Mercer Global Advisors Inc Reduced Holdings in Q1 2025

Mercer Global Advisors Inc

  • $43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-56K
- 6.71%
$167.43 - $244.7 $9.37M - $13.7M
779K $130M
TSLA
Tesla, Inc.

Consumer Cyclical
-25.1K
- 7.34%
$222.15 - $428.22 $5.57M - $10.7M
316K $82M
GOOG
Alphabet Inc.

Communication Services
-59.5K
- 5.4%
$156.06 - $207.71 $9.28M - $12.3M
1.04M $163M
RJF
Raymond James Financial Inc

Financial Services
-134K
- 11.31%
$137.62 - $172.64 $18.4M - $23.1M
1.05M $146M
KO
Coca Cola CO

Consumer Defensive
-496K
- 47.16%
$60.81 - $72.32 $30.1M - $35.8M
555K $39.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-51.7K
- 3.85%
$168.16 - $186.21 $8.69M - $9.62M
1.29M $220M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-182K
- 1.53%
$21.75 - $24.28 $3.97M - $4.43M
11.7M $259M
ORCL
Oracle Corp

Technology
-21.9K
- 5.1%
$139.81 - $186.47 $3.06M - $4.08M
407K $56.9M
AMAT
Applied Materials Inc

Technology
-56.3K
- 18.33%
$145.06 - $195.51 $8.17M - $11M
251K $36.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-367K
- 27.6%
$36.63 - $37.45 $13.4M - $13.7M
963K $35.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-183K
- 11.43%
$77.7 - $78.94 $14.2M - $14.5M
1.42M $112M
LEN
Lennar Corp

Consumer Cyclical
-66.8K
- 35.31%
$113.93 - $141.54 $7.62M - $9.46M
122K $14.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-134K
- 76.47%
$85.29 - $92.57 $11.4M - $12.4M
41.1K $3.74M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-15K
- 63.95%
$634.14 - $744.83 $9.48M - $11.1M
8.43K $5.35M
ACN
Accenture PLC

Technology
-9.1K
- 4.36%
$300.91 - $398.25 $2.74M - $3.62M
200K $62.3M
JKHY
Henry Jack & Associates Inc

Technology
-60.4K
- 72.54%
$166.47 - $191.28 $10.1M - $11.6M
22.9K $4.18M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-251K
- 22.99%
$42.36 - $43.8 $10.6M - $11M
840K $36.5M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-43K
- 5.04%
$95.35 - $107.82 $4.1M - $4.64M
810K $77.6M
ETN
Eaton Corp PLC

Industrials
-5.08K
- 3.5%
$271.83 - $371.23 $1.38M - $1.89M
140K $38.1M
HD
Home Depot, Inc.

Consumer Cyclical
-5.97K
- 1.78%
$347.25 - $424.87 $2.07M - $2.54M
329K $120M
CRM
Salesforce, Inc.

Technology
-64
- 0.04%
$268.36 - $359.95 $17.2K - $23K
145K $38.9M
MA
Mastercard Inc

Financial Services
-19.3K
- 19.33%
$504.67 - $576.31 $9.73M - $11.1M
80.5K $44.1M
APP
App Lovin Corp

Technology
-17.5K
- 28.03%
$238.08 - $510.13 $4.16M - $8.92M
44.9K $11.9M
AFL
Aflac Inc

Financial Services
-102K
- 24.93%
$100.99 - $111.19 $10.3M - $11.4M
308K $34.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-85.7K
- 3.57%
$23.16 - $27.04 $1.99M - $2.32M
2.31M $54.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-116K
- 17.76%
$71.17 - $73.66 $8.24M - $8.53M
536K $39.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-168K
- 9.91%
$87.68 - $94.52 $14.7M - $15.9M
1.53M $143M
MRK
Merck & Co., Inc.

Healthcare
-11.6K
- 1.84%
$83.01 - $101.02 $965K - $1.17M
622K $55.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-145K
- 62.13%
$48.65 - $53.06 $7.07M - $7.71M
88.6K $4.6M
AFRM
Affirm Holdings, Inc.

Technology
-87.9K
- 67.59%
$43.7 - $80.98 $3.84M - $7.12M
42.2K $1.91M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-136K
- 5.24%
$47.33 - $47.92 $6.44M - $6.52M
2.46M $117M
FHN
First Horizon Corp

Financial Services
-290K
- 92.88%
$17.7 - $22.43 $5.14M - $6.52M
22.3K $432K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-64.7K
- 23.71%
$60.91 - $71.4 $3.94M - $4.62M
208K $12.9M
XLK
Technology Sector Spdr

ETFs
-9.97K
- 8.69%
$206.38 - $242.18 $2.06M - $2.42M
105K $21.6M
VLUE
Ishares Msci Usa Value Factor

ETFs
-60.8K
- 4.01%
$104.89 - $113.56 $6.38M - $6.91M
1.46M $155M
TTD
Trade Desk, Inc.

Technology
-12.4K
- 18.81%
$53.59 - $126.58 $665K - $1.57M
53.5K $2.93M
NVO
Novo Nordisk A S

Healthcare
-23K
- 11.84%
$69.3 - $90.95 $1.59M - $2.09M
171K $11.9M
EMR
Emerson Electric CO

Industrials
-746
- 0.24%
$108.64 - $131.17 $81K - $97.9K
311K $34.1M
BAC
Bank Of America Corp

Financial Services
-45.7K
- 4.01%
$39.61 - $47.74 $1.81M - $2.18M
1.09M $45.7M
BA
Boeing CO

Industrials
-21.9K
- 24.57%
$148.15 - $186.25 $3.25M - $4.08M
67.3K $11.5M
HST
Host Hotels & Resorts, Inc.

Real Estate
-138K
- 20.41%
$14.21 - $17.45 $1.96M - $2.41M
538K $7.65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.47K
- 2.09%
$165.25 - $224.62 $408K - $555K
116K $19.2M
DHR
Danaher Corp

Healthcare
-11.8K
- 17.18%
$201.62 - $250.59 $2.37M - $2.95M
56.7K $11.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-82.5K
- 25.62%
$50.39 - $50.66 $4.15M - $4.18M
239K $12.1M
SFNC
Simmons First National Corp

Financial Services
-180K
- 78.73%
$19.68 - $23.3 $3.54M - $4.19M
48.6K $996K
EPD
Enterprise Products Partners L.P.

Energy
-151K
- 36.85%
$31.75 - $34.14 $4.81M - $5.17M
260K $8.86M
SCHW
Schwab Charles Corp

Financial Services
-66.3K
- 23.05%
$71.24 - $83.64 $4.73M - $5.55M
221K $17.3M
CAT
Caterpillar Inc

Industrials
-524
- 0.46%
$326.75 - $407.63 $171K - $214K
113K $37.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-34.5K
- 17.59%
$47.79 - $59.89 $1.65M - $2.06M
161K $8.11M
Activity Summary
Buys All Purchases 1293 New Holdings 171 Increased Positions 1122 Sells All Sells 814 Reductions 814 Sold out 0 Options Calls 0 Puts 0
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