Narwhal Capital Management Reduced Holdings in Q2 2025

Narwhal Capital Management

  • $1.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchange Traded Fd
-1.4K
- 4.02%
N/A
33.5K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-546
- 4.29%
$19.6 - $24.44 $10.7K - $13.3K
12.2K $297K
BA
Boeing CO

Industrials
-409
- 12.67%
$136.59 - $217.51 $55.9K - $89K
2.82K $590K
WFC
Wells Fargo & Company

Financial Services
-46
- 0.84%
$60.98 - $80.12 $2.81K - $3.69K
5.45K $436K
EEM
Ishares Msci Emerging Markets

ETFs
-200
- 1.63%
$38.52 - $48.28 $7.7K - $9.66K
12.1K $581K
DAL
Delta Air Lines, Inc.

Industrials
-107
- 0.63%
$35.88 - $52.99 $3.84K - $5.67K
16.9K $828K
SGOL
Abrdn Gold ETF Trust

ETFs
-2.2K
- 1.83%
$28.39 - $32.75 $62.6K - $72.2K
118K $3.72M
NOW
Service Now, Inc.

Technology
-79
- 5.36%
$721.65 - $1040.18 $57K - $82.2K
1.39K $1.43M
NVS
Novartis Ag

Healthcare
-1.22K
- 2.35%
$101.96 - $121.01 $125K - $148K
50.8K $6.14M
PM
Philip Morris International Inc.

Consumer Defensive
-8.83K
- 10.31%
$149.23 - $184.95 $1.32M - $1.63M
76.8K $14M
IVW
Ishares S&P 500 Growth ETF

ETFs
-289
- 0.51%
$82.96 - $110.1 $24K - $31.8K
56K $6.17M
IAU
Ishares Gold Trust

ETFs
-6.57K
- 0.97%
$56.1 - $64.74 $368K - $425K
672K $41.9M
VMC
Vulcan Materials CO

Basic Materials
-615
- 0.5%
$226.49 - $276.01 $139K - $170K
123K $32M
GS
Goldman Sachs Group Inc

Financial Services
-2.59K
- 7.73%
$462.22 - $707.75 $1.2M - $1.84M
31K $21.9M
GOOG
Alphabet Inc.

Communication Services
-16.4K
- 5.33%
$146.58 - $180.01 $2.4M - $2.95M
292K $51.7M
JPM
Jpmorgan Chase & CO

Financial Services
-4.09K
- 3.13%
$210.28 - $289.91 $860K - $1.19M
126K $36.7M
AVGO
Broadcom Inc.

Technology
-3.34K
- 5.44%
$146.29 - $275.65 $488K - $919K
58K $16M
MSFT
Microsoft Corp

Technology
-3.46K
- 2.15%
$354.56 - $497.45 $1.23M - $1.72M
157K $78.2M
NVDA
Nvidia Corp

Technology
-11.5K
- 2.25%
$94.31 - $157.99 $1.09M - $1.82M
500K $79M
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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