Wealth Collab, LLC Incresed Positions in Q1 2025

Wealth Collab, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USNA
Usana Health Sciences Inc

Consumer Defensive
373
+ 472.15%
$26.26 - $36.39 $9.79K - $13.6K
452 $12.2M
Veren Inc
569
+ 16.45%
N/A
4.03K $26.7M
MDT
Medtronic PLC

Healthcare
25
+ 3.86%
$79.84 - $94.5 $2K - $2.36K
673 $60.5M
ASC
Ardmore Shipping Corp

Industrials
903
+ 885.29%
$9.06 - $13.6 $8.18K - $12.3K
1.01K $9.84M
TIMB
Tim S.A.

Communication Services
511
+ 381.34%
$11.42 - $15.65 $5.84K - $8K
645 $10.1M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 1.23%
$225.19 - $279.95 $2.7K - $3.36K
986 $242M
AGRO
Adecoagro S.A.

Consumer Defensive
665
+ 153.58%
$9.42 - $11.4 $6.26K - $7.58K
1.1K $12.3M
LLY
Eli Lilly & CO

Healthcare
2
+ 1.67%
$725.72 - $929.72 $1.45K - $1.86K
122 $101M
DUK
Duke Energy Corp

Utilities
63
+ 217.24%
$105.87 - $121.97 $6.67K - $7.68K
92 $11.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
56
+ 0.65%
$100.32 - $100.76 $5.62K - $5.64K
8.63K $868M
MA
Mastercard Inc

Financial Services
12
+ 20.0%
$504.67 - $576.31 $6.06K - $6.92K
72 $39.5M
AER
Aer Cap Holdings N.V.

Industrials
68
+ 51.13%
$94.11 - $105.78 $6.4K - $7.19K
201 $20.5M
BIIB
Biogen Inc.

Healthcare
68
+ 71.58%
$133.43 - $153.27 $9.07K - $10.4K
163 $22.3M
YUM
Yum Brands Inc

Consumer Cyclical
45
+ 187.5%
$123.25 - $162.53 $5.55K - $7.31K
69 $10.9M
CHRD
Oasis Petroleum Inc.

Energy
70
+ 77.78%
$101.34 - $127.78 $7.09K - $8.94K
160 $18M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
722
+ 110.23%
$5.11 - $8.91 $3.69K - $6.43K
1.38K $11.9M
EVRG
Evergy, Inc.

Utilities
85
+ 38.81%
$59.9 - $69.52 $5.09K - $5.91K
304 $21M
KR
Kroger CO

Consumer Defensive
12
+ 1.2%
$58.36 - $67.72 $700 - $813
1.01K $68.3M
POR
Portland General Electric CO

Utilities
148
+ 25.17%
$40.56 - $45.24 $6K - $6.7K
736 $32.8M
YELP
Yelp Inc

Communication Services
219
+ 35.73%
$33.6 - $41.25 $7.36K - $9.03K
832 $30.8M
WM
Waste Management Inc

Industrials
6
+ 3.26%
$200.54 - $233.78 $1.2K - $1.4K
190 $44M
NEU
Newmarket Corp

Basic Materials
10
+ 32.26%
$482.93 - $570.11 $4.83K - $5.7K
41 $23.2M
MRK
Merck & Co., Inc.

Healthcare
99
+ 46.7%
$83.01 - $101.02 $8.22K - $10K
311 $27.9M
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 1.24%
$89.14 - $117.41 $357 - $470
327 $36.6M
Site Ctrs Corp
537
+ 413.08%
N/A
667 $8.57M
ORCC
Owl Rock Capital Corp

Financial Services
450
+ 314.69%
N/A
593 $8.69M
BMY
Bristol Myers Squibb CO

Healthcare
98
+ 124.05%
$53.9 - $63.11 $5.28K - $6.18K
177 $10.8M
CSCO
Cisco Systems, Inc.

Technology
16
+ 0.75%
$58.74 - $64.87 $940 - $1.04K
2.14K $132M
BHP
Bhp Group LTD

Basic Materials
130
+ 74.29%
$48.18 - $52.11 $6.26K - $6.77K
305 $14.8M
FHI
Federated Hermes, Inc.

Financial Services
158
+ 18.79%
$37.58 - $41.51 $5.94K - $6.56K
999 $40.7M
Fortuna Mng Corp
670
+ 61.36%
N/A
1.76K $10.7M
Hamilton Insurance Group LTD
244
+ 53.16%
N/A
703 $14.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10
+ 0.12%
$27.01 - $28.54 $270 - $285
8.55K $239M
CX
Cemex Sab De Cv

Basic Materials
997
+ 86.92%
$5.36 - $6.78 $5.34K - $6.76K
2.14K $12M
PG
Procter & Gamble CO

Consumer Defensive
26
+ 6.4%
$158.56 - $176.26 $4.12K - $4.58K
432 $73.6M
IQ
I Qiyi, Inc.

Communication Services
2.15K
+ 85.88%
$1.83 - $2.54 $3.94K - $5.47K
4.66K $10.5M
WU
Western Union CO

Financial Services
520
+ 43.41%
$10.24 - $11.62 $5.32K - $6.04K
1.72K $18.2M
CNXC
Concentrix Corp

Technology
29
+ 9.35%
$42.45 - $65.04 $1.23K - $1.89K
339 $18.9M
SSTK
Shutterstock, Inc.

Communication Services
449
+ 176.08%
$17.79 - $34.5 $7.99K - $15.5K
704 $13.1M
ACN
Accenture PLC

Technology
25
+ 39.68%
$300.91 - $398.25 $7.52K - $9.96K
88 $27.5M
ENS
Ener Sys

Industrials
58
+ 193.33%
$89.62 - $103.2 $5.2K - $5.99K
88 $8.06M
VTI
Vanguard Total Stock Market Et

ETFs
2.7K
+ 5.49%
$271.18 - $303.12 $732K - $819K
51.9K $14.3B
Lam Research Corp
69
+ 49.29%
N/A
209 $15.2M
ED
Consolidated Edison Inc

Utilities
11
+ 6.25%
$88.0 - $110.59 $968 - $1.22K
187 $20.7M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
25
+ 49.02%
$160.89 - $187.27 $4.02K - $4.68K
76 $13.2M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 6.74%
$461.52 - $548.18 $2.77K - $3.29K
95 $49.8M
ALV
Autoliv Inc

Consumer Cyclical
63
+ 39.87%
$87.68 - $102.7 $5.52K - $6.47K
221 $19.5M
IMO
Imperial Oil LTD

Energy
4
+ 0.97%
$62.41 - $73.34 $250 - $293
416 $30.1M
SU
Suncor Energy Inc

Energy
26
+ 2.16%
$34.27 - $40.63 $891 - $1.06K
1.23K $47.5M
Activity Summary
Buys All Purchases 333 New Holdings 103 Increased Positions 230 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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