Rossby Financial, Lcc Incresed Positions in Q1 2025

Rossby Financial, Lcc

  • $237 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Calvert Us Large Cap Core Responsible Index ETF
36.8K
+ 37.38%
N/A
135K $9.21B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
34.5K
+ 70.3%
$61.55 - $71.27 $2.12M - $2.46M
83.6K $5.1B
VDC
Vanguard Consumer Staples ETF

ETFs
5.22K
+ 26.21%
$206.54 - $226.16 $1.08M - $1.18M
25.2K $5.48B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15K
+ 24.07%
$73.78 - $76.59 $1.1M - $1.15M
77.1K $5.9B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
17.1K
+ 9.73%
$32.66 - $36.43 $558K - $623K
193K $6.93B
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
35.9K
+ 20.03%
$23.56 - $24.16 $845K - $867K
215K $5.16B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.51K
+ 94.57%
$100.32 - $100.76 $653K - $656K
13.4K $1.35B
CAT
Caterpillar Inc

Industrials
2.21K
+ 187.15%
$326.75 - $407.63 $723K - $902K
3.4K $1.04B
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 82.56%
$576.36 - $736.67 $699K - $893K
2.68K $1.47B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
25K
+ 181.4%
$18.36 - $20.51 $459K - $513K
38.8K $791M
LLY
Eli Lilly & CO

Healthcare
421
+ 85.4%
$725.72 - $929.72 $306K - $391K
914 $808M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
+ 49.56%
$442.66 - $534.52 $275K - $332K
1.87K $995M
PG
Procter & Gamble CO

Consumer Defensive
2.8K
+ 62.39%
$158.56 - $176.26 $444K - $493K
7.28K $1.17B
NVDA
Nvidia Corp

Technology
5.95K
+ 51.5%
$106.98 - $149.43 $636K - $889K
17.5K $1.94B
MO
Altria Group, Inc.

Consumer Defensive
5.93K
+ 96.22%
$50.81 - $60.02 $301K - $356K
12.1K $705M
GOOG
Alphabet Inc.

Communication Services
3.6K
+ 45.42%
$156.06 - $207.71 $561K - $747K
11.5K $1.89B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.5K
+ 11.83%
$22.42 - $23.22 $325K - $337K
137K $3.14B
T
At&T Inc.

Communication Services
8.75K
+ 30.91%
$21.56 - $28.28 $189K - $247K
37K $993M
XOM
Exxon Mobil Corp

Energy
3.02K
+ 50.49%
$105.44 - $118.93 $318K - $359K
9K $977M
PSLV
Sprott Physical Silver Trust

Financial Services
4.14K
+ 2.23%
$9.86 - $11.68 $40.8K - $48.3K
190K $2.11B
KO
Coca Cola CO

Consumer Defensive
3.39K
+ 50.56%
$60.81 - $72.32 $206K - $245K
10.1K $726M
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 41.35%
$225.19 - $279.95 $273K - $339K
4.14K $1.01B
RSG
Republic Services, Inc.

Industrials
1.04K
+ 90.43%
$200.09 - $242.16 $208K - $252K
2.19K $533M
MSFT
Microsoft Corp

Technology
1.37K
+ 16.74%
$375.39 - $447.2 $516K - $614K
9.58K $3.75B
ACN
Accenture PLC

Technology
1K
+ 174.56%
$300.91 - $398.25 $302K - $399K
1.58K $462M
AMZN
Amazon Com Inc

Consumer Cyclical
2.43K
+ 36.03%
$190.26 - $242.06 $463K - $589K
9.19K $1.74B
IBM
International Business Machines Corp

Technology
1K
+ 89.37%
$217.4 - $264.74 $217K - $265K
2.12K $492M
VHT
Vanguard Health Care ETF

ETFs
1.02K
+ 18.81%
$254.06 - $273.83 $259K - $279K
6.44K $1.62B
LOW
Lowes Companies Inc

Consumer Cyclical
1.17K
+ 129.14%
$222.66 - $268.42 $261K - $314K
2.08K $459M
SGDM
Sprott ETF Tr Gold Miners ETF
175
+ 1.12%
N/A
15.8K $652M
IVV
Ishares Core S&P 500 ETF

ETFs
598
+ 18.8%
$554.06 - $615.85 $331K - $368K
3.78K $2.09B
CVX
Chevron Corp

Energy
1.7K
+ 51.66%
$146.71 - $167.97 $250K - $286K
4.99K $693M
IEMG
Ishares Inc

ETFs
3.76K
+ 82.45%
N/A
8.31K $447M
Frontline PLC Com
7.49K
+ 21.01%
N/A
43.1K $714M
V
Visa Inc.

Financial Services
397
+ 12.27%
$306.92 - $362.71 $122K - $144K
3.63K $1.22B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.42K
+ 107.33%
$165.25 - $224.62 $235K - $319K
2.74K $453M
IEFA
Ishares Tr

ETFs
2.07K
+ 55.34%
$69.57 - $78.65 $144K - $162K
5.8K $453M
TMUS
T Mobile Us, Inc.

Communication Services
769
+ 81.46%
$211.3 - $272.83 $162K - $210K
1.71K $399M
WMT
Walmart Inc.

Consumer Defensive
1.19K
+ 7.67%
$84.5 - $105.05 $101K - $125K
16.7K $1.59B
UNP
Union Pacific Corp

Industrials
912
+ 94.7%
$225.21 - $254.42 $205K - $232K
1.88K $400M
AVGO
Broadcom Inc.

Technology
1.68K
+ 45.56%
$167.43 - $244.7 $282K - $412K
5.37K $1.03B
ED
Consolidated Edison Inc

Utilities
1.04K
+ 41.77%
$88.0 - $110.59 $91.5K - $115K
3.53K $390M
GOLD
Barrick Gold Corp

Basic Materials
4.89K
+ 29.4%
$15.45 - $19.56 $75.5K - $95.6K
21.5K $410M
TXN
Texas Instruments Inc

Technology
1.04K
+ 85.63%
N/A
2.25K $366M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
509
+ 14.93%
$208.48 - $244.03 $106K - $124K
3.92K $859M
UTHR
United Therapeutics Corp

Healthcare
586
+ 81.62%
$304.42 - $380.78 $178K - $223K
1.3K $380M
DHT
Dht Holdings, Inc.

Energy
7.8K
+ 25.08%
$9.33 - $11.85 $72.8K - $92.4K
38.9K $412M
FISV
Fiserv Inc

Technology
893
+ 50.91%
N/A
2.65K $470M
FCX
Freeport Mcmoran Inc

Basic Materials
3.18K
+ 25.34%
$34.5 - $43.01 $110K - $137K
15.7K $587M
Activity Summary
Buys All Purchases 974 New Holdings 878 Increased Positions 96 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 10 Puts 1
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