Ken Fisher Purchases in Q1 2025

Fisher Asset Management, LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXG
Ishares Global Fin'L ETF

ETFs
2.95K
+ 88.79%
$94.45 - $105.01 $278K - $309K
6.26K $645K
O
Realty Income Corp

Real Estate
5.61K
New
$51.67 - $58.49 $290K - $328K
5.61K $325K
VHT
Vanguard Health Care ETF

ETFs
1.17K
+ 108.23%
$254.06 - $273.83 $298K - $321K
2.25K $596K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.73K
New
$114.57 - $118.14 $313K - $323K
2.73K $322K
DGX
Quest Diagnostics Inc

Healthcare
2.35K
New
N/A
2.35K $321K
MCO
Moodys Corp

Financial Services
693
+ 147.13%
$437.8 - $527.48 $303K - $366K
1.16K $542K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
104
+ 0.02%
$39.95 - $42.5 $4.15K - $4.42K
585K $24.2M
DGRO
Ishares Core Dividend Growth E

ETFs
4.97K
New
$60.46 - $64.42 $301K - $320K
4.97K $307K
VGSH
Vanguard

ETFs
5.18K
+ 150.06%
$58.07 - $58.69 $301K - $304K
8.63K $506K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.33K
+ 112.5%
$91.45 - $91.75 $304K - $305K
6.29K $576K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.75K
New
$30.38 - $34.94 $266K - $306K
8.75K $299K
PHYS
Sprott Physical Gold Trust

Financial Services
12.2K
New
$20.25 - $24.06 $247K - $294K
12.2K $293K
DUK
Duke Energy Corp

Utilities
1.77K
+ 33.25%
$105.87 - $121.97 $187K - $216K
7.09K $864K
LHX
L3 Harris Technologies, Inc.

Industrials
1.38K
+ 90.45%
$194.65 - $222.86 $269K - $308K
2.91K $609K
AWK
American Water Works Company, Inc.

Utilities
1.96K
New
$121.01 - $149.31 $237K - $292K
1.96K $288K
HEFA
Ishares Currency Hedged Msci E

ETFs
7.93K
New
$34.83 - $37.52 $276K - $298K
7.93K $287K
VTV
Vanguard Value ETF

ETFs
1.54K
+ 27.57%
$167.73 - $179.21 $258K - $276K
7.13K $1.23M
VNQ
Vanguard Specialized Funds Van

ETFs
3.04K
+ 46.12%
$85.55 - $94.34 $260K - $287K
9.63K $871K
UCBI
United Community Banks Inc

Financial Services
9.68K
+ 0.92%
N/A
1.06M $31.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.28K
New
$121.0 - $142.28 $276K - $324K
2.28K $283K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.6K
New
$21.77 - $22.56 $274K - $284K
12.6K $282K
FNDA
Schwab Fundamental U S Small C

ETFs
10.3K
New
$26.87 - $30.99 $277K - $319K
10.3K $282K
IAU
Ishares Gold Trust

ETFs
2.8K
+ 27.31%
$49.74 - $58.96 $139K - $165K
13.1K $770K
AFL
Aflac Inc

Financial Services
1.8K
+ 23.39%
$100.99 - $111.19 $182K - $200K
9.49K $1.06M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.31K
New
$69.81 - $78.9 $231K - $261K
3.31K $258K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
774
New
$333.37 - $384.99 $258K - $298K
774 $258K
ARCC
Ares Capital Corp

Financial Services
11.4K
New
$21.28 - $23.81 $242K - $271K
11.4K $252K
VDE
Vanguard Energy ETF

ETFs
1.5K
+ 22.24%
$119.14 - $132.76 $178K - $199K
8.22K $1.07M
AGNC
Agnc Investment Corp.

Real Estate
25.5K
+ 170.0%
$9.12 - $10.54 $233K - $269K
40.5K $388K
ED
Consolidated Edison Inc

Utilities
2.26K
New
$88.0 - $110.59 $198K - $249K
2.26K $249K
ALKT
Alkami Technology, Inc.

Technology
9.35K
New
$23.76 - $37.53 $222K - $351K
9.35K $245K
ENB
Enbridge Inc

Energy
5.27K
+ 93.67%
$41.54 - $45.45 $219K - $239K
10.9K $482K
SITE
Site One Landscape Supply, Inc.

Industrials
12.2K
+ 10.18%
$120.25 - $147.7 $1.47M - $1.8M
132K $16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.74K
New
$48.06 - $53.73 $228K - $254K
4.74K $230K
IYH
Ishares Tr

ETFs
3.75K
New
$58.32 - $62.76 $219K - $236K
3.75K $228K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
10.8K
+ 26.16%
$12.89 - $15.19 $139K - $164K
52.1K $775K
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.33K
New
$28.11 - $32.0 $206K - $234K
7.33K $225K
PSA
Public Storage

Real Estate
751
New
$288.99 - $313.98 $217K - $236K
751 $224K
NRZ
New Residential Investment Corp.

Real Estate
30.9K
New
N/A
30.9K $224K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.18K
+ 105.87%
$53.6 - $58.97 $224K - $247K
8.13K $445K
LDOS
Leidos Holdings, Inc.

Technology
1.63K
New
$126.82 - $161.11 $207K - $263K
1.63K $220K
NEM
Newmont Corp

Basic Materials
4.55K
New
$37.79 - $48.39 $172K - $220K
4.55K $219K
FNF
Fidelity National Financial, Inc.

Financial Services
3.37K
New
$54.25 - $65.27 $183K - $220K
3.37K $219K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.3K
New
$50.39 - $50.66 $217K - $218K
4.3K $217K
TRP
Tc Energy Corp

Energy
4.56K
New
$44.29 - $49.27 $202K - $225K
4.56K $215K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.62K
+ 23.03%
$33.84 - $37.77 $156K - $174K
24.7K $897K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.23K
New
$162.48 - $175.37 $199K - $215K
1.23K $213K
DVY
Ishares Tr

ETFs
1.59K
New
$128.58 - $138.1 $204K - $219K
1.59K $213K
WEC
Wec Energy Group, Inc.

Utilities
1.95K
New
$92.12 - $108.98 $180K - $213K
1.95K $212K
Activity Summary
Buys All Purchases 520 New Holdings 118 Increased Positions 402 Sells All Sells 432 Reductions 432 Sold out 0 Options Calls 0 Puts 0
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