Sendero Wealth Management, LLC Purchases in Q1 2025

Sendero Wealth Management, LLC

  • $648 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
59.9K
+ 116.97%
$88.6 - $105.85 $5.31M - $6.34M
111K $11.7M
PSX
Phillips 66

Energy
49.9K
+ 219.4%
$113.93 - $131.55 $5.69M - $6.57M
72.7K $8.97M
VTI
Vanguard Total Stock Market Et

ETFs
48.1K
+ 9.07%
$271.18 - $303.12 $13.1M - $14.6M
579K $158M
AJG
Arthur J. Gallagher & Co.

Financial Services
10.4K
New
$275.89 - $345.24 $2.86M - $3.58M
10.4K $3.58M
ABNB
Airbnb, Inc.

Consumer Cyclical
30.8K
+ 106.82%
$119.38 - $161.42 $3.68M - $4.98M
59.7K $7.13M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
82.3K
+ 55.53%
$30.38 - $34.94 $2.5M - $2.87M
230K $7.89M
INTU
Intuit Inc

Technology
5.25K
+ 67.91%
$555.63 - $630.23 $2.92M - $3.31M
13K $7.97M
EFX
Equifax Inc

Industrials
11.5K
+ 95.2%
$235.63 - $278.34 $2.7M - $3.19M
23.5K $5.73M
GE
General Electric CO

Industrials
12.6K
+ 526.64%
$168.59 - $212.13 $2.13M - $2.68M
15K $3M
XOM
Exxon Mobil Corp

Energy
14.6K
+ 22.91%
$105.44 - $118.93 $1.54M - $1.73M
78.2K $9.3M
AVGO
Broadcom Inc.

Technology
12.7K
+ 624.41%
$167.43 - $244.7 $2.13M - $3.11M
14.7K $2.47M
BC
Brunswick Corp

Consumer Cyclical
38.3K
+ 286.87%
$53.49 - $70.51 $2.05M - $2.7M
51.7K $2.78M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
13.5K
New
$119.87 - $145.05 $1.61M - $1.95M
13.5K $1.69M
META
Meta Platforms, Inc.

Communication Services
3.36K
+ 15.91%
$576.36 - $736.67 $1.94M - $2.47M
24.5K $14.1M
UBER
Uber Technologies, Inc

Technology
9.11K
+ 16.53%
$63.17 - $81.49 $576K - $743K
64.3K $4.68M
TCBI
Texas Capital Bancshares Inc

Financial Services
17.6K
New
$70.86 - $83.85 $1.25M - $1.48M
17.6K $1.3M
SCHW
Schwab Charles Corp

Financial Services
9.98K
+ 9.17%
$71.24 - $83.64 $711K - $834K
119K $9.3M
ABT
Abbott Laboratories

Healthcare
4.93K
+ 19.14%
$111.1 - $140.22 $548K - $691K
30.7K $4.07M
FTNT
Fortinet, Inc.

Technology
9.73K
+ 17.41%
$92.49 - $114.57 $900K - $1.11M
65.6K $6.31M
LEN
Lennar Corp

Consumer Cyclical
8.64K
New
$113.93 - $141.54 $984K - $1.22M
8.64K $991K
NFLX
Netflix Inc

Communication Services
841
New
$828.4 - $1058.6 $697K - $890K
841 $784K
HWM
Howmet Aerospace Inc.

Industrials
3.1K
+ 17.61%
$110.79 - $139.39 $344K - $433K
20.7K $2.69M
AIG
American International Group, Inc.

Financial Services
2.72K
+ 7.58%
$70.5 - $86.94 $192K - $236K
38.6K $3.35M
DXCM
Dexcom Inc

Healthcare
10.6K
New
$67.74 - $90.75 $719K - $964K
10.6K $725K
EL
Estee Lauder Companies Inc

Consumer Defensive
11K
New
$64.26 - $85.48 $706K - $940K
11K $725K
WTW
Willis Towers Watson PLC

Financial Services
819
+ 4.67%
$306.61 - $340.78 $251K - $279K
18.4K $6.19M
TT
Trane Technologies PLC

Industrials
2.1K
New
$332.0 - $400.86 $696K - $840K
2.1K $706K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.2K
+ 7.37%
$27.01 - $28.54 $600K - $634K
323K $8.92M
ABBV
Abb Vie Inc.

Healthcare
2.07K
+ 28.6%
$169.2 - $216.66 $351K - $449K
9.33K $1.95M
NVDA
Nvidia Corp

Technology
39.1K
+ 27.64%
$106.98 - $149.43 $4.18M - $5.84M
180K $19.5M
MA
Mastercard Inc

Financial Services
808
+ 17.28%
$504.67 - $576.31 $408K - $466K
5.49K $3.01M
VLO
Valero Energy Corp

Energy
2K
+ 10.99%
$121.76 - $142.99 $244K - $286K
20.2K $2.67M
CMCSA
Comcast Corp

Communication Services
12.2K
+ 28.87%
$33.19 - $38.23 $405K - $466K
54.5K $2.01M
UNH
Unitedhealth Group Inc

Healthcare
663
+ 23.04%
$461.52 - $548.18 $306K - $363K
3.54K $1.85M
SYY
Sysco Corp

Consumer Defensive
5.26K
+ 150.31%
$70.0 - $77.13 $368K - $406K
8.76K $657K
MLM
Martin Marietta Materials Inc

Basic Materials
778
New
$460.39 - $552.64 $358K - $430K
778 $371K
IQV
Iqvia Holdings Inc.

Healthcare
7.27K
+ 16.07%
$176.3 - $209.96 $1.28M - $1.53M
52.5K $9.25M
PTC
Ptc Inc.

Technology
2.31K
New
$153.3 - $193.48 $354K - $447K
2.31K $357K
WTM
White Mountains Insurance Group LTD

Financial Services
185
+ 79.06%
$1818.58 - $1983.07 $336K - $367K
419 $797K
MTN
Vail Resorts Inc

Consumer Cyclical
2.04K
New
$153.58 - $184.72 $313K - $376K
2.04K $325K
JNJ
Johnson & Johnson

Healthcare
1.04K
+ 14.91%
$142.06 - $167.7 $148K - $174K
8.02K $1.33M
KO
Coca Cola CO

Consumer Defensive
1.87K
+ 10.22%
$60.81 - $72.32 $114K - $136K
20.2K $1.45M
ARMK
Aramark

Industrials
10.5K
+ 46.36%
$34.13 - $39.63 $358K - $415K
33.1K $1.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.01K
New
$283.24 - $338.07 $286K - $341K
1.01K $297K
CNC
Centene Corp

Healthcare
4.67K
+ 5.74%
$55.93 - $65.89 $261K - $307K
86K $5.22M
ROP
Roper Technologies Inc

Industrials
488
New
$502.71 - $593.81 $245K - $290K
488 $287K
QQQ
Invesco Qqq Trust, Series 1

ETFs
583
New
$468.34 - $539.52 $273K - $315K
583 $273K
AER
Aer Cap Holdings N.V.

Industrials
1.78K
+ 12.99%
$94.11 - $105.78 $167K - $188K
15.5K $1.58M
KMB
Kimberly Clark Corp

Consumer Defensive
1.9K
New
$124.46 - $147.4 $236K - $279K
1.9K $269K
Activity Summary
Buys All Purchases 131 New Holdings 31 Increased Positions 100 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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