Waverton Investment Management LTD Reduced Holdings in Q1 2025

Waverton Investment Management LTD

  • $5.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-34.2K
- 3.91%
$165.25 - $224.62 $5.65M - $7.68M
840K $139M
AXP
American Express CO

Financial Services
-12.8K
- 1.62%
$255.39 - $325.87 $3.26M - $4.16M
774K $208M
AAPL
Apple Inc.

Technology
-1.02K
- 0.22%
$209.68 - $247.1 $213K - $251K
469K $104M
PLD
Prologis, Inc.

Real Estate
-81.5K
- 15.95%
$103.59 - $124.04 $8.44M - $10.1M
429K $48M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-3.58K
- 1.78%
$161.03 - $235.53 $577K - $844K
198K $32.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-8.78K
- 21.8%
$1187.71 - $1432.58 $10.4M - $12.6M
31.5K $45.1M
C
Citigroup Inc

Financial Services
-28.9K
- 89.04%
$67.23 - $84.63 $1.94M - $2.44M
3.55K $252K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-23.2K
- 57.75%
$80.53 - $147.57 $1.87M - $3.42M
17K $2.24M
INFY
Infosys LTD

Technology
-11K
- 4.35%
$18.06 - $22.89 $199K - $252K
242K $4.41M
NVDA
Nvidia Corp

Technology
-2.31K
- 11.42%
$106.98 - $149.43 $248K - $346K
17.9K $1.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-500
- 43.67%
$554.06 - $615.85 $277K - $308K
645 $362K
HD
Home Depot, Inc.

Consumer Cyclical
-559
- 22.69%
$347.25 - $424.87 $194K - $238K
1.91K $698K
PG
Procter & Gamble CO

Consumer Defensive
-1.52K
- 20.36%
$158.56 - $176.26 $240K - $267K
5.93K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-320
- 18.37%
$468.34 - $539.52 $150K - $173K
1.42K $666K
LMT
Lockheed Martin Corp

Industrials
-155
- 6.74%
$423.19 - $506.29 $65.6K - $78.5K
2.15K $958K
MA
Mastercard Inc

Financial Services
-346
- 7.58%
$504.67 - $576.31 $175K - $199K
4.22K $2.31M
FKU
First Trust United Kingdom Alp

ETFs
-2.83K
- 22.35%
$36.54 - $41.31 $103K - $117K
9.84K $393K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-750
- 11.42%
$106.46 - $114.75 $79.8K - $86.1K
5.82K $641K
HON
Honeywell International Inc

Industrials
-25
- 1.45%
$202.75 - $226.52 $5.07K - $5.66K
1.7K $360K
CL
Colgate Palmolive CO

Consumer Defensive
-225
- 3.89%
$85.68 - $97.5 $19.3K - $21.9K
5.56K $520K
Ge Vernova LLC
-117K
- 18.97%
N/A
499K $0
SPGI
S&P Global Inc.

Financial Services
-15
- 1.46%
$478.26 - $543.77 $7.17K - $8.16K
1.01K $514K
KO
Coca Cola CO

Consumer Defensive
-16.5K
- 12.93%
$60.81 - $72.32 $1M - $1.19M
111K $7.96M
FNV
Franco Nevada Corp

Basic Materials
-97
- 1.79%
$120.72 - $157.56 $11.7K - $15.3K
5.31K $836K
CVX
Chevron Corp

Energy
-231
- 2.04%
$146.71 - $167.97 $33.9K - $38.8K
11.1K $1.86M
TMUS
T Mobile Us, Inc.

Communication Services
-117K
- 17.02%
$211.3 - $272.83 $24.6M - $31.8M
568K $152M
MELI
Mercadolibre Inc

Consumer Cyclical
-337
- 1.58%
$1739.0 - $2260.0 $586K - $762K
21K $41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 0.02%
$442.66 - $534.52 $5.75K - $6.95K
70.2K $37.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-68.1K
- 1.68%
$42.3 - $53.69 $2.88M - $3.66M
4M $208M
IBM
International Business Machines Corp

Technology
-61.6K
- 6.02%
$217.4 - $264.74 $13.4M - $16.3M
961K $239M
V
Visa Inc.

Financial Services
-5.16K
- 0.57%
$306.92 - $362.71 $1.58M - $1.87M
907K $318M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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