Sfe Investment Counsel Incresed Positions in Q1 2025

Sfe Investment Counsel

  • $479 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQV
Iqvia Holdings Inc.

Healthcare
19.5K
+ 110.89%
$176.3 - $209.96 $3.45M - $4.1M
37.2K $6.55M
XYL
Xylem Inc.

Industrials
15.2K
+ 54.75%
$114.02 - $132.04 $1.73M - $2.01M
43K $5.13M
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
TTEK
Tetra Tech Inc

Industrials
55.4K
+ 190.69%
$28.26 - $42.58 $1.57M - $2.36M
84.4K $2.47M
ROP
Roper Technologies Inc

Industrials
975
+ 10.48%
$502.71 - $593.81 $490K - $579K
10.3K $6.06M
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
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
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
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
LHX
L3 Harris Technologies, Inc.

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

Communication Services
220
+ 17.81%
$828.4 - $1058.6 $182K - $233K
1.46K $1.36M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12K
+ 6.2%
$19.42 - $19.54 $232K - $234K
205K $3.99M
FDX
Fedex Corp

Industrials
2.74K
+ 22.87%
$230.33 - $281.53 $630K - $770K
14.7K $3.58M
PNW
Pinnacle West Capital Corp

Utilities
190
+ 1.04%
$81.76 - $95.25 $15.5K - $18.1K
18.5K $1.77M
PFE
Pfizer Inc

Healthcare
11.1K
+ 18.38%
$25.01 - $27.13 $277K - $301K
71.4K $1.81M
LOW
Lowes Companies Inc

Consumer Cyclical
3.62K
+ 7.36%
$222.66 - $268.42 $806K - $972K
52.8K $12.3M
DRI
Darden Restaurants Inc

Consumer Cyclical
370
+ 10.35%
$180.02 - $208.56 $66.6K - $77.2K
3.95K $819K
HD
Home Depot, Inc.

Consumer Cyclical
337
+ 62.41%
$347.25 - $424.87 $117K - $143K
877 $321K
VRT
Vertiv Holdings CO

Industrials
1.22K
+ 64.97%
N/A
3.09K $267K
V
Visa Inc.

Financial Services
139
+ 20.72%
$306.92 - $362.71 $42.7K - $50.4K
810 $283K
UNH
Unitedhealth Group Inc

Healthcare
74
+ 15.58%
$461.52 - $548.18 $34.2K - $40.6K
549 $287K
AMAT
Applied Materials Inc

Technology
2.11K
+ 14.07%
$145.06 - $195.51 $306K - $412K
17.1K $2.48M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2K
+ 0.58%
$21.64 - $22.08 $43.2K - $44.1K
348K $7.54M
BEP
Brookfield Renewable Partners L.P.

Utilities
2.21K
+ 4.35%
$20.03 - $23.79 $44.3K - $52.6K
53.1K $1.18M
SYY
Sysco Corp

Consumer Defensive
171
+ 2.67%
$70.0 - $77.13 $12K - $13.2K
6.57K $492K
WAT
Waters Corp

Healthcare
7
+ 1.23%
$362.16 - $417.28 $2.54K - $2.92K
577 $212K
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
28.4K
+ 28.98%
N/A
127K $0
Labcorp Holdings Inc
3.2K
+ 11.21%
N/A
31.7K $0
Jacobs Solutions Inc
5.54K
+ 14.49%
N/A
43.8K $0
TNC
Tennant CO

Industrials
323
+ 1.89%
$79.73 - $89.16 $25.8K - $28.8K
17.4K $1.39M
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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