Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Sells in Q2 2025

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • $574 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-84.6K
- 23.59%
$152.93 - $181.74 $12.9M - $15.4M
274K $49.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-294K
- 29.14%
$35.77 - $42.27 $10.5M - $12.4M
716K $30.3M
TPL
Texas Pacific Land Corp

Energy
-5.54K
- 40.25%
$1036.28 - $1430.55 $5.74M - $7.92M
8.22K $8.68M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-67.2K
- 35.35%
$114.78 - $133.31 $7.71M - $8.96M
123K $16.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15.9K
- 34.94%
$468.22 - $566.51 $7.44M - $9M
29.6K $16.8M
HDV
Ishares Core High Dividend ETF

ETFs
-47.8K
- 35.87%
$108.41 - $120.51 $5.18M - $5.75M
85.4K $10M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-57.8K
- 47.61%
$90.56 - $109.49 $5.24M - $6.33M
63.6K $6.96M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-38.5K
- 38.69%
$121.58 - $136.74 $4.69M - $5.27M
61.1K $8.29M
BAC
Bank Of America Corp

Financial Services
-148K
- 38.59%
$34.39 - $47.46 $5.09M - $7.03M
236K $11.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-92.3K
- 8.14%
$29.82 - $30.19 $2.75M - $2.79M
1.04M $31.4M
VEA
Vanguard Ftse Developed Market

ETFs
-46.7K
- 48.05%
$45.65 - $57.01 $2.13M - $2.66M
50.5K $2.88M
VXF
Vanguard Extended Market ETF

ETFs
-11K
- 59.32%
$150.43 - $192.71 $1.65M - $2.11M
7.51K $1.45M
AAPL
Apple Inc.

Technology
-83
- 0.09%
$172.42 - $223.89 $14.3K - $18.6K
90.8K $18.6M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-27.2K
- 61.67%
$43.28 - $50.37 $1.18M - $1.37M
16.9K $847K
XOM
Exxon Mobil Corp

Energy
-6.23K
- 12.79%
$99.93 - $119.04 $623K - $742K
42.5K $4.58M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-10.7K
- 59.51%
$97.18 - $113.06 $1.04M - $1.21M
7.3K $825K
CVX
Chevron Corp

Energy
-6.19K
- 80.33%
$133.73 - $168.51 $828K - $1.04M
1.52K $217K
IBB
Ishares Biotechnology ETF

ETFs
-6.33K
- 68.1%
$112.02 - $129.0 $709K - $817K
2.97K $375K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-16.3K
- 32.39%
$51.28 - $64.94 $837K - $1.06M
34.1K $2.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.22K
- 2.68%
$24.32 - $27.87 $224K - $257K
334K $8.86M
DGRO
Ishares Core Dividend Growth E

ETFs
-18.2K
- 9.02%
$55.22 - $63.94 $1.01M - $1.17M
184K $11.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.05%
$483.48 - $539.8 $3.38K - $3.78K
14.3K $6.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.5K
- 35.2%
$39.89 - $49.46 $577K - $716K
26.6K $1.32M
RRC
Range Resources Corp

Energy
-13.7K
- 24.5%
$32.1 - $43.23 $438K - $590K
42.1K $1.71M
FANG
Diamondback Energy, Inc.

Energy
-1.72K
- 14.29%
$119.25 - $161.49 $205K - $278K
10.3K $1.42M
CUBE
Cube Smart

Real Estate
-10.7K
- 32.6%
$35.88 - $43.68 $382K - $465K
22K $935K
EOG
Eog Resources Inc

Energy
-3.11K
- 35.9%
$104.61 - $129.97 $325K - $404K
5.55K $663K
PLD
Prologis, Inc.

Real Estate
-3.46K
- 36.88%
$89.76 - $112.34 $310K - $388K
5.91K $621K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9K
- 7.17%
$51.68 - $52.76 $465K - $475K
117K $6.15M
DMLP
Dorchester Minerals, L.P.

Energy
-11.3K
- 27.6%
$26.77 - $30.37 $301K - $342K
29.5K $822K
CRGY
Crescent Energy CO

Energy
-23.8K
- 33.19%
$7.29 - $11.18 $174K - $266K
47.9K $412K
PCH
Potlatchdeltic Corp

Real Estate
-5.91K
- 26.88%
$37.16 - $44.86 $220K - $265K
16.1K $616K
WY
Weyerhaeuser CO

Real Estate
-9.92K
- 31.96%
$24.69 - $29.48 $245K - $292K
21.1K $542K
JOE
St Joe CO

Real Estate
-7.97K
- 33.28%
$40.82 - $49.27 $325K - $392K
16K $761K
OVV
Ovintiv Inc.

Energy
-5.91K
- 27.59%
$31.18 - $44.14 $184K - $261K
15.5K $590K
WMB
Williams Companies, Inc.

Energy
-5.96K
- 21.69%
$54.33 - $62.87 $324K - $375K
21.5K $1.35M
XLF
Financial Sector Spdr

ETFs
-10.1K
- 10.27%
$43.92 - $52.37 $444K - $530K
88.4K $4.63M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-6K
- 36.37%
$48.22 - $60.41 $289K - $362K
10.5K $627K
JNJ
Johnson & Johnson

Healthcare
-39
- 0.21%
$146.36 - $159.82 $5.71K - $6.23K
18.9K $2.89M
ALEX
Alexander & Baldwin, Inc.

Real Estate
-15.2K
- 28.81%
$16.0 - $18.38 $244K - $280K
37.7K $671K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.62K
- 29.96%
$101.91 - $134.83 $165K - $218K
3.78K $475K
FNF
Fidelity National Financial, Inc.

Financial Services
-300
- 1.49%
$53.62 - $66.59 $16.1K - $20K
19.9K $1.12M
SLG
Sl Green Realty Corp

Real Estate
-3.79K
- 32.83%
$47.9 - $65.94 $181K - $250K
7.75K $479K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.68K
- 10.07%
$69.8 - $85.28 $187K - $229K
23.9K $1.99M
SJNK
Spdr Bloomberg Short Term High

ETFs
-10.8K
- 3.35%
$24.12 - $25.48 $261K - $276K
312K $7.95M
PAYX
Paychex Inc

Industrials
-18
- 0.1%
$137.01 - $159.78 $2.47K - $2.88K
18.5K $2.69M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.7K
- 20.77%
$44.37 - $50.04 $120K - $135K
10.3K $489K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 11.73%
$81.66 - $93.76 $147K - $168K
13.5K $1.27M
ALCO
Alico, Inc.

Consumer Defensive
-5.85K
- 35.01%
$28.31 - $32.68 $165K - $191K
10.9K $354K
Activity Summary
Buys All Purchases 15 New Holdings 0 Increased Positions 15 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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