Sfe Investment Counsel Reduced Holdings in Q1 2025

Sfe Investment Counsel

  • $479 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-4.58K
- 6.91%
$167.43 - $244.7 $767K - $1.12M
61.8K $10.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
-12.7K
- 31.92%
$158.1 - $217.71 $2M - $2.76M
27K $4.27M
EIX
Edison International

Utilities
-22K
- 50.9%
$50.06 - $80.01 $1.1M - $1.76M
21.2K $1.25M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-66K
- 28.82%
$23.03 - $23.17 $1.52M - $1.53M
163K $3.76M
CMI
Cummins Inc

Industrials
-1.4K
- 5.43%
$312.92 - $386.07 $437K - $540K
24.3K $7.63M
F
Ford Motor CO

Consumer Cyclical
-117K
- 28.23%
$9.12 - $10.43 $1.06M - $1.22M
297K $2.98M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-36.5K
- 38.45%
$20.64 - $20.73 $754K - $757K
58.5K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
-4.36K
- 6.66%
$225.19 - $279.95 $981K - $1.22M
61.1K $15M
THO
Thor Industries Inc

Consumer Cyclical
-2.1K
- 11.42%
$75.81 - $105.39 $159K - $221K
16.2K $1.23M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-47
- 0.67%
$314.47 - $431.35 $14.8K - $20.3K
6.96K $2.55M
ABBV
Abb Vie Inc.

Healthcare
-6.18K
- 22.43%
$169.2 - $216.66 $1.05M - $1.34M
21.4K $4.48M
FISV
Fiserv Inc

Technology
-2.58K
- 8.03%
N/A
29.6K $3.7M
HON
Honeywell International Inc

Industrials
-10
- 0.05%
$202.75 - $226.52 $2.03K - $2.27K
21.4K $4.52M
BA
Boeing CO

Industrials
-1.28K
- 47.45%
$148.15 - $186.25 $189K - $237K
1.41K $240K
BSJR
Invesco Indx Tr

ETFs
-9.86K
- 2.89%
$22.4 - $22.69 $221K - $224K
331K $7.42M
EQAL
Invesco ETF

ETFs
-2.63K
- 8.86%
$46.28 - $50.51 $122K - $133K
27K $1.28M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-4.28K
- 1.3%
$23.19 - $23.5 $99.2K - $101K
326K $7.55M
COST
Costco Wholesale Corp

Consumer Defensive
-407
- 3.65%
$890.62 - $1076.86 $362K - $438K
10.7K $10.2M
GLW
Corning Inc

Technology
-150
- 0.6%
$44.91 - $54.25 $6.74K - $8.14K
24.7K $1.13M
IYJ
Ishares Tr

ETFs
-275
- 11.05%
$127.48 - $142.0 $35.1K - $39.1K
2.21K $288K
XLF
Financial Sector Spdr

ETFs
-976
- 13.05%
$47.32 - $52.19 $46.2K - $50.9K
6.5K $323K
ISRG
Intuitive Surgical Inc

Healthcare
-30
- 5.15%
$476.63 - $610.45 $14.3K - $18.3K
552 $273K
SBUX
Starbucks Corp

Consumer Cyclical
-475
- 13.03%
$91.75 - $115.81 $43.6K - $55K
3.17K $310K
IBB
Ishares Biotechnology ETF

ETFs
-90
- 3.81%
$127.9 - $140.56 $11.5K - $12.7K
2.27K $290K
BMY
Bristol Myers Squibb CO

Healthcare
-3.15K
- 7.69%
$53.9 - $63.11 $170K - $199K
37.8K $2.31M
Ge Vernova Inc
-1.14K
- 14.34%
N/A
6.78K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.37K
- 8.63%
N/A
14.6K $0
XLB
Select Sector Spdr Fd Material

ETFs
-15
- 0.43%
$83.19 - $90.99 $1.25K - $1.36K
3.44K $295K
NOC
Northrop Grumman Corp

Industrials
-4
- 0.5%
$433.45 - $513.82 $1.73K - $2.06K
792 $405K
DE
Deere & CO

Industrials
-483
- 7.52%
$408.57 - $509.27 $197K - $246K
5.94K $2.79M
CSCO
Cisco Systems, Inc.

Technology
-266
- 0.42%
$58.74 - $64.87 $15.6K - $17.3K
62.5K $3.86M
GE
General Electric CO

Industrials
-1.36K
- 8.37%
$168.59 - $212.13 $228K - $287K
14.8K $2.97M
T
At&T Inc.

Communication Services
-1.31K
- 2.26%
$21.56 - $28.28 $28.2K - $37K
56.6K $1.6M
CVX
Chevron Corp

Energy
-3
- 0.02%
$146.71 - $167.97 $440 - $504
17K $2.84M
IBM
International Business Machines Corp

Technology
-1.8K
- 4.71%
$217.4 - $264.74 $390K - $475K
36.3K $9.04M
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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