Sjs Investment Consulting Inc. Purchases in Q1 2025

Sjs Investment Consulting Inc.

  • $534 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UMBF
Umb Financial Corp

Financial Services
47.2K
+ 393741.66%
$98.0 - $122.56 $4.63M - $5.79M
47.3K $4.78M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.11K
+ 0.29%
$25.54 - $28.79 $131K - $147K
1.78M $49.8M
WSBC
Wesbanco Inc

Financial Services
79.5K
+ 530186.69%
$30.36 - $37.08 $2.41M - $2.95M
79.5K $2.46M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19K
+ 13.18%
$48.43 - $49.9 $919K - $946K
163K $8.12M
LLY
Eli Lilly & CO

Healthcare
10
+ 0.05%
$725.72 - $929.72 $7.26K - $9.3K
18.8K $15.5M
AVEM
American Centy ETF Tr Avantis

ETFs
9.83K
+ 7.88%
$57.11 - $62.4 $562K - $614K
135K $8.12M
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.2K
+ 2.92%
$46.74 - $47.55 $478K - $486K
361K $17.2M
V
Visa Inc.

Financial Services
190
+ 1.78%
$306.92 - $362.71 $58.3K - $68.9K
10.9K $3.8M
BX
Blackstone Inc.

Financial Services
2.12K
+ 334.97%
$136.53 - $186.74 $289K - $395K
2.75K $384K
SPY
Spdr S&P 500 ETF Trust

ETFs
524
+ 40.78%
$551.42 - $612.93 $289K - $321K
1.81K $1.01M
ABBV
Abb Vie Inc.

Healthcare
901
+ 56.45%
$169.2 - $216.66 $152K - $195K
2.5K $523K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.04%
$279.74 - $321.29 $1.12K - $1.29K
10K $3.13M
MSFT
Microsoft Corp

Technology
1.41K
+ 18.83%
$375.39 - $447.2 $530K - $631K
8.91K $3.35M
XOM
Exxon Mobil Corp

Energy
539
+ 7.11%
$105.44 - $118.93 $56.8K - $64.1K
8.12K $965K
DFIV
Dimensional ETF Tr

ETFs
3.68K
New
$35.33 - $40.77 $130K - $150K
3.68K $145K
GLD
Spdr Gold Trust

ETFs
285
+ 29.87%
$243.19 - $288.14 $69.3K - $82.1K
1.24K $357K
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 77.45%
$222.15 - $428.22 $385K - $741K
3.97K $1.03M
ITA
Ishares Tr

ETFs
760
New
$144.84 - $159.5 $110K - $121K
760 $116K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.02%
$123.25 - $162.53 $123 - $163
4.34K $682K
CRWD
Crowd Strike Holdings, Inc.

Technology
265
+ 1152.17%
$308.86 - $455.36 $81.8K - $121K
288 $101K
AVGO
Broadcom Inc.

Technology
740
+ 158.46%
$167.43 - $244.7 $124K - $181K
1.21K $202K
JNJ
Johnson & Johnson

Healthcare
76
+ 2.52%
$142.06 - $167.7 $10.8K - $12.7K
3.09K $513K
KO
Coca Cola CO

Consumer Defensive
629
+ 21.76%
$60.81 - $72.32 $38.2K - $45.5K
3.52K $252K
CVX
Chevron Corp

Energy
303
+ 38.21%
$146.71 - $167.97 $44.5K - $50.9K
1.1K $183K
DTE
Dte Energy CO

Utilities
2
+ 0.05%
$117.6 - $138.27 $235 - $277
3.67K $507K
AMGN
Amgen Inc

Healthcare
190
+ 500.0%
$258.59 - $327.36 $49.1K - $62.2K
228 $71K
T
At&T Inc.

Communication Services
1.02K
+ 17.85%
$21.56 - $28.28 $22K - $28.8K
6.73K $190K
ELV
Elevance Health, Inc.

Healthcare
34
+ 4.97%
$365.9 - $436.25 $12.4K - $14.8K
718 $310K
SBUX
Starbucks Corp

Consumer Cyclical
588
+ 3094.74%
$91.75 - $115.81 $53.9K - $68.1K
607 $59K
VTV
Vanguard Value ETF

ETFs
287
+ 8.44%
$167.73 - $179.21 $48.1K - $51.4K
3.69K $629K
PM
Philip Morris International Inc.

Consumer Defensive
330
+ 1269.23%
$117.15 - $158.79 $38.7K - $52.4K
356 $56K
COIN
Coinbase Global, Inc.

Technology
299
+ 2990.0%
$172.23 - $301.3 $51.5K - $90.1K
309 $53K
VEA
Vanguard Ftse Developed Market

ETFs
830
+ 39.02%
$47.4 - $52.99 $39.3K - $44K
2.96K $151K
RIO
Rio Tinto PLC

Basic Materials
786
+ 577.94%
$58.19 - $64.29 $45.7K - $50.5K
922 $55K
META
Meta Platforms, Inc.

Communication Services
109
+ 8.26%
$576.36 - $736.67 $62.8K - $80.3K
1.43K $823K
VZ
Verizon Communications Inc

Communication Services
830
+ 65.46%
$37.81 - $46.49 $31.4K - $38.6K
2.1K $95K
BK
Bank Of New York Mellon Corp

Financial Services
492
+ 806.56%
$75.42 - $88.95 $37.1K - $43.8K
553 $46K
IBM
International Business Machines Corp

Technology
3
+ 0.21%
$217.4 - $264.74 $652 - $794
1.44K $358K
NFLX
Netflix Inc

Communication Services
37
+ 19.37%
$828.4 - $1058.6 $30.7K - $39.2K
228 $212K
ABT
Abbott Laboratories

Healthcare
9
+ 0.44%
$111.1 - $140.22 $1K - $1.26K
2.05K $271K
ENB
Enbridge Inc

Energy
900
+ 731.71%
$41.54 - $45.45 $37.4K - $40.9K
1.02K $45K
PANW
Palo Alto Networks Inc

Technology
238
+ 170.0%
$167.82 - $208.28 $39.9K - $49.6K
378 $64K
IVE
Ishares S&P 500 Value ETF

ETFs
193
New
$185.78 - $198.58 $35.9K - $38.3K
193 $36K
ALB
Albemarle Corp

Basic Materials
445
New
$69.95 - $97.49 $31.1K - $43.4K
445 $32K
IAUM
I Shares Gold Trust Micro

ETFs
1K
New
$26.29 - $31.17 $26.3K - $31.2K
1K $30K
NGG
National Grid PLC

Utilities
449
New
$56.13 - $65.61 $25.2K - $29.5K
449 $29K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
630
+ 30.42%
$57.21 - $65.8 $36K - $41.5K
2.7K $157K
BP
Bp PLC

Energy
565
+ 26.19%
$29.93 - $35.31 $16.9K - $20K
2.72K $91K
AVRE
American Centy ETF Tr Avantis
616
+ 32.8%
$40.62 - $44.31 $25K - $27.3K
2.49K $106K
Activity Summary
Buys All Purchases 554 New Holdings 100 Increased Positions 454 Sells All Sells 321 Reductions 321 Sold out 0 Options Calls 0 Puts 0
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