Toroso Investments, LLC Purchases in Q1 2025

Toroso Investments, LLC

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
634K
New
$105.24 - $117.4 $66.8M - $74.5M
634K $67.5M
MSTR
Microstrategy Inc

Technology
150K
+ 45.31%
$239.27 - $396.5 $35.9M - $59.5M
481K $139M
AG
First Majestic Silver Corp

Basic Materials
3.95M
+ 29.03%
$5.28 - $7.25 $20.8M - $28.6M
17.5M $117M
ACN
Accenture PLC

Technology
124K
+ 174.98%
$300.91 - $398.25 $37.3M - $49.3M
195K $60.7M
ABT
Abbott Laboratories

Healthcare
206K
+ 126.55%
$111.1 - $140.22 $22.9M - $28.9M
369K $48.9M
PLTR
Palantir Technologies Inc.

Technology
292K
+ 82.58%
$64.98 - $124.62 $19M - $36.4M
646K $54.5M
COST
Costco Wholesale Corp

Consumer Defensive
26.6K
+ 55.91%
$890.62 - $1076.86 $23.7M - $28.7M
74.3K $70.3M
QCOM
Qualcomm Inc

Technology
172K
+ 92.28%
$151.94 - $175.86 $26.2M - $30.3M
359K $55.2M
OSTK
Overstock.Com, Inc

Consumer Cyclical
991K
+ 41.17%
N/A
3.4M $86.8M
SCHQ
Schwab Strategic Tr Long Term

ETFs
764K
New
$30.72 - $33.22 $23.5M - $25.4M
764K $25M
WELL
Welltower Inc.

Real Estate
135K
+ 296.43%
$124.05 - $156.86 $16.7M - $21.2M
180K $27.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
8.17K
+ 0.84%
$55.75 - $77.63 $456K - $634K
980K $76.1M
WAT
Waters Corp

Healthcare
56.1K
+ 1476.8%
$362.16 - $417.28 $20.3M - $23.4M
59.9K $22.1M
FFIV
F5, Inc.

Technology
76.7K
+ 642.28%
$251.75 - $310.6 $19.3M - $23.8M
88.6K $23.6M
DECK
Deckers Outdoor Corp

Consumer Cyclical
194K
+ 1295.59%
$111.56 - $223.11 $21.7M - $43.3M
209K $23.4M
EXK
Endeavour Silver Corp

Basic Materials
3.12M
+ 27.87%
$3.37 - $4.92 $10.5M - $15.3M
14.3M $61M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
74.1K
+ 763.44%
$283.06 - $421.16 $21M - $31.2M
83.8K $23.7M
HL
Hecla Mining CO

Basic Materials
1.66M
+ 10.44%
$5.07 - $6.37 $8.41M - $10.6M
17.5M $97.5M
WMT
Walmart Inc.

Consumer Defensive
225K
+ 143.72%
$84.5 - $105.05 $19M - $23.6M
382K $33.5M
MSCI
Msci Inc.

Financial Services
29.6K
+ 245.05%
$541.46 - $628.34 $16M - $18.6M
41.6K $23.5M
GME
Game Stop Corp.

Consumer Cyclical
695K
+ 3202.77%
$21.73 - $33.37 $15.1M - $23.2M
717K $16M
EMB
Ishares Tr

ETFs
157K
+ 1517.22%
$88.64 - $92.03 $13.9M - $14.4M
167K $15.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
529K
New
$25.69 - $26.89 $13.6M - $14.2M
529K $14.2M
PHYS
Sprott Physical Gold Trust

Financial Services
590K
New
$20.25 - $24.06 $11.9M - $14.2M
590K $14.2M
CVNA
Carvana Co.

Consumer Cyclical
65.9K
+ 509.22%
$166.52 - $285.33 $11M - $18.8M
78.8K $16.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
340K
+ 79.91%
$65.15 - $91.81 $22.2M - $31.2M
766K $50M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
63.3K
+ 26.17%
$88.0 - $115.5 $5.57M - $7.31M
305K $34.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
145K
+ 10.98%
$58.01 - $64.46 $8.42M - $9.35M
1.47M $91.1M
SVM
Silvercorp Metals Inc

Basic Materials
1.66M
+ 22.0%
$2.94 - $4.19 $4.89M - $6.96M
9.22M $35.7M
EDV
Vanguard Extended Duration Tre

ETFs
180K
New
$65.05 - $73.43 $11.7M - $13.2M
180K $12.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
468K
New
$25.54 - $27.64 $12M - $12.9M
468K $12.8M
VGLT
Vanguard Long Term Treasury Et

ETFs
221K
New
$53.99 - $58.43 $12M - $12.9M
221K $12.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
512K
New
$24.05 - $24.86 $12.3M - $12.7M
512K $12.7M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
289K
+ 16.82%
$15.18 - $19.72 $4.38M - $5.7M
2.01M $38.4M
PGR
Progressive Corp

Financial Services
23K
+ 18.15%
$235.61 - $291.22 $5.41M - $6.68M
149K $42.3M
BRP
Brp Group, Inc.

Financial Services
288K
New
N/A
288K $11.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
120K
New
$91.45 - $91.75 $11M - $11M
120K $11M
SSRM
Ssr Mining Inc.

Basic Materials
95.6K
+ 3.01%
$7.06 - $11.21 $675K - $1.07M
3.27M $32.8M
VST
Vistra Corp.

Utilities
96.3K
+ 276.09%
$108.49 - $191.89 $10.4M - $18.5M
131K $15.4M
CSWI
Csw Industrials, Inc.

Industrials
33.4K
+ 1499.91%
$283.77 - $396.86 $9.47M - $13.3M
35.6K $10.4M
HRI
Herc Holdings Inc

Industrials
66.8K
New
$122.25 - $211.06 $8.17M - $14.1M
66.8K $8.97M
BK
Bank Of New York Mellon Corp

Financial Services
80.1K
+ 26.48%
$75.42 - $88.95 $6.04M - $7.13M
383K $32.1M
MARA
Marathon Digital Holdings, Inc.

Financial Services
387K
+ 23.68%
N/A
2.02M $45.6M
NEM
Newmont Corp

Basic Materials
133K
+ 69.76%
$37.79 - $48.39 $5.03M - $6.44M
324K $15.6M
GRMN
Garmin LTD

Technology
34K
+ 32.58%
$204.55 - $241.93 $6.96M - $8.23M
138K $30.1M
ORCL
Oracle Corp

Technology
134K
+ 34.91%
$139.81 - $186.47 $18.8M - $25M
518K $72.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
92.3K
+ 2591.89%
$85.29 - $92.57 $7.88M - $8.55M
95.9K $8.73M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
82.3K
New
$99.16 - $99.52 $8.16M - $8.19M
82.3K $8.19M
OR
Osisko Gold Royalties LTD

Basic Materials
117K
+ 6.19%
$17.92 - $21.16 $2.1M - $2.47M
2.01M $42.4M
Activity Summary
Buys All Purchases 877 New Holdings 201 Increased Positions 676 Sells All Sells 820 Reductions 820 Sold out 0 Options Calls 68 Puts 32
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