Shepherd Kaplan Krochuk, LLC Sells in Q2 2025

Shepherd Kaplan Krochuk, LLC

  • $112 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPB
Campbell Soup CO

Consumer Defensive
-4.43K
- 3.29%
$30.65 - $39.9 $136K - $177K
130K $3.98M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25.8K
- 20.24%
$24.32 - $27.87 $627K - $718K
102K $2.69M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-43.5K
- 16.3%
$10.3 - $12.99 $448K - $564K
223K $2.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-914
- 13.56%
$483.48 - $539.8 $442K - $493K
5.83K $2.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.7K
- 21.38%
$51.14 - $57.0 $545K - $608K
39.2K $2.23M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.37K
- 24.84%
$100.35 - $100.71 $439K - $440K
13.2K $1.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-650
- 56.13%
$456.74 - $568.03 $297K - $369K
508 $288K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.97K
- 7.76%
$79.79 - $91.42 $157K - $180K
23.5K $2.09M
ET
Energy Transfer LP

Energy
-5.17K
- 2.25%
$15.65 - $18.93 $80.9K - $97.8K
225K $4.08M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-10.3K
- 3.33%
$27.29 - $29.28 $281K - $301K
299K $8.74M
T
At&T Inc.

Communication Services
-3.36K
- 23.88%
$26.33 - $28.94 $88.5K - $97.3K
10.7K $310K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.69K
- 13.47%
N/A
17.3K $543K
PFE
Pfizer Inc

Healthcare
-264
- 0.7%
$21.59 - $24.84 $5.7K - $6.56K
37.7K $913K
JPEM
Jp Morgan Diversified Return

ETFs
-2K
- 11.28%
$48.41 - $56.7 $96.6K - $113K
15.7K $885K
DUK
Duke Energy Corp

Utilities
-118
- 1.46%
$112.46 - $124.05 $13.3K - $14.6K
7.95K $938K
VZ
Verizon Communications Inc

Communication Services
-18
- 0.15%
$41.67 - $45.62 $750 - $821
12K $520K
GILD
Gilead Sciences, Inc.

Healthcare
-6
- 0.08%
$96.91 - $113.0 $581 - $678
7.55K $837K
Exchange Listed Fds Tr
-9.72K
- 36.32%
N/A
17K $0
GLD
Spdr Gold Trust

ETFs
-33
- 3.33%
$273.71 - $316.29 $9.03K - $10.4K
959 $292K
IBM
International Business Machines Corp

Technology
-335
- 11.34%
$221.03 - $294.78 $74K - $98.8K
2.62K $771K
KMI
Kinder Morgan, Inc.

Energy
-96
- 0.14%
$25.21 - $29.4 $2.42K - $2.82K
69K $2.03M
BEN
Franklin Resources Inc

Financial Services
-75
- 0.27%
$16.66 - $23.85 $1.25K - $1.79K
27.8K $663K
IVW
Ishares S&P 500 Growth ETF

ETFs
-11
- 0.14%
$82.96 - $110.1 $913 - $1.21K
7.94K $873K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.95K
- 1.46%
$23.55 - $27.67 $69.5K - $81.7K
199K $5.51M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.67K
- 12.62%
$180.84 - $240.32 $483K - $642K
18.5K $4.45M
VO
Vanguard Mid Cap ETF

ETFs
-7
- 0.09%
$228.54 - $279.83 $1.6K - $1.96K
7.98K $2.23M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.63K
- 1.9%
$50.39 - $60.05 $81.9K - $97.6K
84.1K $5.05M
Activity Summary
Buys All Purchases 21 New Holdings 2 Increased Positions 19 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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