Unified Investment Management Purchases in Q1 2025

Unified Investment Management

  • $84.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
9.49K
New
$83.01 - $101.02 $788K - $959K
9.49K $852M
Aptiv PLC
11.6K
New
N/A
11.6K $691M
Nextracker Inc
13.8K
New
N/A
13.8K $583M
UBER
Uber Technologies, Inc

Technology
7.09K
New
$63.17 - $81.49 $448K - $577K
7.09K $516M
TFX
Teleflex Inc

Healthcare
3.45K
New
$130.79 - $183.66 $451K - $634K
3.45K $477M
CNXC
Concentrix Corp

Technology
5.54K
+ 40.68%
$42.45 - $65.04 $235K - $360K
19.1K $1.07B
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.62K
+ 14.0%
$47.74 - $65.16 $125K - $171K
21.3K $1.36B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.03K
New
$302.31 - $337.54 $312K - $349K
1.03K $317M
GPC
Genuine Parts CO

Consumer Cyclical
1.26K
+ 2.3%
$115.91 - $129.02 $147K - $163K
56.1K $6.69B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.45K
New
$169.43 - $182.84 $245K - $265K
1.45K $251M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
425
New
$522.96 - $601.18 $222K - $256K
425 $227M
SHEL
Shell PLC

Energy
276
+ 1.5%
$62.84 - $73.29 $17.3K - $20.2K
18.7K $1.37B
Siriusxm Holdings Inc
9.44K
+ 45.97%
N/A
30K $676M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.76K
New
$22.77 - $22.94 $200K - $201K
8.76K $201M
QCOM
Qualcomm Inc

Technology
805
+ 9.15%
$151.94 - $175.86 $122K - $142K
9.61K $1.48B
COP
Conocophillips

Energy
748
+ 12.11%
$88.6 - $105.85 $66.3K - $79.2K
6.92K $727M
EVH
Evolent Health, Inc.

Healthcare
11K
New
$8.55 - $12.6 $93.9K - $138K
11K $104M
EQNR
Equinor Asa

Energy
996
+ 4.37%
$22.37 - $26.45 $22.3K - $26.3K
23.8K $630M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2K
+ 35.63%
$38.99 - $40.37 $78K - $80.7K
7.61K $307M
WY
Weyerhaeuser CO

Real Estate
1.5K
+ 10.87%
$27.29 - $31.39 $41K - $47.1K
15.3K $448M
CSCO
Cisco Systems, Inc.

Technology
114
+ 0.83%
$58.74 - $64.87 $6.7K - $7.4K
13.8K $852M
DAR
Darling Ingredients Inc.

Consumer Defensive
3.07K
+ 13.74%
$28.51 - $41.85 $87.4K - $128K
25.4K $793M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1K
+ 1.71%
$18.18 - $18.58 $18.2K - $18.6K
59.5K $1.1B
SO
Southern CO

Utilities
1
+ 0.04%
$80.96 - $92.96 $81 - $93
2.66K $244M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
116
+ 0.7%
$19.03 - $20.94 $2.21K - $2.43K
16.6K $339M
ASUR
Asure Software Inc

Technology
870
+ 2.39%
$9.16 - $12.62 $7.97K - $11K
37.3K $357M
TMO
Thermo Fisher Scientific Inc.

Healthcare
60
+ 7.81%
$497.6 - $606.74 $29.9K - $36.4K
828 $412M
AKBA
Akebia Therapeutics, Inc.

Healthcare
5.5K
+ 47.83%
$1.69 - $2.84 $9.3K - $15.6K
17K $32.6M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
46
+ 0.3%
$24.07 - $24.5 $1.11K - $1.13K
15.5K $375M
MTCH
Match Group, Inc.

Communication Services
1.2K
+ 4.48%
$30.08 - $36.47 $35.9K - $43.6K
27.8K $869M
VB
Vanguard Small Cap ETF

ETFs
120
+ 6.71%
$217.89 - $252.64 $26.1K - $30.3K
1.91K $423M
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 1.68%
$271.18 - $303.12 $4.88K - $5.46K
1.09K $299M
ADBE
Adobe Inc.

Technology
189
+ 13.77%
$377.84 - $464.11 $71.4K - $87.7K
1.56K $599M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.05K
+ 10.0%
$36.64 - $45.76 $38.6K - $48.2K
11.6K $434M
GNRC
Generac Holdings Inc.

Industrials
544
+ 8.32%
$126.65 - $164.06 $68.9K - $89.2K
7.08K $897M
GOOGL
Alphabet Inc.

Communication Services
222
+ 4.22%
$154.33 - $206.19 $34.3K - $45.8K
5.48K $848M
TDC
Teradata Corp

Technology
2.68K
+ 8.95%
$21.95 - $32.78 $58.8K - $87.8K
32.6K $733M
PYPL
Pay Pal Holdings, Inc.

Financial Services
303
+ 1.36%
$65.15 - $91.81 $19.7K - $27.8K
22.6K $1.47B
Activity Summary
Buys All Purchases 39 New Holdings 11 Increased Positions 28 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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