Star Financial Bank Reduced Holdings in Q1 2025

Star Financial Bank

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.71K
- 12.96%
$360.07 - $417.26 $2.42M - $2.8M
45.1K $16.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.1K
- 14.31%
$57.21 - $65.8 $808K - $930K
84.6K $4.94B
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.54K
- 26.63%
$182.82 - $196.21 $830K - $890K
12.5K $2.35B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-28.6K
- 26.48%
$25.05 - $25.16 $717K - $720K
79.4K $2B
AAPL
Apple Inc.

Technology
-1.28K
- 8.64%
$209.68 - $247.1 $269K - $317K
13.6K $3.01B
VB
Vanguard Small Cap ETF

ETFs
-2.3K
- 22.92%
$217.89 - $252.64 $500K - $580K
7.72K $1.71B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-29.8K
- 39.77%
$23.29 - $23.38 $694K - $697K
45.1K $1.05B
MSFT
Microsoft Corp

Technology
-614
- 8.59%
$375.39 - $447.2 $230K - $275K
6.53K $2.45B
IWS
Ishares Russell Midcap Value E

ETFs
-2.1K
- 18.01%
$122.59 - $135.24 $258K - $284K
9.57K $1.21B
AMZN
Amazon Com Inc

Consumer Cyclical
-835
- 17.34%
$190.26 - $242.06 $159K - $202K
3.98K $757M
NVDA
Nvidia Corp

Technology
-215
- 2.78%
$106.98 - $149.43 $23K - $32.1K
7.52K $815M
Blackrock Inc
-117
- 11.37%
N/A
912 $863M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.49K
- 19.64%
$128.74 - $138.67 $192K - $207K
6.11K $830M
GOOGL
Alphabet Inc.

Communication Services
-200
- 5.02%
$154.33 - $206.19 $30.9K - $41.2K
3.79K $585M
HD
Home Depot, Inc.

Consumer Cyclical
-288
- 11.19%
$347.25 - $424.87 $100K - $122K
2.29K $838M
HON
Honeywell International Inc

Industrials
-551
- 18.5%
$202.75 - $226.52 $112K - $125K
2.43K $514M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-4.02K
- 40.65%
$38.54 - $41.5 $155K - $167K
5.88K $239M
LMT
Lockheed Martin Corp

Industrials
-172
- 13.06%
$423.19 - $506.29 $72.8K - $87.1K
1.15K $511M
PEP
Pepsico Inc

Consumer Defensive
-722
- 11.52%
$142.64 - $156.42 $103K - $113K
5.55K $832M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-98
- 7.26%
$522.96 - $601.18 $51.3K - $58.9K
1.25K $667M
GOOG
Alphabet Inc.

Communication Services
-235
- 12.63%
$156.06 - $207.71 $36.7K - $48.8K
1.63K $254M
EMR
Emerson Electric CO

Industrials
-307
- 6.95%
$108.64 - $131.17 $33.4K - $40.3K
4.11K $451M
XLK
Technology Sector Spdr

ETFs
-51
- 1.62%
$206.38 - $242.18 $10.5K - $12.4K
3.1K $639M
MAR
Marriott International Inc

Consumer Cyclical
-185
- 16.09%
$237.01 - $304.45 $43.8K - $56.3K
965 $230M
MCHP
Microchip Technology Inc

Technology
-553
- 8.56%
$48.41 - $64.3 $26.8K - $35.6K
5.91K $286M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-86
- 6.83%
$507.05 - $563.67 $43.6K - $48.5K
1.17K $603M
CAT
Caterpillar Inc

Industrials
-111
- 9.5%
$326.75 - $407.63 $36.3K - $45.2K
1.06K $349M
V
Visa Inc.

Financial Services
-315
- 20.38%
$306.92 - $362.71 $96.7K - $114K
1.23K $431M
PRU
Prudential Financial Inc

Financial Services
-336
- 12.9%
$105.04 - $122.33 $35.3K - $41.1K
2.27K $253M
PSA
Public Storage

Real Estate
-175
- 12.93%
$288.99 - $313.98 $50.6K - $54.9K
1.18K $353M
GPC
Genuine Parts CO

Consumer Cyclical
-455
- 15.8%
$115.91 - $129.02 $52.7K - $58.7K
2.42K $289M
UNH
Unitedhealth Group Inc

Healthcare
-126
- 11.92%
$461.52 - $548.18 $58.2K - $69.1K
931 $488M
PG
Procter & Gamble CO

Consumer Defensive
-352
- 6.75%
$158.56 - $176.26 $55.8K - $62K
4.87K $829M
CMI
Cummins Inc

Industrials
-58
- 7.48%
$312.92 - $386.07 $18.1K - $22.4K
717 $225M
PFE
Pfizer Inc

Healthcare
-1.03K
- 8.29%
$25.01 - $27.13 $25.8K - $28K
11.4K $289M
MS
Morgan Stanley

Financial Services
-175
- 8.28%
$111.68 - $141.08 $19.5K - $24.7K
1.94K $226M
MCD
Mcdonalds Corp

Consumer Cyclical
-295
- 12.34%
$279.74 - $321.29 $82.5K - $94.8K
2.1K $655M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-479
- 3.22%
$56.17 - $59.71 $26.9K - $28.6K
14.4K $823M
FTA
First Tr Large Cap Value

ETFs
-399
- 11.48%
$74.42 - $80.34 $29.7K - $32.1K
3.08K $236M
INGR
Ingredion Inc

Consumer Defensive
-175
- 8.09%
$125.6 - $137.36 $22K - $24K
1.99K $269M
ICE
Intercontinental Exchange, Inc.

Financial Services
-280
- 18.86%
$142.8 - $176.36 $40K - $49.4K
1.21K $208M
SYK
Stryker Corp

Healthcare
-50
- 8.04%
$355.18 - $399.9 $17.8K - $20K
572 $213M
CSCO
Cisco Systems, Inc.

Technology
-505
- 5.9%
$58.74 - $64.87 $29.7K - $32.8K
8.05K $497M
XLE
Energy Sector Spdr

ETFs
-286
- 11.35%
$85.7 - $93.96 $24.5K - $26.9K
2.23K $209M
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 1.66%
N/A
1.19K $230M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-175
- 2.07%
$71.17 - $73.66 $12.5K - $12.9K
8.27K $607M
MDT
Medtronic PLC

Healthcare
-270
- 10.52%
$79.84 - $94.5 $21.6K - $25.5K
2.3K $206M
JNJ
Johnson & Johnson

Healthcare
-543
- 11.91%
$142.06 - $167.7 $77.1K - $91.1K
4.02K $666M
SO
Southern CO

Utilities
-346
- 7.92%
$80.96 - $92.96 $28K - $32.2K
4.02K $370M
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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