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
SNPS
Synopsys Inc

Technology
986
+ 35.09%
$428.58 - $551.54 $423K - $544K
3.8K $1.63M
EMR
Emerson Electric CO

Industrials
2.42K
New
$108.64 - $131.17 $262K - $317K
2.42K $264K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.44K
New
$72.7 - $84.32 $250K - $290K
3.44K $256K
CTAS
Cintas Corp

Industrials
1.23K
New
$182.09 - $208.14 $224K - $256K
1.23K $253K
ATR
Aptargroup, Inc.

Healthcare
1.86K
+ 66.97%
$141.7 - $159.83 $264K - $297K
4.64K $688K
NSIT
Insight Enterprises Inc

Technology
1.63K
+ 39.36%
$149.36 - $174.13 $244K - $284K
5.78K $881K
DCI
Donaldson CO Inc

Industrials
3.74K
+ 34.76%
$66.51 - $72.28 $248K - $270K
14.5K $971K
HAYW
Hayward Holdings, Inc.

Industrials
19.9K
+ 95.35%
$13.64 - $15.26 $271K - $304K
40.8K $560K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.64K
+ 35.27%
N/A
14K $904K
CMI
Cummins Inc

Industrials
746
New
$312.92 - $386.07 $233K - $288K
746 $233K
HD
Home Depot, Inc.

Consumer Cyclical
602
New
$347.25 - $424.87 $209K - $256K
602 $220K
VVV
Valvoline Inc

Energy
7.08K
+ 34.05%
$34.44 - $40.19 $244K - $284K
27.9K $969K
AMT
American Tower Corp

Real Estate
1K
New
$173.46 - $217.6 $174K - $218K
1K $218K
CTVA
Corteva, Inc.

Basic Materials
3.44K
New
$55.94 - $66.15 $192K - $228K
3.44K $216K
OMF
One Main Holdings, Inc.

Financial Services
4.95K
+ 47.48%
$45.35 - $58.06 $225K - $288K
15.4K $752K
VNT
Vontier Corp

Technology
6.27K
New
$32.1 - $40.32 $201K - $253K
6.27K $205K
NEE
Nextera Energy Inc

Utilities
2.9K
New
$66.96 - $76.16 $194K - $221K
2.9K $205K
WBD
Warner Bros. Discovery, Inc.

Communication Services
28.4K
+ 7.61%
$9.47 - $11.46 $269K - $325K
401K $4.16M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.26K
New
$80.87 - $115.8 $182K - $261K
2.26K $205K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
229
+ 19.57%
$442.66 - $534.52 $101K - $122K
1.4K $734K
VMC
Vulcan Materials CO

Basic Materials
859
New
$220.9 - $277.54 $190K - $238K
859 $200K
WEN
Wendy'S CO

Consumer Cyclical
12K
New
$14.17 - $16.17 $170K - $194K
12K $175K
WWD
Woodward, Inc.

Industrials
476
+ 9.53%
$171.38 - $195.22 $81.6K - $92.9K
5.47K $998K
PRI
Primerica, Inc.

Financial Services
427
+ 17.47%
$271.41 - $296.43 $116K - $127K
2.87K $813K
CVX
Chevron Corp

Energy
34
+ 0.55%
$146.71 - $167.97 $4.99K - $5.71K
6.25K $1.05M
HSIC
Henry Schein Inc

Healthcare
2.11K
+ 17.17%
$68.49 - $81.91 $144K - $172K
14.4K $983K
NVT
N Vent Electric PLC

Industrials
4.92K
+ 62.26%
$52.42 - $75.4 $258K - $371K
12.8K $672K
MPW
Medical Properties Trust Inc

Real Estate
21.2K
New
$3.83 - $6.21 $81.3K - $132K
21.2K $127K
SKX
Skechers Usa Inc

Consumer Cyclical
4.33K
+ 35.65%
$54.98 - $78.24 $238K - $339K
16.5K $935K
ELV
Elevance Health, Inc.

Healthcare
7
+ 0.39%
$365.9 - $436.25 $2.56K - $3.05K
1.78K $769K
MMM
3 M CO

Industrials
58
+ 1.23%
$129.7 - $155.12 $7.52K - $9K
4.77K $701K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
828
+ 17.28%
$154.39 - $176.55 $128K - $146K
5.62K $884K
CNM
Core & Main, Inc.

Industrials
2.5K
+ 17.19%
$46.27 - $57.26 $116K - $143K
17K $825K
PEP
Pepsico Inc

Consumer Defensive
833
+ 4.16%
$142.64 - $156.42 $119K - $130K
20.9K $3.13M
TKR
Timken CO

Industrials
1.02K
+ 17.45%
$69.85 - $83.79 $71.5K - $85.8K
6.89K $495K
DFS
Discover Financial Services

Financial Services
467
+ 16.44%
$152.99 - $203.25 $71.4K - $94.9K
3.31K $564K
ARW
Arrow Electronics Inc

Technology
1.3K
+ 17.17%
$101.93 - $119.3 $132K - $155K
8.84K $918K
SBUX
Starbucks Corp

Consumer Cyclical
40
+ 0.47%
$91.75 - $115.81 $3.67K - $4.63K
8.64K $844K
DT
Dynatrace, Inc.

Technology
10.5K
+ 17.34%
$47.15 - $62.42 $494K - $654K
70.9K $3.34M
ZION
Zions Bancorporation, National Association

Financial Services
2K
+ 16.93%
$47.0 - $59.03 $93.9K - $118K
13.8K $688K
RHI
Robert Half International Inc.

Industrials
4.02K
+ 37.1%
$51.96 - $71.3 $209K - $287K
14.9K $810K
IVV
Ishares Core S&P 500 ETF

ETFs
107
+ 18.71%
$554.06 - $615.85 $59.3K - $65.9K
679 $378K
CSL
Carlisle Companies Inc

Industrials
212
+ 17.18%
$326.43 - $408.24 $69.2K - $86.5K
1.45K $492K
GTES
Gates Industrial Corp PLC

Industrials
6.33K
+ 17.22%
$18.41 - $23.51 $116K - $149K
43.1K $793K
AIT
Applied Industrial Technologies Inc

Industrials
209
+ 17.2%
$218.93 - $269.18 $45.8K - $56.3K
1.42K $321K
TXN
Texas Instruments Inc

Technology
153
+ 1.96%
N/A
7.97K $1.55M
CRON
Cronos Group Inc.

Healthcare
11.5K
New
$1.79 - $2.07 $20.6K - $23.8K
11.5K $20K
C
Citigroup Inc

Financial Services
223
+ 7.44%
$67.23 - $84.63 $15K - $18.9K
3.22K $228K
BDX
Becton Dickinson & CO

Healthcare
8
+ 0.33%
$222.79 - $249.08 $1.78K - $1.99K
2.47K $565K
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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