Lgl Partners, LLC Purchases and Sells in Q1 2025

Lgl Partners, LLC

$200 Million
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	3 + 300.0%	$663000.0 - $801950.0 $1.99M - $2.41M	4 $3.19M
IEFA	2.19K + 6.95%	$69.57 - $78.65 $153K - $172K	33.8K $2.55M
RSP	593 + 6.42%	$169.43 - $182.84 $100K - $108K	9.82K $1.7M
MLPA	290 + 1.78%	$49.83 - $54.53 $14.5K - $15.8K	16.6K $881K
EQT	33 + 0.33%	$46.16 - $54.25 $1.52K - $1.79K	10K $535K
WST	385 + 59.14%	$199.11 - $347.87 $76.7K - $134K	1.04K $231K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PHR	27.3K New	$21.97 - $30.01 $601K - $821K	27.3K $699K
IBM	2.67K New	$217.4 - $264.74 $580K - $706K	2.67K $663K
GPN	6.56K New	$92.18 - $113.03 $605K - $742K	6.56K $642K
BIL	5.5K New	$91.45 - $91.75 $503K - $505K	5.5K $504K
C	3.09K New	$67.23 - $84.63 $207K - $261K	3.09K $219K
LINDE PLC	434 New	N/A	434 $0

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-463K - 99.61%	$507.05 - $563.67 $235M - $261M	1.81K $928K
IVV	-66.9K - 60.97%	$554.06 - $615.85 $37.1M - $41.2M	42.8K $24.1M
DGRO	-208K - 67.12%	$60.46 - $64.42 $12.6M - $13.4M	102K $6.3M
SPY	-12.1K - 10.89%	$551.42 - $612.93 $6.65M - $7.4M	98.7K $55.2M
QQQ	-11.6K - 36.23%	$468.34 - $539.52 $5.44M - $6.27M	20.5K $9.59M
AAPL	-20.4K - 94.86%	$209.68 - $247.1 $4.28M - $5.04M	1.11K $245K

Activity Summary All Purchases 23 New Holdings 6 Increased Positions 17 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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