Sendero Wealth Management, LLC Incresed Positions in Q2 2025

Sendero Wealth Management, LLC

  • $703 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.23K
+ 2.34%
$94.31 - $157.99 $398K - $668K
185K $29.2M
MSFT
Microsoft Corp

Technology
24
+ 0.05%
$354.56 - $497.45 $8.51K - $11.9K
48.3K $24M
AVGO
Broadcom Inc.

Technology
9.09K
+ 61.6%
$146.29 - $275.65 $1.33M - $2.5M
23.8K $6.57M
AMZN
Amazon Com Inc

Consumer Cyclical
955
+ 0.92%
$167.32 - $223.3 $160K - $213K
105K $22.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
626
+ 0.3%
$108.12 - $135.04 $67.7K - $84.5K
213K $28.7M
DXCM
Dexcom Inc

Healthcare
25.7K
+ 242.11%
$59.83 - $87.57 $1.54M - $2.25M
36.3K $3.17M
COF
Capital One Financial Corp

Financial Services
3.34K
+ 7.36%
$150.57 - $212.76 $503K - $710K
48.7K $10.4M
NFLX
Netflix Inc

Communication Services
1.26K
+ 149.82%
$855.86 - $1339.13 $1.08M - $1.69M
2.1K $2.81M
UBER
Uber Technologies, Inc

Technology
6.24K
+ 9.71%
$64.62 - $93.3 $403K - $582K
70.5K $6.58M
DT
Dynatrace, Inc.

Technology
22.5K
+ 31.77%
$41.21 - $55.9 $928K - $1.26M
93.4K $5.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
85.9K
+ 21.41%
$7.69 - $11.46 $661K - $984K
487K $5.58M
CTOS
Custom Truck One Source, Inc.

Industrials
228K
+ 140.05%
$3.39 - $5.07 $773K - $1.16M
391K $1.93M
FTNT
Fortinet, Inc.

Technology
4.57K
+ 6.97%
$84.71 - $108.69 $387K - $497K
70.2K $7.42M
GE
General Electric CO

Industrials
29
+ 0.19%
$166.81 - $257.39 $4.84K - $7.46K
15K $3.87M
FCNCA
First Citizens Bancshares Inc

Financial Services
137
+ 2.97%
$1561.69 - $1966.55 $214K - $269K
4.76K $9.3M
FISV
Fiserv Inc

Technology
4.96K
+ 18.21%
N/A
32.2K $4.03M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.2%
$4164.15 - $5789.24 $4.16K - $5.79K
511 $2.96M
NVT
N Vent Electric PLC

Industrials
2.03K
+ 15.79%
$45.2 - $73.35 $91.6K - $149K
14.9K $1.09M
CDNS
Cadence Design Systems Inc

Technology
4
+ 0.05%
$231.64 - $323.08 $927 - $1.29K
7.61K $2.35M
ARW
Arrow Electronics Inc

Technology
1.21K
+ 13.63%
$90.32 - $128.28 $109K - $155K
10K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 1.02%
$210.28 - $289.91 $12K - $16.5K
5.66K $1.64M
OMF
One Main Holdings, Inc.

Financial Services
2.28K
+ 14.81%
$40.42 - $57.0 $92.1K - $130K
17.7K $1.01M
ORCL
Oracle Corp

Technology
481
+ 27.45%
$122.82 - $218.63 $59.1K - $105K
2.23K $488K
SEE
Sealed Air Corp

Consumer Cyclical
5.2K
+ 63.25%
$23.93 - $32.95 $124K - $171K
13.4K $416K
BC
Brunswick Corp

Consumer Cyclical
1.83K
+ 3.53%
$41.93 - $58.37 $76.6K - $107K
53.5K $2.96M
AXP
American Express CO

Financial Services
21
+ 0.64%
$231.39 - $318.98 $4.86K - $6.7K
3.32K $1.06M
HUM
Humana Inc

Healthcare
978
+ 28.25%
$224.93 - $295.04 $220K - $289K
4.44K $1.09M
EL
Estee Lauder Companies Inc

Consumer Defensive
11
+ 0.1%
$50.06 - $80.8 $551 - $889
11K $889K
ZION
Zions Bancorporation, National Association

Financial Services
2.59K
+ 18.79%
$41.39 - $51.94 $107K - $135K
16.4K $851K
CHTR
Charter Communications, Inc.

Communication Services
166
+ 7.55%
$321.68 - $427.25 $53.4K - $70.9K
2.37K $966K
LEN
Lennar Corp

Consumer Cyclical
1.73K
+ 20.01%
$102.76 - $115.66 $178K - $200K
10.4K $1.15M
PTC
Ptc Inc.

Technology
547
+ 23.7%
$136.74 - $173.24 $74.8K - $94.8K
2.86K $492K
FCFS
First Cash Holdings, Inc.

Financial Services
88
+ 1.17%
$118.0 - $137.63 $10.4K - $12.1K
7.58K $1.02M
SYY
Sysco Corp

Consumer Defensive
1.58K
+ 18.08%
$68.0 - $75.91 $108K - $120K
10.3K $783K
WDAY
Workday, Inc.

Technology
352
+ 5.67%
$210.47 - $274.71 $74.1K - $96.7K
6.56K $1.57M
HAYW
Hayward Holdings, Inc.

Industrials
8.75K
+ 21.45%
$11.32 - $14.76 $99K - $129K
49.5K $683K
MTN
Vail Resorts Inc

Consumer Cyclical
795
+ 39.07%
$131.42 - $164.64 $104K - $131K
2.83K $444K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 0.61%
$451.58 - $565.94 $5.87K - $7.36K
2.15K $1.17M
EMR
Emerson Electric CO

Industrials
360
+ 14.91%
$94.15 - $133.33 $33.9K - $48K
2.78K $369K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
705
+ 12.54%
$139.81 - $165.8 $98.6K - $117K
6.33K $982K
VVV
Valvoline Inc

Energy
241
+ 0.87%
$31.48 - $38.2 $7.59K - $9.21K
28.1K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
2.7K
+ 76.24%
$274.35 - $599.47 $740K - $1.62M
6.24K $1.95M
GM
General Motors CO

Consumer Cyclical
1.46K
+ 17.94%
$42.48 - $50.46 $62K - $73.7K
9.6K $472K
VNT
Vontier Corp

Technology
1.62K
+ 25.79%
$28.04 - $37.3 $45.3K - $60.3K
7.89K $291K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
280
+ 20.01%
$483.48 - $539.8 $135K - $151K
1.68K $815K
CAT
Caterpillar Inc

Industrials
6
+ 0.44%
$273.94 - $388.21 $1.64K - $2.33K
1.36K $526K
C
Citigroup Inc

Financial Services
386
+ 11.99%
$58.13 - $85.12 $22.4K - $32.9K
3.61K $306K
BDX
Becton Dickinson & CO

Healthcare
1.27K
+ 51.28%
$165.15 - $226.42 $209K - $287K
3.74K $643K
CMI
Cummins Inc

Industrials
136
+ 18.23%
$267.12 - $336.65 $36.3K - $45.8K
882 $288K
Activity Summary
Buys All Purchases 81 New Holdings 9 Increased Positions 72 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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