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
IEMG
Ishares Inc

ETFs
815
+ 2.22%
N/A
37.5K $2.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.24K
+ 3.49%
$49.25 - $50.66 $60.9K - $62.7K
36.7K $1.82M
AMT
American Tower Corp

Real Estate
22
+ 1.97%
$173.46 - $217.6 $3.82K - $4.79K
1.14K $248K
YUM
Yum Brands Inc

Consumer Cyclical
15
+ 0.92%
$123.25 - $162.53 $1.85K - $2.44K
1.64K $257K
BNDX
Vanguard Total International B

ETFs
866
+ 13.27%
$48.33 - $49.5 $41.9K - $42.9K
7.39K $360K
NET
Cloudflare, Inc.

Technology
98
+ 1.9%
$110.71 - $176.5 $10.8K - $17.3K
5.26K $593K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
438
+ 15.23%
$108.02 - $120.45 $47.3K - $52.8K
3.31K $364K
BK
Bank Of New York Mellon Corp

Financial Services
31
+ 0.7%
$75.42 - $88.95 $2.34K - $2.76K
4.47K $374K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.07%
$182.82 - $196.21 $914 - $981
7.69K $1.45M
PH
Parker Hannifin Corp

Industrials
50
+ 14.97%
$591.65 - $707.05 $29.6K - $35.4K
384 $233K
IWB
Ishares Tr Russell 1000 ETF

ETFs
639
+ 5.59%
$302.31 - $337.54 $193K - $216K
12.1K $3.7M
CYBR
Cyber Ark Software Ltd.

Technology
7
+ 0.25%
$312.8 - $414.31 $2.19K - $2.9K
2.85K $962K
MSI
Motorola Solutions, Inc.

Technology
137
+ 7.58%
$411.73 - $482.1 $56.4K - $66K
1.95K $851K
ITW
Illinois Tool Works Inc

Industrials
86
+ 8.96%
$244.9 - $274.48 $21.1K - $23.6K
1.05K $259K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.05%
$227.69 - $259.76 $683 - $779
6.43K $1.52M
OXY
Occidental Petroleum Corp

Energy
304
+ 4.21%
$45.45 - $52.7 $13.8K - $16K
7.52K $371K
XLI
Industrial Sector Spdr

ETFs
119
+ 6.87%
$128.78 - $141.67 $15.3K - $16.9K
1.85K $242K
APD
Air Products & Chemicals, Inc.

Basic Materials
24
+ 2.77%
$283.24 - $338.07 $6.8K - $8.11K
891 $262K
DHI
Horton D R Inc

Consumer Cyclical
3.15K
+ 10.25%
$125.29 - $147.65 $395K - $465K
33.9K $4.31M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
273
+ 2.17%
$3.88 - $4.37 $1.06K - $1.19K
12.8K $56K
TWLO
Twilio Inc

Communication Services
490
+ 12.51%
$94.9 - $148.35 $46.5K - $72.7K
4.41K $431K
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 0.45%
$83.19 - $90.99 $998 - $1.09K
2.65K $227K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
274
+ 2.31%
N/A
12.1K $245K
FISV
Fiserv Inc

Technology
30
+ 0.35%
N/A
8.64K $1.08M
MAS
Masco Corp

Industrials
1.63K
+ 4.53%
$68.67 - $81.85 $112K - $133K
37.6K $2.61M
GIS
General Mills Inc

Consumer Defensive
3.7K
+ 6.76%
$57.56 - $65.3 $213K - $242K
58.5K $3.5M
Greystone Housing Impact Inv
15.6K
+ 61.79%
N/A
40.9K $0
Linde PLC
456
+ 3.43%
N/A
13.8K $0
Te Connectivity PLC
869
+ 3.78%
N/A
23.8K $0
IWS
Ishares Russell Midcap Value E

ETFs
142
+ 2.68%
$122.59 - $135.24 $17.4K - $19.2K
5.44K $685K
Ge Healthcare Technologies I
169
+ 5.14%
N/A
3.45K $0
Aptiv PLC
11.3K
+ 40.05%
N/A
39.5K $0
Ishares Ethereum Tr
8.42K
+ 50.46%
N/A
25.1K $0
Ishares Bitcoin Trust ETF
4.26K
+ 15.16%
N/A
32.4K $0
GLW
Corning Inc

Technology
169
+ 3.66%
$44.91 - $54.25 $7.59K - $9.17K
4.78K $218K
PEG
Public Service Enterprise Group Inc

Utilities
44
+ 1.48%
$78.2 - $90.39 $3.44K - $3.98K
3.02K $248K
IWR
Ishares Russell Mid Cap ETF

ETFs
137
+ 2.75%
$82.81 - $92.93 $11.3K - $12.7K
5.11K $435K
MS
Morgan Stanley

Financial Services
255
+ 6.79%
$111.68 - $141.08 $28.5K - $36K
4.01K $468K
DD
Du Pont De Nemours, Inc.

Basic Materials
50
+ 0.75%
$72.7 - $84.32 $3.64K - $4.22K
6.68K $499K
IWN
Ishares Russell2000 Val ETF

ETFs
123
+ 6.04%
$149.27 - $169.4 $18.4K - $20.8K
2.16K $326K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.07%
$243.63 - $273.99 $244 - $274
1.44K $355K
IBKR
Interactive Brokers Group, Inc.

Financial Services
36
+ 2.44%
$161.03 - $235.53 $5.8K - $8.48K
1.51K $250K
SCHG
Schwab Strategic Tr Us Large C

ETFs
712
+ 6.92%
$24.91 - $29.02 $17.7K - $20.7K
11K $275K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.17K
+ 4.45%
$497.6 - $606.74 $581K - $708K
27.4K $13.6M
MRCC
Monroe Capital Corp

Financial Services
836
+ 3.14%
$7.61 - $8.81 $6.36K - $7.37K
27.4K $214K
FNDA
Schwab Fundamental U S Small C

ETFs
568
+ 4.43%
$26.87 - $30.99 $15.3K - $17.6K
13.4K $366K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
16
+ 0.05%
$10.61 - $16.49 $170 - $264
29.3K $365K
PSTG
Pure Storage, Inc.

Technology
3.07K
+ 32.73%
$44.27 - $72.37 $136K - $222K
12.5K $551K
DOW
Dow Inc.

Basic Materials
329
+ 4.46%
$34.36 - $41.92 $11.3K - $13.8K
7.71K $269K
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