Sendero Wealth Management, LLC Sells in Q2 2025

Sendero Wealth Management, LLC

  • $703 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-45.9K
- 63.13%
$92.87 - $125.73 $4.26M - $5.77M
26.8K $3.2M
CNC
Centene Corp

Healthcare
-69.9K
- 81.29%
$53.4 - $64.29 $3.73M - $4.5M
16.1K $873K
DE
Deere & CO

Industrials
-9.12K
- 45.64%
$412.99 - $531.48 $3.77M - $4.85M
10.9K $5.52M
GNR
Spdr S&P Global Natural Resour

ETFs
-70K
- 16.2%
$45.66 - $55.03 $3.2M - $3.85M
362K $19.7M
EFX
Equifax Inc

Industrials
-13.7K
- 58.08%
$205.5 - $280.54 $2.81M - $3.83M
9.86K $2.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.17K
- 24.07%
$456.74 - $568.03 $2.82M - $3.5M
19.5K $11M
PAYC
Paycom Software, Inc.

Technology
-8.62K
- 27.26%
$193.07 - $265.71 $1.66M - $2.29M
23K $5.32M
SCHW
Schwab Charles Corp

Financial Services
-29.5K
- 24.81%
$69.06 - $91.24 $2.03M - $2.69M
89.3K $8.15M
XOM
Exxon Mobil Corp

Energy
-2.36K
- 3.02%
$99.93 - $119.04 $236K - $281K
75.8K $8.17M
IQV
Iqvia Holdings Inc.

Healthcare
-855
- 1.63%
$137.0 - $174.37 $117K - $149K
51.6K $8.14M
WTW
Willis Towers Watson PLC

Financial Services
-426
- 2.32%
$295.96 - $337.43 $126K - $144K
17.9K $5.5M
G
Genpact LTD

Technology
-10.1K
- 42.53%
$40.65 - $50.56 $412K - $513K
13.7K $603K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-4.98K
- 52.03%
$107.83 - $119.94 $537K - $597K
4.59K $495K
V
Visa Inc.

Financial Services
-1.75K
- 10.6%
$308.27 - $373.31 $538K - $651K
14.7K $5.23M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-7.61K
- 3.3%
$32.56 - $35.71 $248K - $272K
223K $7.37M
TCBI
Texas Capital Bancshares Inc

Financial Services
-7.6K
- 43.18%
$61.24 - $79.4 $465K - $603K
10K $794K
AON
Aon PLC

Financial Services
-809
- 25.15%
$335.85 - $398.81 $272K - $323K
2.41K $859K
GLD
Spdr Gold Trust

ETFs
-1.89K
- 18.08%
$273.71 - $316.29 $518K - $598K
8.57K $2.61M
RHI
Robert Half International Inc.

Industrials
-3.81K
- 25.63%
$40.31 - $54.71 $154K - $208K
11.1K $453K
AAPL
Apple Inc.

Technology
-36
- 0.18%
$172.42 - $223.89 $6.21K - $8.06K
19.8K $4.05M
SHEL
Shell PLC

Energy
-2.75K
- 11.84%
$59.75 - $73.05 $164K - $201K
20.5K $1.44M
ABBV
Abb Vie Inc.

Healthcare
-36
- 0.39%
$170.16 - $206.27 $6.13K - $7.43K
9.29K $1.72M
SKX
Skechers Usa Inc

Consumer Cyclical
-4.81K
- 29.21%
$45.48 - $63.1 $219K - $304K
11.7K $736K
GOOGL
Alphabet Inc.

Communication Services
-17.8K
- 13.2%
$144.7 - $178.6 $2.58M - $3.18M
117K $20.6M
CVX
Chevron Corp

Energy
-130
- 2.08%
$133.73 - $168.51 $17.4K - $21.9K
6.12K $876K
ADSK
Autodesk, Inc.

Technology
-610
- 4.9%
N/A
11.8K $2.91M
CHKP
Check Point Software Technologies LTD

Technology
-435
- 13.28%
$204.26 - $233.47 $88.9K - $102K
2.84K $628K
MPW
Medical Properties Trust Inc

Real Estate
-10.9K
- 51.23%
$4.31 - $5.91 $46.9K - $64.3K
10.4K $44K
VLO
Valero Energy Corp

Energy
-896
- 4.44%
$104.69 - $141.77 $93.8K - $127K
19.3K $2.59M
KMB
Kimberly Clark Corp

Consumer Defensive
-10
- 0.53%
$126.84 - $145.22 $1.27K - $1.45K
1.89K $243K
NVO
Novo Nordisk A S

Healthcare
-14
- 0.03%
$58.08 - $81.05 $813 - $1.13K
54.3K $3.74M
KO
Coca Cola CO

Consumer Defensive
-39
- 0.19%
$68.37 - $73.9 $2.67K - $2.88K
20.2K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 8.14%
$335.24 - $380.78 $16.4K - $18.7K
553 $202K
ROP
Roper Technologies Inc

Industrials
-6
- 1.23%
$519.19 - $590.78 $3.12K - $3.54K
482 $273K
Arista Networks Inc
-11.9K
- 7.99%
N/A
137K $0
BAC
Bank Of America Corp

Financial Services
-1.04K
- 11.37%
$34.39 - $47.46 $35.6K - $49.2K
8.08K $382K
ABT
Abbott Laboratories

Healthcare
-707
- 2.3%
$123.95 - $138.08 $87.6K - $97.6K
30K $4.08M
CTAS
Cintas Corp

Industrials
-42
- 3.41%
$190.11 - $227.66 $7.98K - $9.56K
1.19K $265K
CALM
Cal Maine Foods Inc

Consumer Defensive
-43
- 1.91%
$90.17 - $103.07 $3.88K - $4.43K
2.21K $220K
MMM
3 M CO

Industrials
-25
- 0.52%
$126.09 - $154.15 $3.15K - $3.85K
4.75K $722K
WFC
Wells Fargo & Company

Financial Services
-1.28K
- 7.99%
$60.98 - $80.12 $78K - $102K
14.7K $1.18M
CNM
Core & Main, Inc.

Industrials
-2.69K
- 15.78%
$44.53 - $60.36 $120K - $162K
14.3K $865K
CSX
Csx Corp

Industrials
-178
- 1.19%
$26.69 - $32.91 $4.75K - $5.86K
14.8K $481K
SAP
Sap Se

Technology
-273
- 6.96%
$237.53 - $309.8 $64.8K - $84.6K
3.65K $1.11M
MA
Mastercard Inc

Financial Services
-9
- 0.16%
$479.92 - $590.74 $4.32K - $5.32K
5.48K $3.08M
DIS
Walt Disney CO

Communication Services
-87
- 1.83%
$81.72 - $124.01 $7.11K - $10.8K
4.66K $577K
SNPS
Synopsys Inc

Technology
-387
- 10.19%
$380.9 - $517.66 $147K - $200K
3.41K $1.75M
AER
Aer Cap Holdings N.V.

Industrials
-768
- 4.97%
$88.97 - $117.24 $68.3K - $90K
14.7K $1.72M
GOOG
Alphabet Inc.

Communication Services
-1.6K
- 7.67%
$146.58 - $180.01 $234K - $287K
19.2K $3.4M
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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