Sanders Morris Harris LLC Reduced Holdings in Q1 2025

Sanders Morris Harris LLC

  • $621 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-35.9K
- 76.88%
$169.43 - $182.84 $6.09M - $6.57M
10.8K $1.86M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-57.3K
- 95.5%
$100.56 - $108.28 $5.76M - $6.2M
2.7K $276K
NVDA
Nvidia Corp

Technology
-3.88K
- 1.98%
$106.98 - $149.43 $415K - $580K
192K $20.8M
BA
Boeing CO

Industrials
-19.4K
- 82.99%
$148.15 - $186.25 $2.87M - $3.61M
3.98K $677K
AAPL
Apple Inc.

Technology
-586
- 0.54%
$209.68 - $247.1 $123K - $145K
109K $24.2M
AMD
Advanced Micro Devices Inc

Technology
-15.4K
- 31.99%
$96.63 - $129.55 $1.48M - $1.99M
32.6K $3.35M
RSVR
Reservoir Media, Inc.

Communication Services
-11.7K
- 1.9%
$7.25 - $8.54 $84.8K - $99.9K
605K $4.39M
HPK
High Peak Energy, Inc.

Energy
-8.1K
- 2.24%
$10.94 - $15.43 $88.6K - $125K
354K $4.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-450
- 2.66%
$360.07 - $417.26 $162K - $188K
16.5K $5.94M
X
United States Steel Corp

Basic Materials
-27.8K
- 54.53%
$30.47 - $43.0 $847K - $1.2M
23.2K $996K
PCT
Pure Cycle Technologies, Inc.

Industrials
-12K
- 7.5%
$7.02 - $10.9 $84.1K - $131K
148K $1.04M
FIGS
Figs, Inc.

Consumer Cyclical
-9K
- 4.7%
$4.33 - $6.18 $39K - $55.6K
183K $857K
SLB
Schlumberger Limited

Energy
-25.3K
- 11.6%
$38.4 - $43.74 $970K - $1.1M
192K $8.04M
SNOW
Snowflake Inc.

Technology
-1.5K
- 18.75%
$146.16 - $192.78 $219K - $289K
6.5K $950K
LMT
Lockheed Martin Corp

Industrials
-420
- 23.22%
$423.19 - $506.29 $178K - $213K
1.39K $620K
BTMD
Biote Corp.

Healthcare
-5.2K
- 9.44%
$3.23 - $6.2 $16.8K - $32.2K
49.9K $169K
KMI
Kinder Morgan, Inc.

Energy
-7.5K
- 14.69%
$26.1 - $31.22 $196K - $234K
43.6K $1.24M
AXP
American Express CO

Financial Services
-161
- 4.14%
$255.39 - $325.87 $41.1K - $52.5K
3.73K $1M
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 2.21%
$347.25 - $424.87 $34.7K - $42.5K
4.43K $1.62M
ET
Energy Transfer LP

Energy
-2K
- 2.29%
$17.26 - $21.08 $34.5K - $42.2K
85.2K $1.58M
PG
Procter & Gamble CO

Consumer Defensive
-820
- 7.93%
$158.56 - $176.26 $130K - $145K
9.52K $1.62M
OKE
Oneok Inc

Energy
-850
- 7.04%
$89.57 - $109.85 $76.1K - $93.4K
11.2K $1.11M
MRK
Merck & Co., Inc.

Healthcare
-83
- 1.37%
$83.01 - $101.02 $6.89K - $8.38K
5.98K $537K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.3K
- 22.31%
$44.72 - $46.25 $58.3K - $60.3K
4.54K $208K
TIPT
Tiptree Inc.

Financial Services
-5K
- 20.0%
$18.78 - $24.99 $93.9K - $125K
20K $465K
BAC
Bank Of America Corp

Financial Services
-157
- 1.92%
$39.61 - $47.74 $6.22K - $7.5K
8.02K $334K
APD
Air Products & Chemicals, Inc.

Basic Materials
-100
- 4.84%
$283.24 - $338.07 $28.3K - $33.8K
1.97K $579K
SCI
Service Corp International

Consumer Cyclical
-240
- 6.0%
$75.99 - $84.16 $18.2K - $20.2K
3.76K $301K
UNP
Union Pacific Corp

Industrials
-125
- 5.32%
$225.21 - $254.42 $28.2K - $31.8K
2.23K $525K
Verde Clean Fuels Inc
-7.13K
- 7.92%
N/A
82.9K $0
Multisensor Ai Holdings Inc
-509K
- 15.52%
N/A
2.77M $0
Gen Restaurent Group
-20.5K
- 9.32%
N/A
199K $0
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1K
- 8.91%
$35.35 - $42.74 $35.4K - $42.7K
10.2K $422K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-200
- 0.84%
$9.19 - $12.93 $1.84K - $2.59K
23.7K $265K
FARM
Farmer Brothers CO

Consumer Defensive
-2.25K
- 1.46%
$1.64 - $3.03 $3.68K - $6.8K
152K $343K
BMY
Bristol Myers Squibb CO

Healthcare
-30
- 0.17%
$53.9 - $63.11 $1.62K - $1.89K
18.1K $1.1M
VZ
Verizon Communications Inc

Communication Services
-500
- 2.4%
$37.81 - $46.49 $18.9K - $23.2K
20.4K $923K
XOM
Exxon Mobil Corp

Energy
-3.93K
- 7.68%
$105.44 - $118.93 $414K - $467K
47.2K $5.61M
GEL
Genesis Energy LP

Energy
-5K
- 14.29%
$10.31 - $16.03 $51.6K - $80.2K
30K $471K
T
At&T Inc.

Communication Services
-2K
- 3.69%
$21.56 - $28.28 $43.1K - $56.6K
52.2K $1.48M
LLY
Eli Lilly & CO

Healthcare
-322
- 3.32%
$725.72 - $929.72 $234K - $299K
9.38K $7.75M
V
Visa Inc.

Financial Services
-75
- 0.78%
$306.92 - $362.71 $23K - $27.2K
9.55K $3.35M
ABBV
Abb Vie Inc.

Healthcare
-100
- 0.44%
$169.2 - $216.66 $16.9K - $21.7K
22.4K $4.7M
CTAS
Cintas Corp

Industrials
-250
- 0.5%
$182.09 - $208.14 $45.5K - $52K
49.4K $10.2M
EPD
Enterprise Products Partners L.P.

Energy
-9.33K
- 1.1%
$31.75 - $34.14 $296K - $318K
843K $28.8M
Activity Summary
Buys All Purchases 58 New Holdings 20 Increased Positions 38 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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