Shufro Rose & CO LLC Incresed Positions in Q1 2025

Shufro Rose & CO LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
38.8K
+ 60.53%
$554.06 - $615.85 $21.5M - $23.9M
103K $57.8M
VO
Vanguard Mid Cap ETF

ETFs
11.3K
+ 16.9%
$251.87 - $277.95 $2.86M - $3.15M
78.4K $20.3M
NVDA
Nvidia Corp

Technology
45.2K
+ 47.56%
$106.98 - $149.43 $4.84M - $6.75M
140K $15.2M
SENEA
Seneca Foods Corp

Consumer Defensive
25K
+ 259.07%
$71.34 - $90.35 $1.78M - $2.26M
34.7K $3.09M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.45K
+ 91.33%
$634.14 - $744.83 $1.56M - $1.83M
5.14K $3.26M
UNP
Union Pacific Corp

Industrials
5.03K
+ 168.78%
$225.21 - $254.42 $1.13M - $1.28M
8.01K $1.89M
CVX
Chevron Corp

Energy
928
+ 2.72%
$146.71 - $167.97 $136K - $156K
35K $5.86M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
40K
+ 17.09%
$20.05 - $20.4 $802K - $816K
274K $5.58M
XOM
Exxon Mobil Corp

Energy
1.02K
+ 1.77%
$105.44 - $118.93 $108K - $122K
58.9K $7.01M
O
Realty Income Corp

Real Estate
5.2K
+ 11.24%
$51.67 - $58.49 $269K - $304K
51.5K $2.98M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.98K
+ 8.42%
$57.44 - $59.4 $344K - $355K
77.1K $4.58M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
37K
+ 284.62%
$11.44 - $12.4 $423K - $459K
50K $604K
SHEL
Shell PLC

Energy
3.06K
+ 14.98%
$62.84 - $73.29 $193K - $225K
23.5K $1.72M
ECL
Ecolab Inc.

Basic Materials
235
+ 1.29%
$229.72 - $269.82 $54K - $63.4K
18.4K $4.66M
IEFA
Ishares Tr

ETFs
3.14K
+ 10.24%
$69.57 - $78.65 $218K - $247K
33.8K $2.55M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.54K
+ 93.28%
$71.17 - $73.66 $323K - $334K
9.4K $690K
MDT
Medtronic PLC

Healthcare
1.33K
+ 6.29%
$79.84 - $94.5 $107K - $126K
22.6K $2.03M
KLAC
Kla Corp

Technology
80
+ 1.53%
$636.62 - $777.63 $50.9K - $62.2K
5.32K $3.62M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.4K
+ 1.83%
$18.18 - $18.58 $189K - $193K
580K $10.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.03K
+ 1.36%
$77.7 - $78.94 $158K - $160K
151K $11.9M
IAC
Iac/Inter Active Corp

Communication Services
4.2K
+ 14.26%
$41.0 - $50.0 $172K - $210K
33.7K $1.55M
PI
Impinj Inc

Technology
4K
+ 235.29%
$87.73 - $152.24 $351K - $609K
5.7K $516K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
3.1K
+ 50.74%
$89.89 - $100.28 $279K - $311K
9.21K $847K
VCIT
Vanguard Intermediate Term Cor

ETFs
901
+ 0.74%
$79.17 - $82.04 $71.3K - $73.9K
122K $9.99M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
290
+ 0.38%
$37.06 - $41.11 $10.7K - $11.9K
76.9K $3.07M
COP
Conocophillips

Energy
1.2K
+ 8.78%
$88.6 - $105.85 $106K - $126K
14.8K $1.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.05K
+ 1.83%
$169.43 - $182.84 $516K - $557K
169K $29.3M
COLD
Americold Realty Trust

Real Estate
8.5K
+ 68.0%
$20.74 - $23.05 $176K - $196K
21K $450K
GE
General Electric CO

Industrials
500
+ 21.47%
$168.59 - $212.13 $84.3K - $106K
2.83K $566K
VLGEA
Village Super Market Inc

Consumer Defensive
2.39K
+ 17.35%
$30.38 - $38.01 $72.7K - $91K
16.2K $615K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
5.4K
+ 12.16%
$20.29 - $22.36 $110K - $121K
49.8K $1.1M
ITW
Illinois Tool Works Inc

Industrials
1.06K
+ 6.17%
$244.9 - $274.48 $260K - $291K
18.2K $4.52M
VTV
Vanguard Value ETF

ETFs
831
+ 22.17%
$167.73 - $179.21 $139K - $149K
4.58K $790K
NEAR
Blackrock Short Maturity Bond

ETFs
2.24K
+ 8.08%
$50.4 - $50.89 $113K - $114K
30K $1.53M
PSX
Phillips 66

Energy
726
+ 35.43%
$113.93 - $131.55 $82.7K - $95.5K
2.78K $342K
SO
Southern CO

Utilities
748
+ 25.98%
$80.96 - $92.96 $60.6K - $69.5K
3.63K $333K
BWA
Borgwarner Inc

Consumer Cyclical
4.04K
+ 63.31%
$27.78 - $32.9 $112K - $133K
10.4K $298K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.5K
+ 15.97%
$11.22 - $11.8 $107K - $112K
69K $773K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5K
+ 37.88%
$17.53 - $17.87 $87.7K - $89.4K
18.2K $320K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
8.8K
+ 25.99%
$8.29 - $8.97 $73K - $78.9K
42.7K $366K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.99K
+ 12.09%
N/A
37K $701K
VZ
Verizon Communications Inc

Communication Services
492
+ 5.1%
$37.81 - $46.49 $18.6K - $22.9K
10.1K $459K
PEG
Public Service Enterprise Group Inc

Utilities
1K
+ 19.37%
$78.2 - $90.39 $78.5K - $90.8K
6.19K $509K
ICSH
Blackrock Ultra Short Term Bon

ETFs
822
+ 0.74%
$50.44 - $50.7 $41.5K - $41.7K
111K $5.65M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4.8K
+ 54.24%
$28.45 - $41.08 $137K - $197K
13.7K $413K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.64K
+ 7.47%
$108.02 - $120.45 $177K - $198K
23.6K $2.6M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
5K
+ 33.78%
$14.03 - $14.65 $70.2K - $73.3K
19.8K $279K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
5K
+ 40.0%
$11.24 - $11.73 $56.2K - $58.7K
17.5K $199K
V
Visa Inc.

Financial Services
1
+ 0.06%
$306.92 - $362.71 $307 - $363
1.65K $579K
Activity Summary
Buys All Purchases 97 New Holdings 25 Increased Positions 72 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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