Unified Investment Management Sells in Q1 2025

Unified Investment Management

  • $84.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-16.3K
- 66.74%
$53.9 - $63.11 $877K - $1.03M
8.11K $495M
NVDA
Nvidia Corp

Technology
-3.28K
- 22.0%
$106.98 - $149.43 $351K - $491K
11.6K $1.26B
MSFT
Microsoft Corp

Technology
-754
- 14.26%
$375.39 - $447.2 $283K - $337K
4.53K $1.7B
AAPL
Apple Inc.

Technology
-1.21K
- 14.83%
$209.68 - $247.1 $254K - $299K
6.96K $1.55B
AVGO
Broadcom Inc.

Technology
-1.4K
- 43.42%
$167.43 - $244.7 $234K - $342K
1.82K $305M
AMZN
Amazon Com Inc

Consumer Cyclical
-688
- 8.05%
$190.26 - $242.06 $131K - $167K
7.86K $1.49B
CRM
Salesforce, Inc.

Technology
-230
- 5.68%
$268.36 - $359.95 $61.7K - $82.8K
3.82K $1.02B
URI
United Rentals, Inc.

Industrials
-133
- 5.49%
$594.17 - $789.56 $79K - $105K
2.29K $1.43B
Arista Networks Inc
-1.02K
- 17.92%
N/A
4.68K $363M
JPM
Jpmorgan Chase & CO

Financial Services
-1.19K
- 17.63%
$225.19 - $279.95 $267K - $332K
5.55K $1.36B
IYW
Ishares Dj Us Tech ETF

ETFs
-471
- 7.23%
$140.44 - $166.79 $66.1K - $78.6K
6.05K $849M
AXP
American Express CO

Financial Services
-386
- 12.93%
$255.39 - $325.87 $98.6K - $126K
2.6K $700M
C
Citigroup Inc

Financial Services
-2.62K
- 28.04%
$67.23 - $84.63 $176K - $222K
6.72K $477M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-2.55K
- 40.33%
$58.11 - $65.29 $148K - $166K
3.77K $225M
PANW
Palo Alto Networks Inc

Technology
-510
- 7.89%
$167.82 - $208.28 $85.6K - $106K
5.96K $1.02B
PWR
Quanta Services, Inc.

Industrials
-79
- 3.85%
$236.71 - $358.03 $18.7K - $28.3K
1.98K $502M
FDX
Fedex Corp

Industrials
-162
- 5.74%
$230.33 - $281.53 $37.3K - $45.6K
2.66K $648M
COF
Capital One Financial Corp

Financial Services
-830
- 16.52%
$163.87 - $209.82 $136K - $174K
4.19K $752M
HD
Home Depot, Inc.

Consumer Cyclical
-241
- 9.91%
$347.25 - $424.87 $83.7K - $102K
2.19K $803M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-591
- 4.68%
$91.68 - $109.93 $54.2K - $65K
12K $1.13B
PTC
Ptc Inc.

Technology
-90
- 2.39%
$153.3 - $193.48 $13.8K - $17.4K
3.68K $570M
Knife River Corp
-532
- 8.38%
N/A
5.82K $525M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.07K
- 3.8%
$53.6 - $58.97 $57.5K - $63.2K
27.2K $1.49B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.08K
- 5.12%
$100.32 - $100.76 $109K - $109K
20.1K $2.02B
ALB
Albemarle Corp

Basic Materials
-222
- 3.74%
$69.95 - $97.49 $15.5K - $21.6K
5.71K $412M
NEAR
Blackrock Short Maturity Bond

ETFs
-2.17K
- 4.93%
$50.4 - $50.89 $109K - $110K
41.9K $2.13B
NFLX
Netflix Inc

Communication Services
-124
- 21.02%
$828.4 - $1058.6 $103K - $131K
466 $435M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.23K
- 5.09%
$51.52 - $52.37 $115K - $117K
41.6K $2.18B
GVI
Ishares Tr

ETFs
-1.08K
- 5.83%
$103.49 - $106.02 $112K - $114K
17.4K $1.85B
ABBV
Abb Vie Inc.

Healthcare
-750
- 29.02%
$169.2 - $216.66 $127K - $162K
1.83K $384M
AMAT
Applied Materials Inc

Technology
-87
- 3.26%
$145.06 - $195.51 $12.6K - $17K
2.58K $374M
VMC
Vulcan Materials CO

Basic Materials
-13
- 0.58%
$220.9 - $277.54 $2.87K - $3.61K
2.22K $518M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.87K
- 20.51%
$132.75 - $177.12 $249K - $332K
7.26K $1.11B
MDU
Mdu Resources Group Inc

Industrials
-1.64K
- 7.95%
$16.45 - $18.61 $26.9K - $30.4K
18.9K $320M
COST
Costco Wholesale Corp

Consumer Defensive
-75
- 10.55%
$890.62 - $1076.86 $66.8K - $80.8K
636 $602M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-237
- 23.82%
$442.66 - $534.52 $105K - $127K
758 $404M
VNLA
Janus Henderson Short Duration

ETFs
-1.1K
- 2.36%
$48.89 - $49.21 $53.5K - $53.9K
45.4K $2.23B
JSML
Janus Detroit Str Tr Henderson

ETFs
-194
- 3.03%
$58.87 - $69.7 $11.4K - $13.5K
6.2K $377M
VPU
Vanguard Utilities ETF

ETFs
-337
- 12.6%
$161.24 - $173.33 $54.3K - $58.4K
2.34K $399M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-449
- 3.65%
$46.71 - $52.3 $21K - $23.5K
11.8K $568M
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 1.06%
$551.42 - $612.93 $6.07K - $6.74K
1.02K $573M
DGX
Quest Diagnostics Inc

Healthcare
-557
- 15.18%
N/A
3.11K $527M
IWM
Ishares Russell 2000 ETF

ETFs
-14
- 1.36%
$198.1 - $229.79 $2.77K - $3.22K
1.01K $202M
T
At&T Inc.

Communication Services
-8.25K
- 21.76%
$21.56 - $28.28 $178K - $233K
29.7K $839M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-9
- 0.19%
$69.69 - $79.99 $627 - $720
4.71K $337M
SCHW
Schwab Charles Corp

Financial Services
-703
- 8.46%
$71.24 - $83.64 $50.1K - $58.8K
7.6K $595M
GLD
Spdr Gold Trust

ETFs
-225
- 19.6%
$243.19 - $288.14 $54.7K - $64.8K
923 $266M
DVY
Ishares Tr

ETFs
-108
- 6.22%
$128.58 - $138.1 $13.9K - $14.9K
1.63K $218M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-300
- 1.44%
$21.3 - $22.61 $6.39K - $6.78K
20.6K $439M
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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