Motco Incresed Positions in Q1 2025

Motco

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
163
+ 4.93%
$91.75 - $115.81 $15K - $18.9K
3.47K $340K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
789
+ 149.43%
$45.92 - $47.58 $36.2K - $37.5K
1.32K $62K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.49K
+ 80.02%
$24.6 - $24.99 $36.7K - $37.2K
3.35K $83K
AJG
Arthur J. Gallagher & Co.

Financial Services
98
+ 700.0%
$275.89 - $345.24 $27K - $33.8K
112 $38K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.32K
+ 13.6%
$102.49 - $119.96 $135K - $158K
11K $1.15M
MS
Morgan Stanley

Financial Services
445
+ 21.35%
$111.68 - $141.08 $49.7K - $62.8K
2.53K $295K
PFG
Principal Financial Group Inc

Financial Services
312
+ 106.12%
$76.34 - $89.04 $23.8K - $27.8K
606 $51K
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 3.05%
$117.15 - $158.79 $2.34K - $3.18K
675 $107K
CL
Colgate Palmolive CO

Consumer Defensive
188
+ 4.82%
$85.68 - $97.5 $16.1K - $18.3K
4.09K $383K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
300
+ 285.71%
$73.71 - $87.55 $22.1K - $26.3K
405 $35K
ELV
Elevance Health, Inc.

Healthcare
48
+ 64.86%
$365.9 - $436.25 $17.6K - $20.9K
122 $53K
TFC
Truist Financial Corp

Financial Services
649
+ 435.57%
$39.48 - $48.15 $25.6K - $31.2K
798 $32K
WFC
Wells Fargo & Company

Financial Services
326
+ 397.56%
$66.78 - $81.42 $21.8K - $26.5K
408 $29K
COF
Capital One Financial Corp

Financial Services
137
+ 115.13%
$163.87 - $209.82 $22.5K - $28.7K
256 $45K
CNP
Centerpoint Energy Inc

Utilities
539
+ 107.8%
$30.87 - $36.25 $16.6K - $19.5K
1.04K $37K
VTR
Ventas, Inc.

Real Estate
58
+ 3.13%
$56.9 - $70.47 $3.3K - $4.09K
1.91K $131K
GE
General Electric CO

Industrials
55
+ 18.46%
$168.59 - $212.13 $9.27K - $11.7K
353 $70K
BA
Boeing CO

Industrials
161
+ 15.06%
$148.15 - $186.25 $23.9K - $30K
1.23K $209K
PPL
Ppl Corp

Utilities
186
+ 5.24%
$31.68 - $36.11 $5.89K - $6.72K
3.73K $134K
FDX
Fedex Corp

Industrials
102
+ 61.82%
$230.33 - $281.53 $23.5K - $28.7K
267 $65K
MDT
Medtronic PLC

Healthcare
135
+ 27.0%
$79.84 - $94.5 $10.8K - $12.8K
635 $57K
MAR
Marriott International Inc

Consumer Cyclical
123
+ 39.55%
$237.01 - $304.45 $29.2K - $37.4K
434 $103K
GILD
Gilead Sciences, Inc.

Healthcare
147
+ 326.67%
$89.14 - $117.41 $13.1K - $17.3K
192 $21K
MET
Metlife Inc

Financial Services
212
+ 105.47%
$77.7 - $87.0 $16.5K - $18.4K
413 $33K
IEFA
Ishares Tr

ETFs
60
+ 3.11%
$69.57 - $78.65 $4.17K - $4.72K
1.99K $150K
WMB
Williams Companies, Inc.

Energy
56
+ 2.84%
$54.02 - $61.09 $3.03K - $3.42K
2.03K $121K
ETR
Entergy Corp

Utilities
35
+ 2.84%
$75.26 - $87.89 $2.63K - $3.08K
1.27K $108K
VIG
Vanguard Dividend Appreciation

ETFs
74
+ 0.92%
N/A
8.11K $1.48M
OKE
Oneok Inc

Energy
150
+ 31.32%
$89.57 - $109.85 $13.4K - $16.5K
629 $62K
STT
State Street Corp

Financial Services
157
+ 196.25%
$84.47 - $102.23 $13.3K - $16.1K
237 $21K
OTIS
Otis Worldwide Corp

Industrials
88
+ 22.06%
$90.77 - $104.01 $7.99K - $9.15K
487 $50K
INVH
Invitation Homes Inc.

Real Estate
54
+ 1.2%
$30.28 - $34.85 $1.64K - $1.88K
4.56K $158K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
280
+ 17.53%
$32.74 - $36.2 $9.17K - $10.1K
1.88K $65K
O
Realty Income Corp

Real Estate
28
+ 1.25%
$51.67 - $58.49 $1.45K - $1.64K
2.27K $131K
JCI
Johnson Controls International PLC

Industrials
133
+ 144.57%
$76.12 - $90.6 $10.1K - $12K
225 $18K
DG
Dollar General Corp

Consumer Defensive
100
+ 270.27%
$68.44 - $87.93 $6.84K - $8.79K
137 $12K
DUK
Duke Energy Corp

Utilities
21
+ 4.2%
$105.87 - $121.97 $2.22K - $2.56K
521 $63K
SYK
Stryker Corp

Healthcare
4
+ 0.56%
$355.18 - $399.9 $1.42K - $1.6K
713 $265K
PSX
Phillips 66

Energy
23
+ 3.17%
$113.93 - $131.55 $2.62K - $3.03K
749 $92K
SBAC
Sba Communications Corp

Real Estate
8
+ 1.88%
$192.76 - $224.91 $1.54K - $1.8K
434 $95K
FITB
Fifth Third Bancorp

Financial Services
250
+ 74.63%
$37.48 - $44.96 $9.37K - $11.2K
585 $22K
PGR
Progressive Corp

Financial Services
25
+ 833.33%
$235.61 - $291.22 $5.89K - $7.28K
28 $7K
CARR
Carrier Global Corp

Industrials
177
+ 22.18%
$62.07 - $70.55 $11K - $12.5K
975 $61K
PPG
Ppg Industries Inc

Basic Materials
110
+ 19.3%
$107.44 - $124.29 $11.8K - $13.7K
680 $74K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 12.38%
$31.75 - $34.14 $3.18K - $3.41K
908 $30K
KMI
Kinder Morgan, Inc.

Energy
104
+ 5.52%
$26.1 - $31.22 $2.71K - $3.25K
1.99K $56K
GD
General Dynamics Corp

Industrials
4
+ 0.91%
$241.94 - $272.58 $968 - $1.09K
445 $121K
FTV
Fortive Corp

Technology
80
+ 40.0%
$71.82 - $82.98 $5.75K - $6.64K
280 $20K
IEMG
Ishares Inc

ETFs
102
+ 17.09%
N/A
699 $37K
Activity Summary
Buys All Purchases 297 New Holdings 135 Increased Positions 162 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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