Freestone Capital Holdings, LLC Sells in Q1 2025

Freestone Capital Holdings, LLC

  • $2.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-493
- 1.09%
$96.93 - $109.51 $47.8K - $54K
44.8K $4.39M
VUG
Vanguard Growth ETF

ETFs
-486
- 11.73%
$369.1 - $427.61 $179K - $208K
3.66K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
-275
- 3.65%
$476.63 - $610.45 $131K - $168K
7.26K $3.6M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-4.92K
- 49.2%
$74.5 - $92.3 $367K - $454K
5.08K $463K
BBY
Best Buy CO Inc

Consumer Cyclical
-3.18K
- 48.31%
$70.3 - $91.1 $224K - $290K
3.4K $250K
A
Agilent Technologies, Inc.

Healthcare
-368
- 2.52%
$116.69 - $152.6 $42.9K - $56.2K
14.2K $1.67M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-18.1K
- 6.38%
$22.46 - $23.26 $407K - $422K
266K $6.16M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-562
- 14.37%
$254.58 - $302.92 $143K - $170K
3.35K $855K
FCX
Freeport Mcmoran Inc

Basic Materials
-6.63K
- 9.99%
$34.5 - $43.01 $229K - $285K
59.8K $2.26M
PEP
Pepsico Inc

Consumer Defensive
-1.38K
- 5.08%
$142.64 - $156.42 $197K - $216K
25.8K $3.86M
DXCM
Dexcom Inc

Healthcare
-199
- 0.87%
$67.74 - $90.75 $13.5K - $18.1K
22.6K $1.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.86K
- 34.72%
$79.17 - $82.04 $226K - $235K
5.38K $439K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.54K
- 4.24%
$115.16 - $124.13 $177K - $191K
34.7K $4.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.14K
- 21.01%
$21.23 - $23.75 $173K - $193K
30.6K $659K
FDX
Fedex Corp

Industrials
-26
- 0.46%
$230.33 - $281.53 $5.99K - $7.32K
5.59K $1.36M
DOCU
Docusign, Inc.

Technology
-174
- 0.79%
$74.7 - $97.7 $13K - $17K
21.9K $1.79M
XLY
Select Sector Spdr Consumer Di

ETFs
-663
- 26.44%
$192.6 - $233.2 $128K - $155K
1.85K $364K
CPNG
Coupang, Inc.

Consumer Cyclical
-8.79K
- 10.03%
$21.34 - $25.52 $187K - $224K
78.8K $1.73M
AGCO
Agco Corp

Industrials
-2K
- 18.09%
$88.82 - $106.69 $177K - $213K
9.05K $837K
BA
Boeing CO

Industrials
-787
- 8.51%
$148.15 - $186.25 $117K - $147K
8.46K $1.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-142
- 4.42%
$522.96 - $601.18 $74.3K - $85.4K
3.07K $1.64M
INTU
Intuit Inc

Technology
-244
- 9.1%
$555.63 - $630.23 $136K - $154K
2.44K $1.5M
XLK
Technology Sector Spdr

ETFs
-235
- 4.34%
$206.38 - $242.18 $48.5K - $56.9K
5.18K $1.07M
SQ
Block, Inc.

Technology
-567
- 10.96%
$54.04 - $92.95 $30.6K - $52.7K
4.6K $263K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-409
- 2.85%
$168.16 - $186.21 $68.8K - $76.2K
14K $2.38M
PG
Procter & Gamble CO

Consumer Defensive
-2.15K
- 2.85%
$158.56 - $176.26 $340K - $378K
73.2K $12.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-17
- 8.85%
$4295.4 - $5141.88 $73K - $87.4K
175 $806K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.51K
- 15.84%
$23.16 - $27.04 $81.3K - $94.9K
18.7K $436K
ABNB
Airbnb, Inc.

Consumer Cyclical
-258
- 3.08%
$119.38 - $161.42 $30.8K - $41.6K
8.11K $968K
INTC
Intel Corp

Technology
-10.4K
- 24.99%
$19.1 - $27.39 $199K - $285K
31.3K $710K
CBRE
Cbre Group, Inc.

Real Estate
-858
- 23.96%
$121.79 - $147.13 $104K - $126K
2.72K $356K
PCAR
Paccar Inc

Industrials
-622
- 7.74%
$96.91 - $112.51 $60.3K - $70K
7.41K $721K
DHR
Danaher Corp

Healthcare
-123
- 3.45%
$201.62 - $250.59 $24.8K - $30.8K
3.44K $705K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-786
- 5.05%
$57.21 - $65.8 $45K - $51.7K
14.8K $862K
SCHW
Schwab Charles Corp

Financial Services
-1.73K
- 25.49%
$71.24 - $83.64 $123K - $144K
5.04K $394K
CDNS
Cadence Design Systems Inc

Technology
-24
- 1.11%
$233.96 - $324.52 $5.62K - $7.79K
2.13K $542K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-178
- 2.53%
$93.57 - $120.35 $16.7K - $21.4K
6.87K $657K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-83
- 13.37%
$634.14 - $744.83 $52.6K - $61.8K
538 $341K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.96K
- 12.21%
$25.93 - $29.28 $76.6K - $86.5K
21.3K $577K
U
Unity Software Inc.

Technology
-2.4K
- 15.79%
$19.44 - $28.34 $46.6K - $67.9K
12.8K $250K
SNPS
Synopsys Inc

Technology
-25
- 1.79%
$428.58 - $551.54 $10.7K - $13.8K
1.37K $586K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.19K
- 12.67%
$77.7 - $78.94 $92.8K - $94.3K
8.23K $649K
SNA
Snap On Inc

Industrials
-141
- 0.95%
$324.09 - $358.62 $45.7K - $50.6K
14.8K $4.98M
STX
Seagate Technology Holdings PLC

Technology
-816
- 8.74%
$84.92 - $108.42 $69.3K - $88.5K
8.52K $723K
UPS
United Parcel Service Inc

Industrials
-248
- 7.32%
$109.66 - $136.26 $27.2K - $33.8K
3.14K $345K
AEIS
Advanced Energy Industries Inc

Industrials
-5
- 0.13%
$94.8 - $131.54 $474 - $658
3.95K $376K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-835
- 21.85%
$68.37 - $87.97 $57.1K - $73.5K
2.99K $204K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.47K
- 9.55%
$50.48 - $51.04 $74.2K - $75K
13.9K $705K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.63K
- 18.43%
$58.01 - $64.46 $94.7K - $105K
7.22K $448K
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
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