Headinvest, LLC Sells in Q2 2025

Headinvest, LLC

  • $455 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-69
- 1.18%
$340.0 - $420.68 $23.5K - $29K
5.79K $2.24M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-750
- 2.7%
$22.15 - $23.69 $16.6K - $17.8K
27K $639K
SYY
Sysco Corp

Consumer Defensive
-58
- 1.62%
$68.0 - $75.91 $3.94K - $4.4K
3.53K $267K
VGSH
Vanguard

ETFs
-45
- 0.14%
$58.32 - $58.95 $2.62K - $2.65K
31.4K $1.84M
XLF
Financial Sector Spdr

ETFs
-885
- 4.92%
$43.92 - $52.37 $38.9K - $46.3K
17.1K $895K
KRE
Spdr S&P Regional Banking ETF

ETFs
-350
- 4.31%
$48.81 - $59.48 $17.1K - $20.8K
7.77K $461K
Kenvue Inc
-1.32K
- 3.08%
N/A
41.5K $0
Linde PLC
-2.34K
- 14.72%
N/A
13.5K $0
Ge Vernova Inc
-85
- 6.63%
N/A
1.2K $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-36
- 0.74%
$69.8 - $85.28 $2.51K - $3.07K
4.85K $401K
DGRO
Ishares Core Dividend Growth E

ETFs
-19
- 0.24%
$55.22 - $63.94 $1.05K - $1.21K
7.77K $496K
MS
Morgan Stanley

Financial Services
-167
- 9.01%
$99.83 - $140.86 $16.7K - $23.5K
1.69K $237K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-158
- 4.19%
$57.41 - $74.81 $9.07K - $11.8K
3.61K $268K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-240
- 8.14%
$113.67 - $150.4 $27.3K - $36.1K
2.71K $407K
ADI
Analog Devices Inc

Technology
-258
- 9.29%
$164.6 - $238.02 $42.5K - $61.4K
2.52K $599K
RTX
Raytheon Technologies Corp

Industrials
-244
- 4.34%
$113.75 - $148.48 $27.8K - $36.2K
5.37K $784K
SNPS
Synopsys Inc

Technology
-27
- 3.38%
$380.9 - $517.66 $10.3K - $14K
773 $396K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 2.11%
$320.42 - $424.58 $6.73K - $8.92K
972 $412K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.5K
- 4.24%
$51.16 - $62.02 $128K - $155K
56.6K $3.51M
NVS
Novartis Ag

Healthcare
-807
- 4.56%
$101.96 - $121.01 $82.3K - $97.7K
16.9K $2.04M
TT
Trane Technologies PLC

Industrials
-69
- 6.17%
$315.21 - $437.41 $21.7K - $30.2K
1.05K $459K
VGT
Vanguard Information Technolog

ETFs
-30
- 3.11%
$470.37 - $663.28 $14.1K - $19.9K
936 $620K
PWR
Quanta Services, Inc.

Industrials
-60
- 5.98%
$239.47 - $381.26 $14.4K - $22.9K
944 $356K
IBM
International Business Machines Corp

Technology
-363
- 7.31%
$221.03 - $294.78 $80.2K - $107K
4.6K $1.36M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-65
- 2.89%
$141.37 - $228.57 $9.19K - $14.9K
2.19K $495K
CRWD
Crowd Strike Holdings, Inc.

Technology
-2
- 0.24%
$321.63 - $509.31 $643 - $1.02K
838 $426K
CDNS
Cadence Design Systems Inc

Technology
-25
- 0.97%
$231.64 - $323.08 $5.79K - $8.08K
2.55K $787K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-350
- 0.99%
$22.27 - $29.21 $7.79K - $10.2K
34.8K $1.02M
GE
General Electric CO

Industrials
-270
- 7.04%
$166.81 - $257.39 $45K - $69.5K
3.56K $917K
GS
Goldman Sachs Group Inc

Financial Services
-13
- 1.3%
$462.22 - $707.75 $6.01K - $9.2K
986 $697K
AVGO
Broadcom Inc.

Technology
-705
- 20.52%
$146.29 - $275.65 $103K - $194K
2.73K $752K
AMD
Advanced Micro Devices Inc

Technology
-126
- 1.96%
$78.21 - $143.81 $9.85K - $18.1K
6.3K $893K
IDXX
Idexx Laboratories Inc

Healthcare
-1.38K
- 16.17%
$361.04 - $536.34 $500K - $742K
7.18K $3.85M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.25K
- 6.8%
$167.32 - $223.3 $210K - $280K
17.2K $3.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.52K
- 2.48%
$39.89 - $49.46 $100K - $124K
99K $4.9M
KLAC
Kla Corp

Technology
-18
- 1.15%
$576.53 - $902.94 $10.4K - $16.3K
1.54K $1.38M
VTI
Vanguard Total Stock Market Et

ETFs
-3.19K
- 6.59%
$243.75 - $303.93 $778K - $970K
45.2K $13.8M
AXP
American Express CO

Financial Services
-3.46K
- 10.62%
$231.39 - $318.98 $799K - $1.1M
29.1K $9.28M
ETN
Eaton Corp PLC

Industrials
-744
- 7.91%
$246.52 - $356.99 $183K - $266K
8.66K $3.09M
EMR
Emerson Electric CO

Industrials
-3.26K
- 5.64%
$94.15 - $133.33 $307K - $435K
54.5K $7.26M
NVDA
Nvidia Corp

Technology
-2.68K
- 8.53%
$94.31 - $157.99 $253K - $423K
28.7K $4.54M
INTU
Intuit Inc

Technology
-1.96K
- 12.36%
$544.07 - $787.63 $1.07M - $1.54M
13.9K $10.9M
ORCL
Oracle Corp

Technology
-7.55K
- 15.89%
$122.82 - $218.63 $927K - $1.65M
40K $8.73M
MSFT
Microsoft Corp

Technology
-8.04K
- 15.96%
$354.56 - $497.45 $2.85M - $4M
42.3K $21M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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