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
XLF
Financial Sector Spdr

ETFs
4
+ 0.03%
$43.92 - $52.37 $176 - $209
15K $784K
FISV
Fiserv Inc

Technology
287
+ 3.32%
N/A
8.93K $1.12M
SF
Stifel Financial Corp

Financial Services
3
+ 0.1%
$76.49 - $103.78 $229 - $311
3K $311K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
500
+ 6.64%
$26.18 - $30.91 $13.1K - $15.5K
8.03K $241K
KMI
Kinder Morgan, Inc.

Energy
517
+ 3.51%
$25.21 - $29.4 $13K - $15.2K
15.3K $448K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
90
+ 0.98%
$24.38 - $30.18 $2.19K - $2.72K
9.3K $280K
ET
Energy Transfer LP

Energy
1.79K
+ 16.45%
$15.65 - $18.93 $28K - $33.9K
12.7K $229K
PGR
Progressive Corp

Financial Services
148
+ 15.85%
$255.27 - $288.74 $37.8K - $42.7K
1.08K $288K
TSCO
Tractor Supply CO

Consumer Cyclical
3.15K
+ 5.07%
$47.86 - $55.77 $151K - $175K
65.2K $3.44M
SLV
I Shares Silver Trust

ETFs
55
+ 0.55%
$27.08 - $33.74 $1.49K - $1.86K
9.98K $327K
IWN
Ishares Russell2000 Val ETF

ETFs
11
+ 0.51%
$131.84 - $157.76 $1.45K - $1.74K
2.17K $342K
AZO
Autozone Inc

Consumer Cyclical
31
+ 2.91%
$3478.38 - $3880.15 $108K - $120K
1.1K $4.07M
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.67%
$218.41 - $252.43 $1.53K - $1.77K
1.05K $260K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
266
+ 2.07%
$3.84 - $4.48 $1.02K - $1.19K
13.1K $57K
Linde PLC
268
+ 1.95%
N/A
14K $0
Ishares Ethereum Tr
11.7K
+ 46.52%
N/A
36.8K $0
Ge Vernova Inc
72
+ 2.51%
N/A
2.94K $0
Lam Research Corp
4.98K
+ 180.22%
N/A
7.74K $0
Ishares Bitcoin Trust ETF
16.9K
+ 52.21%
N/A
49.3K $0
Blackrock Inc
84
+ 28.19%
N/A
382 $0
Bitwise Bitcoin ETF Tr
4.31K
+ 23.66%
N/A
22.5K $0
Ge Healthcare Technologies I
86
+ 2.49%
N/A
3.54K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
60
+ 1.67%
$68.13 - $74.77 $4.09K - $4.49K
3.64K $265K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
8
+ 0.79%
$167.22 - $212.42 $1.34K - $1.7K
1.02K $200K
PRU
Prudential Financial Inc

Financial Services
25
+ 1.28%
$95.12 - $112.71 $2.38K - $2.82K
1.98K $212K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.71K
+ 1061.49%
$105.72 - $1416.0 $181K - $2.42M
1.87K $208K
OTIS
Otis Worldwide Corp

Industrials
16
+ 0.3%
$90.88 - $104.3 $1.45K - $1.67K
5.33K $527K
ED
Consolidated Edison Inc

Utilities
8
+ 0.34%
$98.05 - $113.3 $784 - $906
2.39K $239K
VDE
Vanguard Energy ETF

ETFs
39
+ 1.35%
$105.87 - $130.56 $4.13K - $5.09K
2.93K $349K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.25K
+ 5.89%
$22.66 - $26.12 $28.4K - $32.7K
22.5K $550K
MRCC
Monroe Capital Corp

Financial Services
1.04K
+ 3.8%
$6.15 - $7.66 $6.42K - $8K
28.5K $181K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.97K
+ 5.08%
$45.07 - $52.57 $134K - $156K
61.5K $3M
SUI
Sun Communities Inc

Real Estate
40
+ 0.2%
$114.62 - $132.25 $4.58K - $5.29K
19.8K $2.5M
BMY
Bristol Myers Squibb CO

Healthcare
3.86K
+ 24.66%
$44.12 - $59.6 $170K - $230K
19.5K $902K
PG
Procter & Gamble CO

Consumer Defensive
4.61K
+ 6.29%
$157.66 - $172.39 $726K - $794K
77.8K $12.4M
VZ
Verizon Communications Inc

Communication Services
2.71K
+ 2.63%
$41.67 - $45.62 $113K - $123K
105K $4.56M
MAS
Masco Corp

Industrials
936
+ 2.49%
$58.73 - $71.06 $55K - $66.5K
38.5K $2.48M
LLY
Eli Lilly & CO

Healthcare
1.32K
+ 5.05%
$713.71 - $898.95 $941K - $1.18M
27.4K $21.4M
ACN
Accenture PLC

Technology
908
+ 2.22%
$279.23 - $323.21 $254K - $293K
41.8K $12.5M
TAP
Molson Coors Beverage CO

Consumer Defensive
2.27K
+ 4.42%
$47.24 - $62.46 $107K - $142K
53.6K $2.58M
CVX
Chevron Corp

Energy
1.37K
+ 2.53%
$133.73 - $168.51 $183K - $230K
55.2K $7.91M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.77K
+ 6.47%
$390.26 - $489.06 $691K - $866K
29.1K $11.8M
UNH
Unitedhealth Group Inc

Healthcare
9.33K
+ 39.36%
$274.35 - $599.47 $2.56M - $5.59M
33K $10.3M
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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