Shepherd Kaplan Krochuk, LLC Purchases and Sells in Q1 2025

Shepherd Kaplan Krochuk, LLC

$113 Million
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	4.32K + 6.3%	$87.68 - $94.52 $379K - $408K	72.8K $6.82M
BRK-B	15 + 0.22%	$442.66 - $534.52 $6.64K - $8.02K	6.74K $3.59M
VTI	2.37K + 20.47%	$271.18 - $303.12 $644K - $719K	14K $3.84M
ANGL	13.1K + 4.42%	$28.55 - $29.09 $373K - $380K	309K $8.91M
BIV	4.62K + 144.79%	$73.78 - $76.59 $341K - $354K	7.82K $598K
SPDN	80 + 0.03%	$10.62 - $11.83 $850 - $946	267K $3.09M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZROZ	35.2K New	$65.49 - $74.67 $2.3M - $2.62M	35.2K $2.52M
PFE	38K New	$25.01 - $27.13 $949K - $1.03M	38K $961K
GILD	7.56K New	$89.14 - $117.41 $674K - $887K	7.56K $846K
DOW	23.9K New	$34.36 - $41.92 $820K - $1M	23.9K $832K
TBF	35.1K New	$23.25 - $25.32 $815K - $887K	35.1K $827K
MGA	19.9K New	$33.99 - $41.85 $676K - $832K	19.9K $675K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	-48.6K - 62.0%	$110.11 - $110.51 $5.36M - $5.37M	29.8K $3.29M
AAPL	-237 - 0.78%	$209.68 - $247.1 $49.7K - $58.6K	30.3K $6.73M
VUG	-1.92K - 64.83%	$369.1 - $427.61 $709K - $821K	1.04K $386K
SGOV	-7.42K - 29.68%	$100.34 - $100.68 $745K - $747K	17.6K $1.77M
SCHD	-24.9K - 16.34%	$27.01 - $28.54 $672K - $710K	127K $3.56M
JEPI	-7.41K - 12.93%	$56.17 - $59.71 $416K - $442K	49.9K $2.85M

Activity Summary All Purchases 27 New Holdings 10 Increased Positions 17 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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