Sfe Investment Counsel New Holdings 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
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
EXPE
Expedia Group, Inc.

Consumer Cyclical
10.9K
New
$157.11 - $206.52 $1.72M - $2.26M
10.9K $1.84M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
27.9K
New
$42.36 - $43.8 $1.18M - $1.22M
27.9K $1.21M
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
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
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
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
PM
Philip Morris International Inc.

Consumer Defensive
2.06K
New
$117.15 - $158.79 $241K - $327K
2.06K $326K
XOM
Exxon Mobil Corp

Energy
2.42K
New
$105.44 - $118.93 $255K - $288K
2.42K $287K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.29K
New
N/A
3.29K $282K
CME
Cme Group Inc.

Financial Services
1.06K
New
$225.82 - $266.54 $239K - $282K
1.06K $280K
SRLN
Ssga Active Trust

ETFs
6.33K
New
$41.02 - $41.99 $260K - $266K
6.33K $260K
GAL
Ssga Active ETF Tr

ETFs
5.29K
New
$43.75 - $45.8 $231K - $242K
5.29K $236K
APH
Amphenol Corp

Technology
3.38K
New
$61.62 - $78.55 $208K - $266K
3.38K $221K
AON
Aon PLC

Financial Services
530
New
$348.44 - $409.32 $185K - $217K
530 $211K
MMM
3 M CO

Industrials
1.4K
New
$129.7 - $155.12 $182K - $217K
1.4K $205K
ABC
Amerisourcebergen Corp

Healthcare
842
New
N/A
842 $155K
Brookfield Corp
5.63K
New
N/A
5.63K $0
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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