Freestone Capital Holdings, LLC Incresed Positions in Q2 2025

Freestone Capital Holdings, LLC

  • $2.92 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
13.1K
+ 18.31%
$73.47 - $87.12 $965K - $1.14M
84.9K $6.72M
SOFI
So Fi Technologies, Inc.

Financial Services
3.91K
+ 13.03%
$9.5 - $18.21 $37.1K - $71.1K
33.9K $616K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.77%
$1794.73 - $2613.63 $5.38K - $7.84K
393 $1.03M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.03%
$329.49 - $438.4 $329 - $438
3.66K $1.6M
MBI
Mbia Inc

Financial Services
99.4K
+ 34.49%
$3.92 - $4.87 $390K - $484K
388K $1.68M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 2.86%
$4164.15 - $5789.24 $20.8K - $28.9K
180 $1.04M
NOW
Service Now, Inc.

Technology
28
+ 3.14%
$721.65 - $1040.18 $20.2K - $29.1K
920 $945K
ZTS
Zoetis Inc.

Healthcare
3.51K
+ 9.49%
$144.41 - $170.3 $506K - $597K
40.4K $6.31M
UBER
Uber Technologies, Inc

Technology
741
+ 10.29%
$64.62 - $93.3 $47.9K - $69.1K
7.95K $741K
VFH
Vanguard Financial ETF

ETFs
1.17K
+ 22.52%
$104.87 - $127.3 $123K - $149K
6.39K $813K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
20K
+ 69.93%
$9.28 - $10.1 $186K - $202K
48.6K $468K
IAU
Ishares Gold Trust

ETFs
1.08K
+ 3.88%
$56.1 - $64.74 $60.5K - $69.9K
28.9K $1.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.72K
+ 33.81%
$22.27 - $29.21 $82.8K - $109K
14.7K $430K
SUB
Ishares Short Term National Mu

ETFs
321
+ 0.21%
$104.77 - $106.34 $33.6K - $34.1K
156K $16.6M
EQNR
Equinor Asa

Energy
7.63K
+ 24.1%
$22.04 - $28.08 $168K - $214K
39.3K $987K
UNP
Union Pacific Corp

Industrials
2.7K
+ 3.48%
$208.27 - $238.46 $562K - $643K
80.2K $18.5M
VO
Vanguard Mid Cap ETF

ETFs
331
+ 15.56%
$228.54 - $279.83 $75.6K - $92.6K
2.46K $687K
SCHW
Schwab Charles Corp

Financial Services
620
+ 12.29%
$69.06 - $91.24 $42.8K - $56.6K
5.66K $516K
ABNB
Airbnb, Inc.

Consumer Cyclical
119
+ 1.47%
$105.69 - $140.64 $12.6K - $16.7K
8.23K $1.09M
NVO
Novo Nordisk A S

Healthcare
1.86K
+ 8.34%
$58.08 - $81.05 $108K - $150K
24.1K $1.66M
PH
Parker Hannifin Corp

Industrials
118
+ 30.73%
$517.23 - $700.54 $61K - $82.7K
502 $350K
AAPL
Apple Inc.

Technology
37.7K
+ 8.39%
$172.42 - $223.89 $6.51M - $8.45M
487K $100M
CDNS
Cadence Design Systems Inc

Technology
2
+ 0.09%
$231.64 - $323.08 $463 - $646
2.14K $657K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.73K
+ 5.66%
$19.1 - $23.83 $33.1K - $41.3K
32.3K $770K
CMF
Ishares California Muni Bond E

ETFs
2.6K
+ 3.78%
$54.52 - $56.7 $142K - $148K
71.5K $3.98M
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.82K
+ 318.52%
$50.53 - $212.53 $243K - $1.02M
6.33K $350K
AGCO
Agco Corp

Industrials
34
+ 0.38%
$75.77 - $108.43 $2.58K - $3.69K
9.08K $936K
VTV
Vanguard Value ETF

ETFs
291
+ 2.62%
$153.67 - $176.74 $44.7K - $51.4K
11.4K $2.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
598
+ 11.69%
$74.88 - $91.97 $44.8K - $55K
5.71K $525K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
70
+ 0.45%
$49.48 - $61.22 $3.46K - $4.29K
15.5K $942K
NOC
Northrop Grumman Corp

Industrials
192
+ 26.37%
$456.3 - $540.39 $87.6K - $104K
920 $459K
SYK
Stryker Corp

Healthcare
186
+ 32.92%
$337.37 - $395.63 $62.8K - $73.6K
751 $297K
ICE
Intercontinental Exchange, Inc.

Financial Services
217
+ 7.01%
$151.62 - $183.47 $32.9K - $39.8K
3.31K $607K
NWL
Newell Brands Inc.

Consumer Defensive
20.4K
+ 41.03%
$4.48 - $6.27 $91.3K - $128K
70K $378K
FNDX
Schwab Fundamental U S Large C

ETFs
1.42K
+ 4.26%
$20.84 - $24.54 $29.6K - $34.9K
34.8K $854K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
160
+ 1.08%
$51.16 - $62.02 $8.19K - $9.92K
15K $927K
RIO
Rio Tinto PLC

Basic Materials
1.27K
+ 22.73%
$52.32 - $62.75 $66.4K - $79.6K
6.85K $399K
U
Unity Software Inc.

Technology
196
+ 1.53%
$16.75 - $26.24 $3.28K - $5.14K
13K $314K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
552
+ 9.69%
$41.45 - $54.46 $22.9K - $30.1K
6.25K $325K
PCAR
Paccar Inc

Industrials
833
+ 11.24%
$86.4 - $99.09 $72K - $82.5K
8.25K $783K
IWD
Ishares Russell 1000 Val ETF

ETFs
62
+ 0.81%
$166.82 - $194.23 $10.3K - $12K
7.75K $1.51M
TJX
Tjx Companies Inc

Consumer Cyclical
413
+ 18.07%
$119.13 - $135.03 $49.2K - $55.8K
2.7K $333K
BBY
Best Buy CO Inc

Consumer Cyclical
1.11K
+ 32.54%
$56.17 - $75.73 $62.2K - $83.8K
4.51K $302K
EPD
Enterprise Products Partners L.P.

Energy
2.34K
+ 32.74%
$28.95 - $34.22 $67.8K - $80.1K
9.5K $294K
BK
Bank Of New York Mellon Corp

Financial Services
184
+ 4.12%
$73.31 - $91.62 $13.5K - $16.9K
4.65K $424K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.07%
$220.04 - $280.07 $220 - $280
1.44K $402K
KKR
Kkr & Co. Inc.

Financial Services
37
+ 1.52%
$92.79 - $134.29 $3.43K - $4.97K
2.47K $328K
PEP
Pepsico Inc

Consumer Defensive
3.83K
+ 14.88%
$128.02 - $151.37 $491K - $580K
29.6K $3.91M
KR
Kroger CO

Consumer Defensive
105
+ 1.2%
$64.62 - $74.0 $6.79K - $7.77K
8.88K $636K
Activity Summary
Buys All Purchases 184 New Holdings 40 Increased Positions 144 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 4 Puts 1
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