Toroso Investments, LLC Sells in Q1 2025

Toroso Investments, LLC

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CW
Curtiss Wright Corp

Industrials
-13.1K
- 17.17%
$304.82 - $384.07 $4M - $5.04M
63.4K $20.1M
ZS
Zscaler, Inc.

Technology
-39K
- 86.06%
$181.66 - $216.87 $7.08M - $8.45M
6.31K $1.25M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-67.3K
- 30.61%
$100.34 - $100.68 $6.76M - $6.78M
153K $15.4M
IIPR
Innovative Industrial Properties Inc

Real Estate
-89.1K
- 65.94%
$54.09 - $74.56 $4.82M - $6.64M
46K $2.49M
NVO
Novo Nordisk A S

Healthcare
-68.7K
- 81.19%
$69.3 - $90.95 $4.76M - $6.25M
15.9K $1.11M
AXON
Axon Enterprise, Inc.

Industrials
-4.18K
- 8.46%
$496.65 - $710.01 $2.08M - $2.97M
45.3K $23.8M
RBLX
Roblox Corp

Communication Services
-98.8K
- 23.21%
$53.77 - $75.47 $5.31M - $7.46M
327K $19.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
-18K
- 16.63%
$308.86 - $455.36 $5.57M - $8.21M
90.3K $31.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18.3K
- 31.54%
$442.66 - $534.52 $8.09M - $9.77M
39.7K $21.1M
FTNT
Fortinet, Inc.

Technology
-52K
- 49.71%
$92.49 - $114.57 $4.81M - $5.96M
52.6K $5.06M
TRMB
Trimble Inc.

Technology
-50.3K
- 17.96%
$65.52 - $77.49 $3.3M - $3.9M
230K $15.1M
TTEK
Tetra Tech Inc

Industrials
-3.38K
- 0.78%
$28.26 - $42.58 $95.6K - $144K
430K $12.6M
SNPS
Synopsys Inc

Technology
-8.28K
- 43.13%
$428.58 - $551.54 $3.55M - $4.56M
10.9K $4.68M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-29.2K
- 65.73%
$62.41 - $133.91 $1.82M - $3.91M
15.2K $955K
ENPH
Enphase Energy, Inc.

Technology
-64.1K
- 68.48%
$52.87 - $73.51 $3.39M - $4.71M
29.5K $1.83M
BEN
Franklin Resources Inc

Financial Services
-216K
- 73.18%
$18.92 - $22.24 $4.08M - $4.79M
79K $1.52M
NRG
Nrg Energy, Inc.

Utilities
-49.8K
- 82.28%
$84.82 - $113.33 $4.22M - $5.64M
10.7K $1.02M
INTU
Intuit Inc

Technology
-6.75K
- 40.2%
$555.63 - $630.23 $3.75M - $4.25M
10K $6.16M
CSGP
Costar Group, Inc.

Real Estate
-62.5K
- 80.04%
$69.29 - $80.37 $4.33M - $5.02M
15.6K $1.23M
XLU
Utilities Sector Spdr

ETFs
-58.9K
- 61.8%
$74.7 - $80.27 $4.4M - $4.73M
36.4K $2.87M
VRT
Vertiv Holdings CO

Industrials
-49.4K
- 37.54%
N/A
82.2K $7.12M
TT
Trane Technologies PLC

Industrials
-4.89K
- 6.05%
$332.0 - $400.86 $1.62M - $1.96M
75.8K $25.5M
AIQ
Global X Funds Global X Artifi

ETFs
-102K
- 64.37%
$36.38 - $42.77 $3.72M - $4.38M
56.7K $2.06M
MRK
Merck & Co., Inc.

Healthcare
-8.97K
- 2.78%
$83.01 - $101.02 $745K - $906K
314K $28.2M
KKR
Kkr & Co. Inc.

Financial Services
-19.1K
- 36.2%
$108.17 - $167.07 $2.06M - $3.19M
33.6K $3.89M
DE
Deere & CO

Industrials
-11.4K
- 33.19%
$408.57 - $509.27 $4.67M - $5.83M
23K $10.8M
MMSI
Merit Medical Systems Inc

Healthcare
-64.2K
- 18.72%
$95.64 - $110.29 $6.14M - $7.08M
279K $29.5M
FICO
Fair Isaac Corp

Technology
-858
- 6.07%
$1695.35 - $2030.47 $1.45M - $1.74M
13.3K $24.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.06K
- 30.7%
$507.05 - $563.67 $3.07M - $3.42M
13.7K $7.04M
ALL
Allstate Corp

Financial Services
-25K
- 22.53%
$180.99 - $210.18 $4.52M - $5.25M
85.9K $17.8M
GE
General Electric CO

Industrials
-35.4K
- 33.23%
$168.59 - $212.13 $5.97M - $7.51M
71.2K $14.2M
SYF
Synchrony Financial

Financial Services
-42.9K
- 46.33%
$51.9 - $70.63 $2.23M - $3.03M
49.7K $2.63M
NICE
Nice Ltd.

Technology
-15.9K
- 27.59%
$139.18 - $178.5 $2.21M - $2.84M
41.8K $6.44M
DDOG
Datadog, Inc.

Technology
-8.48K
- 14.76%
$98.68 - $151.89 $837K - $1.29M
49K $4.86M
BAC
Bank Of America Corp

Financial Services
-65.2K
- 24.1%
$39.61 - $47.74 $2.58M - $3.11M
205K $8.57M
APLD
Applied Blockchain, Inc.

Financial Services
-12.5K
- 0.73%
$5.62 - $10.65 $70.1K - $133K
1.69M $9.47M
WAL
Western Alliance Bancorporation

Financial Services
-24.4K
- 11.77%
$72.65 - $94.0 $1.77M - $2.3M
183K $14.1M
DIS
Walt Disney CO

Communication Services
-19.4K
- 18.75%
$96.87 - $114.0 $1.88M - $2.21M
84K $8.3M
PJT
Pjt Partners Inc.

Financial Services
-4.12K
- 3.24%
$135.97 - $177.59 $561K - $732K
123K $17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-94.8K
- 8.84%
$42.5 - $46.71 $4.03M - $4.43M
978K $44.3M
WIX
Wix.Com Ltd.

Technology
-7.62K
- 23.01%
$163.38 - $246.76 $1.25M - $1.88M
25.5K $4.17M
UNP
Union Pacific Corp

Industrials
-14.3K
- 23.73%
$225.21 - $254.42 $3.23M - $3.64M
46K $10.9M
MA
Mastercard Inc

Financial Services
-8.2K
- 10.93%
$504.67 - $576.31 $4.14M - $4.72M
66.8K $36.6M
CEG
Constellation Energy Corp

Utilities
-9.4K
- 23.51%
$201.63 - $347.44 $1.9M - $3.27M
30.6K $6.17M
BA
Boeing CO

Industrials
-12.8K
- 13.0%
$148.15 - $186.25 $1.89M - $2.38M
85.4K $14.6M
BCC
Boise Cascade CO

Basic Materials
-7.06K
- 7.04%
$96.38 - $129.12 $681K - $912K
93.2K $9.15M
LOW
Lowes Companies Inc

Consumer Cyclical
-8.66K
- 19.03%
$222.66 - $268.42 $1.93M - $2.32M
36.8K $8.59M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-70.4K
- 23.25%
$36.63 - $37.45 $2.58M - $2.64M
232K $8.56M
BMI
Badger Meter Inc

Technology
-4.03K
- 4.91%
$189.49 - $221.51 $764K - $893K
78K $14.8M
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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