Summitry LLC Sells in Q1 2025

Summitry LLC

  • $1.83 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-77.2K
- 87.85%
$442.66 - $534.52 $34.2M - $41.3M
10.7K $5.69M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-24K
- 3.78%
$165.25 - $224.62 $3.97M - $5.4M
611K $102M
V
Visa Inc.

Financial Services
-86.6K
- 27.09%
$306.92 - $362.71 $26.6M - $31.4M
233K $81.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.96K
- 1.0%
$190.26 - $242.06 $943K - $1.2M
489K $93M
SYY
Sysco Corp

Consumer Defensive
-63.7K
- 87.97%
$70.0 - $77.13 $4.46M - $4.91M
8.71K $653K
META
Meta Platforms, Inc.

Communication Services
-4.2K
- 2.9%
$576.36 - $736.67 $2.42M - $3.1M
141K $81.2M
FISV
Fiserv Inc

Technology
-27.5K
- 5.29%
N/A
492K $61.6M
TFLO
Ishares Treasury Floating Rate

ETFs
-34.7K
- 6.59%
$50.48 - $50.68 $1.75M - $1.76M
491K $24.9M
KMX
Carmax Inc

Consumer Cyclical
-11.7K
- 68.84%
$69.25 - $89.19 $812K - $1.05M
5.31K $413K
DIS
Walt Disney CO

Communication Services
-1.62K
- 20.75%
$96.87 - $114.0 $157K - $185K
6.2K $611K
IVV
Ishares Core S&P 500 ETF

ETFs
-143
- 8.79%
$554.06 - $615.85 $79.2K - $88.1K
1.48K $833K
EQR
Equity Residential

Real Estate
-1.04K
- 25.82%
$66.98 - $75.02 $69.9K - $78.3K
3K $214K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-12.5K
- 41.26%
$9.49 - $14.83 $119K - $185K
17.8K $242K
EOG
Eog Resources Inc

Energy
-516
- 11.37%
$120.54 - $138.05 $62.2K - $71.2K
4.02K $515K
PEP
Pepsico Inc

Consumer Defensive
-164
- 4.39%
$142.64 - $156.42 $23.4K - $25.7K
3.57K $535K
BAC
Bank Of America Corp

Financial Services
-20
- 0.17%
$39.61 - $47.74 $792 - $955
11.5K $477K
WFC
Wells Fargo & Company

Financial Services
-19.9K
- 2.18%
$66.78 - $81.42 $1.33M - $1.62M
894K $64.2M
ABC
Amerisourcebergen Corp

Healthcare
-58
- 0.22%
N/A
26.1K $4.84M
NEE
Nextera Energy Inc

Utilities
-73
- 1.48%
$66.96 - $76.16 $4.89K - $5.56K
4.85K $343K
Wells Fargo CO New
-8
- 0.39%
N/A
2.05K $0
Bank America Corp
-36
- 2.07%
N/A
1.7K $0
DE
Deere & CO

Industrials
-6
- 0.78%
$408.57 - $509.27 $2.45K - $3.06K
767 $359K
CVX
Chevron Corp

Energy
-178
- 5.59%
$146.71 - $167.97 $26.1K - $29.9K
3.01K $503K
MMM
3 M CO

Industrials
-904
- 2.42%
$129.7 - $155.12 $117K - $140K
36.5K $5.36M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.07K
- 1.08%
$100.59 - $103.47 $409K - $421K
371K $38.4M
NFLX
Netflix Inc

Communication Services
-677
- 1.38%
$828.4 - $1058.6 $561K - $717K
48.2K $45M
MA
Mastercard Inc

Financial Services
-84
- 0.06%
$504.67 - $576.31 $42.4K - $48.4K
144K $79M
Activity Summary
Buys All Purchases 109 New Holdings 13 Increased Positions 96 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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