Rockingstone Advisors LLC Incresed Positions in Q1 2025

Rockingstone Advisors LLC

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
28.4K
+ 102.75%
$91.17 - $95.39 $2.59M - $2.71M
56.1K $5.35B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
17.7K
+ 39.09%
$63.07 - $73.5 $1.12M - $1.3M
63K $4.43B
UNH
Unitedhealth Group Inc

Healthcare
2.72K
+ 103.9%
$461.52 - $548.18 $1.25M - $1.49M
5.33K $2.79B
PM
Philip Morris International Inc.

Consumer Defensive
805
+ 3.3%
$117.15 - $158.79 $94.3K - $128K
25.2K $4B
IQLT
Ishares Msci Intl Quality Fact

ETFs
20.4K
+ 60.63%
$36.91 - $41.03 $752K - $836K
54K $2.14B
VEA
Vanguard Ftse Developed Market

ETFs
13K
+ 19.05%
$47.4 - $52.99 $617K - $690K
81.4K $4.14B
EQT
Eqt Corp

Energy
9K
+ 19.85%
$46.16 - $54.25 $415K - $488K
54.4K $2.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
160
+ 1.76%
$442.66 - $534.52 $70.8K - $85.5K
9.24K $4.92B
LLY
Eli Lilly & CO

Healthcare
635
+ 20.56%
$725.72 - $929.72 $461K - $590K
3.72K $3.07B
UBER
Uber Technologies, Inc

Technology
3.67K
+ 12.16%
$63.17 - $81.49 $232K - $299K
33.9K $2.47B
Linde PLC
25
+ 0.3%
N/A
8.34K $3.88B
SPGI
S&P Global Inc.

Financial Services
399
+ 5.92%
$478.26 - $543.77 $191K - $217K
7.14K $3.63B
NTRA
Natera, Inc.

Healthcare
3.74K
+ 22.88%
$132.63 - $177.0 $495K - $661K
20.1K $2.84B
CSTM
Constellium Se

Basic Materials
28.6K
+ 11.42%
$9.07 - $12.27 $260K - $351K
280K $2.82B
V
Visa Inc.

Financial Services
126
+ 2.26%
$306.92 - $362.71 $38.7K - $45.7K
5.71K $2B
GLD
Spdr Gold Trust

ETFs
515
+ 32.43%
$243.19 - $288.14 $125K - $148K
2.1K $606M
EWJ
Ishares Msci Japan ETF

ETFs
2.88K
+ 24.43%
$65.24 - $71.7 $188K - $206K
14.6K $1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.15K
+ 20.29%
$42.5 - $46.71 $176K - $194K
24.6K $1.11B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.48K
+ 19.36%
$69.87 - $75.62 $173K - $187K
15.3K $1.11B
XLF
Financial Sector Spdr

ETFs
1.41K
+ 2.47%
$47.32 - $52.19 $66.7K - $73.6K
58.4K $2.91B
JPM
Jpmorgan Chase & CO

Financial Services
255
+ 1.77%
$225.19 - $279.95 $57.4K - $71.4K
14.7K $3.61B
COST
Costco Wholesale Corp

Consumer Defensive
46
+ 1.43%
$890.62 - $1076.86 $41K - $49.5K
3.27K $3.09B
EFV
Msci Eafe Value ETF

ETFs
320
+ 2.0%
$51.88 - $60.73 $16.6K - $19.4K
16.4K $964M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
145
+ 0.78%
$67.08 - $76.14 $9.73K - $11K
18.8K $1.38B
LYV
Live Nation Entertainment, Inc.

Communication Services
740
+ 8.17%
$115.79 - $154.66 $85.7K - $114K
9.79K $1.28B
BKNG
Booking Holdings Inc.

Consumer Cyclical
30
+ 22.22%
$4295.4 - $5141.88 $129K - $154K
165 $760M
VT
Vanguard Total World Stk Index

ETFs
819
+ 8.85%
$115.08 - $123.97 $94.3K - $102K
10.1K $1.17B
MS
Morgan Stanley

Financial Services
620
+ 36.15%
$111.68 - $141.08 $69.2K - $87.5K
2.34K $272M
AGRO
Adecoagro S.A.

Consumer Defensive
600
+ 3.33%
$9.42 - $11.4 $5.65K - $6.84K
18.6K $208M
LQD
Ishares Iboxx $ Investment Gra

ETFs
170
+ 2.36%
$105.1 - $109.61 $17.9K - $18.6K
7.38K $802M
XLI
Industrial Sector Spdr

ETFs
185
+ 4.13%
$128.78 - $141.67 $23.8K - $26.2K
4.67K $611M
PEP
Pepsico Inc

Consumer Defensive
183
+ 2.97%
$142.64 - $156.42 $26.1K - $28.6K
6.35K $952M
EWA
Ishares Msci Australia ETF

ETFs
15
+ 0.18%
$23.02 - $25.66 $345 - $385
8.56K $201M
CAT
Caterpillar Inc

Industrials
53
+ 4.13%
$326.75 - $407.63 $17.3K - $21.6K
1.34K $441M
VO
Vanguard Mid Cap ETF

ETFs
163
+ 1.0%
$251.87 - $277.95 $41.1K - $45.3K
16.4K $4.25B
XLY
Select Sector Spdr Consumer Di

ETFs
119
+ 2.87%
$192.6 - $233.2 $22.9K - $27.8K
4.26K $841M
PWR
Quanta Services, Inc.

Industrials
1.14K
+ 13.17%
$236.71 - $358.03 $269K - $407K
9.78K $2.48B
IWM
Ishares Russell 2000 ETF

ETFs
470
+ 2.15%
$198.1 - $229.79 $93.1K - $108K
22.3K $4.45B
IGV
Ishares Expanded Tech Software

ETFs
140
+ 0.4%
$88.3 - $107.83 $12.4K - $15.1K
35.5K $3.16B
MSFT
Microsoft Corp

Technology
85
+ 0.76%
$375.39 - $447.2 $31.9K - $38K
11.3K $4.25B
Activity Summary
Buys All Purchases 42 New Holdings 1 Increased Positions 41 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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