Zega Investments, LLC Purchases in Q1 2025

Zega Investments, LLC

  • $656 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
1.09K
+ 21.47%
$50.29 - $50.5 $54.8K - $55K
6.17K $310M
Tidal Tr Ii
1.6K
+ 10.57%
N/A
16.7K $296M
ITOT
Ishares Core S&P Total U.S. St

ETFs
812
+ 16.58%
$120.29 - $134.6 $97.7K - $109K
5.71K $697M
ABT
Abbott Laboratories

Healthcare
88
+ 2.6%
$111.1 - $140.22 $9.78K - $12.3K
3.48K $461M
CVX
Chevron Corp

Energy
31
+ 1.13%
$146.71 - $167.97 $4.55K - $5.21K
2.77K $464M
SHEL
Shell PLC

Energy
101
+ 3.3%
$62.84 - $73.29 $6.35K - $7.4K
3.16K $232M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.4K
+ 4.43%
$13.05 - $13.97 $18.3K - $19.6K
33K $450M
Tidal Tr Ii
865
+ 7.21%
N/A
12.9K $207M
Tidal Tr Ii
1.73K
+ 26.75%
N/A
8.2K $350M
Tidal Tr Ii
1.02K
+ 10.02%
N/A
11.2K $170M
SBUX
Starbucks Corp

Consumer Cyclical
58
+ 0.53%
$91.75 - $115.81 $5.32K - $6.72K
11K $1.08B
HD
Home Depot, Inc.

Consumer Cyclical
316
+ 12.36%
$347.25 - $424.87 $110K - $134K
2.87K $1.05B
HON
Honeywell International Inc

Industrials
29
+ 1.74%
$202.75 - $226.52 $5.88K - $6.57K
1.7K $360M
MGC
Vanguard Mega Cap ETF

ETFs
67
+ 4.91%
$199.2 - $222.69 $13.3K - $14.9K
1.43K $288M
IWM
Ishares Russell 2000 ETF

ETFs
65
+ 5.61%
$198.1 - $229.79 $12.9K - $14.9K
1.22K $244M
Tidal Tr Ii
1.9K
+ 14.53%
N/A
14.9K $90.4M
Tidal Tr Ii
551
+ 4.55%
N/A
12.7K $207M
Tidal Tr Ii
35
+ 0.24%
N/A
14.9K $250M
UPS
United Parcel Service Inc

Industrials
52
+ 2.43%
$109.66 - $136.26 $5.7K - $7.09K
2.2K $241M
Tidal Tr Ii
4.15K
+ 25.29%
N/A
20.5K $169M
SYK
Stryker Corp

Healthcare
6
+ 0.19%
$355.18 - $399.9 $2.13K - $2.4K
3.22K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
9
+ 0.09%
$461.52 - $548.18 $4.15K - $4.93K
10.1K $5.27B
MSTR
Microstrategy Inc

Technology
52
+ 3.31%
$239.27 - $396.5 $12.4K - $20.6K
1.62K $468M
VUG
Vanguard Growth ETF

ETFs
3
+ 0.15%
$369.1 - $427.61 $1.11K - $1.28K
1.96K $727M
WMT
Walmart Inc.

Consumer Defensive
337
+ 1.53%
$84.5 - $105.05 $28.5K - $35.4K
22.4K $1.97B
USB
Us Bancorp \De\

Financial Services
94
+ 0.28%
$40.92 - $50.9 $3.85K - $4.78K
33.2K $1.4B
META
Meta Platforms, Inc.

Communication Services
136
+ 2.61%
$576.36 - $736.67 $78.4K - $100K
5.35K $3.08B
SJNK
Spdr Bloomberg Short Term High

ETFs
1.35K
+ 0.16%
$25.08 - $25.64 $33.8K - $34.6K
842K $21.2B
Arista Networks Inc
5.23K
+ 31.32%
N/A
21.9K $1.7B
AMZN
Amazon Com Inc

Consumer Cyclical
14.2K
+ 20.03%
$190.26 - $242.06 $2.7M - $3.43M
85K $16.2B
Tidal Tr Ii
939
+ 0.48%
N/A
195K $2.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.51K
+ 4.73%
$551.42 - $612.93 $1.38M - $1.54M
55.4K $31B
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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