Stonebrook Private Inc. Purchases in Q1 2025

Stonebrook Private Inc.

  • $385 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
4.35K
+ 5.63%
N/A
81.6K $2.1B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.27K
+ 3.7%
$23.9 - $24.18 $102K - $103K
120K $2.89B
ECL
Ecolab Inc.

Basic Materials
387
+ 27.72%
$229.72 - $269.82 $88.9K - $104K
1.78K $452M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.49K
+ 4.07%
$25.05 - $25.16 $112K - $113K
115K $2.88B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.33K
+ 3.74%
N/A
120K $2.9B
CVX
Chevron Corp

Energy
205
+ 6.24%
$146.71 - $167.97 $30.1K - $34.4K
3.49K $584M
NVDA
Nvidia Corp

Technology
14.4K
+ 25.67%
$106.98 - $149.43 $1.54M - $2.16M
70.6K $7.65B
SYK
Stryker Corp

Healthcare
230
+ 14.96%
$355.18 - $399.9 $81.7K - $92K
1.77K $658M
XLC
Select Sector Spdr Tr Communic

ETFs
1.07K
+ 46.67%
$94.84 - $105.31 $102K - $113K
3.37K $325M
RTX
Raytheon Technologies Corp

Industrials
496
+ 24.3%
$114.1 - $135.66 $56.6K - $67.3K
2.54K $336M
T
At&T Inc.

Communication Services
1.09K
+ 10.75%
$21.56 - $28.28 $23.4K - $30.7K
11.2K $317M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5
+ 0.02%
$26.71 - $31.58 $134 - $158
24.9K $754M
NFLX
Netflix Inc

Communication Services
34
+ 2.95%
$828.4 - $1058.6 $28.2K - $36K
1.19K $1.11B
GE
General Electric CO

Industrials
109
+ 6.73%
$168.59 - $212.13 $18.4K - $23.1K
1.73K $346M
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 0.24%
$53.9 - $63.11 $1.94K - $2.27K
15.2K $926M
PGR
Progressive Corp

Financial Services
51
+ 4.44%
$235.61 - $291.22 $12K - $14.9K
1.2K $339M
IBM
International Business Machines Corp

Technology
79
+ 5.27%
$217.4 - $264.74 $17.2K - $20.9K
1.58K $392M
DE
Deere & CO

Industrials
44
+ 5.73%
$408.57 - $509.27 $18K - $22.4K
812 $381M
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 4.79%
$211.3 - $272.83 $9.51K - $12.3K
984 $262M
NEE
Nextera Energy Inc

Utilities
842
+ 4.71%
$66.96 - $76.16 $56.4K - $64.1K
18.7K $1.33B
ACN
Accenture PLC

Technology
284
+ 25.75%
$300.91 - $398.25 $85.5K - $113K
1.39K $433M
WFC
Wells Fargo & Company

Financial Services
462
+ 11.44%
$66.78 - $81.42 $30.9K - $37.6K
4.5K $323M
Linde PLC
29
+ 5.5%
N/A
556 $259M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
624
+ 1.98%
$27.01 - $28.54 $16.9K - $17.8K
32.1K $899M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9
+ 0.01%
$39.61 - $42.65 $356 - $384
126K $5.13B
SPGI
S&P Global Inc.

Financial Services
30
+ 1.45%
$478.26 - $543.77 $14.3K - $16.3K
2.1K $1.07B
TJX
Tjx Companies Inc

Consumer Cyclical
169
+ 1.84%
$112.81 - $126.16 $19.1K - $21.3K
9.35K $1.14B
LHX
L3 Harris Technologies, Inc.

Industrials
156
+ 4.95%
$194.65 - $222.86 $30.4K - $34.8K
3.31K $692M
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.05%
$58.74 - $64.87 $294 - $324
11K $677M
LOW
Lowes Companies Inc

Consumer Cyclical
206
+ 13.71%
$222.66 - $268.42 $45.9K - $55.3K
1.71K $399M
VTI
Vanguard Total Stock Market Et

ETFs
132
+ 16.9%
$271.18 - $303.12 $35.8K - $40K
913 $251M
F
Ford Motor CO

Consumer Cyclical
2.22K
+ 20.11%
$9.12 - $10.43 $20.2K - $23.1K
13.3K $133M
MU
Micron Technology Inc

Technology
190
+ 7.94%
$86.89 - $109.38 $16.5K - $20.8K
2.58K $224M
ORCL
Oracle Corp

Technology
931
+ 22.72%
$139.81 - $186.47 $130K - $174K
5.03K $703M
BA
Boeing CO

Industrials
196
+ 8.26%
$148.15 - $186.25 $29K - $36.5K
2.57K $438M
ADI
Analog Devices Inc

Technology
589
+ 6.02%
$201.56 - $243.82 $119K - $144K
10.4K $2.09B
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
9
+ 0.02%
$10.27 - $10.85 $92.4 - $97.6
49.7K $525M
FANG
Diamondback Energy, Inc.

Energy
144
+ 4.14%
$139.9 - $180.18 $20.1K - $25.9K
3.62K $579M
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 6.14%
$554.06 - $615.85 $32.1K - $35.7K
1K $564M
INTU
Intuit Inc

Technology
21
+ 5.34%
$555.63 - $630.23 $11.7K - $13.2K
414 $254M
CMPX
Compass Therapeutics, Inc.

Healthcare
1.01K
+ 8.91%
$1.4 - $3.9 $1.41K - $3.92K
12.3K $23.4M
SES
Ses Ai Corp

Consumer Cyclical
11.1K
New
$0.4 - $2.25 $4.45K - $25K
11.1K $5.79M
ISRG
Intuitive Surgical Inc

Healthcare
35
+ 7.11%
$476.63 - $610.45 $16.7K - $21.4K
527 $261M
BAC
Bank Of America Corp

Financial Services
1.08K
+ 5.84%
$39.61 - $47.74 $42.8K - $51.6K
19.6K $817M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
48
+ 5.18%
$507.05 - $563.67 $24.3K - $27.1K
974 $500M
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
+ 4.3%
$497.6 - $606.74 $10.4K - $12.7K
509 $253M
DIS
Walt Disney CO

Communication Services
236
+ 12.02%
$96.87 - $114.0 $22.9K - $26.9K
2.2K $217M
GS
Goldman Sachs Group Inc

Financial Services
29
+ 4.03%
$524.81 - $672.19 $15.2K - $19.5K
749 $409M
CDNS
Cadence Design Systems Inc

Technology
192
+ 15.48%
$233.96 - $324.52 $44.9K - $62.3K
1.43K $364M
Activity Summary
Buys All Purchases 131 New Holdings 16 Increased Positions 115 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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