Sendero Wealth Management, LLC New Holdings in Q1 2025

Sendero Wealth Management, LLC

  • $648 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
10.4K
New
$275.89 - $345.24 $2.86M - $3.58M
10.4K $3.58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
510
New
$4295.4 - $5141.88 $2.19M - $2.62M
510 $2.35M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
13.5K
New
$119.87 - $145.05 $1.61M - $1.95M
13.5K $1.69M
TCBI
Texas Capital Bancshares Inc

Financial Services
17.6K
New
$70.86 - $83.85 $1.25M - $1.48M
17.6K $1.3M
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
EL
Estee Lauder Companies Inc

Consumer Defensive
11K
New
$64.26 - $85.48 $706K - $940K
11K $725K
DXCM
Dexcom Inc

Healthcare
10.6K
New
$67.74 - $90.75 $719K - $964K
10.6K $725K
TT
Trane Technologies PLC

Industrials
2.1K
New
$332.0 - $400.86 $696K - $840K
2.1K $706K
MLM
Martin Marietta Materials Inc

Basic Materials
778
New
$460.39 - $552.64 $358K - $430K
778 $371K
MTN
Vail Resorts Inc

Consumer Cyclical
2.04K
New
$153.58 - $184.72 $313K - $376K
2.04K $325K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.01K
New
$283.24 - $338.07 $286K - $341K
1.01K $297K
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
KMB
Kimberly Clark Corp

Consumer Defensive
1.9K
New
$124.46 - $147.4 $236K - $279K
1.9K $269K
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
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
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
NEE
Nextera Energy Inc

Utilities
2.9K
New
$66.96 - $76.16 $194K - $221K
2.9K $205K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.26K
New
$80.87 - $115.8 $182K - $261K
2.26K $205K
VNT
Vontier Corp

Technology
6.27K
New
$32.1 - $40.32 $201K - $253K
6.27K $205K
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
MPW
Medical Properties Trust Inc

Real Estate
21.2K
New
$3.83 - $6.21 $81.3K - $132K
21.2K $127K
CRON
Cronos Group Inc.

Healthcare
11.5K
New
$1.79 - $2.07 $20.6K - $23.8K
11.5K $20K
Brookfield Corp
4.17K
New
N/A
4.17K $0
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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