Usa Financial Portformulas Corp Sells in Q1 2025

Usa Financial Portformulas Corp

  • $603 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-252
- 8.29%
$302.31 - $337.54 $76.2K - $85.1K
2.79K $849K
IWV
Ishares Russell 3000 ETF

ETFs
-237
- 8.16%
$313.1 - $349.83 $74.2K - $82.9K
2.67K $843K
IWM
Ishares Russell 2000 ETF

ETFs
-163
- 3.8%
$198.1 - $229.79 $32.3K - $37.5K
4.13K $826K
XLY
Select Sector Spdr Consumer Di

ETFs
-328
- 16.73%
$192.6 - $233.2 $63.2K - $76.5K
1.63K $321K
PODD
Insulet Corp

Healthcare
-442
- 9.35%
$237.06 - $288.29 $105K - $127K
4.28K $1.12M
R
Ryder System Inc

Industrials
-530
- 23.28%
$136.38 - $170.92 $72.3K - $90.6K
1.75K $251K
CAT
Caterpillar Inc

Industrials
-241
- 31.26%
$326.75 - $407.63 $78.7K - $98.2K
530 $174K
VOX
Vanguard Communication Service

ETFs
-541
- 19.67%
$147.73 - $169.24 $79.9K - $91.6K
2.21K $327K
WELL
Welltower Inc.

Real Estate
-2.18K
- 24.13%
$124.05 - $156.86 $270K - $342K
6.85K $1.05M
XLK
Technology Sector Spdr

ETFs
-191
- 10.53%
$206.38 - $242.18 $39.4K - $46.3K
1.62K $334K
AFL
Aflac Inc

Financial Services
-957
- 32.62%
$100.99 - $111.19 $96.6K - $106K
1.98K $219K
OEF
Ishares S&P 100 ETF

ETFs
-298
- 8.62%
N/A
3.16K $840K
CB
Chubb LTD

Financial Services
-410
- 22.96%
$257.71 - $301.99 $106K - $124K
1.38K $415K
TGT
Target Corp

Consumer Defensive
-228
- 13.64%
$103.65 - $142.5 $23.6K - $32.5K
1.44K $150K
AKR
Acadia Realty Trust

Real Estate
-2.99K
- 76.87%
$20.95 - $24.75 $62.6K - $73.9K
899 $18K
TROW
Price T Rowe Group Inc

Financial Services
-270
- 12.9%
$91.57 - $116.93 $24.7K - $31.6K
1.82K $167K
CVLT
Commvault Systems Inc

Technology
-464
- 59.79%
$146.82 - $187.9 $68.1K - $87.2K
312 $49K
XLF
Financial Sector Spdr

ETFs
-1.47K
- 17.07%
$47.32 - $52.19 $69.7K - $76.9K
7.16K $352K
NI
Nisource Inc.

Utilities
-4.12K
- 12.52%
$35.57 - $41.23 $146K - $170K
28.8K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
-156
- 11.78%
$222.66 - $268.42 $34.7K - $41.9K
1.17K $272K
SPOT
Spotify Technology S.A.

Communication Services
-237
- 30.98%
$457.79 - $648.32 $108K - $154K
528 $290K
NEE
Nextera Energy Inc

Utilities
-682
- 19.71%
$66.96 - $76.16 $45.7K - $51.9K
2.78K $196K
XLI
Industrial Sector Spdr

ETFs
-306
- 10.23%
$128.78 - $141.67 $39.4K - $43.4K
2.69K $349K
SHW
Sherwin Williams CO

Basic Materials
-137
- 18.56%
$330.16 - $365.55 $45.2K - $50.1K
601 $209K
AEE
Ameren Corp

Utilities
-1.42K
- 15.42%
$86.87 - $103.67 $124K - $148K
7.81K $784K
GLNG
Golar Lng LTD

Energy
-844
- 58.09%
$31.34 - $43.84 $26.5K - $37K
609 $23K
XLP
Consumer Staples Sector Spdr

ETFs
-414
- 8.28%
N/A
4.59K $348K
EMR
Emerson Electric CO

Industrials
-25
- 1.49%
$108.64 - $131.17 $2.72K - $3.28K
1.66K $181K
XLU
Utilities Sector Spdr

ETFs
-439
- 8.61%
$74.7 - $80.27 $32.8K - $35.2K
4.66K $363K
VNQ
Vanguard Specialized Funds Van

ETFs
-277
- 6.43%
$85.55 - $94.34 $23.7K - $26.1K
4.03K $361K
CAH
Cardinal Health Inc

Healthcare
-442
- 20.84%
$118.02 - $137.77 $52.2K - $60.9K
1.68K $231K
LRN
Stride, Inc.

Consumer Defensive
-298
- 31.53%
$106.34 - $142.28 $31.7K - $42.4K
647 $81K
IDCC
Inter Digital, Inc.

Communication Services
-116
- 17.16%
$171.68 - $225.72 $19.9K - $26.2K
560 $115K
APH
Amphenol Corp

Technology
-118
- 8.83%
$61.62 - $78.55 $7.27K - $9.27K
1.22K $79K
NVR
Nvr Inc

Consumer Cyclical
-1
- 25.0%
$7062.02 - $8382.63 $7.06K - $8.38K
3 $21K
CCB
Coastal Financial Corp

Financial Services
-187
- 12.98%
$79.67 - $100.71 $14.9K - $18.8K
1.25K $113K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-13
- 23.64%
$375.96 - $484.08 $4.89K - $6.29K
42 $16K
CRS
Carpenter Technology Corp

Industrials
-43
- 29.45%
$172.39 - $212.53 $7.41K - $9.14K
103 $18K
ENVA
Enova International, Inc.

Financial Services
-51
- 19.54%
$87.18 - $116.49 $4.45K - $5.94K
210 $20K
QFIN
360 Digi Tech, Inc.

Financial Services
-257
- 25.78%
$36.09 - $48.12 $9.28K - $12.4K
740 $33K
TGLS
Tecnoglass Inc.

Basic Materials
-17
- 5.25%
$64.71 - $86.26 $1.1K - $1.47K
307 $21K
MWA
Mueller Water Products, Inc.

Industrials
-248
- 23.26%
$21.65 - $28.24 $5.37K - $7K
818 $20K
IMAX
Imax Corp

Communication Services
-93
- 10.05%
$22.39 - $27.37 $2.08K - $2.55K
832 $21K
Linde Plc.
-341
- 41.38%
N/A
483 $0
ADP
Automatic Data Processing Inc

Industrials
-31
- 4.05%
$286.85 - $318.64 $8.89K - $9.88K
734 $224K
BDX
Becton Dickinson & CO

Healthcare
-4
- 0.47%
$222.79 - $249.08 $891 - $996
843 $193K
XLE
Energy Sector Spdr

ETFs
-277
- 6.22%
$85.7 - $93.96 $23.7K - $26K
4.18K $386K
HWM
Howmet Aerospace Inc.

Industrials
-1.11K
- 14.77%
$110.79 - $139.39 $123K - $155K
6.43K $834K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-44
- 8.84%
$442.66 - $534.52 $19.5K - $23.5K
454 $238K
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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