Napatree Capital LLC Incresed Positions in Q1 2025

Napatree Capital LLC

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
29
+ 2.88%
$433.45 - $513.82 $12.6K - $14.9K
1.04K $531M
ABT
Abbott Laboratories

Healthcare
160
+ 8.59%
$111.1 - $140.22 $17.8K - $22.4K
2.02K $268M
ADP
Automatic Data Processing Inc

Industrials
43
+ 1.34%
$286.85 - $318.64 $12.3K - $13.7K
3.24K $991M
VZ
Verizon Communications Inc

Communication Services
487
+ 8.37%
$37.81 - $46.49 $18.4K - $22.6K
6.31K $286M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
338
+ 23.64%
$175.5 - $209.86 $59.3K - $70.9K
1.77K $321M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
757
+ 4.79%
$44.72 - $46.25 $33.9K - $35K
16.6K $764M
ZTS
Zoetis Inc.

Healthcare
239
+ 7.65%
$156.48 - $175.67 $37.4K - $42K
3.36K $554M
C
Citigroup Inc

Financial Services
597
+ 15.75%
$67.23 - $84.63 $40.1K - $50.5K
4.39K $312M
TIP
Ishares Tr Tips Bd ETF

ETFs
241
+ 6.24%
$106.22 - $111.09 $25.6K - $26.8K
4.1K $456M
NRG
Nrg Energy, Inc.

Utilities
184
+ 3.89%
$84.82 - $113.33 $15.6K - $20.9K
4.92K $470M
ORCL
Oracle Corp

Technology
527
+ 40.38%
$139.81 - $186.47 $73.7K - $98.3K
1.83K $256M
IWM
Ishares Russell 2000 ETF

ETFs
870
+ 13.54%
$198.1 - $229.79 $172K - $200K
7.3K $1.46B
PANW
Palo Alto Networks Inc

Technology
322
+ 17.24%
$167.82 - $208.28 $54K - $67.1K
2.19K $374M
BK
Bank Of New York Mellon Corp

Financial Services
169
+ 6.22%
$75.42 - $88.95 $12.7K - $15K
2.89K $242M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
88
+ 1.97%
$75.32 - $84.77 $6.63K - $7.46K
4.55K $372M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.94K
+ 11.3%
$40.03 - $46.81 $318K - $371K
78.2K $3.19B
Blackrock Inc
71
+ 14.29%
N/A
568 $538M
EQIX
Equinix Inc

Real Estate
71
+ 27.73%
$803.0 - $959.97 $57K - $68.2K
327 $267M
OHI
Omega Healthcare Investors Inc

Real Estate
547
+ 5.92%
$35.7 - $38.33 $19.5K - $21K
9.78K $373M
PWR
Quanta Services, Inc.

Industrials
261
+ 36.25%
$236.71 - $358.03 $61.8K - $93.4K
981 $249M
WMT
Walmart Inc.

Consumer Defensive
714
+ 4.4%
$84.5 - $105.05 $60.3K - $75K
16.9K $1.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
104
+ 0.4%
$27.01 - $28.54 $2.81K - $2.97K
25.9K $724M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.14K
+ 8.01%
$57.21 - $65.8 $123K - $141K
28.9K $1.69B
MFC
Manulife Financial Corp

Financial Services
465
+ 4.74%
$28.41 - $31.82 $13.2K - $14.8K
10.3K $320M
VIG
Vanguard Dividend Appreciation

ETFs
87
+ 7.37%
N/A
1.27K $246M
GLW
Corning Inc

Technology
497
+ 6.64%
$44.91 - $54.25 $22.3K - $27K
7.99K $366M
PEP
Pepsico Inc

Consumer Defensive
116
+ 2.77%
$142.64 - $156.42 $16.5K - $18.1K
4.3K $645M
MRK
Merck & Co., Inc.

Healthcare
535
+ 12.68%
$83.01 - $101.02 $44.4K - $54K
4.76K $427M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
131
+ 2.66%
$49.42 - $50.43 $6.47K - $6.61K
5.05K $252M
TXN
Texas Instruments Inc

Technology
96
+ 6.66%
N/A
1.54K $276M
AGM
Federal Agricultural Mortgage Corp

Financial Services
102
+ 7.17%
$182.78 - $209.07 $18.6K - $21.3K
1.53K $286M
Tidal Trust Iii
56
+ 0.56%
N/A
10.1K $203M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
28
+ 5.93%
$522.96 - $601.18 $14.6K - $16.8K
500 $267M
IVV
Ishares Core S&P 500 ETF

ETFs
214
+ 4.4%
$554.06 - $615.85 $119K - $132K
5.08K $2.86B
XVV
Ishares Tr Esg Screened S&P 50

ETFs
321
+ 3.17%
$42.24 - $47.29 $13.6K - $15.2K
10.5K $447M
TMO
Thermo Fisher Scientific Inc.

Healthcare
122
+ 3.75%
$497.6 - $606.74 $60.7K - $74K
3.38K $1.68B
SCHA
Schwab Strategic Tr Us Small C

ETFs
400
+ 3.97%
$23.16 - $27.04 $9.26K - $10.8K
10.5K $245M
TSLA
Tesla, Inc.

Consumer Cyclical
335
+ 47.18%
$222.15 - $428.22 $74.4K - $143K
1.05K $271M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
158
+ 1.79%
$38.41 - $44.06 $6.07K - $6.96K
8.99K $351M
PFE
Pfizer Inc

Healthcare
369
+ 1.56%
$25.01 - $27.13 $9.23K - $10K
24.1K $611M
LYB
Lyondell Basell Industries N.V.

Basic Materials
69
+ 1.05%
$69.82 - $78.67 $4.82K - $5.43K
6.66K $469M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.65%
$551.42 - $612.93 $3.31K - $3.68K
923 $516M
WHR
Whirlpool Corp

Consumer Cyclical
368
+ 13.42%
$88.58 - $133.14 $32.6K - $49K
3.11K $280M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.35K
+ 7.95%
$102.49 - $119.96 $138K - $162K
18.3K $1.91B
APAM
Artisan Partners Asset Management Inc.

Financial Services
301
+ 1.82%
$38.51 - $45.32 $11.6K - $13.6K
16.8K $659M
RCII
Rent A Center Inc De

Industrials
1.96K
+ 7.57%
N/A
27.8K $667M
AVGO
Broadcom Inc.

Technology
681
+ 18.87%
$167.43 - $244.7 $114K - $167K
4.29K $718M
AMZN
Amazon Com Inc

Consumer Cyclical
782
+ 8.09%
$190.26 - $242.06 $149K - $189K
10.5K $1.99B
VTI
Vanguard Total Stock Market Et

ETFs
110
+ 0.82%
$271.18 - $303.12 $29.8K - $33.3K
13.5K $3.7B
Activity Summary
Buys All Purchases 126 New Holdings 21 Increased Positions 105 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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