Shufro Rose & CO LLC Reduced Holdings in Q2 2025

Shufro Rose & CO LLC

  • $1.12 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-545
- 0.94%
$390.26 - $489.06 $213K - $267K
57.3K $23.2M
AAPL
Apple Inc.

Technology
-6.78K
- 3.56%
$172.42 - $223.89 $1.17M - $1.52M
183K $37.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.49K
- 5.73%
$483.48 - $539.8 $1.69M - $1.89M
57.4K $27.9M
NVDA
Nvidia Corp

Technology
-61.7K
- 43.96%
$94.31 - $157.99 $5.81M - $9.74M
78.6K $12.4M
LLY
Eli Lilly & CO

Healthcare
-30
- 0.07%
$713.71 - $898.95 $21.4K - $27K
45.1K $35.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2.52K
- 48.96%
$483.07 - $625.6 $1.22M - $1.57M
2.62K $1.38M
UNH
Unitedhealth Group Inc

Healthcare
-428
- 5.65%
$274.35 - $599.47 $117K - $257K
7.15K $2.23M
AMGN
Amgen Inc

Healthcare
-1.25K
- 3.14%
$262.28 - $309.85 $327K - $387K
38.4K $10.7M
WD
Walker & Dunlop, Inc.

Financial Services
-1.45K
- 2.6%
$66.0 - $85.06 $95.5K - $123K
54.1K $3.81M
CVX
Chevron Corp

Energy
-231
- 0.66%
$133.73 - $168.51 $30.9K - $38.9K
34.8K $4.98M
AZO
Autozone Inc

Consumer Cyclical
-112
- 6.02%
$3478.38 - $3880.15 $390K - $435K
1.75K $6.49M
JNJ
Johnson & Johnson

Healthcare
-1.6K
- 5.99%
$146.36 - $159.82 $235K - $256K
25.2K $3.84M
AVY
Avery Dennison Corp

Industrials
-988
- 0.83%
$159.58 - $183.97 $158K - $182K
118K $20.7M
TXN
Texas Instruments Inc

Technology
-2.35K
- 1.93%
N/A
119K $23.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-50.1K
- 1.4%
$22.7 - $23.33 $1.14M - $1.17M
3.54M $82.6M
COST
Costco Wholesale Corp

Consumer Defensive
-460
- 68.45%
$908.13 - $1056.85 $418K - $486K
212 $209K
LEN
Lennar Corp

Consumer Cyclical
-1.3K
- 2.13%
$102.76 - $115.66 $134K - $150K
59.8K $6.61M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-15.7K
- 1.42%
N/A
1.09M $26M
MERC
Mercer International Inc.

Basic Materials
-1.5K
- 1.24%
$3.37 - $5.96 $5.06K - $8.94K
119K $417K
IAC
Iac/Inter Active Corp

Communication Services
-450
- 1.34%
$32.68 - $40.02 $14.7K - $18K
33.2K $1.24M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-17.3K
- 1.4%
$19.44 - $19.56 $337K - $339K
1.22M $23.9M
FSK
Fs Kkr Capital Corp

Financial Services
-6.77K
- 1.02%
$17.95 - $21.5 $121K - $145K
654K $13.6M
COP
Conocophillips

Energy
-300
- 2.03%
$82.66 - $106.1 $24.8K - $31.8K
14.5K $1.3M
COLD
Americold Realty Trust

Real Estate
-8.5K
- 40.48%
$16.31 - $21.47 $139K - $182K
12.5K $207K
VGSH
Vanguard

ETFs
-3.84K
- 4.36%
$58.32 - $58.95 $224K - $226K
84.2K $4.95M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-9.02K
- 24.42%
$23.96 - $24.27 $216K - $219K
27.9K $677K
UMH
Umh Properties, Inc.

Real Estate
-1.2K
- 1.39%
$16.36 - $18.82 $19.6K - $22.6K
84.9K $1.42M
ITW
Illinois Tool Works Inc

Industrials
-625
- 3.43%
$218.41 - $252.43 $137K - $158K
17.6K $4.35M
MET
Metlife Inc

Financial Services
-1.85K
- 2.91%
$68.42 - $82.49 $127K - $153K
61.6K $4.96M
WEN
Wendy'S CO

Consumer Cyclical
-500
- 1.2%
$11.11 - $14.72 $5.56K - $7.36K
41.2K $470K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.8K
- 1.86%
$77.94 - $79.5 $218K - $223K
148K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
-327
- 7.43%
$157.66 - $172.39 $51.6K - $56.4K
4.07K $649K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-500
- 0.23%
$4.85 - $5.95 $2.43K - $2.98K
215K $1.18M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.52K
- 1.08%
$20.66 - $20.74 $93.3K - $93.7K
413K $8.54M
MDT
Medtronic PLC

Healthcare
-200
- 0.89%
$80.68 - $88.86 $16.1K - $17.8K
22.4K $1.95M
DSTL
ETF Ser Solution Distillate Us

ETFs
-1.53K
- 20.8%
$48.53 - $55.35 $74.2K - $84.6K
5.82K $321K
CBRE
Cbre Group, Inc.

Real Estate
-1K
- 14.79%
$113.94 - $140.12 $114K - $140K
5.76K $807K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-846
- 9.0%
$72.02 - $73.82 $60.9K - $62.5K
8.55K $629K
EPD
Enterprise Products Partners L.P.

Energy
-300
- 1.97%
$28.95 - $34.22 $8.69K - $10.3K
15K $463K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-8.03K
- 1.38%
$18.28 - $18.7 $147K - $150K
572K $10.7M
WMT
Walmart Inc.

Consumer Defensive
-1.6K
- 14.1%
$81.79 - $99.98 $131K - $160K
9.75K $953K
SPGI
S&P Global Inc.

Financial Services
-100
- 12.82%
$438.31 - $527.29 $43.8K - $52.7K
680 $358K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-463
- 12.68%
$77.74 - $78.78 $36K - $36.5K
3.19K $250K
KO
Coca Cola CO

Consumer Defensive
-400
- 5.97%
$68.37 - $73.9 $27.3K - $29.6K
6.3K $445K
O
Realty Income Corp

Real Estate
-200
- 0.39%
$52.27 - $58.52 $10.5K - $11.7K
51.3K $2.95M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-624
- 0.56%
$50.48 - $50.71 $31.5K - $31.6K
111K $5.62M
MTB
M&T Bank Corp

Financial Services
-259
- 16.34%
$156.58 - $193.99 $40.6K - $50.2K
1.33K $257K
AINV
Apollo Investment Corp

Financial Services
-2.31K
- 5.23%
N/A
41.8K $465K
RWT
Redwood Trust Inc

Real Estate
-2K
- 3.18%
$4.95 - $6.22 $9.9K - $12.4K
60.9K $359K
Activity Summary
Buys All Purchases 3 New Holdings 1 Increased Positions 2 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 3
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