Zega Investments, LLC Purchases in Q1 2025

Zega Investments, LLC

  • $656 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
24.5K
+ 10.71%
$209.68 - $247.1 $5.14M - $6.06M
254K $56.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
65.5K
+ 189.88%
$56.17 - $59.71 $3.68M - $3.91M
100K $5.71B
V
Visa Inc.

Financial Services
7.97K
+ 338.31%
$306.92 - $362.71 $2.45M - $2.89M
10.3K $3.62B
XLV
Select Sector Spdr Fund Health

ETFs
16.8K
New
$137.61 - $149.68 $2.31M - $2.51M
16.8K $2.45B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
43.4K
New
$51.45 - $58.51 $2.23M - $2.54M
43.4K $2.25B
GOOG
Alphabet Inc.

Communication Services
16.9K
+ 173.29%
$156.06 - $207.71 $2.64M - $3.51M
26.7K $4.17B
GLD
Spdr Gold Trust

ETFs
6.4K
New
$243.19 - $288.14 $1.56M - $1.84M
6.4K $1.84B
SCHV
Schwab Strategic Tr Us Large C

ETFs
62.6K
New
$25.77 - $27.6 $1.61M - $1.73M
62.6K $1.66B
ABBV
Abb Vie Inc.

Healthcare
4.15K
+ 35.53%
$169.2 - $216.66 $703K - $900K
15.8K $3.32B
SSO
Proshares Ultra S&P 500

ETFs
15.7K
New
$80.57 - $100.21 $1.27M - $1.58M
15.7K $1.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.7K
New
$27.01 - $28.54 $1.05M - $1.11M
38.7K $1.08B
MLPX
Global X Mlp & Energy Infrastr

ETFs
15.9K
+ 487.48%
$59.6 - $67.2 $947K - $1.07M
19.1K $1.22B
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
19.5K
New
$49.58 - $49.87 $967K - $973K
19.5K $973M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
21.6K
+ 237.58%
$40.24 - $40.65 $871K - $880K
30.7K $1.25B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
16.6K
+ 229.82%
$50.24 - $50.57 $835K - $840K
23.8K $1.21B
ICSH
Blackrock Ultra Short Term Bon

ETFs
16.5K
+ 249.64%
$50.44 - $50.7 $831K - $836K
23.1K $1.17B
INTU
Intuit Inc

Technology
1.29K
+ 84.33%
$555.63 - $630.23 $715K - $810K
2.81K $1.73B
Fidelity Wise Origin Bitcoin
11.2K
New
N/A
11.2K $808M
XLI
Industrial Sector Spdr

ETFs
5.77K
+ 71.0%
$128.78 - $141.67 $743K - $818K
13.9K $1.82B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.79K
New
$64.88 - $72.1 $635K - $706K
9.79K $644M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.43K
New
$408.78 - $448.82 $586K - $644K
1.43K $602M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.8K
+ 58.94%
$53.6 - $58.97 $634K - $698K
31.9K $1.75B
TDG
Trans Digm Group Inc

Industrials
344
+ 45.03%
$1251.32 - $1394.11 $430K - $480K
1.11K $1.53B
TSLA
Tesla, Inc.

Consumer Cyclical
7.83K
+ 74.02%
$222.15 - $428.22 $1.74M - $3.35M
18.4K $4.77B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.63K
+ 14.8%
$50.39 - $50.66 $435K - $437K
66.9K $3.39B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
20.2K
+ 6.21%
$28.04 - $28.63 $567K - $579K
346K $9.73B
JPM
Jpmorgan Chase & CO

Financial Services
2.08K
+ 44.26%
$225.19 - $279.95 $469K - $583K
6.79K $1.67B
MAR
Marriott International Inc

Consumer Cyclical
1.71K
New
$237.01 - $304.45 $406K - $522K
1.71K $408M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
408
+ 15.45%
$442.66 - $534.52 $181K - $218K
3.05K $1.62B
SRLN
Ssga Active Trust

ETFs
21.5K
+ 3.69%
$41.02 - $41.99 $883K - $904K
605K $24.9B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.46K
+ 13.08%
$50.03 - $50.27 $373K - $375K
64.4K $3.23B
Tidal Tr Ii
7.97K
New
N/A
7.97K $361M
Tidal Tr Ii
20.5K
New
N/A
20.5K $336M
TECL
Direxion Daily Technology Bull

ETFs
5.3K
New
$58.43 - $100.39 $310K - $532K
5.3K $310M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.18K
+ 11.87%
$59.78 - $60.03 $310K - $311K
48.8K $2.92B
PULS
Pgim ETF Tr

ETFs
6.01K
+ 11.79%
$49.56 - $49.78 $298K - $299K
57K $2.84B
COST
Costco Wholesale Corp

Consumer Defensive
245
+ 5.22%
$890.62 - $1076.86 $218K - $264K
4.94K $4.67B
Listed Fd Tr
25.8K
New
N/A
25.8K $257M
NFLX
Netflix Inc

Communication Services
306
+ 28.76%
$828.4 - $1058.6 $253K - $324K
1.37K $1.28B
WTMF
Wisdomtree Tr Managed Futures

ETFs
6.94K
New
$33.94 - $35.62 $235K - $247K
6.94K $237M
NOW
Service Now, Inc.

Technology
380
+ 157.02%
$783.83 - $1170.39 $298K - $445K
622 $495M
VNQ
Vanguard Specialized Funds Van

ETFs
2.36K
New
$85.55 - $94.34 $202K - $222K
2.36K $213M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.41K
New
$27.64 - $28.58 $205K - $212K
7.41K $212M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
396
New
$507.05 - $563.67 $201K - $223K
396 $204M
ISRG
Intuitive Surgical Inc

Healthcare
802
+ 35.98%
$476.63 - $610.45 $382K - $490K
3.03K $1.5B
JNJ
Johnson & Johnson

Healthcare
67
+ 1.04%
$142.06 - $167.7 $9.52K - $11.2K
6.51K $1.08B
GILD
Gilead Sciences, Inc.

Healthcare
60
+ 0.99%
$89.14 - $117.41 $5.35K - $7.04K
6.11K $684M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.34K
+ 9.59%
$42.18 - $45.16 $98.5K - $105K
26.7K $1.18B
KR
Kroger CO

Consumer Defensive
44
+ 0.5%
$58.36 - $67.72 $2.57K - $2.98K
8.81K $596M
Activity Summary
Buys All Purchases 83 New Holdings 19 Increased Positions 64 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 12 Puts 4
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