Mai Capital Management Purchases in Q1 2025

Mai Capital Management

  • $13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
608
+ 7.63%
$37.95 - $43.5 $23.1K - $26.4K
8.58K $346K
SIL
Global X Silver Miners ETF

ETFs
75
+ 2.25%
$31.91 - $40.68 $2.39K - $3.05K
3.4K $134K
ING
Ing Groep Nv

Financial Services
785
+ 23.05%
$15.51 - $20.74 $12.2K - $16.3K
4.19K $82K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.58K
+ 17.33%
$15.88 - $17.78 $25.1K - $28.1K
10.7K $186K
JOE
St Joe CO

Real Estate
604
+ 120.8%
$43.61 - $49.45 $26.3K - $29.9K
1.1K $51K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.56K
+ 17.53%
$31.63 - $35.22 $49.4K - $55K
10.5K $334K
BKR
Baker Hughes CO

Energy
191
+ 2.81%
$41.16 - $48.85 $7.86K - $9.33K
6.99K $307K
ES
Eversource Energy

Utilities
263
+ 9.99%
$55.63 - $63.8 $14.6K - $16.8K
2.9K $179K
EMB
Ishares Tr

ETFs
200
+ 2.9%
$88.64 - $92.03 $17.7K - $18.4K
7.09K $641K
ACM
Aecom

Industrials
300
New
$92.54 - $111.05 $27.8K - $33.3K
300 $27K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
534
+ 7.52%
$36.46 - $39.46 $19.5K - $21.1K
7.64K $291K
QCOM
Qualcomm Inc

Technology
197
+ 0.06%
$151.94 - $175.86 $29.9K - $34.6K
345K $53.1M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.07K
+ 18.05%
$38.41 - $44.06 $41.1K - $47.1K
6.99K $273K
LYG
Lloyds Banking Group PLC

Financial Services
4.49K
+ 61.26%
$2.58 - $3.9 $11.6K - $17.5K
11.8K $45K
VPU
Vanguard Utilities ETF

ETFs
29
+ 0.99%
$161.24 - $173.33 $4.68K - $5.03K
2.97K $506K
WOLF
Wolfspeed, Inc.

Technology
9.73K
+ 894.94%
$2.59 - $7.48 $25.2K - $72.8K
10.8K $33K
MP
Mp Materials Corp.

Basic Materials
800
+ 132.67%
$16.39 - $26.93 $13.1K - $21.5K
1.4K $34K
SSBK
Southern States Bancshares, Inc.

Financial Services
26
+ 0.27%
$30.88 - $35.75 $803 - $930
9.83K $351K
CASY
Caseys General Stores Inc

Consumer Cyclical
20
+ 5.09%
$378.71 - $442.54 $7.57K - $8.85K
413 $179K
CDE
Coeur Mining, Inc.

Basic Materials
4.18K
New
$5.02 - $7.29 $21K - $30.5K
4.18K $24K
CYBR
Cyber Ark Software Ltd.

Technology
31
+ 1.14%
$312.8 - $414.31 $9.7K - $12.8K
2.76K $931K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.17K
+ 1.36%
$39.51 - $41.0 $46.4K - $48.1K
87.7K $3.5M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
956
+ 60.47%
$24.41 - $24.65 $23.3K - $23.6K
2.54K $62K
NMFC
New Mountain Finance Corp

Financial Services
2.26K
+ 44.91%
$10.89 - $12.02 $24.6K - $27.2K
7.3K $80K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
75
+ 1.12%
$33.63 - $37.64 $2.52K - $2.82K
6.75K $249K
ROL
Rollins Inc

Consumer Cyclical
53
+ 1.99%
$45.65 - $54.03 $2.42K - $2.86K
2.72K $147K
RWO
Spdr Dow Jones Global Real Est

ETFs
470
+ 10.7%
$41.41 - $45.24 $19.5K - $21.3K
4.86K $212K
PTF
Invesco Exchange Traded Fd Tr

ETFs
417
+ 336.29%
$56.97 - $77.14 $23.8K - $32.2K
541 $31K
PNQI
Invesco Nasdaq Internet ETF

ETFs
548
+ 124.55%
$43.72 - $51.15 $24K - $28K
988 $43K
PAGP
Plains Gp Holdings LP

Energy
192
+ 2.98%
$18.52 - $22.13 $3.56K - $4.25K
6.63K $141K
ABEV
Ambev S.A.

Consumer Defensive
8.87K
+ 617.91%
$1.77 - $2.37 $15.7K - $21K
10.3K $24K
DOX
Amdocs LTD

Technology
144
+ 9.72%
$82.21 - $92.02 $11.8K - $13.3K
1.63K $148K
CBZ
Cbiz, Inc.

Industrials
300
+ 243.9%
$68.46 - $88.65 $20.5K - $26.6K
423 $32K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
986
New
$23.03 - $23.17 $22.7K - $22.8K
986 $22K
RWR
Spdr Dow Jones Reit ETF

ETFs
220
+ 15.18%
$95.15 - $104.06 $20.9K - $22.9K
1.67K $165K
SSNC
Ss&C Technologies Holdings Inc

Technology
147
+ 11.72%
$74.75 - $89.13 $11K - $13.1K
1.4K $117K
VIS
Vanguard Industrial ETF

ETFs
150
+ 7.03%
$243.63 - $273.99 $36.5K - $41.1K
2.29K $565K
XEL
Xcel Energy Inc

Utilities
197
+ 8.42%
$63.37 - $72.1 $12.5K - $14.2K
2.54K $179K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
2K
New
$10.81 - $11.3 $21.6K - $22.6K
2K $21K
JCI
Johnson Controls International PLC

Industrials
62
+ 0.43%
$76.12 - $90.6 $4.72K - $5.62K
14.4K $1.15M
LNC
Lincoln National Corp

Financial Services
352
+ 18.06%
$30.06 - $39.23 $10.6K - $13.8K
2.3K $82K
TPYP
Managed Portfolio Ser Tortoise

ETFs
135
+ 2.0%
$34.32 - $37.26 $4.63K - $5.03K
6.88K $250K
HOOD
Robinhood Markets, Inc.

Technology
455
+ 73.51%
$35.63 - $65.28 $16.2K - $29.7K
1.07K $44K
GNR
Spdr S&P Global Natural Resour

ETFs
400
+ 1428.57%
$50.12 - $54.48 $20K - $21.8K
428 $22K
STAG
Stag Industrial, Inc.

Real Estate
257
+ 4.87%
$32.39 - $37.07 $8.32K - $9.53K
5.54K $199K
VSAT
Viasat Inc

Technology
1.64K
+ 74.68%
$7.51 - $11.81 $12.3K - $19.4K
3.84K $39K
APPS
Digital Turbine, Inc.

Technology
2
+ 0.01%
$1.7 - $6.52 $3.4 - $13
19.7K $53K
OPEN
Opendoor Technologies Inc.

Real Estate
20K
+ 7633.59%
$1.02 - $1.72 $20.4K - $34.4K
20.3K $20K
WAT
Waters Corp

Healthcare
63
+ 4.58%
$362.16 - $417.28 $22.8K - $26.3K
1.44K $530K
Activity Summary
Buys All Purchases 1097 New Holdings 138 Increased Positions 959 Sells All Sells 1067 Reductions 1067 Sold out 0 Options Calls 81 Puts 13
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