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
WMT
Walmart Inc.

Consumer Defensive
211
+ 4.49%
$84.5 - $105.05 $17.8K - $22.2K
4.92K $431K
PKI
Perkinelmer Inc

Healthcare
12
+ 0.17%
N/A
7.11K $859K
BAC
Bank Of America Corp

Financial Services
485
+ 5.62%
$39.61 - $47.74 $19.2K - $23.2K
9.11K $380K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
320
+ 3.74%
$25.93 - $29.28 $8.3K - $9.37K
8.87K $240K
LUV
Southwest Airlines CO

Industrials
25
+ 0.16%
$28.18 - $34.84 $705 - $871
15.4K $517K
Arista Networks Inc
35.8K
+ 31.57%
N/A
149K $0
American Beacon Select Funds
508K
+ 206.86%
N/A
754K $0
Brookfield Corp
4.17K
New
N/A
4.17K $0
Ge Vernova Inc
201
+ 3.42%
N/A
6.08K $0
AMD
Advanced Micro Devices Inc

Technology
4.66K
+ 17.55%
$96.63 - $129.55 $450K - $604K
31.2K $3.21M
2023 ETF Series Trust
497K
+ 74.82%
N/A
1.16M $0
PFE
Pfizer Inc

Healthcare
383
+ 4.18%
$25.01 - $27.13 $9.58K - $10.4K
9.54K $241K
CDNS
Cadence Design Systems Inc

Technology
1.13K
+ 17.49%
$233.96 - $324.52 $265K - $368K
7.61K $1.94M
MRK
Merck & Co., Inc.

Healthcare
421
+ 8.28%
$83.01 - $101.02 $34.9K - $42.5K
5.51K $494K
DIS
Walt Disney CO

Communication Services
386
+ 8.85%
$96.87 - $114.0 $37.4K - $44K
4.75K $468K
CTS
Cts Corp

Technology
1.08K
+ 17.44%
$41.45 - $52.95 $44.8K - $57.2K
7.28K $306K
CSX
Csx Corp

Industrials
678
+ 4.76%
$29.11 - $33.67 $19.7K - $22.8K
14.9K $439K
PLXS
Plexus Corp

Technology
809
+ 17.33%
$120.51 - $170.49 $97.5K - $138K
5.48K $701K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.71%
$472.29 - $575.13 $2.83K - $3.45K
846 $409K
CAT
Caterpillar Inc

Industrials
7
+ 0.52%
$326.75 - $407.63 $2.29K - $2.85K
1.35K $445K
ORCL
Oracle Corp

Technology
12
+ 0.69%
$139.81 - $186.47 $1.68K - $2.24K
1.75K $244K
GM
General Motors CO

Consumer Cyclical
20
+ 0.25%
$45.22 - $54.92 $904 - $1.1K
8.14K $382K
WDAY
Workday, Inc.

Technology
6
+ 0.1%
$233.53 - $277.82 $1.4K - $1.67K
6.21K $1.45M
NVO
Novo Nordisk A S

Healthcare
7.86K
+ 16.93%
$69.3 - $90.95 $545K - $715K
54.3K $3.77M
AMZN
Amazon Com Inc

Consumer Cyclical
12.4K
+ 13.66%
$190.26 - $242.06 $2.37M - $3.01M
104K $19.7M
MSFT
Microsoft Corp

Technology
4.55K
+ 10.41%
$375.39 - $447.2 $1.71M - $2.04M
48.3K $18.1M
LAD
Lithia Motors Inc

Consumer Cyclical
1.82K
+ 13.37%
$285.59 - $385.71 $521K - $704K
15.5K $4.54M
IWF
Ishares Russell 1000 Gr ETF

ETFs
41
+ 0.43%
$360.07 - $417.26 $14.8K - $17.1K
9.56K $3.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
615
+ 0.29%
$120.29 - $134.6 $74K - $82.8K
212K $25.7M
GOOGL
Alphabet Inc.

Communication Services
9.59K
+ 7.65%
$154.33 - $206.19 $1.48M - $1.98M
135K $20.8M
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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