Proficio Capital Partners LLC Incresed Positions in Q1 2025

Proficio Capital Partners LLC

  • $1.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
PLTR
Palantir Technologies Inc.

Technology
425
+ 6.15%
$64.98 - $124.62 $27.6K - $53K
7.33K $618K
SPOT
Spotify Technology S.A.

Communication Services
55
+ 8.76%
$457.79 - $648.32 $25.2K - $35.7K
683 $375K
AJG
Arthur J. Gallagher & Co.

Financial Services
98
+ 10.34%
$275.89 - $345.24 $27K - $33.8K
1.05K $361K
UNP
Union Pacific Corp

Industrials
309
+ 13.98%
$225.21 - $254.42 $69.6K - $78.6K
2.52K $595K
HIG
Hartford Financial Services Group, Inc.

Financial Services
58
+ 1.0%
$106.31 - $123.73 $6.17K - $7.18K
5.83K $721K
SYK
Stryker Corp

Healthcare
175
+ 10.57%
$355.18 - $399.9 $62.2K - $70K
1.83K $681K
TDG
Trans Digm Group Inc

Industrials
12
+ 2.08%
$1251.32 - $1394.11 $15K - $16.7K
588 $813K
BMY
Bristol Myers Squibb CO

Healthcare
1.05K
+ 24.64%
$53.9 - $63.11 $56.4K - $66.1K
5.3K $323K
MCK
Mckesson Corp

Healthcare
36
+ 6.56%
$566.21 - $672.99 $20.4K - $24.2K
585 $393K
MO
Altria Group, Inc.

Consumer Defensive
609
+ 10.74%
$50.81 - $60.02 $30.9K - $36.6K
6.28K $376K
HWM
Howmet Aerospace Inc.

Industrials
290
+ 14.21%
$110.79 - $139.39 $32.1K - $40.4K
2.33K $302K
SBUX
Starbucks Corp

Consumer Cyclical
253
+ 3.31%
$91.75 - $115.81 $23.2K - $29.3K
7.9K $774K
BSX
Boston Scientific Corp

Healthcare
120
+ 2.25%
$89.38 - $106.18 $10.7K - $12.7K
5.45K $550K
SHW
Sherwin Williams CO

Basic Materials
165
+ 11.69%
$330.16 - $365.55 $54.5K - $60.3K
1.58K $550K
ELV
Elevance Health, Inc.

Healthcare
69
+ 11.02%
$365.9 - $436.25 $25.2K - $30.1K
695 $302K
PAYX
Paychex Inc

Industrials
42
+ 1.04%
$136.06 - $154.52 $5.71K - $6.49K
4.1K $632K
ROP
Roper Technologies Inc

Industrials
40
+ 7.42%
$502.71 - $593.81 $20.1K - $23.8K
579 $341K
MMM
3 M CO

Industrials
215
+ 13.74%
$129.7 - $155.12 $27.9K - $33.4K
1.78K $261K
SCHW
Schwab Charles Corp

Financial Services
426
+ 7.15%
$71.24 - $83.64 $30.3K - $35.6K
6.39K $499K
TRV
Travelers Companies, Inc.

Financial Services
73
+ 4.41%
$232.43 - $265.13 $17K - $19.4K
1.73K $456K
ICE
Intercontinental Exchange, Inc.

Financial Services
18
+ 0.8%
$142.8 - $176.36 $2.57K - $3.17K
2.26K $389K
KLAC
Kla Corp

Technology
39
+ 7.17%
$636.62 - $777.63 $24.8K - $30.3K
583 $396K
CTAS
Cintas Corp

Industrials
79
+ 4.89%
$182.09 - $208.14 $14.4K - $16.4K
1.69K $348K
JCI
Johnson Controls International PLC

Industrials
552
+ 8.99%
$76.12 - $90.6 $42K - $50K
6.69K $536K
CSGP
Costar Group, Inc.

Real Estate
255
+ 6.08%
$69.29 - $80.37 $17.7K - $20.5K
4.45K $352K
TJX
Tjx Companies Inc

Consumer Cyclical
369
+ 8.25%
$112.81 - $126.16 $41.6K - $46.6K
4.84K $589K
TIP
Ishares Tr Tips Bd ETF

ETFs
340
+ 17.26%
$106.22 - $111.09 $36.1K - $37.8K
2.31K $256K
WTW
Willis Towers Watson PLC

Financial Services
23
+ 1.57%
$306.61 - $340.78 $7.05K - $7.84K
1.49K $502K
F
Ford Motor CO

Consumer Cyclical
4.28K
+ 35.33%
$9.12 - $10.43 $39K - $44.7K
16.4K $164K
TRGP
Targa Resources Corp.

Energy
79
+ 6.11%
$178.44 - $217.22 $14.1K - $17.2K
1.37K $275K
VRSK
Verisk Analytics, Inc.

Industrials
43
+ 3.0%
$268.63 - $301.33 $11.6K - $13K
1.48K $438K
QCOM
Qualcomm Inc

Technology
285
+ 6.79%
$151.94 - $175.86 $43.3K - $50.1K
4.48K $688K
CME
Cme Group Inc.

Financial Services
13
+ 1.12%
$225.82 - $266.54 $2.94K - $3.47K
1.17K $310K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
935
+ 15.3%
$52.01 - $61.99 $48.6K - $58K
7.05K $376K
DUK
Duke Energy Corp

Utilities
13
+ 0.5%
$105.87 - $121.97 $1.38K - $1.59K
2.63K $320K
WMB
Williams Companies, Inc.

Energy
77
+ 1.28%
$54.02 - $61.09 $4.16K - $4.7K
6.11K $365K
DASH
Door Dash, Inc.

Communication Services
108
+ 8.26%
$168.37 - $213.38 $18.2K - $23K
1.42K $258K
SO
Southern CO

Utilities
52
+ 1.47%
$80.96 - $92.96 $4.21K - $4.83K
3.6K $330K
MU
Micron Technology Inc

Technology
306
+ 7.54%
$86.89 - $109.38 $26.6K - $33.5K
4.36K $379K
NEE
Nextera Energy Inc

Utilities
688
+ 5.21%
$66.96 - $76.16 $46.1K - $52.4K
13.9K $984K
ALL
Allstate Corp

Financial Services
74
+ 5.3%
$180.99 - $210.18 $13.4K - $15.6K
1.47K $304K
WFC
Wells Fargo & Company

Financial Services
265
+ 2.69%
$66.78 - $81.42 $17.7K - $21.6K
10.1K $726K
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
Track This Portfolio

Track Proficio Capital Partners LLC Portfolio

Follow Proficio Capital Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proficio Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proficio Capital Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email