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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-26
- 0.19%
$212.1 - $244.27 $5.51K - $6.35K
13.6K $2.98M
PMTS
Cpi Card Group Inc.

Financial Services
-5K
- 12.5%
$19.95 - $29.13 $99.8K - $146K
35K $830K
DMLP
Dorchester Minerals, L.P.

Energy
-9.06K
- 28.71%
$26.77 - $30.37 $243K - $275K
22.5K $626K
TRV
Travelers Companies, Inc.

Financial Services
-1.49K
- 6.08%
$233.83 - $276.34 $348K - $411K
23K $6.14M
ADP
Automatic Data Processing Inc

Industrials
-1.19K
- 6.83%
$276.76 - $326.81 $330K - $390K
16.3K $5.01M
GLD
Spdr Gold Trust

ETFs
-1.97K
- 11.23%
$273.71 - $316.29 $539K - $623K
15.6K $4.75M
PFG
Principal Financial Group Inc

Financial Services
-1.63K
- 4.55%
$69.56 - $86.19 $114K - $141K
34.3K $2.72M
TXN
Texas Instruments Inc

Technology
-1.56K
- 5.26%
N/A
28.1K $5.47M
WY
Weyerhaeuser CO

Real Estate
-6.96K
- 27.04%
$24.69 - $29.48 $172K - $205K
18.8K $482K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.91K
- 27.99%
$101.97 - $126.75 $296K - $368K
7.48K $947K
GWW
W.W. Grainger, Inc.

Industrials
-522
- 8.87%
$919.93 - $1101.66 $480K - $575K
5.36K $5.58M
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.69K
- 40.26%
$55.13 - $75.25 $148K - $202K
3.99K $273K
EOG
Eog Resources Inc

Energy
-339
- 1.64%
$104.61 - $129.97 $35.5K - $44.1K
20.3K $2.43M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.34K
- 8.41%
$136.63 - $176.62 $183K - $237K
14.6K $2.47M
XLE
Energy Sector Spdr

ETFs
-718
- 4.08%
$76.44 - $94.13 $54.9K - $67.6K
16.9K $1.43M
RBLX
Roblox Corp

Communication Services
-16.1K
- 50.84%
$51.22 - $105.59 $824K - $1.7M
15.6K $1.64M
TROW
Price T Rowe Group Inc

Financial Services
-3.13K
- 14.1%
$80.27 - $98.06 $251K - $307K
19.1K $1.84M
MNST
Monster Beverage Corp

Consumer Defensive
-7.08K
- 11.34%
$55.01 - $64.24 $390K - $455K
55.3K $3.47M
FTNT
Fortinet, Inc.

Technology
-2.57K
- 25.19%
$84.71 - $108.69 $218K - $280K
7.64K $807K
OMC
Omnicom Group Inc.

Communication Services
-461
- 3.58%
$69.22 - $79.77 $31.9K - $36.8K
12.4K $893K
MDT
Medtronic PLC

Healthcare
-1.18K
- 4.67%
$80.68 - $88.86 $94.9K - $104K
24K $2.09M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-14.9K
- 17.54%
$19.6 - $24.44 $292K - $364K
70K $1.71M
EQIX
Equinix Inc

Real Estate
-84
- 1.86%
$740.07 - $914.43 $62.2K - $76.8K
4.44K $3.53M
PAYX
Paychex Inc

Industrials
-487
- 5.36%
$137.01 - $159.78 $66.7K - $77.8K
8.6K $1.25M
INTU
Intuit Inc

Technology
-727
- 29.82%
$544.07 - $787.63 $396K - $573K
1.71K $1.35M
CPT
Camden Property Trust

Real Estate
-12
- 0.08%
$106.53 - $122.8 $1.28K - $1.47K
14.5K $1.64M
GILD
Gilead Sciences, Inc.

Healthcare
-1.16K
- 16.74%
$96.91 - $113.0 $112K - $131K
5.76K $639K
AON
Aon PLC

Financial Services
-171
- 10.08%
$335.85 - $398.81 $57.4K - $68.2K
1.53K $544K
FDX
Fedex Corp

Industrials
-140
- 2.5%
$198.07 - $245.17 $27.7K - $34.3K
5.45K $1.24M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-899
- 3.49%
$121.58 - $136.74 $109K - $123K
24.8K $3.37M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.58K
- 7.96%
$47.02 - $47.83 $121K - $123K
29.8K $1.43M
DHI
Horton D R Inc

Consumer Cyclical
-1.35K
- 3.99%
$115.1 - $129.63 $156K - $175K
32.5K $4.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.75K
- 9.87%
$24.32 - $27.87 $66.8K - $76.5K
25.1K $664K
UPS
United Parcel Service Inc

Industrials
-783
- 24.94%
$91.92 - $110.2 $72K - $86.3K
2.36K $237K
SHW
Sherwin Williams CO

Basic Materials
-99
- 0.82%
$313.51 - $363.51 $31K - $36K
11.9K $4.09M
IEMG
Ishares Inc

ETFs
-1.9K
- 5.07%
N/A
35.6K $1.91M
UL
Unilever PLC

Consumer Defensive
-1.8K
- 28.72%
$57.9 - $65.43 $104K - $118K
4.47K $273K
SHV
Ishares Tr

ETFs
-901
- 18.38%
$110.06 - $110.46 $99.2K - $99.5K
4K $441K
FNDA
Schwab Fundamental U S Small C

ETFs
-3.99K
- 29.84%
$23.85 - $28.69 $95.3K - $115K
9.39K $269K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-73
- 13.57%
$483.07 - $625.6 $35.3K - $45.7K
465 $244K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.13K
- 27.49%
$20.42 - $25.3 $105K - $130K
13.5K $342K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-868
- 21.5%
$90.85 - $102.31 $78.9K - $88.8K
3.17K $319K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.19K
- 3.26%
$48.13 - $49.85 $57.4K - $59.5K
35.5K $1.74M
MRNA
Moderna, Inc.

Healthcare
-2K
- 6.93%
$23.65 - $28.54 $47.4K - $57.2K
26.9K $741K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-748
- 10.25%
$85.42 - $94.39 $63.9K - $70.6K
6.55K $614K
KMB
Kimberly Clark Corp

Consumer Defensive
-29
- 0.73%
$126.84 - $145.22 $3.68K - $4.21K
3.93K $507K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-640
- 20.79%
N/A
2.44K $209K
HUBB
Hubbell Inc

Industrials
-338
- 30.67%
$315.94 - $408.41 $107K - $138K
764 $312K
MSI
Motorola Solutions, Inc.

Technology
-37
- 1.9%
$394.72 - $440.39 $14.6K - $16.3K
1.91K $802K
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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