Liberty One Investment Management, LLC Purchases in Q1 2025

Liberty One Investment Management, LLC

  • $975 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
457K
New
$58.36 - $67.72 $26.7M - $31M
457K $30.9M
T
At&T Inc.

Communication Services
1M
New
$21.56 - $28.28 $21.6M - $28.4M
1M $28.4M
UNH
Unitedhealth Group Inc

Healthcare
47.9K
+ 580.83%
$461.52 - $548.18 $22.1M - $26.3M
56.2K $29.4M
ETR
Entergy Corp

Utilities
85.7K
+ 2953.91%
$75.26 - $87.89 $6.45M - $7.53M
88.6K $7.57M
JNJ
Johnson & Johnson

Healthcare
8.21K
+ 4.4%
$142.06 - $167.7 $1.17M - $1.38M
195K $32.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
28.1K
+ 7.83%
$56.12 - $68.15 $1.57M - $1.91M
386K $26.2M
DPZ
Dominos Pizza Inc

Consumer Cyclical
10.4K
New
$402.33 - $489.71 $4.2M - $5.11M
10.4K $4.79M
KO
Coca Cola CO

Consumer Defensive
6.66K
+ 1.45%
$60.81 - $72.32 $405K - $482K
465K $33.3M
LNT
Alliant Energy Corp

Utilities
516
+ 0.1%
$56.66 - $66.04 $29.2K - $34.1K
539K $34.7M
MCD
Mcdonalds Corp

Consumer Cyclical
1.53K
+ 1.47%
$279.74 - $321.29 $428K - $492K
106K $33.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
422
+ 0.87%
$378.71 - $442.54 $160K - $187K
48.8K $21.2M
DOX
Amdocs LTD

Technology
6.71K
+ 3.17%
$82.21 - $92.02 $551K - $617K
218K $20M
PFE
Pfizer Inc

Healthcare
108K
+ 10.87%
$25.01 - $27.13 $2.7M - $2.93M
1.1M $27.9M
ELV
Elevance Health, Inc.

Healthcare
1.58K
+ 17.42%
$365.9 - $436.25 $579K - $690K
10.7K $4.64M
BAX
Baxter International Inc

Healthcare
18.6K
+ 16.15%
$29.26 - $36.57 $545K - $681K
134K $4.59M
AMGN
Amgen Inc

Healthcare
1.27K
+ 8.5%
$258.59 - $327.36 $327K - $414K
16.2K $5.03M
CVX
Chevron Corp

Energy
2.88K
+ 10.46%
$146.71 - $167.97 $423K - $484K
30.5K $5.09M
PG
Procter & Gamble CO

Consumer Defensive
2.77K
+ 1.57%
$158.56 - $176.26 $439K - $488K
179K $30.5M
TSN
Tyson Foods, Inc.

Consumer Defensive
7.43K
+ 9.95%
$54.27 - $63.81 $403K - $474K
82.1K $5.24M
MDT
Medtronic PLC

Healthcare
4.39K
+ 8.63%
$79.84 - $94.5 $350K - $415K
55.2K $4.96M
O
Realty Income Corp

Real Estate
8.68K
+ 11.2%
$51.67 - $58.49 $449K - $508K
86.2K $5M
DE
Deere & CO

Industrials
572
+ 5.3%
$408.57 - $509.27 $234K - $291K
11.4K $5.33M
TRV
Travelers Companies, Inc.

Financial Services
968
+ 4.77%
$232.43 - $265.13 $225K - $257K
21.3K $5.62M
PLD
Prologis, Inc.

Real Estate
4.09K
+ 10.38%
$103.59 - $124.04 $424K - $508K
43.5K $4.87M
FR
First Industrial Realty Trust Inc

Real Estate
6.85K
+ 8.07%
$48.46 - $57.99 $332K - $397K
91.8K $4.95M
AFL
Aflac Inc

Financial Services
1.89K
+ 3.88%
$100.99 - $111.19 $191K - $210K
50.6K $5.63M
CL
Colgate Palmolive CO

Consumer Defensive
4.27K
+ 7.73%
$85.68 - $97.5 $366K - $416K
59.5K $5.58M
HSY
Hershey CO

Consumer Defensive
2.35K
+ 10.1%
$144.74 - $186.36 $340K - $438K
25.6K $4.38M
TXN
Texas Instruments Inc

Technology
2.21K
+ 9.65%
N/A
25.1K $4.88M
EXR
Extra Space Storage Inc.

Real Estate
2.79K
+ 9.84%
$143.8 - $161.28 $402K - $450K
31.2K $4.63M
SYY
Sysco Corp

Consumer Defensive
11.1K
+ 3.39%
$70.0 - $77.13 $774K - $853K
337K $25.3M
TMUS
T Mobile Us, Inc.

Communication Services
1.3K
New
$211.3 - $272.83 $276K - $356K
1.3K $347K
AXON
Axon Enterprise, Inc.

Industrials
496
New
$496.65 - $710.01 $246K - $352K
496 $260K
INTU
Intuit Inc

Technology
584
+ 8.15%
$555.63 - $630.23 $324K - $368K
7.75K $4.76M
TJX
Tjx Companies Inc

Consumer Cyclical
1.72K
+ 4.18%
$112.81 - $126.16 $194K - $217K
42.8K $5.21M
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 1.27%
$890.62 - $1076.86 $61.5K - $74.3K
5.52K $5.22M
CEG
Constellation Energy Corp

Utilities
1.1K
New
$201.63 - $347.44 $221K - $381K
1.1K $220K
MRK
Merck & Co., Inc.

Healthcare
6.28K
+ 17.31%
$83.01 - $101.02 $521K - $634K
42.5K $3.82M
ISRG
Intuitive Surgical Inc

Healthcare
489
+ 35.64%
$476.63 - $610.45 $233K - $299K
1.86K $921K
SKX
Skechers Usa Inc

Consumer Cyclical
3.02K
New
$54.98 - $78.24 $166K - $237K
3.02K $171K
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 0.59%
$225.19 - $279.95 $30K - $37.2K
22.5K $5.52M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.71K
+ 10.99%
$90.0 - $96.32 $153K - $164K
17.2K $1.59M
NEE
Nextera Energy Inc

Utilities
2.5K
+ 3.94%
$66.96 - $76.16 $168K - $191K
66.1K $4.68M
HON
Honeywell International Inc

Industrials
1.81K
+ 8.93%
$202.75 - $226.52 $367K - $410K
22.1K $4.67M
CRWD
Crowd Strike Holdings, Inc.

Technology
157
+ 4.39%
$308.86 - $455.36 $48.5K - $71.5K
3.73K $1.32M
NUE
Nucor Corp

Basic Materials
599
+ 22.22%
$114.48 - $142.52 $68.6K - $85.4K
3.3K $396K
PGR
Progressive Corp

Financial Services
91
+ 6.98%
$235.61 - $291.22 $21.4K - $26.5K
1.39K $394K
TW
Tradeweb Markets Inc.

Financial Services
198
+ 8.03%
$123.42 - $148.46 $24.4K - $29.4K
2.67K $395K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.26K
+ 9.61%
$108.02 - $120.45 $136K - $151K
14.3K $1.58M
Activity Summary
Buys All Purchases 90 New Holdings 7 Increased Positions 83 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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