Private Trust CO Na Purchases in Q1 2025

Private Trust CO Na

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
14.1K
+ 25.75%
$105.44 - $118.93 $1.49M - $1.68M
69.1K $8.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.53K
+ 14.9%
$551.42 - $612.93 $2.5M - $2.78M
35K $19.6M
ABBV
Abb Vie Inc.

Healthcare
602
+ 1.65%
$169.2 - $216.66 $102K - $130K
37K $7.75M
IBM
International Business Machines Corp

Technology
3.64K
+ 27.96%
$217.4 - $264.74 $791K - $964K
16.7K $4.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 0.96%
$442.66 - $534.52 $57.1K - $69K
13.5K $7.2M
SWK
Stanley Black & Decker, Inc.

Industrials
11.9K
+ 850.89%
$76.43 - $90.41 $912K - $1.08M
13.3K $1.03M
CVX
Chevron Corp

Energy
1.25K
+ 4.14%
$146.71 - $167.97 $184K - $210K
31.5K $5.27M
ECL
Ecolab Inc.

Basic Materials
3.12K
+ 101.83%
$229.72 - $269.82 $716K - $841K
6.18K $1.57M
RTX
Raytheon Technologies Corp

Industrials
1.58K
+ 4.61%
$114.1 - $135.66 $180K - $214K
35.8K $4.74M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.56K
+ 372.46%
$100.34 - $100.68 $759K - $761K
9.59K $965K
V
Visa Inc.

Financial Services
730
+ 5.8%
$306.92 - $362.71 $224K - $265K
13.3K $4.66M
GLD
Spdr Gold Trust

ETFs
838
+ 9.11%
$243.19 - $288.14 $204K - $241K
10K $2.89M
CGXU
Capital Group Intl Focus Equit

ETFs
26.9K
New
$24.48 - $26.59 $658K - $715K
26.9K $657K
TJX
Tjx Companies Inc

Consumer Cyclical
5.18K
+ 38.01%
$112.81 - $126.16 $585K - $654K
18.8K $2.29M
LLY
Eli Lilly & CO

Healthcare
23
+ 0.2%
$725.72 - $929.72 $16.7K - $21.4K
11.5K $9.46M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 3.81%
$225.19 - $279.95 $338K - $420K
40.9K $10M
IGF
Ishares Global Infrastructure

ETFs
10.3K
New
$51.96 - $54.84 $534K - $563K
10.3K $561K
ABT
Abbott Laboratories

Healthcare
826
+ 3.61%
$111.1 - $140.22 $91.8K - $116K
23.7K $3.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.83K
+ 346.62%
$73.78 - $76.59 $504K - $523K
8.79K $673K
MA
Mastercard Inc

Financial Services
542
+ 5.52%
$504.67 - $576.31 $274K - $312K
10.4K $5.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.64K
+ 10.27%
$49.78 - $53.19 $480K - $513K
104K $5.29M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.26K
+ 25.38%
$48.65 - $53.06 $353K - $385K
35.9K $1.86M
UBER
Uber Technologies, Inc

Technology
2.19K
+ 8.61%
$63.17 - $81.49 $138K - $178K
27.6K $2.01M
IEMG
Ishares Inc

ETFs
8.8K
+ 22.54%
N/A
47.8K $2.57M
SPIB
Spdr Portfolio Intermediate Te

ETFs
13K
+ 20.01%
$32.5 - $33.3 $422K - $432K
77.8K $2.59M
MCD
Mcdonalds Corp

Consumer Cyclical
168
+ 0.93%
$279.74 - $321.29 $47K - $54K
18.3K $5.71M
EDV
Vanguard Extended Duration Tre

ETFs
6.45K
New
$65.05 - $73.43 $420K - $474K
6.45K $458K
SO
Southern CO

Utilities
2.46K
+ 10.3%
$80.96 - $92.96 $199K - $229K
26.3K $2.42M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
6.17K
+ 353.44%
$65.49 - $74.67 $404K - $461K
7.92K $567K
PSA
Public Storage

Real Estate
1.49K
+ 228.07%
$288.99 - $313.98 $430K - $467K
2.14K $640K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.69K
+ 8.62%
$33.84 - $37.77 $226K - $253K
84.3K $3.07M
COST
Costco Wholesale Corp

Consumer Defensive
269
+ 5.16%
$890.62 - $1076.86 $240K - $290K
5.48K $5.18M
T
At&T Inc.

Communication Services
1.78K
+ 2.86%
$21.56 - $28.28 $38.3K - $50.3K
63.8K $1.8M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.38K
+ 18.77%
$59.78 - $60.03 $381K - $383K
40.3K $2.41M
KO
Coca Cola CO

Consumer Defensive
669
+ 1.89%
$60.81 - $72.32 $40.7K - $48.4K
36K $2.58M
IAU
Ishares Gold Trust

ETFs
3.33K
+ 18.08%
$49.74 - $58.96 $166K - $196K
21.8K $1.28M
CRWD
Crowd Strike Holdings, Inc.

Technology
882
+ 16.52%
$308.86 - $455.36 $272K - $402K
6.22K $2.19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
93
+ 52.84%
$4295.4 - $5141.88 $399K - $478K
269 $1.24M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.66K
+ 31.33%
$48.43 - $49.9 $322K - $332K
27.9K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
436
+ 5.95%
$461.52 - $548.18 $201K - $239K
7.77K $4.07M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.98K
+ 238.99%
$89.18 - $104.04 $355K - $414K
5.65K $517K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
25.3K
+ 576.07%
$13.05 - $13.97 $331K - $354K
29.7K $405K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.4K
+ 19.11%
$29.34 - $31.31 $392K - $419K
83.3K $2.47M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.1K
+ 158.72%
$80.53 - $147.57 $169K - $310K
3.43K $453K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.23K
+ 19.4%
$63.07 - $73.5 $204K - $237K
19.9K $1.4M
SYK
Stryker Corp

Healthcare
659
+ 9.11%
$355.18 - $399.9 $234K - $264K
7.89K $2.94M
CB
Chubb LTD

Financial Services
231
+ 2.26%
$257.71 - $301.99 $59.5K - $69.8K
10.5K $3.16M
UNP
Union Pacific Corp

Industrials
844
+ 5.42%
$225.21 - $254.42 $190K - $215K
16.4K $3.88M
AVLV
American Centy ETF Tr Avantis
5.01K
+ 234.21%
$63.51 - $70.42 $318K - $353K
7.15K $466K
Activity Summary
Buys All Purchases 1147 New Holdings 253 Increased Positions 894 Sells All Sells 650 Reductions 650 Sold out 0 Options Calls 0 Puts 0
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