Proficio Capital Partners LLC Sells in Q1 2025

Proficio Capital Partners LLC

  • $1.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-156
- 1.86%
$111.68 - $141.08 $17.4K - $22K
8.24K $961K
VTV
Vanguard Value ETF

ETFs
-585
- 16.07%
$167.73 - $179.21 $98.1K - $105K
3.06K $527K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-12
- 0.61%
$100.91 - $174.52 $1.21K - $2.09K
1.95K $209K
CDNS
Cadence Design Systems Inc

Technology
-80
- 5.57%
$233.96 - $324.52 $18.7K - $26K
1.36K $344K
MNST
Monster Beverage Corp

Consumer Defensive
-2.03K
- 36.36%
$46.16 - $58.58 $93.5K - $119K
3.54K $207K
MSTR
Microstrategy Inc

Technology
-277
- 28.41%
$239.27 - $396.5 $66.3K - $110K
698 $201K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.57%
$4295.4 - $5141.88 $4.3K - $5.14K
173 $796K
LOW
Lowes Companies Inc

Consumer Cyclical
-64
- 1.87%
$222.66 - $268.42 $14.3K - $17.2K
3.37K $784K
NVR
Nvr Inc

Consumer Cyclical
-2
- 4.08%
$7062.02 - $8382.63 $14.1K - $16.8K
47 $340K
SNPS
Synopsys Inc

Technology
-28
- 3.52%
$428.58 - $551.54 $12K - $15.4K
768 $329K
CEG
Constellation Energy Corp

Utilities
-120
- 8.93%
$201.63 - $347.44 $24.2K - $41.7K
1.22K $246K
CDW
Cdw Corp

Technology
-1
- 0.03%
$160.26 - $206.13 $160 - $206
3.95K $632K
VMC
Vulcan Materials CO

Basic Materials
-10
- 0.49%
$220.9 - $277.54 $2.21K - $2.78K
2.03K $472K
PRU
Prudential Financial Inc

Financial Services
-297
- 13.91%
$105.04 - $122.33 $31.2K - $36.3K
1.84K $205K
ONL
Orion Office Reit Inc.

Real Estate
-2K
- 7.25%
$2.14 - $4.15 $4.28K - $8.3K
25.6K $54K
LNG
Cheniere Energy, Inc.

Energy
-384
- 14.33%
$209.32 - $253.66 $80.4K - $97.4K
2.3K $531K
AMP
Ameriprise Financial Inc

Financial Services
-15
- 2.15%
$472.29 - $575.13 $7.08K - $8.63K
683 $330K
TXN
Texas Instruments Inc

Technology
-147
- 3.83%
N/A
3.69K $717K
MSI
Motorola Solutions, Inc.

Technology
-19
- 2.78%
$411.73 - $482.1 $7.82K - $9.16K
664 $290K
FTNT
Fortinet, Inc.

Technology
-342
- 5.9%
$92.49 - $114.57 $31.6K - $39.2K
5.45K $524K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-32
- 1.99%
$161.13 - $209.29 $5.16K - $6.7K
1.57K $260K
PEP
Pepsico Inc

Consumer Defensive
-29
- 0.65%
$142.64 - $156.42 $4.14K - $4.54K
4.42K $662K
ZTS
Zoetis Inc.

Healthcare
-104
- 3.41%
$156.48 - $175.67 $16.3K - $18.3K
2.95K $485K
ITW
Illinois Tool Works Inc

Industrials
-5
- 0.29%
$244.9 - $274.48 $1.22K - $1.37K
1.73K $427K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-415
- 4.6%
$24.07 - $24.5 $9.99K - $10.2K
8.62K $208K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-29
- 8.06%
$1227.6 - $1458.46 $35.6K - $42.3K
331 $446K
RMD
Resmed Inc

Healthcare
-5
- 0.52%
$219.7 - $257.65 $1.1K - $1.29K
958 $214K
Astera Labs Inc
-1.42K
- 6.57%
N/A
20.2K $0
Bitwise Bitcoin ETF Tr
-7.86K
- 19.0%
N/A
33.5K $0
Fidelity Covington Trust
-53.7K
- 41.09%
N/A
77K $0
Arista Networks Inc
-75
- 1.61%
N/A
4.59K $0
Fidelity Wise Origin Bitcoin
-2.48K
- 33.48%
N/A
4.92K $0
Siriusxm Holdings Inc
-185
- 1.3%
N/A
14.1K $0
Linde PLC
-19
- 0.72%
N/A
2.6K $0
MPC
Marathon Petroleum Corp

Energy
-65
- 3.87%
$134.72 - $159.03 $8.76K - $10.3K
1.62K $235K
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 0.94%
$283.24 - $338.07 $2.27K - $2.7K
840 $247K
UNH
Unitedhealth Group Inc

Healthcare
-119
- 3.19%
$461.52 - $548.18 $54.9K - $65.2K
3.62K $1.89M
TFLO
Ishares Treasury Floating Rate

ETFs
-105
- 0.15%
$50.48 - $50.68 $5.3K - $5.32K
70.4K $3.57M
NVS
Novartis Ag

Healthcare
-228
- 9.86%
$97.14 - $115.57 $22.1K - $26.3K
2.08K $232K
UL
Unilever PLC

Consumer Defensive
-27
- 0.73%
$54.72 - $60.29 $1.48K - $1.63K
3.67K $218K
SLB
Schlumberger Limited

Energy
-129
- 2.36%
$38.4 - $43.74 $4.95K - $5.64K
5.33K $222K
NOC
Northrop Grumman Corp

Industrials
-10
- 2.34%
$433.45 - $513.82 $4.33K - $5.14K
418 $214K
NNI
Nelnet Inc

Financial Services
-15
- 0.33%
$102.92 - $122.39 $1.54K - $1.84K
4.5K $499K
CB
Chubb LTD

Financial Services
-184
- 6.25%
$257.71 - $301.99 $47.4K - $55.6K
2.76K $832K
HCA
Hca Healthcare, Inc.

Healthcare
-11
- 1.48%
$296.7 - $345.55 $3.26K - $3.8K
734 $253K
FAST
Fastenal CO

Industrials
-2
- 0.04%
$71.11 - $79.98 $142 - $160
5.69K $441K
WCN
Waste Connections, Inc.

Industrials
-103
- 4.57%
$169.89 - $195.19 $17.5K - $20.1K
2.15K $420K
AON
Aon PLC

Financial Services
-8
- 0.74%
$348.44 - $409.32 $2.79K - $3.27K
1.08K $431K
VEA
Vanguard Ftse Developed Market

ETFs
-522
- 2.3%
$47.4 - $52.99 $24.7K - $27.7K
22.2K $1.13M
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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