Portfolio Design Labs, LLC Sells in Q2 2025

Portfolio Design Labs, LLC

  • $509 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-361K
- 53.02%
$50.47 - $50.66 $18.2M - $18.3M
320K $16.2B
AAPL
Apple Inc.

Technology
-29.2K
- 38.17%
$172.42 - $223.89 $5.04M - $6.55M
47.4K $9.72B
MEAR
Blackrock Short Maturity Munic

ETFs
-122K
- 49.56%
$49.74 - $50.27 $6.04M - $6.11M
124K $6.22B
GOOG
Alphabet Inc.

Communication Services
-40.3K
- 48.79%
$146.58 - $180.01 $5.91M - $7.26M
42.3K $7.5B
NVDA
Nvidia Corp

Technology
-80.8K
- 49.31%
$94.31 - $157.99 $7.62M - $12.8M
83K $13.1B
ADI
Analog Devices Inc

Technology
-20.6K
- 94.69%
$164.6 - $238.02 $3.39M - $4.9M
1.15K $275M
JNJ
Johnson & Johnson

Healthcare
-18.7K
- 29.73%
$146.36 - $159.82 $2.74M - $2.99M
44.2K $6.75B
UNH
Unitedhealth Group Inc

Healthcare
-5.48K
- 60.74%
$274.35 - $599.47 $1.5M - $3.28M
3.54K $1.1B
XOM
Exxon Mobil Corp

Energy
-23.7K
- 33.72%
$99.93 - $119.04 $2.37M - $2.82M
46.6K $5.02B
EXPD
Expeditors International Of Washington Inc

Industrials
-23.4K
- 92.34%
$102.84 - $122.24 $2.4M - $2.86M
1.94K $221M
AMZN
Amazon Com Inc

Consumer Cyclical
-20.5K
- 29.15%
$167.32 - $223.3 $3.43M - $4.58M
49.8K $10.9B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-25.1K
- 43.04%
$91.43 - $91.74 $2.3M - $2.3M
33.2K $3.05B
MSFT
Microsoft Corp

Technology
-15.2K
- 34.49%
$354.56 - $497.45 $5.38M - $7.55M
28.8K $14.3B
V
Visa Inc.

Financial Services
-5.53K
- 19.48%
$308.27 - $373.31 $1.7M - $2.06M
22.8K $8.11B
MRVL
Marvell Technology, Inc.

Technology
-24K
- 61.43%
$49.38 - $79.97 $1.18M - $1.92M
15K $1.16B
TJX
Tjx Companies Inc

Consumer Cyclical
-10.6K
- 17.54%
$119.13 - $135.03 $1.26M - $1.43M
49.8K $6.15B
KO
Coca Cola CO

Consumer Defensive
-16.5K
- 46.8%
$68.37 - $73.9 $1.13M - $1.22M
18.8K $1.33B
HES
Hess Corp

Energy
-4.32K
- 16.99%
$126.32 - $161.29 $546K - $697K
21.1K $2.92B
ABBV
Abb Vie Inc.

Healthcare
-4.73K
- 60.61%
$170.16 - $206.27 $806K - $976K
3.08K $571M
ELV
Elevance Health, Inc.

Healthcare
-2.15K
- 52.45%
$372.27 - $452.69 $801K - $975K
1.95K $759M
ROP
Roper Technologies Inc

Industrials
-1.44K
- 16.02%
$519.19 - $590.78 $747K - $850K
7.54K $4.28B
WFC
Wells Fargo & Company

Financial Services
-15.4K
- 52.49%
$60.98 - $80.12 $937K - $1.23M
13.9K $1.11B
RTX
Raytheon Technologies Corp

Industrials
-9.77K
- 26.36%
$113.75 - $148.48 $1.11M - $1.45M
27.3K $3.98B
BAC
Bank Of America Corp

Financial Services
-25.3K
- 46.08%
$34.39 - $47.46 $872K - $1.2M
29.7K $1.4B
Ge Vernova Inc
-3.39K
- 83.33%
N/A
678 $359M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12.6K
- 50.52%
$63.54 - $68.5 $803K - $866K
12.4K $835M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.31K
- 47.74%
$310.86 - $348.77 $719K - $806K
2.53K $810M
AME
Ametek Inc

Industrials
-5.89K
- 23.79%
$151.41 - $182.75 $892K - $1.08M
18.9K $3.41B
DRI
Darden Restaurants Inc

Consumer Cyclical
-4.2K
- 53.83%
$186.58 - $225.78 $784K - $948K
3.6K $785M
WELL
Welltower Inc.

Real Estate
-4.91K
- 17.91%
$136.49 - $155.22 $670K - $762K
22.5K $3.46B
PKG
Packaging Corp Of America

Consumer Cyclical
-3.06K
- 18.1%
$175.97 - $201.36 $538K - $616K
13.8K $2.61B
FE
Firstenergy Corp

Utilities
-17K
- 24.4%
$38.31 - $43.17 $652K - $735K
52.7K $2.12B
FISV
Fiserv Inc

Technology
-2.49K
- 47.78%
N/A
2.72K $469M
ACN
Accenture PLC

Technology
-2.09K
- 65.77%
$279.23 - $323.21 $583K - $675K
1.09K $325M
GGG
Graco Inc

Industrials
-9.06K
- 18.22%
$74.02 - $87.26 $670K - $790K
40.7K $3.5B
ADP
Automatic Data Processing Inc

Industrials
-2.18K
- 25.84%
$276.76 - $326.81 $603K - $712K
6.26K $1.93B
ATO
Atmos Energy Corp

Utilities
-4.05K
- 61.47%
$145.06 - $162.66 $588K - $659K
2.54K $391M
CVX
Chevron Corp

Energy
-1.2K
- 7.47%
$133.73 - $168.51 $161K - $202K
14.9K $2.13B
APH
Amphenol Corp

Technology
-10.1K
- 72.92%
$59.09 - $98.75 $597K - $997K
3.75K $370M
VST
Vistra Corp.

Utilities
-15.6K
- 47.41%
$98.07 - $195.04 $1.53M - $3.03M
17.2K $3.34B
ABT
Abbott Laboratories

Healthcare
-4.39K
- 16.44%
$123.95 - $138.08 $545K - $607K
22.3K $3.04B
UPS
United Parcel Service Inc

Industrials
-2.67K
- 10.4%
$91.92 - $110.2 $246K - $295K
23K $2.33B
MCD
Mcdonalds Corp

Consumer Cyclical
-1.52K
- 57.52%
$285.55 - $321.23 $434K - $488K
1.12K $328M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-856
- 49.31%
$421.16 - $509.5 $361K - $436K
880 $392M
PGR
Progressive Corp

Financial Services
-1.48K
- 54.09%
$255.27 - $288.74 $377K - $426K
1.25K $334M
PPL
Ppl Corp

Utilities
-7.58K
- 9.89%
$33.45 - $36.5 $253K - $277K
69K $2.34B
NOW
Service Now, Inc.

Technology
-704
- 47.25%
$721.65 - $1040.18 $508K - $732K
786 $808M
GE
General Electric CO

Industrials
-3.49K
- 38.18%
$166.81 - $257.39 $582K - $898K
5.65K $1.45B
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.27K
- 42.85%
$151.62 - $183.47 $344K - $416K
3.02K $555M
Activity Summary
Buys All Purchases 55 New Holdings 19 Increased Positions 36 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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