Natural Investments, LLC Purchases in Q1 2025

Natural Investments, LLC

  • $353 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
77
+ 0.74%
$53.12 - $61.15 $4.09K - $4.71K
10.5K $631K
SAN
Banco Santander, S.A.

Financial Services
473
+ 1.53%
$4.46 - $7.14 $2.11K - $3.38K
31.4K $210K
ADP
Automatic Data Processing Inc

Industrials
14
+ 0.28%
$286.85 - $318.64 $4.02K - $4.46K
5K $1.53M
WELL
Welltower Inc.

Real Estate
132
+ 8.04%
$124.05 - $156.86 $16.4K - $20.7K
1.77K $271K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
718
+ 24.34%
$113.22 - $126.36 $81.3K - $90.7K
3.67K $421K
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
2.26K
+ 22.57%
$29.03 - $29.82 $65.5K - $67.2K
12.2K $355K
PCH
Potlatchdeltic Corp

Real Estate
49
+ 0.52%
$38.35 - $47.34 $1.88K - $2.32K
9.5K $428K
MNST
Monster Beverage Corp

Consumer Defensive
137
+ 1.84%
$46.16 - $58.58 $6.32K - $8.03K
7.58K $443K
PG
Procter & Gamble CO

Consumer Defensive
93
+ 0.74%
$158.56 - $176.26 $14.7K - $16.4K
12.7K $2.17M
CSCO
Cisco Systems, Inc.

Technology
218
+ 1.58%
$58.74 - $64.87 $12.8K - $14.1K
14K $865K
CME
Cme Group Inc.

Financial Services
34
+ 3.47%
$225.82 - $266.54 $7.68K - $9.06K
1.01K $268K
MBB
Ishares Tr

ETFs
196
+ 2.09%
$90.37 - $94.08 $17.7K - $18.4K
9.6K $899K
MDT
Medtronic PLC

Healthcare
15
+ 0.41%
$79.84 - $94.5 $1.2K - $1.42K
3.66K $328K
ICLN
Ishares

ETFs
2.92K
+ 8.09%
$10.94 - $11.86 $31.9K - $34.6K
39K $445K
WMT
Walmart Inc.

Consumer Defensive
729
+ 6.28%
$84.5 - $105.05 $61.6K - $76.6K
12.3K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$279.74 - $321.29 $280 - $321
1.32K $413K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
480
+ 7.19%
$46.06 - $46.94 $22.1K - $22.5K
7.16K $331K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
838
+ 7.35%
$21.05 - $21.54 $17.6K - $18.1K
12.2K $259K
TEF
Telefonica S A

Communication Services
126
+ 0.54%
$3.89 - $4.73 $490 - $596
23.7K $110K
C
Citigroup Inc

Financial Services
192
+ 5.43%
$67.23 - $84.63 $12.9K - $16.2K
3.73K $264K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.12%
$133.67 - $147.81 $535 - $591
3.32K $490K
CL
Colgate Palmolive CO

Consumer Defensive
9
+ 0.19%
$85.68 - $97.5 $771 - $878
4.68K $438K
SPGI
S&P Global Inc.

Financial Services
9
+ 1.07%
$478.26 - $543.77 $4.3K - $4.89K
851 $432K
UMC
United Microelectronics Corp

Technology
2
+ 0.02%
$5.69 - $7.15 $11.4 - $14.3
11.5K $82K
SHEN
Shenandoah Telecommunications CO

Communication Services
524
+ 0.77%
$10.5 - $13.48 $5.5K - $7.06K
68.3K $858K
EBLU
Ecofin Global Water Esg Fund

ETFs
602
+ 1.95%
N/A
31.5K $1.49M
PML
Pimco Municipal Income Fund Ii

Financial Services
39
+ 0.16%
$8.04 - $8.62 $314 - $336
24.2K $196K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
689
+ 7.71%
$69.32 - $78.69 $47.8K - $54.2K
9.62K $671K
CMCSA
Comcast Corp

Communication Services
209
+ 1.45%
$33.19 - $38.23 $6.94K - $7.99K
14.6K $539K
CATH
Global X Fds Global X S&P 500

ETFs
22
+ 0.56%
$66.14 - $74.2 $1.46K - $1.63K
3.95K $266K
MGK
Vanguard Mega Cap Growth ETF

ETFs
62
+ 6.39%
$307.43 - $357.48 $19.1K - $22.2K
1.03K $318K
BAC
Bank Of America Corp

Financial Services
505
+ 2.99%
$39.61 - $47.74 $20K - $24.1K
17.4K $725K
CNI
Canadian National Railway CO

Industrials
11
+ 0.24%
$95.46 - $106.79 $1.05K - $1.17K
4.65K $453K
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.13%
$427.5 - $476.51 $428 - $477
758 $344K
TRMB
Trimble Inc.

Technology
11
+ 0.27%
$65.52 - $77.49 $721 - $852
4.14K $272K
TWLO
Twilio Inc

Communication Services
16
+ 0.71%
$94.9 - $148.35 $1.52K - $2.37K
2.28K $223K
TXN
Texas Instruments Inc

Technology
29
+ 1.17%
N/A
2.51K $450K
CHGX
Investment Managers Ser Tr Ii

ETFs
1.64K
+ 1.85%
$36.24 - $39.75 $59.5K - $65.2K
90.5K $3.33M
PBW
Invesco Exchange Traded Fd Tr

ETFs
90
+ 0.85%
$15.74 - $22.48 $1.42K - $2.02K
10.6K $167K
EQIX
Equinix Inc

Real Estate
4
+ 0.99%
$803.0 - $959.97 $3.21K - $3.84K
409 $333K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
276
+ 0.25%
$8.21 - $8.96 $2.27K - $2.47K
111K $911K
A
Agilent Technologies, Inc.

Healthcare
20
+ 0.64%
$116.69 - $152.6 $2.33K - $3.05K
3.12K $365K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.39%
$551.42 - $612.93 $5.51K - $6.13K
2.59K $1.45M
IRM
Iron Mountain Inc

Real Estate
11
+ 0.32%
$82.79 - $111.31 $911 - $1.22K
3.45K $296K
NKE
Nike, Inc.

Consumer Cyclical
2.2K
+ 12.4%
$63.29 - $81.72 $139K - $180K
19.9K $1.27M
NVO
Novo Nordisk A S

Healthcare
2.56K
+ 16.37%
$69.3 - $90.95 $178K - $233K
18.2K $1.26M
CRM
Salesforce, Inc.

Technology
27
+ 1.54%
$268.36 - $359.95 $7.25K - $9.72K
1.78K $478K
ETN
Eaton Corp PLC

Industrials
1.41K
+ 16.85%
$271.83 - $371.23 $384K - $524K
9.79K $2.66M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.34%
$190.26 - $242.06 $3.04K - $3.87K
4.77K $907K
Activity Summary
Buys All Purchases 107 New Holdings 17 Increased Positions 90 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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