Portfolio Design Labs, LLC Purchases in Q1 2025

Portfolio Design Labs, LLC

  • $485 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
65.5K
New
$243.19 - $288.14 $15.9M - $18.9M
65.5K $18.9B
JNJ
Johnson & Johnson

Healthcare
44.6K
+ 243.5%
$142.06 - $167.7 $6.34M - $7.48M
62.9K $10.4B
TJX
Tjx Companies Inc

Consumer Cyclical
41.4K
+ 217.27%
$112.81 - $126.16 $4.67M - $5.22M
60.4K $7.36B
V
Visa Inc.

Financial Services
11.4K
+ 67.23%
$306.92 - $362.71 $3.5M - $4.14M
28.4K $9.94B
CBSH
Commerce Bancshares Inc

Financial Services
68.9K
New
$58.85 - $68.59 $4.05M - $4.73M
68.9K $4.29B
WELL
Welltower Inc.

Real Estate
27.4K
New
$124.05 - $156.86 $3.4M - $4.3M
27.4K $4.2B
HES
Hess Corp

Energy
25.4K
New
$135.42 - $160.52 $3.44M - $4.08M
25.4K $4.06B
DIS
Walt Disney CO

Communication Services
40.3K
New
$96.87 - $114.0 $3.9M - $4.59M
40.3K $3.97B
TFLO
Ishares Treasury Floating Rate

ETFs
64.9K
+ 10.53%
$50.48 - $50.68 $3.28M - $3.29M
682K $34.5B
CTSH
Cognizant Technology Solutions Corp

Technology
44.4K
+ 1472.35%
$75.32 - $90.7 $3.34M - $4.03M
47.4K $3.63B
NDAQ
Nasdaq, Inc.

Financial Services
43.9K
New
$72.17 - $83.76 $3.17M - $3.67M
43.9K $3.33B
RSG
Republic Services, Inc.

Industrials
13.2K
+ 946.53%
$200.09 - $242.16 $2.65M - $3.21M
14.6K $3.55B
T
At&T Inc.

Communication Services
115K
New
$21.56 - $28.28 $2.48M - $3.26M
115K $3.26B
K
Kellogg CO

Consumer Defensive
38.4K
New
$81.06 - $82.9 $3.11M - $3.19M
38.4K $3.17B
XOM
Exxon Mobil Corp

Energy
21.1K
+ 42.91%
$105.44 - $118.93 $2.22M - $2.51M
70.3K $8.36B
PKG
Packaging Corp Of America

Consumer Cyclical
14.9K
+ 753.84%
$192.03 - $242.13 $2.87M - $3.61M
16.9K $3.35B
ADC
Agree Realty Corp

Real Estate
37.2K
+ 893.95%
$68.36 - $77.19 $2.54M - $2.87M
41.4K $3.19B
CSCO
Cisco Systems, Inc.

Technology
46.9K
New
$58.74 - $64.87 $2.75M - $3.04M
46.9K $2.89B
MO
Altria Group, Inc.

Consumer Defensive
47.4K
New
$50.81 - $60.02 $2.41M - $2.84M
47.4K $2.84B
UPS
United Parcel Service Inc

Industrials
25.7K
New
$109.66 - $136.26 $2.82M - $3.5M
25.7K $2.83B
FE
Firstenergy Corp

Utilities
69.8K
New
$37.95 - $43.5 $2.65M - $3.03M
69.8K $2.82B
PM
Philip Morris International Inc.

Consumer Defensive
14.6K
+ 118.18%
$117.15 - $158.79 $1.71M - $2.32M
26.9K $4.28B
ORCL
Oracle Corp

Technology
19.2K
New
$139.81 - $186.47 $2.68M - $3.58M
19.2K $2.68B
TDY
Teledyne Technologies Inc

Technology
5.28K
+ 394.69%
$455.51 - $518.84 $2.4M - $2.74M
6.61K $3.29B
WTW
Willis Towers Watson PLC

Financial Services
7.37K
New
$306.61 - $340.78 $2.26M - $2.51M
7.37K $2.49B
MRVL
Marvell Technology, Inc.

Technology
39K
New
$61.57 - $126.06 $2.4M - $4.92M
39K $2.4B
RTX
Raytheon Technologies Corp

Industrials
15.2K
+ 69.68%
$114.1 - $135.66 $1.74M - $2.06M
37.1K $4.91B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25.8K
+ 79.36%
$91.45 - $91.75 $2.36M - $2.37M
58.4K $5.35B
SEIC
Sei Investments CO

Financial Services
31K
+ 102.9%
$72.08 - $86.58 $2.23M - $2.68M
61.1K $4.74B
TYL
Tyler Technologies Inc

Technology
3.78K
+ 693.04%
$553.41 - $646.74 $2.09M - $2.45M
4.33K $2.52B
ROP
Roper Technologies Inc

Industrials
2.92K
+ 48.13%
$502.71 - $593.81 $1.47M - $1.73M
8.98K $5.3B
AME
Ametek Inc

Industrials
12.9K
+ 108.59%
$170.39 - $190.43 $2.2M - $2.45M
24.8K $4.26B
ADI
Analog Devices Inc

Technology
10.6K
+ 95.57%
$201.56 - $243.82 $2.14M - $2.59M
21.7K $4.39B
JNPR
Juniper Networks Inc

Technology
51.1K
New
$34.38 - $39.03 $1.76M - $2M
51.1K $1.85B
GGG
Graco Inc

Industrials
22.3K
+ 81.6%
$80.53 - $87.54 $1.8M - $1.96M
49.7K $4.15B
FOX
Fox Corp Cl B (De)

Communication Services
34.9K
New
$45.64 - $54.23 $1.59M - $1.89M
34.9K $1.84B
EBAY
Ebay Inc

Consumer Cyclical
26.2K
New
$61.61 - $70.93 $1.61M - $1.86M
26.2K $1.77B
ADP
Automatic Data Processing Inc

Industrials
5.68K
+ 205.76%
$286.85 - $318.64 $1.63M - $1.81M
8.44K $2.58B
DGX
Quest Diagnostics Inc

Healthcare
10.2K
New
N/A
10.2K $1.72B
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
17.9K
New
$87.72 - $111.91 $1.57M - $2M
17.9K $1.62B
CRWD
Crowd Strike Holdings, Inc.

Technology
4.35K
New
$308.86 - $455.36 $1.34M - $1.98M
4.35K $1.53B
Linde PLC
1.77K
+ 22.78%
N/A
9.51K $4.43B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
8.18K
+ 59.58%
$166.63 - $185.86 $1.36M - $1.52M
21.9K $3.65B
GIS
General Mills Inc

Consumer Defensive
21.5K
+ 45.8%
$57.56 - $65.3 $1.24M - $1.4M
68.3K $4.08B
VST
Vistra Corp.

Utilities
12.5K
+ 61.27%
$108.49 - $191.89 $1.35M - $2.39M
32.8K $3.85B
CVX
Chevron Corp

Energy
4.17K
+ 35.07%
$146.71 - $167.97 $612K - $701K
16.1K $2.69B
VRT
Vertiv Holdings CO

Industrials
13.4K
New
N/A
13.4K $965M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.83K
+ 59.14%
$221.78 - $273.45 $1.07M - $1.32M
13K $2.95B
ABC
Amerisourcebergen Corp

Healthcare
1.1K
+ 9.94%
N/A
12.1K $3.37B
Activity Summary
Buys All Purchases 103 New Holdings 49 Increased Positions 54 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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