River Street Advisors LLC Purchases in Q1 2025

River Street Advisors LLC

  • $202 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
44
+ 1.05%
$161.24 - $173.33 $7.09K - $7.63K
4.24K $724M
ZTS
Zoetis Inc.

Healthcare
188
+ 7.45%
$156.48 - $175.67 $29.4K - $33K
2.71K $446M
ITOT
Ishares Core S&P Total U.S. St

ETFs
439
+ 14.42%
$120.29 - $134.6 $52.8K - $59.1K
3.48K $425M
LMT
Lockheed Martin Corp

Industrials
126
+ 19.53%
$423.19 - $506.29 $53.3K - $63.8K
771 $344M
Aptiv PLC
479
+ 10.2%
N/A
5.17K $308M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
238
+ 1.99%
$37.07 - $40.63 $8.82K - $9.67K
12.2K $481M
PHM
Pultegroup Inc

Consumer Cyclical
582
+ 7.96%
$101.09 - $118.51 $58.8K - $69K
7.9K $812M
MET
Metlife Inc

Financial Services
554
+ 2.97%
$77.7 - $87.0 $43K - $48.2K
19.2K $1.54B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
310
+ 0.96%
$49.78 - $53.19 $15.4K - $16.5K
32.6K $1.67B
USRT
Ishares Core U.S. Reit ETF

ETFs
68
+ 0.49%
$55.14 - $60.29 $3.75K - $4.1K
13.9K $800M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
62
+ 11.21%
$634.14 - $744.83 $39.3K - $46.2K
615 $390M
WMT
Walmart Inc.

Consumer Defensive
265
+ 2.26%
$84.5 - $105.05 $22.4K - $27.8K
12K $1.05B
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 3.37%
$554.06 - $615.85 $26K - $28.9K
1.44K $809M
INGR
Ingredion Inc

Consumer Defensive
31
+ 0.46%
$125.6 - $137.36 $3.89K - $4.26K
6.75K $913M
GLW
Corning Inc

Technology
282
+ 1.49%
$44.91 - $54.25 $12.7K - $15.3K
19.2K $877M
DHR
Danaher Corp

Healthcare
201
+ 7.87%
$201.62 - $250.59 $40.5K - $50.4K
2.76K $565M
XLY
Select Sector Spdr Consumer Di

ETFs
23
+ 2.09%
$192.6 - $233.2 $4.43K - $5.36K
1.12K $222M
Blackrock Inc
162
+ 7.12%
N/A
2.44K $2.31B
ALB
Albemarle Corp

Basic Materials
327
+ 7.73%
$69.95 - $97.49 $22.9K - $31.9K
4.56K $328M
ADBE
Adobe Inc.

Technology
114
+ 8.16%
$377.84 - $464.11 $43.1K - $52.9K
1.51K $580M
SPMD
Spdr Portfolio

ETFs
82
+ 0.51%
$50.21 - $57.73 $4.12K - $4.73K
16K $821M
BMI
Badger Meter Inc

Technology
257
+ 5.49%
$189.49 - $221.51 $48.7K - $56.9K
4.94K $940M
DIS
Walt Disney CO

Communication Services
81
+ 1.19%
$96.87 - $114.0 $7.85K - $9.23K
6.89K $680M
SPYG
Spdr Portfolio

ETFs
181
+ 1.44%
$80.05 - $92.39 $14.5K - $16.7K
12.8K $1.03B
Arista Networks Inc
950
+ 18.85%
N/A
5.99K $464M
PWR
Quanta Services, Inc.

Industrials
114
+ 5.49%
$236.71 - $358.03 $27K - $40.8K
2.19K $556M
PKG
Packaging Corp Of America

Consumer Cyclical
13
+ 0.25%
$192.03 - $242.13 $2.5K - $3.15K
5.13K $1.02B
CMI
Cummins Inc

Industrials
192
+ 3.11%
$312.92 - $386.07 $60.1K - $74.1K
6.37K $2B
SOFI
So Fi Technologies, Inc.

Financial Services
4.18K
+ 6.63%
$11.18 - $18.03 $46.7K - $75.3K
67.2K $782M
AMZN
Amazon Com Inc

Consumer Cyclical
850
+ 6.93%
$190.26 - $242.06 $162K - $206K
13.1K $2.49B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.06K
+ 4.44%
$57.21 - $65.8 $518K - $596K
213K $12.4B
MSFT
Microsoft Corp

Technology
656
+ 5.26%
$375.39 - $447.2 $246K - $293K
13.1K $4.93B
GOOGL
Alphabet Inc.

Communication Services
852
+ 5.44%
$154.33 - $206.19 $131K - $176K
16.5K $2.55B
BX
Blackstone Inc.

Financial Services
446
+ 2.88%
$136.53 - $186.74 $60.9K - $83.3K
15.9K $2.22B
AAPL
Apple Inc.

Technology
344
+ 1.11%
$209.68 - $247.1 $72.1K - $85K
31.2K $6.94B
AVGO
Broadcom Inc.

Technology
1.16K
+ 6.27%
$167.43 - $244.7 $194K - $283K
19.6K $3.28B
NVDA
Nvidia Corp

Technology
1.36K
+ 2.54%
$106.98 - $149.43 $145K - $203K
54.7K $5.93B
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track River Street Advisors LLC Portfolio

Follow River Street Advisors 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 River Street Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Street Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email