Studio Investment Management LLC Purchases in Q1 2025

Studio Investment Management LLC

  • $466 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
448K
+ 43.35%
$48.43 - $49.9 $21.7M - $22.4M
1.48M $74M
DFSD
Dimensional ETF Tr Short Durat

ETFs
53.8K
+ 31.95%
$46.74 - $47.55 $2.52M - $2.56M
222K $10.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
40.8K
+ 143.19%
$50.44 - $58.1 $2.06M - $2.37M
69.3K $3.57M
FNDF
Schwab Fundamental Intl Large

ETFs
5.2K
+ 1.3%
$32.9 - $37.45 $171K - $195K
405K $14.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.19K
+ 0.37%
$25.54 - $28.79 $55.8K - $62.9K
591K $16.4M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
44.9K
New
$25.07 - $26.54 $1.12M - $1.19M
44.9K $1.18M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.6K
+ 17.54%
$100.34 - $100.68 $1.06M - $1.07M
71.1K $7.15M
HSY
Hershey CO

Consumer Defensive
5.86K
+ 184.68%
$144.74 - $186.36 $848K - $1.09M
9.03K $1.54M
JNJ
Johnson & Johnson

Healthcare
1.49K
+ 5.04%
$142.06 - $167.7 $212K - $250K
31.1K $5.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.4K
New
$56.17 - $59.71 $810K - $861K
14.4K $823K
GOOG
Alphabet Inc.

Communication Services
4.13K
+ 1125.89%
$156.06 - $207.71 $645K - $858K
4.5K $702K
BDX
Becton Dickinson & CO

Healthcare
2.26K
+ 33.78%
$222.79 - $249.08 $503K - $562K
8.93K $2.05M
CACI
Caci International Inc

Technology
1.22K
+ 73.17%
N/A
2.89K $1.24M
TGT
Target Corp

Consumer Defensive
4.77K
New
$103.65 - $142.5 $494K - $679K
4.77K $497K
CVX
Chevron Corp

Energy
23
+ 0.11%
$146.71 - $167.97 $3.37K - $3.86K
20.3K $3.4M
VIG
Vanguard Dividend Appreciation

ETFs
2.24K
+ 1.58%
N/A
144K $26.3M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.75K
+ 91.18%
$159.75 - $208.61 $279K - $365K
3.67K $747K
FTV
Fortive Corp

Technology
4.82K
New
$71.82 - $82.98 $346K - $400K
4.82K $352K
CNQ
Canadian Natural Resources LTD

Energy
11K
+ 107.32%
$26.72 - $32.74 $293K - $359K
21.2K $653K
PFE
Pfizer Inc

Healthcare
13.4K
+ 121.28%
$25.01 - $27.13 $336K - $364K
24.5K $620K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.77K
+ 123.96%
$74.85 - $84.89 $282K - $320K
6.81K $556K
VV
Vanguard Large Cap ETF

ETFs
1.29K
+ 95.33%
$253.32 - $282.66 $326K - $364K
2.64K $677K
MDT
Medtronic PLC

Healthcare
2.43K
+ 27.28%
$79.84 - $94.5 $194K - $230K
11.3K $1.02M
CGCP
Capital Group Core Plus Income

ETFs
11.1K
+ 6.23%
$21.94 - $22.64 $244K - $252K
190K $4.26M
VGSH
Vanguard

ETFs
3.16K
+ 1.71%
$58.07 - $58.69 $183K - $185K
188K $11M
GD
General Dynamics Corp

Industrials
153
+ 0.63%
$241.94 - $272.58 $37K - $41.7K
24.6K $6.69M
SJM
J M Smucker CO

Consumer Defensive
2K
+ 560.96%
$100.41 - $118.41 $201K - $236K
2.35K $278K
SYY
Sysco Corp

Consumer Defensive
3K
New
$70.0 - $77.13 $210K - $231K
3K $224K
DCI
Donaldson CO Inc

Industrials
3.21K
New
$66.51 - $72.28 $213K - $232K
3.21K $214K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.54K
+ 2.53%
$25.35 - $27.46 $140K - $152K
225K $5.94M
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.62K
+ 14.05%
$36.6 - $39.56 $132K - $143K
29.4K $1.14M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
208
+ 1.16%
$98.98 - $113.18 $20.6K - $23.5K
18.2K $2.06M
UNH
Unitedhealth Group Inc

Healthcare
44
+ 0.61%
$461.52 - $548.18 $20.3K - $24.1K
7.26K $3.8M
XOM
Exxon Mobil Corp

Energy
277
+ 3.24%
$105.44 - $118.93 $29.2K - $32.9K
8.83K $1.05M
PEP
Pepsico Inc

Consumer Defensive
932
+ 5.57%
$142.64 - $156.42 $133K - $146K
17.7K $2.65M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
257
+ 6.44%
$80.4 - $103.55 $20.7K - $26.6K
4.25K $429K
GNTX
Gentex Corp

Consumer Cyclical
4.44K
New
$23.3 - $28.48 $104K - $127K
4.44K $103K
DFIV
Dimensional ETF Tr

ETFs
1.12K
+ 7.67%
$35.33 - $40.77 $39.5K - $45.6K
15.7K $618K
LKQ
Lkq Corp

Consumer Cyclical
849
+ 8.05%
$36.24 - $44.05 $30.8K - $37.4K
11.4K $484K
HMY
Harmony Gold Mining CO LTD

Basic Materials
6K
New
$8.25 - $14.77 $49.5K - $88.6K
6K $88K
GFI
Gold Fields LTD

Basic Materials
4K
New
$13.84 - $22.09 $55.4K - $88.4K
4K $88K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.78K
+ 28.74%
$27.01 - $28.54 $75K - $79.3K
12.4K $347K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.73K
+ 9.35%
$24.05 - $24.86 $65.6K - $67.8K
31.9K $792K
PAAS
Pan American Silver Corp

Basic Materials
3K
New
$20.61 - $26.7 $61.8K - $80.1K
3K $77K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
959
+ 3.85%
$42.5 - $46.71 $40.8K - $44.8K
25.9K $1.17M
OMC
Omnicom Group Inc.

Communication Services
1.06K
+ 13.12%
$79.43 - $88.34 $84K - $93.4K
9.11K $755K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.42K
+ 24.25%
$26.09 - $30.21 $36.9K - $42.8K
7.26K $211K
GQRE
Flexshares Tr Global Quality R

ETFs
605
+ 3.07%
$54.82 - $59.44 $33.2K - $36K
20.3K $1.18M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
440
+ 17.68%
$34.58 - $45.97 $15.2K - $20.2K
2.93K $134K
Activity Summary
Buys All Purchases 134 New Holdings 32 Increased Positions 102 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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