&P 500 ETF

ETFs
30.4K
+ 5.03%
$554.06 - $615.85 $16.8M - $18.7M
634K $356M
NEE
Nextera Energy Inc

Utilities
14.2K
+ 8.92%
$66.96 - $76.16 $953K - $1.08M
174K $12.3M
ECC
Eagle Point Credit CO Inc.

Financial Services
129K
+ 57.88%
$7.7 - $9.14 $990K - $1.17M
351K $2.84M
IAU
Ishares Gold Trust

ETFs
10.2K
+ 57.83%
$49.74 - $58.96 $507K - $601K
27.8K $1.64M
AZO
Autozone Inc

Consumer Cyclical
16
+ 1.52%
$3193.96 - $3828.11 $51.1K - $61.2K
1.07K $4.06M
SUB
Ishares Short Term National Mu

ETFs
6.26K
+ 4.17%
$105.3 - $106.24 $659K - $665K
156K $16.5M
TRV
Travelers Companies, Inc.

Financial Services
357
+ 1.48%
$232.43 - $265.13 $83K - $94.7K
24.4K $6.46M
VIG
Vanguard Dividend Appreciation

ETFs
3.63K
+ 56.19%
N/A
10.1K $1.84M
CMCSA
Comcast Corp

Communication Services
22.6K
+ 7.12%
$33.19 - $38.23 $749K - $863K
340K $12.5M
VZ
Verizon Communications Inc

Communication Services
2.01K
+ 2.0%
$37.81 - $46.49 $76.1K - $93.5K
103K $4.66M
MCD
Mcdonalds Corp

Consumer Cyclical
474
+ 2.25%
$279.74 - $321.29 $133K - $152K
21.6K $6.74M
MO
Altria Group, Inc.

Consumer Defensive
263
+ 0.36%
$50.81 - $60.02 $13.4K - $15.8K
73.7K $4.42M
DE
Deere & CO

Industrials
2
+ 0.02%
$408.57 - $509.27 $817 - $1.02K
12.6K $5.9M
SLB
Schlumberger Limited

Energy
10.5K
+ 26.69%
$38.4 - $43.74 $402K - $458K
49.7K $2.08M
NFLX
Netflix Inc

Communication Services
192
+ 2.18%
$828.4 - $1058.6 $159K - $203K
8.99K $8.38M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17K
+ 11.66%
$18.36 - $20.51 $312K - $349K
163K $3.22M
GE
General Electric CO

Industrials
838
+ 8.43%
$168.59 - $212.13 $141K - $178K
10.8K $2.16M
AFL
Aflac Inc

Financial Services
1.92K
+ 5.24%
$100.99 - $111.19 $194K - $214K
38.6K $4.3M
SBUX
Starbucks Corp

Consumer Cyclical
625
+ 1.09%
$91.75 - $115.81 $57.3K - $72.4K
58K $5.69M
VNQ
Vanguard Specialized Funds Van

ETFs
3.76K
+ 4.75%
$85.55 - $94.34 $322K - $355K
83K $7.51M
PAYX
Paychex Inc

Industrials
2.25K
+ 33.0%
$136.06 - $154.52 $307K - $348K
9.08K $1.4M
MNST
Monster Beverage Corp

Consumer Defensive
1.36K
+ 2.22%
$46.16 - $58.58 $62.6K - $79.4K
62.4K $3.65M
ZTS
Zoetis Inc.

Healthcare
2.19K
+ 6.29%
$156.48 - $175.67 $342K - $384K
36.9K $6.08M
MUB
Ishares National Muni Bond ETF

ETFs
5.08K
+ 4.18%
$104.71 - $107.69 $532K - $547K
127K $13.3M
NEM
Newmont Corp

Basic Materials
157
+ 0.46%
$37.79 - $48.39 $5.93K - $7.6K
34.3K $1.66M
ALL
Allstate Corp

Financial Services
434
+ 2.1%
$180.99 - $210.18 $78.5K - $91.2K
21.1K $4.37M
VGT
Vanguard Information Technolog

ETFs
1.51K
+ 27.33%
$542.38 - $646.34 $819K - $976K
7.04K $3.82M
VV
Vanguard Large Cap ETF

ETFs
1.69K
+ 20.29%
$253.32 - $282.66 $427K - $477K
10K $2.57M
Activity Summary
Buys All Purchases 210 New Holdings 30 Increased Positions 180 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 3 Puts 3
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