Usa Financial Portformulas Corp Incresed Positions in Q1 2025

Usa Financial Portformulas Corp

  • $603 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
83.9K
+ 60.77%
$551.42 - $612.93 $46.3M - $51.4M
222K $124M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
101K
+ 53.41%
$408.78 - $448.82 $41.4M - $45.4M
291K $122M
IVW
Ishares S&P 500 Growth ETF

ETFs
489K
+ 59.07%
$92.45 - $106.69 $45.2M - $52.1M
1.32M $122M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.94K
+ 454.88%
$468.34 - $539.52 $4.19M - $4.82M
10.9K $5.12M
MA
Mastercard Inc

Financial Services
3.07K
+ 800.52%
$504.67 - $576.31 $1.55M - $1.77M
3.46K $1.9M
CSCO
Cisco Systems, Inc.

Technology
19.9K
+ 84.63%
$58.74 - $64.87 $1.17M - $1.29M
43.5K $2.69M
GILD
Gilead Sciences, Inc.

Healthcare
7.65K
+ 45.93%
$89.14 - $117.41 $682K - $899K
24.3K $2.72M
ABT
Abbott Laboratories

Healthcare
7.4K
+ 191.85%
$111.1 - $140.22 $822K - $1.04M
11.3K $1.49M
NFLX
Netflix Inc

Communication Services
1.05K
+ 74.49%
$828.4 - $1058.6 $871K - $1.11M
2.46K $2.3M
FTNT
Fortinet, Inc.

Technology
10.3K
+ 68.99%
$92.49 - $114.57 $952K - $1.18M
25.2K $2.43M
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 76.85%
$576.36 - $736.67 $941K - $1.2M
3.76K $2.17M
COF
Capital One Financial Corp

Financial Services
4.02K
+ 295.88%
$163.87 - $209.82 $658K - $843K
5.38K $963K
BSX
Boston Scientific Corp

Healthcare
3.4K
+ 23.4%
$89.38 - $106.18 $304K - $361K
17.9K $1.81M
NDAQ
Nasdaq, Inc.

Financial Services
6.76K
+ 61.06%
$72.17 - $83.76 $488K - $567K
17.8K $1.35M
MDT
Medtronic PLC

Healthcare
4.52K
+ 161.13%
$79.84 - $94.5 $361K - $427K
7.33K $658K
AXON
Axon Enterprise, Inc.

Industrials
1.02K
+ 58.57%
$496.65 - $710.01 $506K - $723K
2.76K $1.45M
EXEL
Exelixis, Inc.

Healthcare
8.96K
+ 925.83%
$32.38 - $39.16 $290K - $351K
9.93K $366K
FOXA
Fox Corp

Communication Services
1.5K
+ 5.44%
$47.9 - $58.0 $72K - $87.2K
29.2K $1.65M
MMM
3 M CO

Industrials
1.29K
+ 20.33%
$129.7 - $155.12 $167K - $199K
7.61K $1.12M
EVRG
Evergy, Inc.

Utilities
4.09K
+ 344.03%
$59.9 - $69.52 $245K - $285K
5.28K $364K
RSG
Republic Services, Inc.

Industrials
842
+ 55.72%
$200.09 - $242.16 $168K - $204K
2.35K $569K
AIZ
Assurant, Inc.

Financial Services
1.19K
+ 138.52%
$198.92 - $218.67 $238K - $261K
2.06K $431K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
816
+ 82.18%
$208.48 - $244.03 $170K - $199K
1.81K $441K
ADSK
Autodesk, Inc.

Technology
922
+ 21.05%
N/A
5.3K $1.3M
ETR
Entergy Corp

Utilities
705
+ 4.31%
$75.26 - $87.89 $53.1K - $62K
17.1K $1.46M
BKR
Baker Hughes CO

Energy
2.28K
+ 7.28%
$41.16 - $48.85 $93.7K - $111K
33.6K $1.48M
VRSK
Verisk Analytics, Inc.

Industrials
306
+ 6.93%
$268.63 - $301.33 $82.2K - $92.2K
4.72K $1.41M
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
+ 85.25%
$112.81 - $126.16 $170K - $190K
3.28K $399K
HON
Honeywell International Inc

Industrials
1.05K
+ 18.5%
$202.75 - $226.52 $212K - $237K
6.71K $1.42M
FISV
Fiserv Inc

Technology
927
+ 23.71%
N/A
4.84K $605K
RTX
Raytheon Technologies Corp

Industrials
64
+ 1.21%
$114.1 - $135.66 $7.3K - $8.68K
5.34K $706K
MKC
Mccormick & CO Inc

Consumer Defensive
812
+ 42.6%
$71.24 - $84.73 $57.8K - $68.8K
2.72K $223K
ACGL
Arch Capital Group Ltd.

Financial Services
696
+ 53.25%
$88.13 - $96.94 $61.3K - $67.5K
2K $192K
EWH
Ishares Msci Hong Kong ETF

ETFs
3.58K
+ 39.77%
$15.8 - $18.39 $56.6K - $65.8K
12.6K $220K
JNJ
Johnson & Johnson

Healthcare
284
+ 24.7%
$142.06 - $167.7 $40.3K - $47.6K
1.43K $237K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
606
+ 214.89%
$89.88 - $110.11 $54.5K - $66.7K
888 $89K
CDAY
Ceridian Hcm Holding Inc.

Technology
1K
+ 32.49%
N/A
4.09K $263K
WM
Waste Management Inc

Industrials
120
+ 10.22%
$200.54 - $233.78 $24.1K - $28.1K
1.29K $299K
EFA
Ishares Tr Msci Eafe ETF

ETFs
552
+ 26.34%
$74.85 - $84.89 $41.3K - $46.9K
2.65K $218K
VEU
Vanguard Ftse All World Ex Us

ETFs
823
+ 29.8%
$56.51 - $62.98 $46.5K - $51.8K
3.59K $218K
EXLS
Exl Service Holdings, Inc.

Technology
1.14K
+ 86.48%
$44.13 - $51.8 $50.3K - $59K
2.46K $115K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.14K
+ 31.93%
$42.5 - $46.71 $48.5K - $53.3K
4.71K $213K
INOD
Innodata Inc

Technology
1.63K
+ 180.51%
$33.19 - $64.17 $54.1K - $105K
2.53K $90K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
448
+ 32.23%
$110.75 - $119.78 $49.6K - $53.7K
1.84K $214K
EPP
Ishares Inc

ETFs
1.17K
+ 32.74%
$43.24 - $46.56 $50.5K - $54.3K
4.73K $209K
AVY
Avery Dennison Corp

Industrials
316
+ 50.24%
$174.58 - $195.91 $55.2K - $61.9K
945 $168K
VRSN
Verisign Inc

Technology
21
+ 2.19%
$205.1 - $254.74 $4.31K - $5.35K
979 $248K
DDOG
Datadog, Inc.

Technology
4.24K
+ 49.89%
$98.68 - $151.89 $419K - $644K
12.7K $1.26M
DOX
Amdocs LTD

Technology
351
+ 16.92%
$82.21 - $92.02 $28.9K - $32.3K
2.43K $221K
Activity Summary
Buys All Purchases 172 New Holdings 93 Increased Positions 79 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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