Proficio Capital Partners LLC Purchases in Q1 2025

Proficio Capital Partners LLC

  • $1.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
1.13K
+ 130.21%
$274.49 - $329.0 $309K - $370K
1.99K $654K
GNRC
Generac Holdings Inc.

Industrials
3.09K
New
$126.65 - $164.06 $391K - $506K
3.09K $390K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.76K
+ 172.22%
$72.7 - $84.32 $346K - $401K
7.52K $561K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.28K
+ 3.05%
$81.83 - $82.73 $268K - $271K
111K $9.17M
PFE
Pfizer Inc

Healthcare
13.9K
+ 163.73%
$25.01 - $27.13 $348K - $378K
22.4K $568K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.78K
New
$169.43 - $182.84 $301K - $325K
1.78K $308K
XOM
Exxon Mobil Corp

Energy
792
+ 4.34%
$105.44 - $118.93 $83.5K - $94.2K
19K $2.26M
GM
General Motors CO

Consumer Cyclical
7.68K
+ 73.51%
$45.22 - $54.92 $347K - $422K
18.1K $851K
VRSN
Verisign Inc

Technology
1.14K
New
$205.1 - $254.74 $233K - $289K
1.14K $288K
ABBV
Abb Vie Inc.

Healthcare
287
+ 4.33%
$169.2 - $216.66 $48.6K - $62.2K
6.91K $1.45M
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.97K
New
$27.81 - $30.21 $249K - $271K
8.97K $265K
HD
Home Depot, Inc.

Consumer Cyclical
1.35K
+ 12.8%
$347.25 - $424.87 $469K - $574K
11.9K $4.36M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.1K
New
$19.43 - $19.62 $255K - $257K
13.1K $256K
MDT
Medtronic PLC

Healthcare
2.79K
New
$79.84 - $94.5 $223K - $264K
2.79K $251K
FOXA
Fox Corp

Communication Services
4.31K
New
$47.9 - $58.0 $207K - $250K
4.31K $244K
AFL
Aflac Inc

Financial Services
2.2K
New
$100.99 - $111.19 $222K - $245K
2.2K $244K
CVS
Cvs Health Corp

Healthcare
3.49K
New
$44.22 - $68.64 $154K - $240K
3.49K $236K
NI
Nisource Inc.

Utilities
5.91K
New
$35.57 - $41.23 $210K - $244K
5.91K $236K
ECL
Ecolab Inc.

Basic Materials
924
New
$229.72 - $269.82 $212K - $249K
924 $234K
GD
General Dynamics Corp

Industrials
856
New
$241.94 - $272.58 $207K - $233K
856 $233K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.34K
New
$56.12 - $68.15 $188K - $228K
3.34K $226K
VDE
Vanguard Energy ETF

ETFs
1.7K
New
$119.14 - $132.76 $203K - $226K
1.7K $221K
OTIS
Otis Worldwide Corp

Industrials
2.12K
New
$90.77 - $104.01 $192K - $220K
2.12K $218K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
808
New
$233.07 - $290.7 $188K - $235K
808 $218K
EXLS
Exl Service Holdings, Inc.

Technology
4.55K
New
$44.13 - $51.8 $201K - $236K
4.55K $214K
PSX
Phillips 66

Energy
1.71K
New
$113.93 - $131.55 $195K - $225K
1.71K $210K
UNM
Unum Group

Financial Services
2.55K
New
$71.8 - $83.34 $183K - $212K
2.55K $207K
GPC
Genuine Parts CO

Consumer Cyclical
1.73K
New
$115.91 - $129.02 $201K - $223K
1.73K $206K
KMB
Kimberly Clark Corp

Consumer Defensive
1.44K
New
$124.46 - $147.4 $179K - $212K
1.44K $204K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.84K
New
$101.42 - $113.2 $186K - $208K
1.84K $202K
NFLX
Netflix Inc

Communication Services
115
+ 5.32%
$828.4 - $1058.6 $95.3K - $122K
2.28K $2.12M
ABT
Abbott Laboratories

Healthcare
153
+ 1.72%
$111.1 - $140.22 $17K - $21.5K
9.05K $1.2M
AMGN
Amgen Inc

Healthcare
300
+ 16.61%
$258.59 - $327.36 $77.6K - $98.2K
2.11K $656K
RTX
Raytheon Technologies Corp

Industrials
265
+ 2.94%
$114.1 - $135.66 $30.2K - $35.9K
9.28K $1.23M
GE
General Electric CO

Industrials
327
+ 9.83%
$168.59 - $212.13 $55.1K - $69.4K
3.65K $731K
HYG
Ishares Tr

ETFs
2.14K
+ 49.48%
$78.51 - $80.11 $168K - $171K
6.47K $510K
PM
Philip Morris International Inc.

Consumer Defensive
125
+ 3.24%
$117.15 - $158.79 $14.6K - $19.8K
3.99K $633K
DE
Deere & CO

Industrials
233
+ 18.6%
$408.57 - $509.27 $95.2K - $119K
1.49K $697K
WELL
Welltower Inc.

Real Estate
281
+ 6.94%
$124.05 - $156.86 $34.9K - $44.1K
4.33K $663K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 2.78%
$890.62 - $1076.86 $66.8K - $80.8K
2.78K $2.62M
PGR
Progressive Corp

Financial Services
123
+ 5.19%
$235.61 - $291.22 $29K - $35.8K
2.49K $705K
MCD
Mcdonalds Corp

Consumer Cyclical
285
+ 13.98%
$279.74 - $321.29 $79.7K - $91.6K
2.32K $725K
BUR
Burford Capital LTD

Financial Services
7.4K
+ 9.79%
$12.5 - $15.6 $92.5K - $115K
82.9K $1.1M
PLD
Prologis, Inc.

Real Estate
957
+ 29.2%
$103.59 - $124.04 $99.1K - $119K
4.23K $473K
AMT
American Tower Corp

Real Estate
372
+ 28.97%
$173.46 - $217.6 $64.5K - $80.9K
1.66K $360K
MA
Mastercard Inc

Financial Services
96
+ 3.25%
$504.67 - $576.31 $48.4K - $55.3K
3.05K $1.67M
GILD
Gilead Sciences, Inc.

Healthcare
368
+ 10.01%
$89.14 - $117.41 $32.8K - $43.2K
4.04K $453K
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 0.62%
$225.19 - $279.95 $21.2K - $26.3K
15.2K $3.73M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
18
+ 0.55%
$208.48 - $244.03 $3.75K - $4.39K
3.26K $796K
Activity Summary
Buys All Purchases 242 New Holdings 55 Increased Positions 187 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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