Sendero Wealth Management, LLC Reduced Holdings in Q1 2025

Sendero Wealth Management, LLC

  • $648 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-36.1K
- 64.59%
$209.68 - $247.1 $7.57M - $8.92M
19.8K $4.4M
GNR
Spdr S&P Global Natural Resour

ETFs
-192K
- 30.75%
$50.12 - $54.48 $9.62M - $10.5M
432K $23.1M
EOG
Eog Resources Inc

Energy
-63.8K
- 96.15%
$120.54 - $138.05 $7.69M - $8.81M
2.56K $327K
PAYC
Paycom Software, Inc.

Technology
-12.5K
- 28.32%
$199.42 - $225.82 $2.49M - $2.82M
31.6K $6.91M
GOOG
Alphabet Inc.

Communication Services
-5.69K
- 21.48%
$156.06 - $207.71 $888K - $1.18M
20.8K $3.25M
IWD
Ishares Russell 1000 Val ETF

ETFs
-9.62K
- 62.81%
$182.82 - $196.21 $1.76M - $1.89M
5.69K $1.06M
FISV
Fiserv Inc

Technology
-12.4K
- 31.37%
N/A
27.2K $3.41M
FCNCA
First Citizens Bancshares Inc

Financial Services
-5
- 0.11%
$1728.36 - $2231.14 $8.64K - $11.2K
4.62K $8.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-602
- 2.3%
$507.05 - $563.67 $305K - $339K
25.6K $13.1M
ISRG
Intuitive Surgical Inc

Healthcare
-1.21K
- 36.17%
$476.63 - $610.45 $577K - $739K
2.14K $1.06M
AON
Aon PLC

Financial Services
-1.32K
- 29.13%
$348.44 - $409.32 $461K - $541K
3.22K $1.28M
CHTR
Charter Communications, Inc.

Communication Services
-1.13K
- 33.84%
$334.89 - $384.77 $377K - $433K
2.2K $810K
HLI
Houlihan Lokey, Inc.

Financial Services
-1.51K
- 25.94%
$154.43 - $187.4 $233K - $283K
4.31K $696K
SAP
Sap Se

Technology
-1.57K
- 28.53%
$241.4 - $293.69 $378K - $460K
3.92K $1.05M
WFC
Wells Fargo & Company

Financial Services
-4.51K
- 21.97%
$66.78 - $81.42 $301K - $367K
16K $1.15M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70
- 1.01%
$165.25 - $224.62 $11.6K - $15.7K
6.83K $1.13M
GLD
Spdr Gold Trust

ETFs
-2.85K
- 21.44%
$243.19 - $288.14 $694K - $822K
10.5K $3.01M
COF
Capital One Financial Corp

Financial Services
-1.2K
- 2.57%
$163.87 - $209.82 $196K - $251K
45.4K $8.14M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-418
- 14.66%
$221.78 - $273.45 $92.7K - $114K
2.43K $553K
AXP
American Express CO

Financial Services
-195
- 5.58%
$255.39 - $325.87 $49.8K - $63.5K
3.3K $887K
ICE
Intercontinental Exchange, Inc.

Financial Services
-7.01K
- 14.73%
$142.8 - $176.36 $1M - $1.24M
40.6K $7M
HUM
Humana Inc

Healthcare
-189
- 5.18%
$249.11 - $303.11 $47.1K - $57.3K
3.46K $916K
ADSK
Autodesk, Inc.

Technology
-12
- 0.1%
N/A
12.4K $3.06M
JPM
Jpmorgan Chase & CO

Financial Services
-117
- 2.05%
$225.19 - $279.95 $26.3K - $32.8K
5.6K $1.37M
LBRDK
Liberty Broadband Corp

Communication Services
-6.34K
- 11.76%
$73.49 - $88.64 $466K - $562K
47.6K $4.05M
PG
Procter & Gamble CO

Consumer Defensive
-110
- 0.71%
$158.56 - $176.26 $17.4K - $19.4K
15.4K $2.63M
G
Genpact LTD

Technology
-1.4K
- 5.54%
$42.88 - $55.54 $59.9K - $77.6K
23.9K $1.2M
SHEL
Shell PLC

Energy
-617
- 2.59%
$62.84 - $73.29 $38.8K - $45.2K
23.2K $1.69M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-151
- 1.55%
$88.0 - $115.5 $13.3K - $17.4K
9.57K $1.09M
V
Visa Inc.

Financial Services
-349
- 2.08%
$306.92 - $362.71 $107K - $127K
16.5K $5.77M
DE
Deere & CO

Industrials
-566
- 2.76%
$408.57 - $509.27 $231K - $288K
20K $9.38M
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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