Sendero Wealth Management, LLC Incresed Positions 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
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
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
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
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
WTW
Willis Towers Watson PLC

Financial Services
819
+ 4.67%
$306.61 - $340.78 $251K - $279K
18.4K $6.19M
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
IQV
Iqvia Holdings Inc.

Healthcare
7.27K
+ 16.07%
$176.3 - $209.96 $1.28M - $1.53M
52.5K $9.25M
WTM
White Mountains Insurance Group LTD

Financial Services
185
+ 79.06%
$1818.58 - $1983.07 $336K - $367K
419 $797K
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
CNC
Centene Corp

Healthcare
4.67K
+ 5.74%
$55.93 - $65.89 $261K - $307K
86K $5.22M
AER
Aer Cap Holdings N.V.

Industrials
1.78K
+ 12.99%
$94.11 - $105.78 $167K - $188K
15.5K $1.58M
SNPS
Synopsys Inc

Technology
986
+ 35.09%
$428.58 - $551.54 $423K - $544K
3.8K $1.63M
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
FCFS
First Cash Holdings, Inc.

Financial Services
1.1K
+ 17.17%
$102.59 - $120.32 $113K - $132K
7.49K $894K
VVV
Valvoline Inc

Energy
7.08K
+ 34.05%
$34.44 - $40.19 $244K - $284K
27.9K $969K
OMF
One Main Holdings, Inc.

Financial Services
4.95K
+ 47.48%
$45.35 - $58.06 $225K - $288K
15.4K $752K
WBD
Warner Bros. Discovery, Inc.

Communication Services
28.4K
+ 7.61%
$9.47 - $11.46 $269K - $325K
401K $4.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
229
+ 19.57%
$442.66 - $534.52 $101K - $122K
1.4K $734K
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
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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