Pinnacle Associates LTD Incresed Positions in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
4.7K
+ 401.37%
$188.17 - $235.81 $885K - $1.11M
5.88K $1.11M
IXC
Ishares Tr Global Energy ETF

ETFs
13.1K
+ 16.7%
$38.48 - $42.16 $502K - $550K
91.2K $3.84M
BMY
Bristol Myers Squibb CO

Healthcare
4.2K
+ 3.5%
$53.9 - $63.11 $227K - $265K
124K $7.58M
ED
Consolidated Edison Inc

Utilities
125
+ 0.35%
$88.0 - $110.59 $11K - $13.8K
35.8K $3.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.1K
+ 9.98%
$468.34 - $539.52 $8.01M - $9.23M
188K $88.4M
SE
Sea LTD

Consumer Cyclical
4.45K
+ 60.89%
$104.87 - $146.31 $467K - $651K
11.8K $1.53M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
20.2K
+ 80.52%
$30.38 - $34.94 $615K - $707K
45.4K $1.55M
SHOP
Shopify Inc.

Technology
7.6K
+ 171.95%
$90.59 - $129.31 $689K - $983K
12K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
3.54K
+ 7.66%
$251.87 - $277.95 $891K - $984K
49.7K $12.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
12.1K
+ 4.25%
$62.72 - $71.92 $756K - $867K
296K $18.6M
IXUS
Ishares Tr

ETFs
6.34K
+ 15.2%
$65.06 - $72.31 $412K - $458K
48K $3.35M
SPGI
S&P Global Inc.

Financial Services
1.05K
+ 26.7%
$478.26 - $543.77 $501K - $570K
4.97K $2.53M
MO
Altria Group, Inc.

Consumer Defensive
3.12K
+ 6.39%
$50.81 - $60.02 $159K - $187K
52K $3.12M
GLD
Spdr Gold Trust

ETFs
35
+ 0.3%
$243.19 - $288.14 $8.51K - $10.1K
11.8K $3.39M
COP
Conocophillips

Energy
409
+ 0.47%
$88.6 - $105.85 $36.2K - $43.3K
87K $9.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.91K
+ 33.76%
$91.45 - $91.75 $540K - $542K
23.4K $2.15M
DVN
Devon Energy Corp

Energy
1.46K
+ 1.39%
$33.15 - $38.55 $48.2K - $56.1K
106K $3.96M
CYBR
Cyber Ark Software Ltd.

Technology
1.55K
+ 106.55%
$312.8 - $414.31 $483K - $640K
3K $1.01M
IEFA
Ishares Tr

ETFs
5.75K
+ 40.9%
$69.57 - $78.65 $400K - $452K
19.8K $1.5M
NFLX
Netflix Inc

Communication Services
165
+ 1.95%
$828.4 - $1058.6 $137K - $175K
8.65K $8.06M
CELH
Celsius Holdings, Inc.

Consumer Defensive
9.07K
+ 48.54%
$21.28 - $35.62 $193K - $323K
27.7K $988K
CRWD
Crowd Strike Holdings, Inc.

Technology
768
+ 3.64%
$308.86 - $455.36 $237K - $350K
21.9K $7.71M
SAN
Banco Santander, S.A.

Financial Services
43.8K
+ 54.32%
$4.46 - $7.14 $196K - $313K
125K $834K
VTV
Vanguard Value ETF

ETFs
1.69K
+ 3.36%
$167.73 - $179.21 $283K - $302K
51.8K $8.95M
MCK
Mckesson Corp

Healthcare
344
+ 16.06%
$566.21 - $672.99 $195K - $232K
2.49K $1.67M
ZTS
Zoetis Inc.

Healthcare
2.45K
+ 12.88%
$156.48 - $175.67 $383K - $430K
21.4K $3.53M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
17.6K
+ 35.73%
$30.44 - $38.49 $536K - $678K
66.9K $2.19M
ASML
Asml Holding Nv

Technology
734
+ 34.51%
$662.63 - $776.99 $486K - $570K
2.86K $1.9M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.26K
+ 30.84%
$69.82 - $78.67 $507K - $571K
30.8K $2.17M
MOS
Mosaic CO

Basic Materials
12.1K
+ 34.06%
$23.08 - $28.8 $280K - $350K
47.8K $1.29M
IEF
Ishares Barclays

ETFs
978
+ 0.89%
$91.17 - $95.39 $89.2K - $93.3K
110K $10.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.75K
+ 19.43%
$95.85 - $99.25 $360K - $373K
23.1K $2.28M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.85K
+ 86.49%
$79.66 - $108.41 $227K - $309K
6.15K $666K
RSG
Republic Services, Inc.

Industrials
17
+ 0.17%
$200.09 - $242.16 $3.4K - $4.12K
9.74K $2.36M
MPC
Marathon Petroleum Corp

Energy
1.16K
+ 3.1%
$134.72 - $159.03 $156K - $184K
38.4K $5.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.99K
+ 3.6%
$42.5 - $46.71 $212K - $233K
144K $6.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
19
+ 0.12%
$142.8 - $176.36 $2.71K - $3.35K
16.3K $2.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.39K
+ 6.36%
$114.57 - $118.14 $274K - $282K
39.9K $4.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.12K
+ 66.56%
$50.39 - $50.66 $359K - $361K
17.8K $901K
UBS
Ubs Group Ag

Financial Services
11.7K
+ 120.44%
$30.28 - $35.78 $355K - $419K
21.4K $656K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.83K
+ 2.49%
$169.43 - $182.84 $648K - $700K
157K $27.2M
MLPA
Global X Mlp ETF

ETFs
617
+ 0.76%
$49.83 - $54.53 $30.7K - $33.6K
82K $4.37M
DELL
Dell Technologies Inc.

Technology
7.79K
+ 50.74%
$90.34 - $124.66 $703K - $971K
23.1K $2.11M
RDVY
First Trust Rising Dividend Ac

ETFs
7.71K
+ 4.12%
$57.22 - $63.39 $441K - $489K
195K $11.4M
AZN
Astrazeneca PLC

Healthcare
1.23K
+ 4.09%
$65.37 - $77.96 $80.1K - $95.5K
31.2K $2.29M
THG
Hanover Insurance Group, Inc.

Financial Services
406
+ 3.08%
$147.13 - $174.61 $59.7K - $70.9K
13.6K $2.37M
SPOT
Spotify Technology S.A.

Communication Services
384
+ 38.4%
$457.79 - $648.32 $176K - $249K
1.38K $761K
WFC
Wells Fargo & Company

Financial Services
249
+ 0.13%
$66.78 - $81.42 $16.6K - $20.3K
187K $13.4M
ADI
Analog Devices Inc

Technology
2.56K
+ 12.94%
$201.56 - $243.82 $516K - $624K
22.3K $4.5M
Activity Summary
Buys All Purchases 386 New Holdings 38 Increased Positions 348 Sells All Sells 368 Reductions 368 Sold out 0 Options Calls 0 Puts 0
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