Wiley Bros. Aintree Capital, LLC Reduced Holdings in Q1 2025

Wiley Bros. Aintree Capital, LLC

  • $9.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-42.1K
- 10.7%
$120.29 - $134.6 $5.07M - $5.67M
351K $42.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-178K
- 20.61%
$42.4 - $44.11 $7.54M - $7.84M
685K $30M
JHMM
John Hancock Multifactor Mid C

ETFs
-78.8K
- 33.49%
$55.69 - $63.12 $4.39M - $4.98M
157K $8.97M
UNH
Unitedhealth Group Inc

Healthcare
-13.3K
- 11.94%
$461.52 - $548.18 $6.14M - $7.3M
98.2K $51.4M
ES
Eversource Energy

Utilities
-87.3K
- 66.64%
$55.63 - $63.8 $4.86M - $5.57M
43.7K $2.72M
NSC
Norfolk Southern Corp

Industrials
-17.6K
- 27.7%
$227.69 - $259.76 $4M - $4.56M
45.8K $10.9M
AVUV
American Centy ETF Tr Avantis

ETFs
-33.6K
- 32.7%
$84.95 - $100.62 $2.85M - $3.38M
69.1K $6.02M
EFG
Msci Eafe Growth ETF

ETFs
-42.1K
- 31.27%
$96.1 - $106.37 $4.05M - $4.48M
92.5K $9.25M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.76K
- 1.28%
$222.66 - $268.42 $614K - $740K
213K $49.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-13.1K
- 5.76%
$92.45 - $106.69 $1.21M - $1.4M
215K $19.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-17.3K
- 19.04%
$182.82 - $196.21 $3.17M - $3.4M
73.7K $13.9M
VV
Vanguard Large Cap ETF

ETFs
-5.39K
- 6.21%
$253.32 - $282.66 $1.36M - $1.52M
81.3K $20.9M
AXP
American Express CO

Financial Services
-4.14K
- 9.68%
$255.39 - $325.87 $1.06M - $1.35M
38.7K $10.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-85.5K
- 87.5%
$25.69 - $26.89 $2.2M - $2.3M
12.2K $328K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-20.5K
- 56.06%
$105.1 - $109.61 $2.15M - $2.24M
16.1K $1.75M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-7.45K
- 2.57%
$39.97 - $48.7 $298K - $363K
282K $11.3M
XLV
Select Sector Spdr Fund Health

ETFs
-18.8K
- 24.78%
$137.61 - $149.68 $2.58M - $2.81M
57K $8.33M
ITW
Illinois Tool Works Inc

Industrials
-5.98K
- 5.51%
$244.9 - $274.48 $1.46M - $1.64M
102K $25.4M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-103K
- 85.25%
$19.66 - $21.64 $2.03M - $2.24M
17.9K $384K
XLP
Consumer Staples Sector Spdr

ETFs
-25K
- 44.68%
N/A
31K $2.36M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11.8K
- 5.75%
$36.64 - $45.76 $431K - $539K
193K $7.24M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.26K
- 7.23%
$140.44 - $166.79 $598K - $710K
54.6K $7.67M
SJNK
Spdr Bloomberg Short Term High

ETFs
-61.4K
- 14.84%
$25.08 - $25.64 $1.54M - $1.57M
353K $8.87M
CSCO
Cisco Systems, Inc.

Technology
-56.7K
- 7.37%
$58.74 - $64.87 $3.33M - $3.68M
713K $44M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-23.6K
- 12.28%
$85.29 - $92.57 $2.01M - $2.18M
169K $15.3M
MS
Morgan Stanley

Financial Services
-7.69K
- 12.94%
$111.68 - $141.08 $859K - $1.08M
51.7K $6.04M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-16.9K
- 18.82%
$81.83 - $82.73 $1.38M - $1.4M
72.8K $6.03M
CMS
Cms Energy Corp

Utilities
-30.6K
- 26.3%
$64.99 - $75.11 $1.99M - $2.3M
85.8K $6.44M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4.41K
- 38.66%
$211.47 - $267.17 $932K - $1.18M
6.99K $1.48M
ZTS
Zoetis Inc.

Healthcare
-8.13K
- 11.37%
$156.48 - $175.67 $1.27M - $1.43M
63.4K $10.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-21K
- 14.38%
$54.25 - $57.64 $1.14M - $1.21M
125K $6.9M
PANW
Palo Alto Networks Inc

Technology
-969
- 1.07%
$167.82 - $208.28 $163K - $202K
89.7K $15.3M
OMFL
Invesco Exchange Traded Self I

ETFs
-20.6K
- 23.95%
$52.19 - $57.45 $1.08M - $1.18M
65.5K $3.49M
PH
Parker Hannifin Corp

Industrials
-1.11K
- 6.84%
$591.65 - $707.05 $654K - $781K
15K $9.15M
FDS
Factset Research Systems Inc

Financial Services
-902
- 3.25%
$427.5 - $476.51 $386K - $430K
26.8K $12.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-960
- 1.09%
$90.67 - $108.46 $87K - $104K
87.5K $7.93M
INTU
Intuit Inc

Technology
-1.37K
- 8.02%
$555.63 - $630.23 $760K - $862K
15.7K $9.62M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-21K
- 80.85%
$49.67 - $51.43 $1.04M - $1.08M
4.97K $253K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.32K
- 3.79%
$47.79 - $59.89 $158K - $199K
84.1K $4.22M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-54.8K
- 41.12%
$18.54 - $18.88 $1.02M - $1.04M
78.5K $1.47M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.79K
- 1.82%
$168.16 - $186.21 $302K - $334K
97K $16.6M
EMB
Ishares Tr

ETFs
-13.2K
- 9.67%
$88.64 - $92.03 $1.17M - $1.22M
124K $11.2M
AMP
Ameriprise Financial Inc

Financial Services
-1.12K
- 15.75%
$472.29 - $575.13 $528K - $643K
5.98K $2.9M
USB
Us Bancorp \De\

Financial Services
-2.74K
- 2.01%
$40.92 - $50.9 $112K - $139K
134K $5.64M
IWS
Ishares Russell Midcap Value E

ETFs
-5.73K
- 13.08%
$122.59 - $135.24 $702K - $775K
38.1K $4.8M
CARR
Carrier Global Corp

Industrials
-10.7K
- 30.93%
$62.07 - $70.55 $663K - $753K
23.8K $1.51M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-102K
- 11.92%
$13.05 - $13.97 $1.33M - $1.43M
754K $10.3M
URI
United Rentals, Inc.

Industrials
-251
- 2.86%
$594.17 - $789.56 $149K - $198K
8.54K $5.35M
IEMG
Ishares Inc

ETFs
-15.3K
- 2.8%
N/A
531K $28.5M
Activity Summary
Buys All Purchases 1304 New Holdings 181 Increased Positions 1123 Sells All Sells 416 Reductions 416 Sold out 0 Options Calls 0 Puts 0
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