Grassi Investment Management Incresed Positions in Q1 2025

Grassi Investment Management

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
215
+ 0.27%
$725.72 - $929.72 $156K - $200K
79.7K $65.8M
UBER
Uber Technologies, Inc

Technology
15.6K
+ 15.93%
$63.17 - $81.49 $985K - $1.27M
114K $8.27M
VRT
Vertiv Holdings CO

Industrials
35.8K
+ 294.24%
N/A
47.9K $3.46M
PLD
Prologis, Inc.

Real Estate
1.75K
+ 0.69%
$103.59 - $124.04 $181K - $217K
256K $28.6M
VST
Vistra Corp.

Utilities
9.7K
+ 349.55%
$108.49 - $191.89 $1.05M - $1.86M
12.5K $1.47M
Dell Inc
17.3K
+ 74.61%
N/A
40.5K $3.69M
SHOP
Shopify Inc.

Technology
11.5K
+ 32.76%
$90.59 - $129.31 $1.04M - $1.48M
46.4K $4.43M
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 4.91%
$890.62 - $1076.86 $225K - $272K
5.41K $5.12M
UNH
Unitedhealth Group Inc

Healthcare
565
+ 71.97%
$461.52 - $548.18 $261K - $310K
1.35K $707K
XLV
Select Sector Spdr Fund Health

ETFs
25
+ 0.13%
$137.61 - $149.68 $3.44K - $3.74K
19.2K $2.8M
NVO
Novo Nordisk A S

Healthcare
2.07K
+ 82.8%
$69.3 - $90.95 $143K - $188K
4.57K $317K
Berkshire Hath.
41
+ 5.65%
N/A
767 $408K
Amplify Cybersecurity
810
+ 15.73%
N/A
5.96K $428K
AIQ
Global X Funds Global X Artifi

ETFs
1.9K
+ 9.02%
$36.54 - $42.77 $69.4K - $81.3K
23K $835K
XLF
Financial Sector Spdr

ETFs
10
+ 0.09%
$47.32 - $52.19 $473 - $522
11.4K $568K
META
Meta Platforms, Inc.

Communication Services
50
+ 3.25%
$576.74 - $736.67 $28.8K - $36.8K
1.59K $916K
DVY
Ishares Tr

ETFs
7
+ 0.21%
$128.58 - $138.1 $900 - $967
3.33K $447K
XLC
Select Sector Spdr Tr Communic

ETFs
100
+ 1.9%
$94.84 - $105.31 $9.48K - $10.5K
5.36K $517K
WYNN
Wynn Resorts LTD

Consumer Cyclical
150
+ 4.24%
$77.0 - $93.47 $11.6K - $14K
3.69K $308K
ASML
Asml Holding Nv

Technology
20
+ 5.0%
$662.63 - $776.99 $13.3K - $15.5K
420 $278K
CLNE
Clean Energy Fuels Corp.

Energy
15K
+ 63.83%
$1.57 - $3.57 $23.6K - $53.6K
38.5K $60K
Vanguard Wellington
19
+ 0.58%
N/A
3.31K $239K
Vanguard Well Fund
28
+ 0.58%
N/A
4.85K $203K
PANW
Palo Alto Networks Inc

Technology
490
+ 6.19%
$167.82 - $208.28 $82.2K - $102K
8.4K $1.43M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.08%
$408.78 - $448.82 $409 - $449
1.18K $495K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.25%
$522.96 - $601.18 $523 - $601
404 $215K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.0%
$128.78 - $141.67 $129 - $142
23K $3.02M
IWM
Ishares Russell 2000 ETF

ETFs
290
+ 4.52%
$198.1 - $229.79 $57.4K - $66.6K
6.71K $1.34M
SPG
Simon Property Group Inc

Real Estate
55
+ 0.25%
$159.48 - $187.78 $8.77K - $10.3K
22K $3.66M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.02%
$192.6 - $233.2 $193 - $233
5.99K $1.18M
SNOW
Snowflake Inc.

Technology
2.58K
+ 3.28%
$146.16 - $192.78 $377K - $497K
81.3K $11.9M
WDAY
Workday, Inc.

Technology
50
+ 0.37%
$233.53 - $277.82 $11.7K - $13.9K
13.5K $3.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.22%
$468.34 - $539.52 $11.7K - $13.5K
11.3K $5.28M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 2.6%
$222.15 - $428.22 $22.2K - $42.8K
3.94K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
450
+ 1.26%
$347.25 - $424.87 $156K - $191K
36.3K $13.3M
Merck & CO Inc
1.15K
+ 1.11%
N/A
105K $9.41M
GOOGL
Alphabet Inc.

Communication Services
2.53K
+ 4.82%
$154.33 - $206.19 $390K - $521K
55K $8.51M
CRM
Salesforce, Inc.

Technology
1.35K
+ 4.2%
$268.36 - $359.95 $362K - $486K
33.5K $8.99M
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 1.47%
$190.26 - $242.06 $196K - $249K
70.9K $13.5M
AMD
Advanced Micro Devices Inc

Technology
2.85K
+ 2.02%
$96.63 - $129.55 $275K - $369K
144K $14.8M
Broadcom LTD
1.38K
+ 0.51%
N/A
274K $45.8M
Activity Summary
Buys All Purchases 43 New Holdings 1 Increased Positions 42 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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