Lebenthal Global Advisors, LLC Incresed Positions in Q2 2025

Lebenthal Global Advisors, LLC

  • $523 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
690
+ 8.27%
$34.39 - $47.46 $23.7K - $32.7K
9.04K $427K
KMI
Kinder Morgan, Inc.

Energy
1.94K
+ 8.87%
$25.21 - $29.4 $48.9K - $57K
23.8K $699K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
66
+ 10.84%
$456.74 - $568.03 $30.1K - $37.5K
675 $383K
AMGN
Amgen Inc

Healthcare
824
+ 16.24%
$262.28 - $309.85 $216K - $255K
5.9K $1.65M
TOL
Toll Brothers, Inc.

Consumer Cyclical
151
+ 3.13%
$90.5 - $114.3 $13.7K - $17.3K
4.97K $567K
PARA
Paramount Global

Communication Services
406
+ 0.72%
$10.65 - $12.9 $4.32K - $5.24K
56.6K $730K
NSC
Norfolk Southern Corp

Industrials
27
+ 1.19%
$206.34 - $257.46 $5.57K - $6.95K
2.29K $585K
BHC
Bausch Health Companies Inc.

Healthcare
4.47K
+ 7.62%
$4.32 - $6.66 $19.3K - $29.8K
63.1K $420K
UWMC
Uwm Holdings Corp

Financial Services
43K
+ 40.72%
$3.94 - $5.79 $169K - $249K
148K $614K
NEE
Nextera Energy Inc

Utilities
722
+ 8.16%
$64.11 - $75.0 $46.3K - $54.2K
9.57K $664K
ELV
Elevance Health, Inc.

Healthcare
238
+ 18.21%
$372.27 - $452.69 $88.6K - $108K
1.55K $600K
T
At&T Inc.

Communication Services
724
+ 6.27%
$26.33 - $28.94 $19.1K - $21K
12.3K $355K
XOM
Exxon Mobil Corp

Energy
1.24K
+ 12.99%
$99.93 - $119.04 $124K - $148K
10.8K $1.17M
TRV
Travelers Companies, Inc.

Financial Services
95
+ 10.63%
$233.83 - $276.34 $22.2K - $26.3K
989 $264K
JNJ
Johnson & Johnson

Healthcare
432
+ 14.43%
$146.36 - $159.82 $63.2K - $69K
3.43K $523K
VZ
Verizon Communications Inc

Communication Services
1.01K
+ 10.22%
$41.67 - $45.62 $42.1K - $46.1K
10.9K $471K
CRSR
Corsair Gaming, Inc.

Technology
93
+ 0.31%
$5.79 - $9.7 $538 - $902
30K $283K
DGX
Quest Diagnostics Inc

Healthcare
87
+ 3.91%
N/A
2.31K $317K
PG
Procter & Gamble CO

Consumer Defensive
438
+ 8.24%
$157.66 - $172.39 $69.1K - $75.5K
5.76K $917K
SO
Southern CO

Utilities
119
+ 0.82%
$84.91 - $92.56 $10.1K - $11K
14.7K $1.35M
MCD
Mcdonalds Corp

Consumer Cyclical
63
+ 9.43%
$285.55 - $321.23 $18K - $20.2K
731 $213K
VUSB
Vanguard Bd Index Fds
33.5K
+ 145.48%
N/A
56.6K $0
Arista Networks Inc
9.45K
+ 96.33%
N/A
19.3K $0
Jacobs Solutions Inc
1.09K
+ 20.33%
N/A
6.43K $0
Blackrock Inc
29
+ 1.96%
N/A
1.51K $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
91
+ 1.76%
$167.22 - $212.42 $15.2K - $19.3K
5.26K $1.04M
ZTS
Zoetis Inc.

Healthcare
162
+ 4.33%
$144.41 - $170.3 $23.4K - $27.6K
3.9K $608K
AEP
American Electric Power CO Inc

Utilities
7
+ 0.26%
$98.59 - $109.11 $690 - $764
2.67K $277K
SHEL
Shell PLC

Energy
161
+ 1.46%
$59.75 - $73.05 $9.62K - $11.8K
11.2K $790K
PFE
Pfizer Inc

Healthcare
180
+ 0.6%
$21.59 - $24.84 $3.89K - $4.47K
30.3K $734K
DD
Du Pont De Nemours, Inc.

Basic Materials
246
+ 2.7%
$55.13 - $75.25 $13.6K - $18.5K
9.36K $642K
BP
Bp PLC

Energy
281
+ 1.03%
$26.11 - $33.81 $7.34K - $9.5K
27.5K $822K
DVN
Devon Energy Corp

Energy
1.83K
+ 6.5%
$26.8 - $37.92 $48.9K - $69.2K
29.9K $951K
TMUS
T Mobile Us, Inc.

Communication Services
190
+ 3.58%
$220.99 - $268.54 $42K - $51K
5.5K $1.31M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
65
+ 2.28%
$225.56 - $335.19 $14.7K - $21.8K
2.92K $692K
BMY
Bristol Myers Squibb CO

Healthcare
544
+ 3.94%
$44.12 - $59.6 $24K - $32.4K
14.3K $663K
Activity Summary
Buys All Purchases 120 New Holdings 33 Increased Positions 87 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 2 Puts 0
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