Northeast Investment Management Purchases in Q1 2025

Northeast Investment Management

  • $2.09 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
42.2K
+ 73.78%
$167.82 - $208.28 $7.09M - $8.79M
99.5K $17M
LLY
Eli Lilly & CO

Healthcare
1.98K
+ 3.71%
$725.72 - $929.72 $1.44M - $1.84M
55.5K $45.8M
WM
Waste Management Inc

Industrials
42
+ 0.03%
$200.54 - $233.78 $8.42K - $9.82K
133K $30.8M
NFLX
Netflix Inc

Communication Services
3.63K
+ 37.39%
$828.4 - $1058.6 $3.01M - $3.84M
13.3K $12.4M
SPOT
Spotify Technology S.A.

Communication Services
2.14K
+ 12.96%
$457.79 - $648.32 $980K - $1.39M
18.7K $10.3M
VEA
Vanguard Ftse Developed Market

ETFs
41K
+ 25.4%
$47.4 - $52.99 $1.94M - $2.17M
202K $10.4M
TJX
Tjx Companies Inc

Consumer Cyclical
13.4K
+ 11.22%
$112.81 - $126.16 $1.51M - $1.69M
133K $16.2M
UBER
Uber Technologies, Inc

Technology
8.06K
+ 30.96%
$63.17 - $81.49 $509K - $657K
34.1K $2.49M
TOST
Toast, Inc.

Technology
22K
+ 72.74%
$32.61 - $41.98 $719K - $925K
52.3K $1.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 14.24%
$551.42 - $612.93 $558K - $620K
8.12K $4.54M
SYK
Stryker Corp

Healthcare
583
New
$355.18 - $399.9 $207K - $233K
583 $217K
GS
Goldman Sachs Group Inc

Financial Services
2.31K
+ 5.76%
$524.81 - $672.19 $1.21M - $1.55M
42.5K $23.2M
SO
Southern CO

Utilities
2.25K
New
$80.96 - $92.96 $182K - $209K
2.25K $206K
ECL
Ecolab Inc.

Basic Materials
219
+ 3.96%
$229.72 - $269.82 $50.3K - $59.1K
5.75K $1.46M
PLTR
Palantir Technologies Inc.

Technology
987
+ 30.37%
$64.98 - $124.62 $64.1K - $123K
4.24K $357K
EFA
Ishares Tr Msci Eafe ETF

ETFs
207
+ 1.59%
$74.85 - $84.89 $15.5K - $17.6K
13.2K $1.09M
AEP
American Electric Power CO Inc

Utilities
33
+ 0.85%
$90.32 - $109.27 $2.98K - $3.61K
3.91K $426K
VTV
Vanguard Value ETF

ETFs
94
+ 0.53%
$167.73 - $179.21 $15.8K - $16.8K
18K $3.07M
EOG
Eog Resources Inc

Energy
21
+ 0.76%
$120.54 - $138.05 $2.53K - $2.9K
2.79K $357K
IWF
Ishares Russell 1000 Gr ETF

ETFs
500
+ 12.0%
$360.07 - $417.26 $180K - $209K
4.67K $1.68M
TYL
Tyler Technologies Inc

Technology
1
+ 0.11%
$553.41 - $646.74 $553 - $647
876 $509K
Ge Vernova Inc
565
+ 91.28%
N/A
1.18K $0
Arista Networks Inc
1.74K
+ 54.55%
N/A
4.94K $0
Nb Bancorp Inc
12K
New
N/A
12K $0
MTD
Mettler Toledo International Inc

Healthcare
2
+ 0.58%
$1177.09 - $1390.0 $2.35K - $2.78K
348 $410K
VO
Vanguard Mid Cap ETF

ETFs
1.65K
+ 2.46%
$251.87 - $277.95 $416K - $459K
68.8K $17.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
16
+ 2.21%
$283.06 - $421.16 $4.53K - $6.74K
739 $209K
AMD
Advanced Micro Devices Inc

Technology
40
+ 0.8%
$96.63 - $129.55 $3.87K - $5.18K
5.01K $514K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
605
+ 10.25%
$165.25 - $224.62 $100K - $136K
6.51K $1.08M
VB
Vanguard Small Cap ETF

ETFs
8.05K
+ 7.84%
$217.89 - $252.64 $1.75M - $2.03M
111K $24.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.56%
$468.34 - $539.52 $9.37K - $10.8K
3.56K $1.67M
WMT
Walmart Inc.

Consumer Defensive
8.63K
+ 2.43%
$84.5 - $105.05 $730K - $907K
364K $32M
MS
Morgan Stanley

Financial Services
151
+ 0.62%
$111.68 - $141.08 $16.9K - $21.3K
24.6K $2.87M
META
Meta Platforms, Inc.

Communication Services
1.16K
+ 1.12%
$576.36 - $736.67 $671K - $857K
105K $60.8M
ISRG
Intuitive Surgical Inc

Healthcare
3.3K
+ 3.71%
$476.63 - $610.45 $1.57M - $2.02M
92.5K $45.8M
ASML
Asml Holding Nv

Technology
67
+ 0.2%
$662.63 - $776.99 $44.4K - $52.1K
34K $22.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
287
+ 0.85%
$307.43 - $357.48 $88.2K - $103K
34K $10.5M
URI
United Rentals, Inc.

Industrials
1.19K
+ 4.15%
$594.17 - $789.56 $708K - $940K
29.9K $18.7M
NOW
Service Now, Inc.

Technology
3.44K
+ 14.98%
$783.83 - $1170.39 $2.7M - $4.03M
26.4K $21M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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