Ken Fisher Incresed Positions in Q1 2025

Fisher Asset Management, LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NU
Nu Holdings Ltd.

Financial Services
155K
+ 2.17%
$10.12 - $13.95 $1.57M - $2.16M
7.31M $74.8M
PM
Philip Morris International Inc.

Consumer Defensive
971
+ 6.56%
$117.15 - $158.79 $114K - $154K
15.8K $2.5M
MO
Altria Group, Inc.

Consumer Defensive
2.18K
+ 3.04%
$50.81 - $60.02 $111K - $131K
74.1K $4.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.1K
+ 54.72%
$27.01 - $28.54 $623K - $658K
65.2K $1.82M
WEX
Wex Inc.

Technology
13.7K
+ 16.58%
$148.29 - $186.78 $2.04M - $2.57M
96.6K $15.2M
SUZ
Suzano S.A.

Basic Materials
75.1K
+ 81.37%
$9.26 - $10.85 $696K - $815K
167K $1.56M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.52K
+ 120.04%
$64.88 - $72.1 $618K - $686K
17.5K $1.15M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.6K
+ 17.21%
$49.25 - $50.66 $623K - $640K
86.1K $4.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.02K
+ 41.5%
$74.85 - $84.89 $451K - $511K
20.5K $1.68M
PKI
Perkinelmer Inc

Healthcare
4.77K
+ 8.33%
N/A
62K $7.5M
GE
General Electric CO

Industrials
536
+ 3.89%
$168.59 - $212.13 $90.4K - $114K
14.3K $2.87M
RMD
Resmed Inc

Healthcare
3.43K
+ 7.97%
$219.7 - $257.65 $754K - $884K
46.5K $10.4M
FNB
Fnb Corp

Financial Services
107K
+ 16.09%
$13.08 - $15.95 $1.4M - $1.71M
774K $10.4M
OKE
Oneok Inc

Energy
5.72K
+ 41.05%
$89.57 - $109.85 $512K - $628K
19.6K $1.95M
PANW
Palo Alto Networks Inc

Technology
3.51K
+ 76.31%
$167.82 - $208.28 $588K - $730K
8.1K $1.38M
DAR
Darling Ingredients Inc.

Consumer Defensive
19.1K
+ 82.94%
$28.51 - $41.85 $545K - $801K
42.2K $1.32M
BKU
Bank United, Inc.

Financial Services
58.9K
+ 14.62%
$31.36 - $41.63 $1.85M - $2.45M
462K $15.9M
LGND
Ligand Pharmaceuticals Inc

Healthcare
6.87K
+ 6.82%
$105.14 - $122.23 $722K - $839K
108K $11.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.08K
+ 158.14%
$168.16 - $186.21 $518K - $573K
5.03K $858K
ADP
Automatic Data Processing Inc

Industrials
1.56K
+ 68.32%
$286.85 - $318.64 $447K - $496K
3.84K $1.17M
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.17K
+ 0.36%
$29.82 - $30.1 $154K - $155K
1.45M $43.8M
NNN
National Retail Properties, Inc.

Real Estate
6.49K
+ 5.42%
$38.0 - $43.19 $246K - $280K
126K $5.38M
IEMG
Ishares Inc

ETFs
8.86K
+ 114.18%
N/A
16.6K $891K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.25K
+ 51.42%
$308.86 - $455.36 $386K - $569K
3.68K $1.3M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
511
+ 0.16%
$30.51 - $32.85 $15.6K - $16.8K
329K $10.7M
INTC
Intel Corp

Technology
827
+ 0.5%
$19.1 - $27.39 $15.8K - $22.7K
167K $3.8M
VIG
Vanguard Dividend Appreciation

ETFs
2.51K
+ 67.06%
N/A
6.26K $1.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.84K
+ 132.19%
$73.78 - $76.59 $431K - $448K
10.3K $785K
EPD
Enterprise Products Partners L.P.

Energy
10.9K
+ 41.0%
$31.75 - $34.14 $345K - $371K
37.3K $1.27M
IQV
Iqvia Holdings Inc.

Healthcare
4.23K
+ 26.94%
$176.3 - $209.96 $746K - $888K
19.9K $3.51M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.42K
+ 101.62%
$50.44 - $58.1 $425K - $489K
16.7K $860K
NIO
Nio Inc.

Consumer Cyclical
127K
+ 75.3%
$3.75 - $5.22 $476K - $663K
296K $1.13M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.93K
+ 6.28%
$35.35 - $42.74 $103K - $125K
49.5K $2.05M
TJX
Tjx Companies Inc

Consumer Cyclical
2.7K
+ 31.87%
$112.81 - $126.16 $305K - $341K
11.2K $1.36M
PLTR
Palantir Technologies Inc.

Technology
3.08K
+ 35.99%
$64.98 - $124.62 $200K - $384K
11.6K $981K
TTC
Toro CO

Industrials
5K
+ 116.89%
$71.86 - $87.28 $359K - $436K
9.27K $674K
IXG
Ishares Global Fin'L ETF

ETFs
2.95K
+ 88.79%
$94.45 - $105.01 $278K - $309K
6.26K $645K
VHT
Vanguard Health Care ETF

ETFs
1.17K
+ 108.23%
$254.06 - $273.83 $298K - $321K
2.25K $596K
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.33K
+ 112.5%
$91.45 - $91.75 $304K - $305K
6.29K $576K
VGSH
Vanguard

ETFs
5.18K
+ 150.06%
$58.07 - $58.69 $301K - $304K
8.63K $506K
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
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
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
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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