Hm Payson & CO Reduced Holdings in Q1 2025

Hm Payson & CO

  • $5.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EL
Estee Lauder Companies Inc

Consumer Defensive
-200
- 27.1%
$64.26 - $85.48 $12.9K - $17.1K
538 $35K
QCOM
Qualcomm Inc

Technology
-124
- 1.91%
$151.94 - $175.86 $18.8K - $21.8K
6.35K $975K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-658
- 11.14%
$74.85 - $84.89 $49.3K - $55.9K
5.25K $428K
IRT
Independence Realty Trust, Inc.

Real Estate
-1.08K
- 27.25%
$18.23 - $21.8 $19.8K - $23.6K
2.89K $61K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-4
- 1.75%
$314.47 - $431.35 $1.26K - $1.73K
225 $82K
DHIL
Diamond Hill Investment Group Inc

Financial Services
-50
- 8.12%
$142.84 - $156.59 $7.14K - $7.83K
566 $80K
FDN
First Tr Fd Dow Jones

ETFs
-29
- 7.23%
$221.38 - $266.86 $6.42K - $7.74K
372 $82K
TD
Toronto Dominion Bank

Financial Services
-1.79K
- 12.94%
$53.12 - $61.15 $95K - $109K
12K $720K
BDX
Becton Dickinson & CO

Healthcare
-559
- 1.07%
$222.79 - $249.08 $125K - $139K
51.7K $11.8M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-185
- 27.01%
$71.9 - $77.57 $13.3K - $14.4K
500 $37K
IAU
Ishares Gold Trust

ETFs
-375
- 33.01%
$49.74 - $58.96 $18.7K - $22.1K
761 $44K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-600
- 60.0%
$21.28 - $35.62 $12.8K - $21.4K
400 $14K
PRU
Prudential Financial Inc

Financial Services
-34
- 3.52%
$105.04 - $122.33 $3.57K - $4.16K
931 $103K
TDY
Teledyne Technologies Inc

Technology
-46
- 12.33%
$455.51 - $518.84 $21K - $23.9K
327 $162K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-150
- 37.5%
$47.25 - $67.02 $7.09K - $10.1K
250 $11K
DMLP
Dorchester Minerals, L.P.

Energy
-150
- 9.78%
$29.17 - $34.68 $4.38K - $5.2K
1.38K $41K
HYG
Ishares Tr

ETFs
-100
- 4.08%
$78.51 - $80.11 $7.85K - $8.01K
2.35K $185K
AXON
Axon Enterprise, Inc.

Industrials
-10
- 40.0%
$496.65 - $710.01 $4.97K - $7.1K
15 $7K
D
Dominion Energy, Inc

Utilities
-500
- 5.08%
$52.85 - $57.43 $26.4K - $28.7K
9.34K $523K
LIT
Global X Fds Global X Lithium

ETFs
-150
- 53.19%
$38.8 - $42.84 $5.82K - $6.43K
132 $5K
KD
Kyndryl Holdings, Inc.

Technology
-4
- 0.26%
$31.32 - $43.45 $125 - $174
1.52K $47K
SNPS
Synopsys Inc

Technology
-4
- 11.11%
$428.58 - $551.54 $1.71K - $2.21K
32 $13K
PRTA
Prothena Corp Public LTD CO

Healthcare
-200
- 25.0%
$12.38 - $16.04 $2.48K - $3.21K
600 $7K
FSLY
Fastly, Inc.

Technology
-325
- 50.0%
$6.33 - $10.92 $2.06K - $3.55K
325 $2K
OGN
Organon & Co.

Healthcare
-205
- 13.85%
$14.29 - $16.41 $2.93K - $3.36K
1.28K $18K
NDAQ
Nasdaq, Inc.

Financial Services
-49
- 73.13%
$72.17 - $83.76 $3.54K - $4.1K
18 $1K
ESS
Essex Property Trust, Inc.

Real Estate
-14
- 7.22%
N/A
180 $49K
GL
Globe Life Inc.

Financial Services
-143
- 16.96%
$111.2 - $131.72 $15.9K - $18.8K
700 $92K
ADSK
Autodesk, Inc.

Technology
-8
- 1.3%
N/A
608 $149K
RE
Everest Re Group LTD

Financial Services
-5
- 41.67%
N/A
7 $2K
MSTR
Microstrategy Inc

Technology
-5
- 9.09%
$239.27 - $396.5 $1.2K - $1.98K
50 $14K
OUNZ
Van Eck Merk Gold Trust

ETFs
-904
- 16.57%
$25.41 - $30.14 $23K - $27.2K
4.55K $137K
GPC
Genuine Parts CO

Consumer Cyclical
-64
- 2.02%
$115.91 - $129.02 $7.42K - $8.26K
3.1K $368K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-63
- 8.27%
$9.47 - $11.46 $597 - $722
699 $7K
NNN
National Retail Properties, Inc.

Real Estate
-50
- 23.26%
$38.0 - $43.19 $1.9K - $2.16K
165 $7K
Ge Healthcare Technologies I
-1.2K
- 3.55%
N/A
32.6K $0
ZIMV
Zim Vie Inc.

Healthcare
-19
- 65.52%
$10.8 - $15.22 $205 - $289
10 $0
Te Connectivity PLC
-61
- 1.81%
N/A
3.31K $0
Aptiv PLC
-65
- 1.71%
N/A
3.73K $0
Veralto Corp
-2.71K
- 38.8%
N/A
4.28K $0
Canadian Pacific Kansas City
-576
- 50.0%
N/A
576 $0
Viper Energy Inc
-200
- 10.0%
N/A
1.8K $0
Wk Kellogg CO
-66
- 50.0%
N/A
66 $0
Solventum Corp
-64
- 1.82%
N/A
3.46K $0
Arista Networks Inc
-47
- 1.09%
N/A
4.27K $0
MKC
Mccormick & CO Inc

Consumer Defensive
-285
- 6.84%
$71.24 - $84.73 $20.3K - $24.1K
3.88K $319K
NI
Nisource Inc.

Utilities
-179
- 4.59%
$35.57 - $41.23 $6.37K - $7.38K
3.72K $149K
EEM
Ishares Msci Emerging Markets

ETFs
-228
- 2.69%
$40.81 - $45.34 $9.3K - $10.3K
8.26K $360K
UNP
Union Pacific Corp

Industrials
-742
- 3.33%
$225.21 - $254.42 $167K - $189K
21.5K $5.08M
Activity Summary
Buys All Purchases 287 New Holdings 63 Increased Positions 224 Sells All Sells 248 Reductions 248 Sold out 0 Options Calls 0 Puts 0
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