Zacks Investment Management Reduced Holdings in Q1 2025

Zacks Investment Management

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-119K
- 4.17%
$106.98 - $149.43 $12.7M - $17.7M
2.73M $295M
ORCL
Oracle Corp

Technology
-334K
- 56.47%
$139.81 - $186.47 $46.6M - $62.2M
257K $36M
MSFT
Microsoft Corp

Technology
-10.7K
- 0.99%
$375.39 - $447.2 $4.02M - $4.78M
1.07M $401M
GOOGL
Alphabet Inc.

Communication Services
-25.9K
- 2.12%
$154.33 - $206.19 $3.99M - $5.33M
1.2M $185M
AJG
Arthur J. Gallagher & Co.

Financial Services
-193K
- 39.49%
$275.89 - $345.24 $53.2M - $66.6M
296K $102M
MANH
Manhattan Associates Inc

Technology
-130K
- 97.62%
$163.5 - $295.1 $21.3M - $38.5M
3.18K $550K
NOW
Service Now, Inc.

Technology
-32.7K
- 94.6%
$783.83 - $1170.39 $25.6M - $38.3M
1.87K $1.49M
IWD
Ishares Russell 1000 Val ETF

ETFs
-176K
- 72.91%
$182.82 - $196.21 $32.1M - $34.5M
65.3K $12.3M
AMAT
Applied Materials Inc

Technology
-171K
- 44.03%
$145.06 - $195.51 $24.8M - $33.4M
217K $31.5M
CACI
Caci International Inc

Technology
-52K
- 98.83%
N/A
615 $263K
TT
Trane Technologies PLC

Industrials
-50.6K
- 93.17%
$332.0 - $400.86 $16.8M - $20.3M
3.71K $1.25M
LMT
Lockheed Martin Corp

Industrials
-25.4K
- 18.85%
$423.19 - $506.29 $10.7M - $12.9M
109K $48.8M
ADBE
Adobe Inc.

Technology
-36.3K
- 93.47%
$377.84 - $464.11 $13.7M - $16.9M
2.54K $973K
INTU
Intuit Inc

Technology
-25K
- 37.75%
$555.63 - $630.23 $13.9M - $15.7M
41.2K $25.3M
DHR
Danaher Corp

Healthcare
-52.4K
- 24.4%
$201.62 - $250.59 $10.6M - $13.1M
162K $33.3M
UPS
United Parcel Service Inc

Industrials
-72.9K
- 28.9%
$109.66 - $136.26 $7.99M - $9.93M
179K $19.7M
AMD
Advanced Micro Devices Inc

Technology
-77.6K
- 45.68%
$96.63 - $129.55 $7.5M - $10M
92.2K $9.48M
IWV
Ishares Russell 3000 ETF

ETFs
-27.5K
- 77.28%
$313.1 - $349.83 $8.62M - $9.63M
8.09K $2.57M
DDOG
Datadog, Inc.

Technology
-53.1K
- 85.93%
$98.68 - $151.89 $5.24M - $8.06M
8.69K $861K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-287K
- 91.93%
$24.73 - $25.62 $7.1M - $7.35M
25.2K $643K
GTLB
Gitlab Inc.

Technology
-105K
- 63.95%
$47.0 - $73.14 $4.96M - $7.71M
59.4K $2.79M
VRT
Vertiv Holdings CO

Industrials
-68.7K
- 36.71%
N/A
119K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11.9K
- 51.79%
$360.07 - $417.26 $4.28M - $4.95M
11.1K $3.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.96K
- 8.98%
$551.42 - $612.93 $3.28M - $3.65M
60.4K $33.8M
PHM
Pultegroup Inc

Consumer Cyclical
-22.6K
- 10.48%
$101.09 - $118.51 $2.28M - $2.67M
193K $19.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-33.4K
- 60.87%
$82.81 - $92.93 $2.76M - $3.1M
21.5K $1.83M
IWM
Ishares Russell 2000 ETF

ETFs
-12.4K
- 71.25%
$198.1 - $229.79 $2.46M - $2.85M
5.01K $998K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-80.3K
- 71.22%
$32.39 - $34.01 $2.6M - $2.73M
32.4K $1.05M
DOCU
Docusign, Inc.

Technology
-24.8K
- 76.83%
$74.7 - $97.7 $1.85M - $2.42M
7.47K $607K
PRA
Proassurance Corp

Financial Services
-198K
- 61.04%
$13.99 - $23.35 $2.77M - $4.62M
126K $2.95M
PFF
Ishares Trust Ishares Pfd And

ETFs
-64.2K
- 89.85%
$30.73 - $32.26 $1.97M - $2.07M
7.26K $222K
SOFI
So Fi Technologies, Inc.

Financial Services
-18K
- 3.77%
$11.18 - $18.03 $201K - $324K
459K $5.34M
NTAP
Net App, Inc.

Technology
-1.98K
- 3.37%
$87.84 - $126.3 $174K - $250K
56.6K $4.97M
AZEK
Azek CO Inc.

Industrials
-37.8K
- 83.81%
$39.61 - $52.0 $1.5M - $1.96M
7.3K $356K
VONV
Vanguard Russell 1000 Value Et

ETFs
-21.5K
- 20.05%
$80.21 - $86.14 $1.72M - $1.85M
85.7K $7.07M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-758
- 3.6%
$75.72 - $160.92 $57.4K - $122K
20.3K $1.55M
UUUU
Energy Fuels Inc

Energy
-273K
- 70.25%
$3.73 - $5.88 $1.02M - $1.61M
116K $431K
TROW
Price T Rowe Group Inc

Financial Services
-1.02K
- 1.5%
$91.57 - $116.93 $93.5K - $119K
67.2K $6.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.95K
- 24.15%
$102.49 - $119.96 $1.02M - $1.19M
31.2K $3.27M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-2.59K
- 1.34%
$18.53 - $29.07 $48K - $75.3K
190K $3.61M
LBRT
Liberty Energy Inc.

Energy
-10K
- 3.49%
$14.13 - $23.12 $141K - $231K
277K $4.38M
LHX
L3 Harris Technologies, Inc.

Industrials
-5.41K
- 3.22%
$194.65 - $222.86 $1.05M - $1.21M
163K $34.1M
UAL
United Airlines Holdings, Inc.

Industrials
-1.73K
- 4.28%
$69.05 - $110.52 $120K - $192K
38.7K $2.68M
CEG
Constellation Energy Corp

Utilities
-2.23K
- 7.26%
$201.63 - $347.44 $450K - $775K
28.5K $5.75M
JANX
Janux Therapeutics, Inc.

Healthcare
-51
- 0.13%
$27.0 - $57.81 $1.38K - $2.95K
38.1K $1.03M
AFL
Aflac Inc

Financial Services
-10.3K
- 52.88%
$100.99 - $111.19 $1.04M - $1.14M
9.16K $1.02M
EWI
Ishares Inc Msci Italy ETF

ETFs
-29.7K
- 60.65%
$35.58 - $43.99 $1.06M - $1.31M
19.2K $814K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-12.1K
- 16.31%
$77.7 - $78.94 $942K - $957K
62.2K $4.91M
DGRO
Ishares Core Dividend Growth E

ETFs
-14.4K
- 79.43%
$60.46 - $64.42 $872K - $929K
3.74K $230K
Activity Summary
Buys All Purchases 457 New Holdings 114 Increased Positions 343 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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