Stamos Capital Partners, L.P. Purchases in Q1 2025

Stamos Capital Partners, L.P.

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
43.3K
+ 7.03%
$95.85 - $99.25 $4.15M - $4.29M
658K $65.1M
AAPL
Apple Inc.

Technology
8.53K
+ 143.14%
$209.68 - $247.1 $1.79M - $2.11M
14.5K $3.22M
NVDA
Nvidia Corp

Technology
17.7K
+ 238.7%
$106.98 - $149.43 $1.89M - $2.64M
25.1K $2.72M
DHI
Horton D R Inc

Consumer Cyclical
12.7K
+ 117.74%
$125.29 - $147.65 $1.59M - $1.87M
23.4K $2.98M
LEN
Lennar Corp

Consumer Cyclical
14.8K
+ 134.59%
$113.93 - $141.54 $1.69M - $2.1M
25.9K $2.97M
TOL
Toll Brothers, Inc.

Consumer Cyclical
16K
+ 133.17%
$103.02 - $140.69 $1.65M - $2.25M
28K $2.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.62K
New
$497.6 - $606.74 $1.31M - $1.59M
2.62K $1.31M
BX
Blackstone Inc.

Financial Services
11K
+ 125.8%
$136.53 - $186.74 $1.51M - $2.06M
19.8K $2.77M
UNH
Unitedhealth Group Inc

Healthcare
1.92K
+ 19.32%
$461.52 - $548.18 $887K - $1.05M
11.9K $6.22M
EQT
Eqt Corp

Energy
20.9K
New
$46.16 - $54.25 $966K - $1.14M
20.9K $1.12M
DELL
Dell Technologies Inc.

Technology
15.6K
+ 79.23%
$90.34 - $124.66 $1.41M - $1.95M
35.3K $3.22M
NFLX
Netflix Inc

Communication Services
841
+ 150.18%
$828.4 - $1058.6 $697K - $890K
1.4K $1.31M
SONY
Sony Group Corp

Technology
27.6K
+ 116.32%
$19.88 - $25.64 $549K - $707K
51.3K $1.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3.09K
New
$222.15 - $428.22 $686K - $1.32M
3.09K $800K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.04K
+ 40.0%
$165.25 - $224.62 $1.49M - $2.03M
31.7K $5.25M
LLY
Eli Lilly & CO

Healthcare
805
+ 41.49%
$725.72 - $929.72 $584K - $748K
2.75K $2.27M
NVO
Novo Nordisk A S

Healthcare
15.1K
+ 87.58%
$69.3 - $90.95 $1.05M - $1.38M
32.4K $2.25M
AVGO
Broadcom Inc.

Technology
8.4K
+ 78.44%
$167.43 - $244.7 $1.41M - $2.06M
19.1K $3.2M
KMI
Kinder Morgan, Inc.

Energy
22.4K
+ 48.74%
$26.1 - $31.22 $585K - $700K
68.4K $1.95M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.6K
+ 18.25%
$48.65 - $53.06 $370K - $403K
49.3K $2.56M
MLPX
Global X Mlp & Energy Infrastr

ETFs
6.44K
+ 19.22%
$59.6 - $67.2 $384K - $433K
40K $2.55M
WMT
Walmart Inc.

Consumer Defensive
5.73K
New
$84.5 - $105.05 $484K - $602K
5.73K $503K
ISRG
Intuitive Surgical Inc

Healthcare
994
New
$476.63 - $610.45 $474K - $607K
994 $492K
CRM
Salesforce, Inc.

Technology
2.92K
+ 65.12%
$268.36 - $359.95 $785K - $1.05M
7.41K $1.99M
PANW
Palo Alto Networks Inc

Technology
3.07K
+ 75.12%
$167.82 - $208.28 $514K - $638K
7.15K $1.22M
ARES
Ares Management Corp

Financial Services
2.77K
New
$140.19 - $198.28 $389K - $550K
2.77K $406K
BWXT
Bwx Technologies, Inc.

Industrials
4.06K
New
$96.59 - $128.46 $392K - $521K
4.06K $400K
APO
Apollo Global Management, Inc.

Financial Services
2.93K
New
$126.01 - $172.06 $369K - $503K
2.93K $400K
TPG
Tpg Inc.

Financial Services
8.39K
New
$46.15 - $69.77 $387K - $586K
8.39K $398K
CG
Carlyle Group Inc.

Financial Services
9.09K
New
$40.03 - $56.96 $364K - $518K
9.09K $396K
KKR
Kkr & Co. Inc.

Financial Services
3.4K
New
$108.17 - $167.07 $368K - $569K
3.4K $393K
COST
Costco Wholesale Corp

Consumer Defensive
280
New
$890.62 - $1076.86 $249K - $302K
280 $264K
BAC
Bank Of America Corp

Financial Services
11.2K
+ 11.54%
$39.61 - $47.74 $443K - $534K
108K $4.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
664
+ 46.43%
$308.86 - $455.36 $205K - $302K
2.09K $738K
JPM
Jpmorgan Chase & CO

Financial Services
604
+ 3.39%
$225.19 - $279.95 $136K - $169K
18.4K $4.52M
AMZN
Amazon Com Inc

Consumer Cyclical
3.98K
+ 20.54%
$190.26 - $242.06 $757K - $963K
23.3K $4.44M
CCJ
Cameco Corp

Energy
12.5K
+ 32.25%
$40.64 - $56.86 $508K - $711K
51.3K $2.11M
CB
Chubb LTD

Financial Services
169
+ 9.29%
$257.71 - $301.99 $43.6K - $51K
1.99K $600K
MSFT
Microsoft Corp

Technology
1.7K
+ 14.44%
$375.39 - $447.2 $637K - $759K
13.5K $5.05M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.6K
+ 9.0%
$53.81 - $62.59 $86.1K - $100K
19.4K $1.09M
ETN
Eaton Corp PLC

Industrials
654
+ 28.56%
$271.83 - $371.23 $178K - $243K
2.94K $800K
PHO
Invesco Exchange Traded Fd Tr

ETFs
140
+ 3.7%
$63.77 - $68.75 $8.93K - $9.63K
3.92K $252K
BXP
Boston Properties Inc

Real Estate
1.48K
+ 11.03%
$63.97 - $74.91 $94.5K - $111K
14.9K $998K
ADM
Archer Daniels Midland CO

Consumer Defensive
538
+ 5.4%
$45.22 - $52.17 $24.3K - $28.1K
10.5K $504K
Brookfield Corp
22.4K
+ 63.44%
N/A
57.6K $0
Brookfield Renewable Corp
8.92K
New
N/A
8.92K $0
Canadian Pacific Kansas City
1.38K
+ 4.4%
N/A
32.8K $0
Brookfield Infrastructure CO
7K
New
N/A
7K $0
Ge Vernova Inc
978
+ 42.34%
N/A
3.29K $0
Activity Summary
Buys All Purchases 60 New Holdings 16 Increased Positions 44 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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