Freestone Capital Holdings, LLC Sells in Q2 2025

Freestone Capital Holdings, LLC

  • $2.92 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.35K
- 1.62%
$483.48 - $539.8 $652K - $728K
81.7K $39.7M
IEFA
Ishares Tr

ETFs
-58K
- 34.91%
$67.83 - $84.09 $3.93M - $4.88M
108K $9.03M
NEE
Nextera Energy Inc

Utilities
-47K
- 27.06%
$64.11 - $75.0 $3.02M - $3.53M
127K $8.8M
XOM
Exxon Mobil Corp

Energy
-13.1K
- 7.5%
$99.93 - $119.04 $1.31M - $1.56M
161K $17.4M
CMCSA
Comcast Corp

Communication Services
-78.1K
- 23.01%
$32.84 - $36.72 $2.57M - $2.87M
261K $9.33M
HD
Home Depot, Inc.

Consumer Cyclical
-7.67K
- 15.84%
$335.24 - $380.78 $2.57M - $2.92M
40.8K $14.9M
MRVL
Marvell Technology, Inc.

Technology
-39.9K
- 91.57%
$49.38 - $79.97 $1.97M - $3.19M
3.68K $284K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-6.92K
- 80.25%
$225.56 - $335.19 $1.56M - $2.32M
1.7K $404K
XLU
Utilities Sector Spdr

ETFs
-27K
- 41.96%
$73.09 - $82.77 $1.97M - $2.23M
37.3K $3.05M
BALL
Ball Corp

Consumer Cyclical
-36K
- 90.17%
$44.94 - $56.99 $1.62M - $2.05M
3.92K $219K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10.4K
- 81.11%
$152.93 - $181.74 $1.6M - $1.9M
2.43K $442K
ABBV
Abb Vie Inc.

Healthcare
-720
- 1.05%
$170.16 - $206.27 $123K - $149K
67.5K $12.5M
JNJ
Johnson & Johnson

Healthcare
-6.45K
- 11.52%
$146.36 - $159.82 $944K - $1.03M
49.5K $7.57M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-25.1K
- 75.35%
$62.73 - $78.42 $1.57M - $1.97M
8.2K $635K
V
Visa Inc.

Financial Services
-5.64K
- 8.21%
$308.27 - $373.31 $1.74M - $2.1M
63K $22.4M
MA
Mastercard Inc

Financial Services
-3.19K
- 10.62%
$479.92 - $590.74 $1.53M - $1.88M
26.8K $15.1M
KO
Coca Cola CO

Consumer Defensive
-16.8K
- 16.58%
$68.37 - $73.9 $1.15M - $1.24M
84.6K $5.99M
OKTA
Okta, Inc.

Technology
-5.04K
- 3.6%
$91.24 - $127.3 $460K - $642K
135K $13.5M
DOCU
Docusign, Inc.

Technology
-14.7K
- 67.2%
$70.35 - $93.84 $1.04M - $1.38M
7.19K $560K
XLV
Select Sector Spdr Fund Health

ETFs
-6.72K
- 81.7%
$128.77 - $144.3 $865K - $969K
1.5K $202K
VNQ
Vanguard Specialized Funds Van

ETFs
-9.69K
- 11.67%
$79.79 - $91.42 $773K - $886K
73.3K $6.53M
AUR
Aurora Innovation, Inc.

Technology
-14.5K
- 2.36%
$5.17 - $8.14 $74.7K - $118K
597K $3.13M
ABT
Abbott Laboratories

Healthcare
-10.4K
- 7.57%
$123.95 - $138.08 $1.29M - $1.44M
127K $17.3M
ECC
Eagle Point Credit CO Inc.

Financial Services
-87.7K
- 25.01%
$6.94 - $8.31 $609K - $729K
263K $2.01M
PFE
Pfizer Inc

Healthcare
-27.3K
- 20.68%
$21.59 - $24.84 $590K - $679K
105K $2.54M
C
Citigroup Inc

Financial Services
-15.1K
- 41.96%
$58.13 - $85.12 $880K - $1.29M
21K $1.78M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.01K
- 4.69%
$285.55 - $321.23 $289K - $325K
20.6K $6.01M
AMGN
Amgen Inc

Healthcare
-1.2K
- 10.27%
$262.28 - $309.85 $314K - $371K
10.5K $2.92M
A
Agilent Technologies, Inc.

Healthcare
-5.8K
- 40.68%
$99.29 - $120.52 $576K - $699K
8.45K $997K
SBUX
Starbucks Corp

Consumer Cyclical
-3.03K
- 5.22%
$79.69 - $99.41 $241K - $301K
55K $5.04M
GIS
General Mills Inc

Consumer Defensive
-2.91K
- 4.98%
$50.37 - $60.97 $147K - $178K
55.6K $2.88M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.72K
- 10.12%
$210.83 - $235.28 $362K - $404K
15.3K $3.39M
CL
Colgate Palmolive CO

Consumer Defensive
-4.75K
- 10.99%
$87.57 - $96.0 $416K - $456K
38.4K $3.49M
ADBE
Adobe Inc.

Technology
-1.62K
- 7.09%
$340.0 - $420.68 $549K - $680K
21.2K $8.2M
ALL
Allstate Corp

Financial Services
-1.99K
- 9.41%
$180.53 - $212.64 $359K - $422K
19.1K $3.85M
AFL
Aflac Inc

Financial Services
-2.84K
- 7.36%
$99.77 - $112.45 $284K - $320K
35.8K $3.78M
CCK
Crown Holdings Inc

Consumer Cyclical
-6.07K
- 72.3%
$78.47 - $104.45 $476K - $634K
2.32K $239K
TMUS
T Mobile Us, Inc.

Communication Services
-1.71K
- 56.64%
$220.99 - $268.54 $379K - $460K
1.31K $312K
SNA
Snap On Inc

Industrials
-353
- 2.39%
$292.36 - $342.2 $103K - $121K
14.4K $4.48M
SCCO
Southern Copper Corp

Basic Materials
-5.29K
- 72.68%
$75.63 - $104.64 $400K - $553K
1.99K $201K
VIG
Vanguard Dividend Appreciation

ETFs
-2.62K
- 26.02%
N/A
7.45K $1.36M
HPQ
Hp Inc

Technology
-7.08K
- 7.94%
$21.88 - $29.32 $155K - $208K
82.1K $2.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-37.4K
- 22.96%
$17.76 - $22.1 $665K - $827K
126K $2.78M
MO
Altria Group, Inc.

Consumer Defensive
-5.65K
- 7.66%
$55.56 - $60.91 $314K - $344K
68K $3.99M
LEN
Lennar Corp

Consumer Cyclical
-2.6K
- 7.93%
$102.76 - $115.66 $267K - $301K
30.2K $3.34M
SLB
Schlumberger Limited

Energy
-738
- 1.49%
$31.95 - $42.2 $23.6K - $31.1K
48.9K $1.65M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.1K
- 58.19%
$49.79 - $50.75 $403K - $411K
5.82K $295K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-18K
- 6.77%
$22.68 - $23.28 $409K - $419K
248K $5.77M
MCK
Mckesson Corp

Healthcare
-1.68K
- 11.87%
$652.83 - $732.78 $1.09M - $1.23M
12.4K $9.12M
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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