Trail Ridge Investment Advisors, LLC Purchases in Q1 2025

Trail Ridge Investment Advisors, LLC

  • $189 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
96.7K
+ 56.05%
$48.89 - $49.21 $4.73M - $4.76M
269K $13.2M
GVI
Ishares Tr

ETFs
10.8K
+ 32.81%
$103.49 - $106.02 $1.11M - $1.14M
43.6K $4.62M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
43K
+ 41.96%
$29.34 - $31.31 $1.26M - $1.35M
146K $4.32M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
35.3K
+ 7.54%
N/A
503K $15.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19K
+ 7.77%
$54.25 - $57.64 $1.03M - $1.1M
264K $14.6M
VZ
Verizon Communications Inc

Communication Services
7.76K
New
$37.81 - $46.49 $293K - $361K
7.76K $352K
PBI
Pitney Bowes Inc

Industrials
29.5K
New
$7.03 - $10.86 $208K - $321K
29.5K $267K
SSB
South State Corp

Financial Services
2.76K
New
$89.4 - $108.33 $247K - $299K
2.76K $256K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.63K
New
$91.76 - $103.26 $242K - $272K
2.63K $243K
ED
Consolidated Edison Inc

Utilities
2K
New
$88.0 - $110.59 $176K - $221K
2K $221K
CB
Chubb LTD

Financial Services
145
+ 2.36%
$257.71 - $301.99 $37.4K - $43.8K
6.28K $1.9M
SANM
Sanmina Corp

Technology
2.63K
New
$73.38 - $90.52 $193K - $238K
2.63K $200K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
3.61K
+ 23.06%
$47.6 - $51.91 $172K - $187K
19.3K $930K
CAH
Cardinal Health Inc

Healthcare
154
+ 2.38%
$118.02 - $137.77 $18.2K - $21.2K
6.64K $914K
LRN
Stride, Inc.

Consumer Defensive
220
+ 4.35%
$106.34 - $142.28 $23.4K - $31.3K
5.28K $668K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
538
+ 6.7%
$89.88 - $110.11 $48.4K - $59.2K
8.56K $861K
POST
Post Holdings, Inc.

Consumer Defensive
303
+ 4.53%
$104.57 - $116.92 $31.7K - $35.4K
7K $814K
ALLY
Ally Financial Inc.

Financial Services
858
+ 5.62%
$32.99 - $40.09 $28.3K - $34.4K
16.1K $588K
XLK
Technology Sector Spdr

ETFs
271
+ 27.48%
$206.38 - $242.18 $55.9K - $65.6K
1.26K $259K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
766
+ 8.47%
$32.18 - $40.46 $24.6K - $31K
9.81K $325K
GGG
Graco Inc

Industrials
210
+ 3.86%
$80.53 - $87.54 $16.9K - $18.4K
5.65K $472K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
3.1K
+ 4.33%
N/A
74.6K $285K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
686
+ 7.25%
$25.27 - $28.3 $17.3K - $19.4K
10.1K $263K
VOYA
Voya Financial, Inc.

Financial Services
262
+ 2.68%
$65.1 - $75.67 $17.1K - $19.8K
10K $679K
IVW
Ishares S&P 500 Growth ETF

ETFs
309
+ 8.08%
$92.45 - $106.69 $28.6K - $33K
4.13K $383K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
117
+ 1.84%
$64.88 - $72.1 $7.59K - $8.44K
6.46K $425K
HCSG
Healthcare Services Group Inc

Healthcare
1.05K
+ 4.72%
$10.08 - $11.92 $10.6K - $12.5K
23.2K $234K
CW
Curtiss Wright Corp

Industrials
54
+ 4.25%
$304.82 - $384.07 $16.5K - $20.7K
1.33K $420K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.04K
+ 3.31%
$117.4 - $131.02 $122K - $136K
32.5K $3.89M
UTHR
United Therapeutics Corp

Healthcare
85
+ 4.0%
$304.42 - $380.78 $25.9K - $32.4K
2.21K $681K
PSTG
Pure Storage, Inc.

Technology
943
+ 7.86%
$44.27 - $72.37 $41.7K - $68.2K
12.9K $573K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
304
+ 1.45%
$121.0 - $142.28 $36.8K - $43.3K
21.3K $2.65M
IJK
Ishares S&P Midcap 400 Growth

ETFs
926
+ 2.5%
$81.62 - $96.63 $75.6K - $89.5K
38K $3.17M
TOL
Toll Brothers, Inc.

Consumer Cyclical
132
+ 0.52%
$103.02 - $140.69 $13.6K - $18.6K
25.6K $2.71M
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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