Sfe Investment Counsel Purchases in Q1 2025

Sfe Investment Counsel

  • $479 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
71.6K
New
$56.17 - $59.71 $4.02M - $4.27M
71.6K $4.09M
IVV
Ishares Core S&P 500 ETF

ETFs
7.01K
New
$554.06 - $615.85 $3.89M - $4.32M
7.01K $3.94M
IQV
Iqvia Holdings Inc.

Healthcare
19.5K
+ 110.89%
$176.3 - $209.96 $3.45M - $4.1M
37.2K $6.55M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
20.7K
New
$108.02 - $120.45 $2.23M - $2.49M
20.7K $2.28M
IEF
Ishares Barclays

ETFs
21.8K
New
$91.17 - $95.39 $1.99M - $2.08M
21.8K $2.08M
XYL
Xylem Inc.

Industrials
15.2K
+ 54.75%
$114.02 - $132.04 $1.73M - $2.01M
43K $5.13M
EXPE
Expedia Group, Inc.

Consumer Cyclical
10.9K
New
$157.11 - $206.52 $1.72M - $2.26M
10.9K $1.84M
AWK
American Water Works Company, Inc.

Utilities
4.63K
+ 10.98%
$121.01 - $149.31 $560K - $691K
46.8K $6.9M
ABT
Abbott Laboratories

Healthcare
1.14K
+ 1.53%
$111.1 - $140.22 $127K - $160K
75.5K $10M
PWR
Quanta Services, Inc.

Industrials
7.58K
+ 90.78%
$236.71 - $358.03 $1.79M - $2.71M
15.9K $4.05M
ROP
Roper Technologies Inc

Industrials
975
+ 10.48%
$502.71 - $593.81 $490K - $579K
10.3K $6.06M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
27.9K
New
$42.36 - $43.8 $1.18M - $1.22M
27.9K $1.21M
PRU
Prudential Financial Inc

Financial Services
13.7K
+ 26.86%
$105.04 - $122.33 $1.44M - $1.68M
64.8K $7.24M
JNJ
Johnson & Johnson

Healthcare
3.27K
+ 11.49%
$142.06 - $167.7 $465K - $549K
31.7K $5.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.6K
+ 45.93%
$442.66 - $534.52 $710K - $857K
5.1K $2.71M
ZTS
Zoetis Inc.

Healthcare
6.42K
+ 25.12%
$156.48 - $175.67 $1M - $1.13M
32K $5.26M
MSFT
Microsoft Corp

Technology
5.53K
+ 25.66%
$375.39 - $447.2 $2.08M - $2.47M
27.1K $10.2M
LLY
Eli Lilly & CO

Healthcare
1.04K
+ 32.15%
$725.72 - $929.72 $756K - $969K
4.28K $3.54M
NEE
Nextera Energy Inc

Utilities
16.2K
+ 10.77%
$66.96 - $76.16 $1.09M - $1.23M
167K $11.8M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
51.9K
+ 32.87%
$18.18 - $18.58 $944K - $964K
210K $3.89M
WY
Weyerhaeuser CO

Real Estate
26.6K
+ 20.38%
$27.29 - $31.39 $727K - $836K
157K $4.61M
QCOM
Qualcomm Inc

Technology
6.04K
+ 7.07%
$151.94 - $175.86 $917K - $1.06M
91.4K $14M
DHR
Danaher Corp

Healthcare
6.52K
+ 37.83%
$201.62 - $250.59 $1.31M - $1.63M
23.7K $4.87M
CLF
Cleveland Cliffs Inc.

Basic Materials
217K
+ 26.0%
$8.22 - $12.02 $1.79M - $2.61M
1.05M $8.66M
BSCU
Invesco Exc Self Ind Tr

ETFs
47K
+ 55.0%
$16.2 - $16.64 $761K - $781K
132K $2.2M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
20.9K
New
$37.35 - $43.35 $782K - $908K
20.9K $793K
UBER
Uber Technologies, Inc

Technology
10.5K
New
$63.17 - $81.49 $666K - $859K
10.5K $767K
KMI
Kinder Morgan, Inc.

Energy
21.9K
+ 27.46%
$26.1 - $31.22 $572K - $684K
102K $2.9M
URI
United Rentals, Inc.

Industrials
2.02K
+ 28.33%
$594.17 - $789.56 $1.2M - $1.59M
9.13K $5.72M
IAU
Ishares Gold Trust

ETFs
10.8K
New
$49.74 - $58.96 $537K - $636K
10.8K $636K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
20K
New
N/A
20K $629K
BDX
Becton Dickinson & CO

Healthcare
2.53K
+ 11.09%
$222.79 - $249.08 $564K - $630K
25.4K $5.81M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
27.6K
+ 13.16%
$20.05 - $20.4 $554K - $564K
238K $4.84M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
7.08K
+ 4.54%
$26.47 - $29.92 $187K - $212K
163K $4.77M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
8.76K
New
$62.28 - $71.92 $545K - $630K
8.76K $555K
LHX
L3 Harris Technologies, Inc.

Industrials
2.61K
+ 11.39%
$194.65 - $222.86 $508K - $581K
25.5K $5.34M
MA
Mastercard Inc

Financial Services
956
New
$504.67 - $576.31 $482K - $551K
956 $524K
AZN
Astrazeneca PLC

Healthcare
7.12K
New
$65.37 - $77.96 $465K - $555K
7.12K $523K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.95K
New
$168.16 - $186.21 $496K - $550K
2.95K $504K
META
Meta Platforms, Inc.

Communication Services
866
New
$576.36 - $736.67 $499K - $638K
866 $499K
SPY
Spdr S&P 500 ETF Trust

ETFs
750
New
$551.42 - $612.93 $414K - $460K
750 $419K
CMF
Ishares California Muni Bond E

ETFs
7.39K
New
$55.93 - $57.47 $413K - $424K
7.39K $415K
PG
Procter & Gamble CO

Consumer Defensive
2.37K
New
$158.56 - $176.26 $375K - $417K
2.37K $403K
ETN
Eaton Corp PLC

Industrials
3.49K
+ 37.82%
$271.83 - $371.23 $949K - $1.3M
12.7K $3.46M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.4K
+ 9.35%
$19.43 - $19.62 $358K - $361K
215K $4.22M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
22K
+ 7.42%
$21.04 - $21.64 $463K - $476K
319K $6.71M
AMD
Advanced Micro Devices Inc

Technology
7.2K
+ 32.37%
$96.63 - $129.55 $696K - $933K
29.5K $3.03M
TXN
Texas Instruments Inc

Technology
1.74K
New
N/A
1.74K $337K
LRGF
Ishares Tr

ETFs
5.76K
New
$56.95 - $63.95 $328K - $368K
5.76K $333K
Activity Summary
Buys All Purchases 98 New Holdings 31 Increased Positions 67 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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