Stamos Capital Partners, L.P. Reduced Holdings in Q1 2025

Stamos Capital Partners, L.P.

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-197K
- 42.64%
$25.01 - $27.13 $4.94M - $5.36M
266K $6.73M
BP
Bp PLC

Energy
-186K
- 43.04%
$29.93 - $35.31 $5.55M - $6.55M
246K $8.3M
SHEL
Shell PLC

Energy
-88.8K
- 43.87%
$62.84 - $73.29 $5.58M - $6.51M
114K $8.33M
XOM
Exxon Mobil Corp

Energy
-47.9K
- 40.63%
$105.44 - $118.93 $5.05M - $5.69M
69.9K $8.32M
CVX
Chevron Corp

Energy
-37.6K
- 43.08%
$146.71 - $167.97 $5.51M - $6.31M
49.6K $8.3M
VZ
Verizon Communications Inc

Communication Services
-77K
- 43.67%
$37.81 - $46.49 $2.91M - $3.58M
99.3K $4.5M
T
At&T Inc.

Communication Services
-146K
- 49.02%
$21.56 - $28.28 $3.14M - $4.12M
152K $4.29M
DIS
Walt Disney CO

Communication Services
-18.8K
- 41.55%
$96.87 - $114.0 $1.82M - $2.14M
26.5K $2.61M
BA
Boeing CO

Industrials
-11.4K
- 35.14%
$148.15 - $186.25 $1.69M - $2.12M
21K $3.58M
MRK
Merck & Co., Inc.

Healthcare
-9.45K
- 7.64%
$83.01 - $101.02 $784K - $954K
114K $10.3M
HSBC
Hsbc Holdings PLC

Financial Services
-45.2K
- 46.82%
$48.68 - $61.58 $2.2M - $2.78M
51.3K $2.95M
CSCO
Cisco Systems, Inc.

Technology
-27.4K
- 40.22%
$58.74 - $64.87 $1.61M - $1.78M
40.8K $2.52M
BCS
Barclays PLC

Financial Services
-129K
- 40.12%
$12.69 - $16.25 $1.64M - $2.09M
192K $2.95M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-11.5K
- 29.73%
$81.1 - $94.7 $933K - $1.09M
27.2K $2.2M
JNJ
Johnson & Johnson

Healthcare
-14.5K
- 26.09%
$142.06 - $167.7 $2.06M - $2.43M
41K $6.8M
TM
Toyota Motor Corp

Consumer Cyclical
-3.53K
- 13.96%
$176.53 - $195.35 $624K - $690K
21.8K $3.84M
ENPH
Enphase Energy, Inc.

Technology
-14.9K
- 69.59%
$52.87 - $73.51 $790K - $1.1M
6.53K $405K
CME
Cme Group Inc.

Financial Services
-6.01K
- 34.95%
$225.82 - $266.54 $1.36M - $1.6M
11.2K $2.97M
KO
Coca Cola CO

Consumer Defensive
-20.6K
- 42.48%
$60.81 - $72.32 $1.25M - $1.49M
27.9K $2M
GIS
General Mills Inc

Consumer Defensive
-13.8K
- 29.12%
$57.56 - $65.3 $792K - $898K
33.5K $2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-20.6K
- 41.1%
$56.12 - $68.15 $1.16M - $1.4M
29.5K $2M
V
Visa Inc.

Financial Services
-3.68K
- 33.07%
$306.92 - $362.71 $1.13M - $1.33M
7.44K $2.61M
MFC
Manulife Financial Corp

Financial Services
-29.5K
- 35.9%
$28.41 - $31.82 $839K - $940K
52.7K $1.64M
CVS
Cvs Health Corp

Healthcare
-45.4K
- 47.17%
$44.22 - $68.64 $2.01M - $3.12M
50.9K $3.45M
MMM
3 M CO

Industrials
-7.7K
- 49.55%
$129.7 - $155.12 $999K - $1.19M
7.84K $1.15M
F
Ford Motor CO

Consumer Cyclical
-81.7K
- 14.71%
$9.12 - $10.43 $745K - $852K
474K $4.75M
ADP
Automatic Data Processing Inc

Industrials
-2.69K
- 45.05%
$286.85 - $318.64 $773K - $858K
3.29K $1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-20.6K
- 49.39%
$80.53 - $147.57 $1.66M - $3.04M
21.1K $2.79M
AMD
Advanced Micro Devices Inc

Technology
-364
- 1.0%
$96.63 - $129.55 $35.2K - $47.2K
36.2K $3.72M
IBM
International Business Machines Corp

Technology
-3.4K
- 49.72%
$217.4 - $264.74 $739K - $900K
3.44K $855K
CNI
Canadian National Railway CO

Industrials
-4.55K
- 11.44%
$95.46 - $106.79 $434K - $486K
35.2K $3.43M
AMGN
Amgen Inc

Healthcare
-3.04K
- 45.16%
$258.59 - $327.36 $786K - $995K
3.69K $1.15M
MA
Mastercard Inc

Financial Services
-1.25K
- 32.89%
$504.67 - $576.31 $632K - $722K
2.56K $1.4M
CAT
Caterpillar Inc

Industrials
-959
- 12.6%
$326.75 - $407.63 $313K - $391K
6.65K $2.19M
MDT
Medtronic PLC

Healthcare
-12.5K
- 21.02%
$79.84 - $94.5 $996K - $1.18M
46.9K $4.21M
HPQ
Hp Inc

Technology
-10.1K
- 21.96%
$27.69 - $34.72 $280K - $351K
35.9K $994K
PG
Procter & Gamble CO

Consumer Defensive
-3.2K
- 21.36%
$158.56 - $176.26 $507K - $563K
11.8K $2M
IQV
Iqvia Holdings Inc.

Healthcare
-1.89K
- 24.92%
$176.3 - $209.96 $333K - $397K
5.69K $1M
FSLR
First Solar, Inc.

Technology
-423
- 5.05%
$126.34 - $197.73 $53.4K - $83.6K
7.95K $1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.27K
- 45.81%
$442.66 - $534.52 $562K - $678K
1.5K $799K
SPG
Simon Property Group Inc

Real Estate
-2.07K
- 17.54%
$159.48 - $187.78 $329K - $388K
9.71K $1.61M
HD
Home Depot, Inc.

Consumer Cyclical
-894
- 27.76%
$347.25 - $424.87 $310K - $380K
2.33K $852K
KR
Kroger CO

Consumer Defensive
-7.77K
- 38.36%
$58.36 - $67.72 $453K - $526K
12.5K $844K
GILD
Gilead Sciences, Inc.

Healthcare
-5.83K
- 43.32%
$89.14 - $117.41 $519K - $684K
7.62K $854K
HDB
Hdfc Bank LTD

Financial Services
-6.34K
- 23.15%
$58.06 - $66.85 $368K - $424K
21.1K $1.4M
UBS
Ubs Group Ag

Financial Services
-11.9K
- 20.63%
$30.28 - $35.78 $359K - $424K
45.6K $1.4M
UNP
Union Pacific Corp

Industrials
-1.83K
- 15.18%
$225.21 - $254.42 $412K - $466K
10.2K $2.42M
ASML
Asml Holding Nv

Technology
-164
- 2.28%
$662.63 - $776.99 $109K - $127K
7.02K $4.65M
SLB
Schlumberger Limited

Energy
-13.6K
- 18.47%
$38.4 - $43.74 $524K - $596K
60.2K $2.52M
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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