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
VTV
Vanguard Value ETF

ETFs
1.62K
+ 17.05%
$167.73 - $179.21 $271K - $290K
11.1K $1.92M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.82K
+ 3.21%
$48.65 - $53.06 $88.4K - $96.5K
58.5K $3.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
795
+ 37.57%
$308.86 - $455.36 $246K - $362K
2.91K $1.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.53K
+ 6.34%
$128.74 - $138.67 $197K - $213K
25.7K $3.49M
PFG
Principal Financial Group Inc

Financial Services
534
+ 1.51%
$76.34 - $89.04 $40.8K - $47.5K
35.9K $3.03M
SYY
Sysco Corp

Consumer Defensive
3.98K
+ 35.08%
$70.0 - $77.13 $279K - $307K
15.3K $1.15M
MBI
Mbia Inc

Financial Services
109K
+ 60.65%
$4.98 - $7.33 $542K - $797K
288K $1.43M
ADP
Automatic Data Processing Inc

Industrials
118
+ 0.68%
$286.85 - $318.64 $33.8K - $37.6K
17.4K $5.33M
EQNR
Equinor Asa

Energy
7.15K
+ 29.16%
$22.37 - $26.45 $160K - $189K
31.7K $837K
OMC
Omnicom Group Inc.

Communication Services
3.31K
+ 34.49%
$79.43 - $88.34 $263K - $292K
12.9K $1.07M
CL
Colgate Palmolive CO

Consumer Defensive
1K
+ 2.38%
$85.68 - $97.5 $86K - $97.9K
43.2K $4.05M
MSM
Msc Industrial Direct CO Inc

Industrials
2.5K
+ 51.52%
$74.45 - $83.08 $186K - $208K
7.36K $571K
TSCO
Tractor Supply CO

Consumer Cyclical
1.44K
+ 2.38%
$51.66 - $57.94 $74.4K - $83.5K
62K $3.42M
TAP
Molson Coors Beverage CO

Consumer Defensive
64
+ 0.12%
$52.44 - $62.91 $3.36K - $4.03K
51.3K $3.13M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2.82K
+ 4.73%
$27.47 - $30.62 $77.5K - $86.4K
62.5K $1.85M
AON
Aon PLC

Financial Services
306
+ 22.01%
$348.44 - $409.32 $107K - $125K
1.7K $676K
VOT
Vanguard Mid Cap Growth Index

ETFs
762
+ 69.72%
$237.72 - $276.98 $181K - $211K
1.86K $453K
DUK
Duke Energy Corp

Utilities
1.14K
+ 48.74%
$105.87 - $121.97 $121K - $139K
3.49K $425K
SPGI
S&P Global Inc.

Financial Services
108
+ 0.94%
$478.26 - $543.77 $51.7K - $58.7K
11.6K $5.9M
SHV
Ishares Tr

ETFs
1.48K
+ 43.28%
$110.11 - $110.51 $163K - $164K
4.9K $541K
AXON
Axon Enterprise, Inc.

Industrials
603
+ 26.07%
$496.65 - $710.01 $299K - $428K
2.92K $1.53M
HPE
Hewlett Packard Enterprise CO

Technology
14.8K
+ 127.23%
$14.77 - $24.42 $218K - $361K
26.4K $407K
VHT
Vanguard Health Care ETF

ETFs
502
+ 22.09%
$254.06 - $273.83 $128K - $137K
2.78K $734K
VDE
Vanguard Energy ETF

ETFs
1K
+ 52.93%
$119.14 - $132.76 $119K - $133K
2.89K $375K
PLTR
Palantir Technologies Inc.

Technology
429
+ 3.5%
$64.98 - $124.62 $27.9K - $53.5K
12.7K $1.07M
CTSH
Cognizant Technology Solutions Corp

Technology
1.9K
+ 24.52%
$75.32 - $90.7 $143K - $173K
9.67K $739K
XLE
Energy Sector Spdr

ETFs
49
+ 0.28%
$85.7 - $93.96 $4.2K - $4.6K
17.6K $1.64M
ICE
Intercontinental Exchange, Inc.

Financial Services
335
+ 12.13%
$142.8 - $176.36 $47.8K - $59.1K
3.1K $534K
SHW
Sherwin Williams CO

Basic Materials
12
+ 0.1%
$330.16 - $365.55 $3.96K - $4.39K
12K $4.2M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.26%
$1739.0 - $2260.0 $1.74K - $2.26K
390 $760K
VFH
Vanguard Financial ETF

ETFs
775
+ 17.46%
$114.07 - $127.34 $88.4K - $98.7K
5.21K $622K
COOP
Mr. Cooper Group Inc.

Financial Services
337
+ 14.08%
$91.4 - $119.6 $30.8K - $40.3K
2.73K $326K
EA
Electronic Arts Inc.

Communication Services
708
+ 7.93%
$116.53 - $146.29 $82.5K - $104K
9.63K $1.39M
RSG
Republic Services, Inc.

Industrials
73
+ 4.89%
$200.09 - $242.16 $14.6K - $17.7K
1.57K $379K
KMI
Kinder Morgan, Inc.

Energy
2.14K
+ 16.93%
$26.1 - $31.22 $55.7K - $66.7K
14.7K $420K
VBK
Vanguard Small Cap Growth ETF

ETFs
399
+ 43.65%
$247.97 - $296.33 $98.9K - $118K
1.31K $330K
FTNT
Fortinet, Inc.

Technology
515
+ 5.31%
$92.49 - $114.57 $47.6K - $59K
10.2K $983K
C
Citigroup Inc

Financial Services
621
+ 1.75%
$67.23 - $84.63 $41.7K - $52.6K
36.1K $2.56M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
292
+ 1.93%
$51.39 - $57.43 $15K - $16.8K
15.4K $853K
MPC
Marathon Petroleum Corp

Energy
15
+ 0.15%
$134.72 - $159.03 $2.02K - $2.39K
9.95K $1.45M
ENB
Enbridge Inc

Energy
998
+ 9.95%
$41.54 - $45.45 $41.5K - $45.4K
11K $488K
RSP
Invesco S&P 500 Equal Weight E

ETFs
494
+ 3.99%
$169.43 - $182.84 $83.7K - $90.3K
12.9K $2.23M
VB
Vanguard Small Cap ETF

ETFs
1.9K
+ 9.73%
$217.89 - $252.64 $413K - $479K
21.4K $4.74M
NWL
Newell Brands Inc.

Consumer Defensive
24.7K
+ 98.59%
$6.2 - $10.66 $153K - $263K
49.7K $307K
CMF
Ishares California Muni Bond E

ETFs
2.22K
+ 3.33%
$55.93 - $57.47 $124K - $127K
68.9K $3.88M
OTIS
Otis Worldwide Corp

Industrials
10
+ 0.19%
$90.77 - $104.01 $908 - $1.04K
5.31K $547K
ETR
Entergy Corp

Utilities
276
+ 8.57%
$75.26 - $87.89 $20.8K - $24.3K
3.5K $298K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
281
+ 2.66%
$126.11 - $135.06 $35.4K - $38K
10.8K $1.4M
AB
Alliancebernstein Holding L.P.

Financial Services
1K
+ 12.82%
$35.0 - $40.73 $35K - $40.7K
8.8K $337K
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
Track This Portfolio

Track Freestone Capital Holdings, LLC Portfolio

Follow Freestone Capital Holdings, 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 Freestone Capital Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Freestone Capital Holdings, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email