Ronald Blue Trust, Inc. Purchases in Q1 2025

Ronald Blue Trust, Inc.

  • $7.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
19.8K
New
$31.3 - $34.5 $621K - $685K
19.8K $642K
ACWI
Ishares Msci Acwi ETF

ETFs
9.22K
+ 2.3%
$115.16 - $124.13 $1.06M - $1.14M
411K $47.8M
VGT
Vanguard Information Technolog

ETFs
1.22K
+ 237.21%
$542.38 - $646.34 $664K - $791K
1.74K $943K
EMB
Ishares Tr

ETFs
6.43K
+ 35.32%
$88.64 - $92.03 $570K - $592K
24.6K $2.23M
DUK
Duke Energy Corp

Utilities
909
+ 2.68%
$105.87 - $121.97 $96.2K - $111K
34.8K $4.24M
PG
Procter & Gamble CO

Consumer Defensive
2.27K
+ 3.08%
$158.56 - $176.26 $360K - $400K
75.9K $12.9M
MCK
Mckesson Corp

Healthcare
27
+ 0.49%
$566.21 - $672.99 $15.3K - $18.2K
5.58K $3.75M
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.6K
+ 25.68%
$25.1 - $27.85 $441K - $489K
85.9K $2.31M
UNH
Unitedhealth Group Inc

Healthcare
823
+ 9.81%
$461.52 - $548.18 $380K - $451K
9.21K $4.83M
IQLT
Ishares Msci Intl Quality Fact

ETFs
14.3K
+ 460.88%
$36.91 - $41.03 $529K - $588K
17.4K $692K
RTX
Raytheon Technologies Corp

Industrials
963
+ 4.03%
$114.1 - $135.66 $110K - $131K
24.9K $3.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.12K
+ 8.47%
$56.12 - $68.15 $175K - $213K
40K $2.72M
GE
General Electric CO

Industrials
612
+ 5.34%
$168.59 - $212.13 $103K - $130K
12.1K $2.42M
GBIL
Goldman Sachs Access Treasury

ETFs
4.87K
+ 47.02%
$99.85 - $100.19 $486K - $488K
15.2K $1.52M
CSCO
Cisco Systems, Inc.

Technology
6.39K
+ 19.16%
$58.74 - $64.87 $375K - $415K
39.7K $2.45M
ALHC
Alignment Healthcare, Inc.

Healthcare
24K
+ 2748.45%
$11.32 - $18.62 $272K - $447K
24.9K $463K
ARES
Ares Management Corp

Financial Services
3.25K
+ 257.86%
$140.19 - $198.28 $455K - $644K
4.51K $661K
WEC
Wec Energy Group, Inc.

Utilities
2.1K
+ 15.91%
$92.12 - $108.98 $194K - $229K
15.3K $1.67M
DRI
Darden Restaurants Inc

Consumer Cyclical
920
+ 8.45%
$180.02 - $208.56 $166K - $192K
11.8K $2.45M
SLV
I Shares Silver Trust

ETFs
5.14K
+ 9.47%
$26.93 - $31.32 $138K - $161K
59.4K $1.84M
PGR
Progressive Corp

Financial Services
928
+ 28.63%
$235.61 - $291.22 $219K - $270K
4.17K $1.18M
BCS
Barclays PLC

Financial Services
22.5K
+ 88.25%
$12.69 - $16.25 $286K - $366K
48.1K $738K
DASH
Door Dash, Inc.

Communication Services
2.13K
+ 418.31%
$168.37 - $213.38 $358K - $453K
2.63K $481K
EPD
Enterprise Products Partners L.P.

Energy
4.31K
+ 4.89%
$31.75 - $34.14 $137K - $147K
92.5K $3.16M
BOX
Box Inc

Technology
12.3K
+ 88.32%
$30.22 - $35.39 $373K - $436K
26.3K $811K
XLF
Financial Sector Spdr

ETFs
7K
+ 75.62%
$47.32 - $52.19 $331K - $365K
16.3K $809K
GOLD
Barrick Gold Corp

Basic Materials
13.6K
+ 53.98%
$15.45 - $19.56 $209K - $265K
38.7K $751K
IAUM
I Shares Gold Trust Micro

ETFs
5.08K
+ 12.38%
$26.29 - $31.17 $133K - $158K
46.1K $1.44M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.09K
+ 2319.15%
$308.87 - $383.33 $337K - $418K
1.14K $371K
SHEL
Shell PLC

Energy
2.06K
+ 10.57%
$62.84 - $73.29 $129K - $151K
21.5K $1.58M
DE
Deere & CO

Industrials
434
+ 13.28%
$408.57 - $509.27 $177K - $221K
3.7K $1.74M
CTAS
Cintas Corp

Industrials
1.6K
+ 160.3%
$182.09 - $208.14 $292K - $334K
2.6K $534K
EWBC
East West Bancorp Inc

Financial Services
4.08K
+ 170.5%
$84.35 - $103.91 $344K - $423K
6.47K $580K
SNY
Sanofi

Healthcare
4.71K
+ 38.92%
$48.15 - $59.42 $227K - $280K
16.8K $932K
WFC
Wells Fargo & Company

Financial Services
4.16K
+ 12.93%
$66.78 - $81.42 $278K - $339K
36.3K $2.61M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.85K
+ 257.77%
$34.58 - $45.97 $237K - $315K
9.51K $437K
NOC
Northrop Grumman Corp

Industrials
393
+ 12.98%
$433.45 - $513.82 $170K - $202K
3.42K $1.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.75K
+ 16.78%
$74.85 - $84.89 $206K - $233K
19.1K $1.56M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.24K
+ 140.36%
$161.27 - $192.3 $362K - $431K
3.84K $619K
UNP
Union Pacific Corp

Industrials
1.03K
+ 11.1%
$225.21 - $254.42 $233K - $263K
10.3K $2.44M
UPS
United Parcel Service Inc

Industrials
5.12K
+ 34.09%
$109.66 - $136.26 $561K - $697K
20.1K $2.21M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.59K
+ 49.18%
$55.75 - $77.63 $145K - $201K
7.87K $610K
CVS
Cvs Health Corp

Healthcare
1.83K
+ 22.13%
$44.22 - $68.64 $81.1K - $126K
10.1K $685K
COST
Costco Wholesale Corp

Consumer Defensive
104
+ 1.51%
$890.62 - $1076.86 $92.6K - $112K
7K $6.62M
IBN
Icici Bank LTD

Financial Services
7.47K
+ 18.73%
$27.55 - $31.67 $206K - $237K
47.4K $1.49M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
4.05K
+ 930.11%
$74.36 - $83.68 $301K - $339K
4.48K $333K
NEE
Nextera Energy Inc

Utilities
4.52K
+ 12.07%
$66.96 - $76.16 $303K - $344K
42K $2.97M
NEM
Newmont Corp

Basic Materials
3.48K
+ 31.5%
$37.79 - $48.39 $131K - $168K
14.5K $700K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.65K
+ 290.44%
$43.79 - $57.46 $203K - $267K
6.25K $357K
Activity Summary
Buys All Purchases 1447 New Holdings 172 Increased Positions 1275 Sells All Sells 492 Reductions 491 Sold out 1 Options Calls 0 Puts 0
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