Rational Advisors LLC Purchases in Q1 2025

Rational Advisors LLC

  • $851 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLPX
Global X Mlp & Energy Infrastr

ETFs
825K
New
$59.6 - $67.2 $49.2M - $55.4M
825K $52.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.09M
New
$23.32 - $23.84 $25.5M - $26.1M
1.09M $25.6M
IEFA
Ishares Tr

ETFs
182K
+ 8539.07%
$69.57 - $78.65 $12.7M - $14.3M
184K $13.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
57.2K
+ 774.53%
$81.83 - $82.73 $4.68M - $4.73M
64.6K $5.34M
TW
Tradeweb Markets Inc.

Financial Services
26.2K
New
$123.42 - $148.46 $3.23M - $3.89M
26.2K $3.89M
TJX
Tjx Companies Inc

Consumer Cyclical
30K
New
$112.81 - $126.16 $3.38M - $3.78M
30K $3.65M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
122K
+ 7.4%
$20.2 - $22.24 $2.47M - $2.72M
1.77M $38.1M
PEN
Penumbra Inc

Healthcare
12.2K
New
$237.28 - $303.76 $2.89M - $3.71M
12.2K $3.26M
SPOT
Spotify Technology S.A.

Communication Services
5.93K
New
$457.79 - $648.32 $2.71M - $3.84M
5.93K $3.26M
NEE
Nextera Energy Inc

Utilities
40.8K
+ 478.19%
$66.96 - $76.16 $2.73M - $3.1M
49.3K $3.49M
OKTA
Okta, Inc.

Technology
22.1K
New
$78.83 - $116.72 $1.74M - $2.58M
22.1K $2.33M
MCD
Mcdonalds Corp

Consumer Cyclical
6.37K
New
$279.74 - $321.29 $1.78M - $2.05M
6.37K $1.99M
IVV
Ishares Core S&P 500 ETF

ETFs
8.02K
+ 7.92%
$554.06 - $615.85 $4.44M - $4.94M
109K $61.4M
KO
Coca Cola CO

Consumer Defensive
21.5K
New
$60.81 - $72.32 $1.31M - $1.55M
21.5K $1.54M
AZO
Autozone Inc

Consumer Cyclical
305
New
$3193.96 - $3828.11 $974K - $1.17M
305 $1.16M
UBER
Uber Technologies, Inc

Technology
15K
New
$63.17 - $81.49 $948K - $1.22M
15K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.11K
+ 44.0%
$551.42 - $612.93 $1.16M - $1.29M
6.91K $3.87M
HSBC
Hsbc Holdings PLC

Financial Services
18K
New
$48.68 - $61.58 $878K - $1.11M
18K $1.04M
PINK
Simplify Exchange Traded Fds S

ETFs
35K
New
$28.87 - $31.11 $1.01M - $1.09M
35K $1.03M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
13.5K
New
$60.74 - $73.87 $820K - $997K
13.5K $997K
TDG
Trans Digm Group Inc

Industrials
700
New
$1251.32 - $1394.11 $876K - $976K
700 $968K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
675
New
$1187.71 - $1432.58 $802K - $967K
675 $966K
ISRG
Intuitive Surgical Inc

Healthcare
1.5K
New
$476.63 - $610.45 $715K - $916K
1.5K $742K
COST
Costco Wholesale Corp

Consumer Defensive
448
+ 12.21%
$890.62 - $1076.86 $399K - $482K
4.12K $3.89M
XLI
Industrial Sector Spdr

ETFs
3.31K
+ 79.13%
$128.78 - $141.67 $426K - $469K
7.49K $981K
VIG
Vanguard Dividend Appreciation

ETFs
2.24K
+ 0.96%
N/A
235K $42.8M
INTC
Intel Corp

Technology
17.7K
New
$19.1 - $27.39 $337K - $484K
17.7K $401K
SPG
Simon Property Group Inc

Real Estate
2.33K
New
$159.48 - $187.78 $371K - $437K
2.33K $386K
EQIX
Equinix Inc

Real Estate
469
New
$803.0 - $959.97 $377K - $450K
469 $382K
XLP
Consumer Staples Sector Spdr

ETFs
4.12K
+ 35.47%
N/A
15.8K $1.2M
XLF
Financial Sector Spdr

ETFs
5.53K
+ 32.56%
$47.32 - $52.19 $262K - $289K
22.5K $1.12M
GLW
Corning Inc

Technology
6.24K
+ 123.27%
$44.91 - $54.25 $280K - $339K
11.3K $517K
SLB
Schlumberger Limited

Energy
5.23K
+ 61.16%
$38.4 - $43.74 $201K - $229K
13.8K $575K
CAT
Caterpillar Inc

Industrials
882
+ 52.66%
$326.75 - $407.63 $288K - $360K
2.56K $843K
JPM
Jpmorgan Chase & CO

Financial Services
820
+ 41.94%
$225.19 - $279.95 $185K - $230K
2.78K $680K
ITA
Ishares Tr

ETFs
1.07K
+ 28.29%
$144.84 - $159.5 $155K - $170K
4.84K $740K
XOM
Exxon Mobil Corp

Energy
651
+ 7.75%
$105.44 - $118.93 $68.6K - $77.4K
9.05K $1.08M
UNP
Union Pacific Corp

Industrials
704
New
$225.21 - $254.42 $159K - $179K
704 $166K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.91K
+ 20.54%
$39.18 - $43.52 $114K - $127K
17.1K $713K
QCOM
Qualcomm Inc

Technology
844
+ 31.69%
$151.94 - $175.86 $128K - $148K
3.51K $538K
CEG
Constellation Energy Corp

Utilities
395
New
$201.63 - $347.44 $79.6K - $137K
395 $79K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
961
+ 12.45%
$46.77 - $52.97 $44.9K - $50.9K
8.68K $407K
XLY
Select Sector Spdr Consumer Di

ETFs
511
+ 18.18%
$192.6 - $233.2 $98.4K - $119K
3.32K $655K
AVGO
Broadcom Inc.

Technology
1.36K
+ 40.46%
$167.43 - $244.7 $227K - $332K
4.7K $787K
Wells Fargo CO New
400
+ 5.41%
N/A
7.8K $0
Alliant Energy Corp
1.04M
+ 14.69%
N/A
8.12M $0
Global Pmts Inc
6.67M
New
N/A
6.67M $0
Uber Technologies Inc
550K
+ 9.34%
N/A
6.44M $0
Ventas Rlty LTD Partnership
790K
+ 14.16%
N/A
6.37M $0
Activity Summary
Buys All Purchases 56 New Holdings 26 Increased Positions 30 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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