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
DE
Deere & CO

Industrials
448
+ 18.19%
$408.57 - $509.27 $183K - $228K
2.91K $1.37M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2K
+ 699.3%
$132.75 - $177.12 $266K - $354K
2.29K $348K
CSCO
Cisco Systems, Inc.

Technology
3.06K
+ 6.66%
$58.74 - $64.87 $180K - $198K
48.9K $3.02M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.75K
+ 89.17%
$97.25 - $104.79 $268K - $288K
5.84K $605K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.21K
+ 12.22%
$87.68 - $94.52 $194K - $209K
20.3K $1.9M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
11.7K
+ 478.4%
$24.88 - $26.85 $292K - $315K
14.2K $358K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
12.6K
+ 53.25%
$21.23 - $22.14 $268K - $279K
36.3K $800K
CVS
Cvs Health Corp

Healthcare
101
+ 0.86%
$44.22 - $68.64 $4.47K - $6.93K
11.8K $798K
IVE
Ishares S&P 500 Value ETF

ETFs
1.42K
+ 22.0%
$185.78 - $198.58 $264K - $282K
7.87K $1.5M
QCOM
Qualcomm Inc

Technology
1.65K
+ 10.9%
$151.94 - $175.86 $250K - $289K
16.7K $2.57M
PLTR
Palantir Technologies Inc.

Technology
1.25K
+ 7.66%
$64.98 - $124.62 $81K - $155K
17.5K $1.48M
OTIS
Otis Worldwide Corp

Industrials
896
+ 6.25%
$90.77 - $104.01 $81.3K - $93.2K
15.2K $1.57M
TW
Tradeweb Markets Inc.

Financial Services
748
+ 9.87%
$123.42 - $148.46 $92.3K - $111K
8.32K $1.24M
FTNT
Fortinet, Inc.

Technology
2.51K
+ 398.1%
$92.49 - $114.57 $232K - $287K
3.14K $302K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.82K
+ 15.16%
$50.29 - $50.5 $242K - $243K
36.6K $1.84M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.87K
+ 14.36%
$82.81 - $92.93 $320K - $359K
30.8K $2.62M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.04K
+ 16.22%
$50.39 - $50.66 $203K - $204K
28.9K $1.46M
GRMN
Garmin LTD

Technology
901
+ 124.97%
$204.55 - $241.93 $184K - $218K
1.62K $352K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.26K
+ 79.38%
$91.76 - $103.26 $207K - $233K
5.1K $471K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
3.97K
New
$50.21 - $51.23 $199K - $203K
3.97K $199K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.74K
+ 28.19%
$100.59 - $103.47 $175K - $180K
7.92K $819K
VTV
Vanguard Value ETF

ETFs
827
+ 5.18%
$167.73 - $179.21 $139K - $148K
16.8K $2.9M
CME
Cme Group Inc.

Financial Services
280
+ 7.91%
$225.82 - $266.54 $63.2K - $74.6K
3.82K $1.01M
HOOD
Robinhood Markets, Inc.

Technology
4.54K
+ 8726.92%
$35.63 - $65.28 $162K - $296K
4.59K $191K
XLF
Financial Sector Spdr

ETFs
2.73K
+ 7.43%
$47.32 - $52.19 $129K - $143K
39.5K $1.97M
AFL
Aflac Inc

Financial Services
1.16K
+ 15.2%
$100.99 - $111.19 $117K - $129K
8.81K $979K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
48
+ 9.84%
$1187.71 - $1432.58 $57K - $68.8K
536 $767K
OEF
Ishares S&P 100 ETF

ETFs
708
+ 206.41%
N/A
1.05K $279K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.7K
+ 152.08%
$23.9 - $24.18 $184K - $186K
12.8K $308K
AEP
American Electric Power CO Inc

Utilities
142
+ 1.44%
$90.32 - $109.27 $12.8K - $15.5K
10K $1.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.91K
+ 57.88%
$77.33 - $90.16 $225K - $262K
7.94K $622K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.19K
+ 5.81%
$47.08 - $50.67 $103K - $111K
39.8K $2M
TFLO
Ishares Treasury Floating Rate

ETFs
3.48K
+ 13.92%
$50.48 - $50.68 $176K - $177K
28.5K $1.44M
CGGO
Capital Group Global Growth Eq

ETFs
6.61K
+ 93.92%
$28.33 - $30.84 $187K - $204K
13.7K $386K
EPD
Enterprise Products Partners L.P.

Energy
3.95K
+ 23.56%
$31.75 - $34.14 $125K - $135K
20.7K $706K
NTRA
Natera, Inc.

Healthcare
1.3K
+ 780.12%
$132.63 - $177.0 $172K - $229K
1.46K $206K
FXI
Ishares Tr

ETFs
5K
New
$28.65 - $38.55 $143K - $193K
5K $179K
KLAC
Kla Corp

Technology
201
+ 23.65%
$636.62 - $777.63 $128K - $156K
1.05K $714K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
8.97K
+ 1455.36%
$19.8 - $19.97 $178K - $179K
9.58K $190K
ISRG
Intuitive Surgical Inc

Healthcare
409
+ 40.34%
$476.63 - $610.45 $195K - $250K
1.42K $704K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.2K
+ 25.19%
$67.03 - $74.61 $214K - $239K
15.9K $1.08M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.97K
+ 34.58%
$45.72 - $51.73 $227K - $257K
19.3K $889K
NKE
Nike, Inc.

Consumer Cyclical
4.62K
+ 44.48%
$63.29 - $81.72 $292K - $377K
15K $952K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.97K
+ 42.38%
$24.91 - $29.02 $223K - $260K
30.1K $754K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.6K
+ 32.01%
$85.29 - $92.57 $137K - $148K
6.61K $601K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.89K
+ 21.46%
$81.83 - $82.73 $154K - $156K
10.7K $883K
MDT
Medtronic PLC

Healthcare
863
+ 10.17%
$79.84 - $94.5 $68.9K - $81.6K
9.35K $840K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.32K
+ 50.0%
$114.57 - $118.14 $151K - $156K
3.95K $466K
AON
Aon PLC

Financial Services
59
+ 1.71%
$348.44 - $409.32 $20.6K - $24.1K
3.5K $1.4M
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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