Hager Investment Management Services, LLC Reduced Holdings in Q1 2025

Hager Investment Management Services, LLC

  • $142 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-5.53K
- 12.99%
$167.43 - $244.7 $926K - $1.35M
37K $6.2M
MRVL
Marvell Technology, Inc.

Technology
-3.19K
- 5.62%
$61.57 - $126.06 $196K - $402K
53.5K $3.3M
NVDA
Nvidia Corp

Technology
-7.05K
- 10.96%
$106.98 - $149.43 $754K - $1.05M
57.3K $6.21M
AAPL
Apple Inc.

Technology
-3.33K
- 8.29%
$209.68 - $247.1 $697K - $822K
36.8K $8.17M
MSFT
Microsoft Corp

Technology
-1.49K
- 8.11%
$375.39 - $447.2 $559K - $666K
16.9K $6.33M
PLTR
Palantir Technologies Inc.

Technology
-20.1K
- 28.56%
$64.98 - $124.62 $1.31M - $2.51M
50.3K $4.25M
GOOGL
Alphabet Inc.

Communication Services
-527
- 1.87%
$154.33 - $206.19 $81.3K - $109K
27.7K $4.29M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-14.5K
- 61.67%
$47.79 - $59.89 $691K - $865K
8.98K $450K
TSLA
Tesla, Inc.

Consumer Cyclical
-256
- 6.89%
$222.15 - $428.22 $56.9K - $110K
3.46K $897K
CEG
Constellation Energy Corp

Utilities
-1.29K
- 11.21%
$201.63 - $347.44 $260K - $449K
10.2K $2.06M
EME
Emcor Group, Inc.

Industrials
-62
- 1.12%
$361.16 - $535.99 $22.4K - $33.2K
5.5K $2.03M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.13K
- 6.51%
$103.02 - $140.69 $116K - $159K
16.2K $1.71M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-2.1K
- 0.92%
$16.18 - $18.56 $34K - $39K
226K $3.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
-567
- 50.67%
$551.42 - $612.93 $313K - $348K
552 $308K
PRU
Prudential Financial Inc

Financial Services
-2.17K
- 18.42%
$105.04 - $122.33 $228K - $265K
9.61K $1.07M
EQIX
Equinix Inc

Real Estate
-138
- 12.42%
$803.0 - $959.97 $111K - $132K
973 $793K
CAT
Caterpillar Inc

Industrials
-143
- 2.47%
$326.75 - $407.63 $46.7K - $58.3K
5.64K $1.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-400
- 41.84%
$507.05 - $563.67 $203K - $225K
556 $285K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-442
- 28.17%
$360.07 - $417.26 $159K - $184K
1.13K $406K
ADBE
Adobe Inc.

Technology
-429
- 59.34%
$377.84 - $464.11 $162K - $199K
294 $112K
MRK
Merck & Co., Inc.

Healthcare
-660
- 4.31%
$83.01 - $101.02 $54.8K - $66.7K
14.6K $1.31M
WMT
Walmart Inc.

Consumer Defensive
-1.19K
- 3.02%
$84.5 - $105.05 $101K - $125K
38.2K $3.36M
ALB
Albemarle Corp

Basic Materials
-929
- 20.29%
$69.95 - $97.49 $65K - $90.6K
3.65K $262K
ORCC
Owl Rock Capital Corp

Financial Services
-8.94K
- 58.28%
N/A
6.4K $85K
V
Visa Inc.

Financial Services
-956
- 15.32%
$306.92 - $362.71 $293K - $347K
5.28K $1.85M
CMI
Cummins Inc

Industrials
-267
- 47.51%
$312.92 - $386.07 $83.5K - $103K
295 $92K
LMT
Lockheed Martin Corp

Industrials
-41
- 2.1%
$423.19 - $506.29 $17.4K - $20.8K
1.91K $852K
ROK
Rockwell Automation, Inc

Industrials
-80
- 3.88%
$255.29 - $303.75 $20.4K - $24.3K
1.98K $512K
WGO
Winnebago Industries Inc

Consumer Cyclical
-305
- 6.73%
$34.4 - $49.81 $10.5K - $15.2K
4.23K $145K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-129
- 4.88%
$168.84 - $202.89 $21.8K - $26.2K
2.52K $442K
FSLR
First Solar, Inc.

Technology
-195
- 28.47%
$126.34 - $197.73 $24.6K - $38.6K
490 $61K
ITRI
Itron, Inc.

Technology
-520
- 83.87%
$92.6 - $110.29 $48.2K - $57.4K
100 $10K
PG
Procter & Gamble CO

Consumer Defensive
-358
- 17.58%
$158.56 - $176.26 $56.8K - $63.1K
1.68K $285K
MTN
Vail Resorts Inc

Consumer Cyclical
-268
- 61.33%
$153.58 - $184.72 $41.2K - $49.5K
169 $27K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-743
- 6.47%
$30.46 - $36.6 $22.6K - $27.2K
10.7K $327K
JPM
Jpmorgan Chase & CO

Financial Services
-529
- 3.68%
$225.19 - $279.95 $119K - $148K
13.9K $3.4M
ENR
Energizer Holdings, Inc.

Industrials
-1.01K
- 34.63%
$29.28 - $35.79 $29.7K - $36.3K
1.91K $57K
SYY
Sysco Corp

Consumer Defensive
-490
- 74.81%
$70.0 - $77.13 $34.3K - $37.8K
165 $12K
QCOM
Qualcomm Inc

Technology
-178
- 12.19%
$151.94 - $175.86 $27K - $31.3K
1.28K $196K
ENB
Enbridge Inc

Energy
-690
- 29.61%
$41.54 - $45.45 $28.7K - $31.4K
1.64K $72K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 3.37%
$468.34 - $539.52 $7.03K - $8.09K
430 $201K
TFX
Teleflex Inc

Healthcare
-40
- 9.3%
$130.79 - $183.66 $5.23K - $7.35K
390 $53K
MET
Metlife Inc

Financial Services
-220
- 7.15%
$77.7 - $87.0 $17.1K - $19.1K
2.86K $229K
DGX
Quest Diagnostics Inc

Healthcare
-154
- 7.51%
N/A
1.9K $260K
PEP
Pepsico Inc

Consumer Defensive
-120
- 11.04%
$142.64 - $156.42 $17.1K - $18.8K
967 $144K
CMCSA
Comcast Corp

Communication Services
-359
- 3.91%
$33.19 - $38.23 $11.9K - $13.7K
8.82K $325K
NOW
Service Now, Inc.

Technology
-14
- 63.64%
$783.83 - $1170.39 $11K - $16.4K
8 $6K
BDX
Becton Dickinson & CO

Healthcare
-83
- 10.43%
$222.79 - $249.08 $18.5K - $20.7K
713 $163K
GD
General Dynamics Corp

Industrials
-76
- 10.53%
$241.94 - $272.58 $18.4K - $20.7K
646 $176K
Activity Summary
Buys All Purchases 95 New Holdings 34 Increased Positions 61 Sells All Sells 96 Reductions 94 Sold out 2 Options Calls 0 Puts 0
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