Narwhal Capital Management Incresed Positions in Q1 2025

Narwhal Capital Management

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVB
Avalonbay Communities Inc

Real Estate
33.9K
+ 607.27%
$207.86 - $228.08 $7.05M - $7.74M
39.5K $8.48M
PM
Philip Morris International Inc.

Consumer Defensive
15.5K
+ 22.18%
$117.15 - $158.79 $1.82M - $2.47M
85.6K $13.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
13.6K
+ 262.7%
$283.06 - $421.16 $3.85M - $5.73M
18.8K $5.32M
CSGP
Costar Group, Inc.

Real Estate
34.8K
+ 67.33%
$69.29 - $80.37 $2.41M - $2.8M
86.6K $6.86M
MLI
Mueller Industries Inc

Industrials
42.3K
+ 92.32%
$76.14 - $82.67 $3.22M - $3.5M
88.2K $6.71M
MUSA
Murphy Usa Inc.

Consumer Cyclical
6.66K
+ 98.59%
$435.02 - $515.95 $2.9M - $3.44M
13.4K $6.3M
V
Visa Inc.

Financial Services
3.18K
+ 6.43%
$306.92 - $362.71 $975K - $1.15M
52.6K $18.4M
JNJ
Johnson & Johnson

Healthcare
2.91K
+ 2.91%
$142.06 - $167.7 $413K - $488K
103K $17.1M
PG
Procter & Gamble CO

Consumer Defensive
13.6K
+ 15.37%
$158.56 - $176.26 $2.15M - $2.4M
102K $17.4M
XOM
Exxon Mobil Corp

Energy
13.4K
+ 17.23%
$105.44 - $118.93 $1.41M - $1.59M
91.3K $10.9M
GS
Goldman Sachs Group Inc

Financial Services
5.32K
+ 18.81%
$524.81 - $672.19 $2.79M - $3.57M
33.6K $18.3M
ABT
Abbott Laboratories

Healthcare
8.58K
+ 16.67%
$111.1 - $140.22 $953K - $1.2M
60.1K $7.97M
LHX
L3 Harris Technologies, Inc.

Industrials
9.9K
+ 21.58%
$194.65 - $222.86 $1.93M - $2.21M
55.8K $11.7M
ORCL
Oracle Corp

Technology
15.4K
+ 232.32%
$139.81 - $186.47 $2.15M - $2.86M
22K $3.07M
CSCO
Cisco Systems, Inc.

Technology
24.9K
+ 15.81%
$58.74 - $64.87 $1.46M - $1.61M
182K $11.2M
JPM
Jpmorgan Chase & CO

Financial Services
4.82K
+ 3.83%
$225.19 - $279.95 $1.08M - $1.35M
131K $32M
MRK
Merck & Co., Inc.

Healthcare
34.5K
+ 25.02%
$83.01 - $101.02 $2.86M - $3.48M
172K $15.5M
AVGO
Broadcom Inc.

Technology
22.1K
+ 56.24%
$167.43 - $244.7 $3.7M - $5.4M
61.3K $10.3M
RTX
Raytheon Technologies Corp

Industrials
322
+ 0.51%
$114.1 - $135.66 $36.7K - $43.7K
63.2K $8.37M
VLO
Valero Energy Corp

Energy
3.23K
+ 6.78%
$121.76 - $142.99 $393K - $462K
50.8K $6.71M
CVX
Chevron Corp

Energy
633
+ 1.84%
$146.71 - $167.97 $92.9K - $106K
35K $5.85M
DE
Deere & CO

Industrials
1.7K
+ 171.82%
$408.57 - $509.27 $695K - $866K
2.69K $1.26M
WMT
Walmart Inc.

Consumer Defensive
9.23K
+ 44.17%
$84.5 - $105.05 $780K - $969K
30.1K $2.64M
BX
Blackstone Inc.

Financial Services
16.5K
+ 34.25%
$136.53 - $186.74 $2.25M - $3.08M
64.6K $9.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.29K
+ 23.09%
$468.34 - $539.52 $1.07M - $1.24M
12.2K $5.73M
IVE
Ishares S&P 500 Value ETF

ETFs
3.5K
+ 3.9%
$185.78 - $198.58 $650K - $695K
93.3K $17.8M
RH
Rh

Consumer Cyclical
7.01K
+ 97.5%
$216.63 - $454.52 $1.52M - $3.19M
14.2K $3.33M
GGG
Graco Inc

Industrials
6.41K
+ 7.67%
$80.53 - $87.54 $516K - $561K
90K $7.52M
NTRA
Natera, Inc.

Healthcare
3.49K
+ 53.76%
$132.63 - $177.0 $463K - $618K
9.99K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 0.72%
$890.62 - $1076.86 $48.1K - $58.2K
7.58K $7.17M
DIS
Walt Disney CO

Communication Services
7.71K
+ 19.76%
$96.87 - $114.0 $746K - $878K
46.7K $4.61M
HD
Home Depot, Inc.

Consumer Cyclical
3.81K
+ 6.86%
$347.25 - $424.87 $1.32M - $1.62M
59.4K $21.8M
VONE
Vanguard Russell 1000 ETF

ETFs
557
+ 55.09%
$250.16 - $278.79 $139K - $155K
1.57K $398K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.4K
+ 4.04%
$27.01 - $28.54 $37.8K - $40K
36.1K $1.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.82K
+ 28.42%
$21.75 - $24.28 $61.2K - $68.4K
12.7K $280K
BA
Boeing CO

Industrials
310
+ 10.63%
$148.15 - $186.25 $45.9K - $57.7K
3.23K $550K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.68K
+ 26.62%
$8.58 - $8.9 $23K - $23.8K
12.7K $111K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
112
+ 0.81%
$48.31 - $49.23 $5.41K - $5.51K
14K $687K
Blackrock Inc
455
+ 2.1%
N/A
22.2K $0
Canadian Pacific Kansas City
56.4K
+ 64.21%
N/A
144K $0
First Tr Exchange Traded Fd
18.7K
+ 115.92%
N/A
34.9K $0
Simplify Exchange Traded Fun
7.83K
+ 15.51%
N/A
58.3K $0
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 2.33%
$576.36 - $736.67 $590K - $754K
44.8K $25.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
51
+ 2.62%
$551.42 - $612.93 $28.1K - $31.3K
2K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
7.9K
+ 4.72%
$554.06 - $615.85 $4.38M - $4.87M
175K $98.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
289
+ 0.52%
$92.45 - $106.69 $26.7K - $30.8K
56.3K $5.23M
STZ
Constellation Brands, Inc.

Consumer Defensive
164
+ 0.53%
$161.05 - $222.93 $26.4K - $36.6K
31K $5.7M
AXP
American Express CO

Financial Services
891
+ 1.8%
$255.39 - $325.87 $228K - $290K
50.5K $13.6M
MLR
Miller Industries Inc

Consumer Cyclical
20.3K
+ 20.03%
$42.37 - $69.18 $859K - $1.4M
121K $5.15M
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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