Harrell Investment Partners, LLC Incresed Positions in Q1 2025

Harrell Investment Partners, LLC

  • $337 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
25.5K
+ 91.15%
$88.3 - $107.83 $2.26M - $2.75M
53.6K $4.77B
CVX
Chevron Corp

Energy
4.57K
+ 49.33%
$146.71 - $167.97 $671K - $768K
13.8K $2.32B
CME
Cme Group Inc.

Financial Services
467
+ 2.23%
$225.82 - $266.54 $105K - $124K
21.4K $5.68B
JNJ
Johnson & Johnson

Healthcare
404
+ 1.15%
$142.06 - $167.7 $57.4K - $67.8K
35.5K $5.88B
VTI
Vanguard Total Stock Market Et

ETFs
3.14K
+ 19.26%
$271.18 - $303.12 $850K - $951K
19.4K $5.34B
O
Realty Income Corp

Real Estate
4.43K
+ 6.64%
$51.67 - $58.49 $229K - $259K
71.1K $4.13B
DRI
Darden Restaurants Inc

Consumer Cyclical
347
+ 1.53%
$180.02 - $208.56 $62.5K - $72.4K
23K $4.79B
KO
Coca Cola CO

Consumer Defensive
4.1K
+ 16.91%
$60.81 - $72.32 $249K - $296K
28.3K $2.03B
EW
Edwards Lifesciences Corp

Healthcare
5.81K
+ 50.6%
$67.95 - $76.19 $395K - $443K
17.3K $1.25B
JPM
Jpmorgan Chase & CO

Financial Services
398
+ 0.75%
$225.19 - $279.95 $89.6K - $111K
53.6K $13.1B
XLP
Consumer Staples Sector Spdr

ETFs
1.83K
+ 2.42%
N/A
77.4K $6.32B
XOM
Exxon Mobil Corp

Energy
189
+ 0.66%
$105.44 - $118.93 $19.9K - $22.5K
28.7K $3.41B
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
+ 185.23%
$222.15 - $428.22 $307K - $591K
2.13K $551M
APD
Air Products & Chemicals, Inc.

Basic Materials
428
+ 2.65%
$283.24 - $338.07 $121K - $145K
16.6K $4.88B
META
Meta Platforms, Inc.

Communication Services
484
+ 5.61%
$576.36 - $736.67 $279K - $357K
9.1K $5.25B
UNP
Union Pacific Corp

Industrials
310
+ 2.24%
$225.21 - $254.42 $69.8K - $78.9K
14.1K $3.34B
LLY
Eli Lilly & CO

Healthcare
184
+ 34.46%
$725.72 - $929.72 $134K - $171K
718 $593M
PLTR
Palantir Technologies Inc.

Technology
1.63K
+ 59.32%
$64.98 - $124.62 $106K - $203K
4.38K $370M
ICE
Intercontinental Exchange, Inc.

Financial Services
14
+ 0.27%
$142.8 - $176.36 $2K - $2.47K
5.14K $887M
SHEL
Shell PLC

Energy
123
+ 1.37%
$62.84 - $73.29 $7.73K - $9.01K
9.07K $665M
JCI
Johnson Controls International PLC

Industrials
390
+ 0.85%
$76.12 - $90.6 $29.7K - $35.3K
46.5K $3.72B
WMT
Walmart Inc.

Consumer Defensive
3.63K
+ 3.59%
$84.5 - $105.05 $307K - $382K
105K $9.2B
TRGP
Targa Resources Corp.

Energy
33
+ 2.62%
$178.44 - $217.22 $5.89K - $7.17K
1.29K $259M
COP
Conocophillips

Energy
40
+ 1.23%
$88.6 - $105.85 $3.54K - $4.23K
3.3K $346M
IVE
Ishares S&P 500 Value ETF

ETFs
75
+ 7.09%
$185.78 - $198.58 $13.9K - $14.9K
1.13K $216M
CMCSA
Comcast Corp

Communication Services
1.44K
+ 1.53%
$33.19 - $38.23 $47.9K - $55.1K
95.5K $3.52B
ADI
Analog Devices Inc

Technology
805
+ 4.49%
$201.56 - $243.82 $162K - $196K
18.8K $3.78B
PEG
Public Service Enterprise Group Inc

Utilities
216
+ 0.71%
$78.2 - $90.39 $16.9K - $19.5K
30.7K $2.53B
MSI
Motorola Solutions, Inc.

Technology
1.22K
+ 5.06%
$411.73 - $482.1 $502K - $588K
25.3K $11.1B
RJF
Raymond James Financial Inc

Financial Services
13
+ 0.31%
$137.62 - $172.64 $1.79K - $2.24K
4.15K $577M
BBY
Best Buy CO Inc

Consumer Cyclical
475
+ 1.41%
$70.3 - $91.1 $33.4K - $43.3K
34.2K $2.52B
HD
Home Depot, Inc.

Consumer Cyclical
180
+ 0.87%
$347.25 - $424.87 $62.5K - $76.5K
20.8K $7.62B
XLY
Select Sector Spdr Consumer Di

ETFs
1.61K
+ 5.72%
$192.6 - $233.2 $310K - $375K
29.8K $5.88B
MRK
Merck & Co., Inc.

Healthcare
1.23K
+ 2.11%
$83.01 - $101.02 $102K - $124K
59.5K $5.34B
XLK
Technology Sector Spdr

ETFs
2.47K
+ 5.06%
$206.38 - $242.18 $510K - $598K
51.3K $10.6B
MSFT
Microsoft Corp

Technology
107
+ 0.31%
$375.39 - $447.2 $40.2K - $47.9K
34.9K $13.1B
AAPL
Apple Inc.

Technology
1.96K
+ 1.9%
$209.68 - $247.1 $411K - $484K
105K $23.4B
AVGO
Broadcom Inc.

Technology
2.84K
+ 3.14%
$167.43 - $244.7 $476K - $695K
93.4K $15.6B
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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