Toroso Investments, LLC Purchases in Q1 2025

Toroso Investments, LLC

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
5.08K
+ 34.42%
$365.9 - $436.25 $1.86M - $2.22M
19.8K $8.63M
RF
Regions Financial Corp

Financial Services
155K
+ 107.32%
$20.84 - $24.77 $3.23M - $3.84M
300K $6.52M
CVS
Cvs Health Corp

Healthcare
10.9K
+ 10.43%
$44.22 - $68.64 $480K - $745K
115K $7.78M
TJX
Tjx Companies Inc

Consumer Cyclical
24.5K
+ 29.46%
$112.81 - $126.16 $2.77M - $3.09M
108K $13.1M
CPT
Camden Property Trust

Real Estate
15.9K
+ 8.96%
$109.16 - $125.53 $1.74M - $2M
194K $23.7M
PWR
Quanta Services, Inc.

Industrials
30.9K
+ 39.17%
$236.71 - $358.03 $7.31M - $11.1M
110K $27.9M
PG
Procter & Gamble CO

Consumer Defensive
15.1K
+ 10.7%
$158.56 - $176.26 $2.39M - $2.66M
156K $26.6M
PANW
Palo Alto Networks Inc

Technology
29.7K
+ 15.81%
$167.82 - $208.28 $4.98M - $6.18M
217K $37.1M
FMC
Fmc Corp

Basic Materials
73.7K
+ 194.15%
$34.54 - $56.38 $2.55M - $4.16M
112K $4.71M
MCK
Mckesson Corp

Healthcare
2.89K
+ 32.95%
$566.21 - $672.99 $1.64M - $1.95M
11.7K $7.85M
FCX
Freeport Mcmoran Inc

Basic Materials
73.3K
+ 44.56%
$34.5 - $43.01 $2.53M - $3.15M
238K $9M
AL
Air Lease Corp

Industrials
56.4K
+ 1012.4%
$43.38 - $51.13 $2.45M - $2.89M
62K $3M
NVT
N Vent Electric PLC

Industrials
64.1K
+ 159.12%
$52.42 - $75.4 $3.36M - $4.83M
104K $5.47M
CDE
Coeur Mining, Inc.

Basic Materials
7.94K
+ 0.06%
$5.02 - $7.29 $39.9K - $57.9K
13.4M $79M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
61.8K
+ 98.89%
$42.38 - $43.28 $2.62M - $2.67M
124K $5.28M
KFY
Korn Ferry

Industrials
36K
+ 10.22%
$62.52 - $71.6 $2.25M - $2.58M
388K $26.3M
ESLT
Elbit Systems LTD

Industrials
739
+ 4.05%
$261.47 - $413.0 $193K - $305K
19K $7.28M
CRL
Charles River Laboratories International, Inc.

Healthcare
19.2K
+ 208.51%
$150.52 - $190.14 $2.89M - $3.65M
28.4K $4.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
24.6K
New
$97.25 - $104.79 $2.39M - $2.57M
24.6K $2.55M
TLRY
Tilray Brands, Inc.

Healthcare
14.6M
+ 137.8%
$0.59 - $1.46 $8.61M - $21.3M
25.2M $16.6M
VZ
Verizon Communications Inc

Communication Services
21.2K
+ 7.4%
$37.81 - $46.49 $802K - $987K
308K $14M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
56K
New
$44.65 - $46.38 $2.5M - $2.6M
56K $2.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
61.1K
New
$40.03 - $46.81 $2.44M - $2.86M
61.1K $2.49M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7.45K
+ 202.69%
$314.47 - $431.35 $2.34M - $3.21M
11.1K $4.08M
XLE
Energy Sector Spdr

ETFs
25K
+ 257.85%
$85.7 - $93.96 $2.14M - $2.35M
34.7K $3.24M
EIX
Edison International

Utilities
47.2K
+ 230.53%
$50.06 - $80.01 $2.36M - $3.78M
67.7K $3.99M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8.89K
+ 23.58%
$132.75 - $177.12 $1.18M - $1.57M
46.6K $7.11M
KIE
Spdr S&P Insurance ETF

ETFs
38.1K
New
$54.24 - $60.81 $2.07M - $2.32M
38.1K $2.31M
VTI
Vanguard Total Stock Market Et

ETFs
46.1K
+ 6.61%
$271.18 - $303.12 $12.5M - $14M
743K $204M
MLPX
Global X Mlp & Energy Infrastr

ETFs
35K
New
$59.6 - $67.2 $2.08M - $2.35M
35K $2.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.12K
New
$302.31 - $337.54 $2.15M - $2.4M
7.12K $2.19M
CDNS
Cadence Design Systems Inc

Technology
25.5K
+ 27.27%
$233.96 - $324.52 $5.97M - $8.28M
119K $30.3M
VMI
Valmont Industries Inc

Industrials
8.07K
+ 131.58%
$285.37 - $376.98 $2.3M - $3.04M
14.2K $4.05M
ITA
Ishares Tr

ETFs
14K
New
$144.84 - $159.5 $2.02M - $2.23M
14K $2.14M
AES
Aes Corp

Utilities
172K
+ 781.26%
$9.93 - $13.23 $1.71M - $2.28M
194K $2.41M
MDB
Mongo Db, Inc.

Technology
13.5K
+ 314.52%
$175.4 - $298.52 $2.37M - $4.03M
17.8K $3.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
370
+ 5.93%
$1187.71 - $1432.58 $439K - $530K
6.61K $9.47M
ISRA
Vaneck ETF Tr Israel ETF

ETFs
48.6K
New
$42.18 - $47.24 $2.05M - $2.29M
48.6K $2.05M
VERX
Vertex, Inc.

Technology
141K
+ 89.58%
$31.15 - $58.95 $4.38M - $8.29M
298K $10.4M
ETR
Entergy Corp

Utilities
22.9K
+ 297.27%
$75.26 - $87.89 $1.72M - $2.01M
30.6K $2.62M
FLEE
Franklin Templeton ETF Tr

ETFs
65K
New
$27.52 - $32.21 $1.79M - $2.09M
65K $2.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.6K
+ 724.89%
$169.43 - $182.84 $1.96M - $2.11M
13.2K $2.28M
NKE
Nike, Inc.

Consumer Cyclical
47.7K
+ 56.17%
$63.29 - $81.72 $3.02M - $3.9M
133K $8.42M
DVN
Devon Energy Corp

Energy
45.9K
+ 94.09%
$33.15 - $38.55 $1.52M - $1.77M
94.6K $3.54M
WTW
Willis Towers Watson PLC

Financial Services
2.8K
+ 7.81%
$306.61 - $340.78 $860K - $956K
38.7K $13.1M
AI
C3.Ai, Inc.

Technology
90.7K
+ 1005.14%
$20.92 - $36.93 $1.9M - $3.35M
99.8K $2.1M
BROS
Dutch Bros Inc.

Consumer Cyclical
28.9K
New
$55.77 - $85.37 $1.61M - $2.47M
28.9K $1.79M
AGI
Alamos Gold Inc

Basic Materials
57.5K
+ 282.67%
$18.69 - $26.74 $1.07M - $1.54M
77.8K $2.08M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
27.2K
New
N/A
27.2K $1.69M
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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