Zega Investments, LLC Incresed Positions 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
GOOG
Alphabet Inc.

Communication Services
16.9K
+ 173.29%
$156.06 - $207.71 $2.64M - $3.51M
26.7K $4.17B
ABBV
Abb Vie Inc.

Healthcare
4.15K
+ 35.53%
$169.2 - $216.66 $703K - $900K
15.8K $3.32B
UBER
Uber Technologies, Inc

Technology
14.7K
+ 294.93%
$63.17 - $81.49 $930K - $1.2M
19.7K $1.44B
MLPX
Global X Mlp & Energy Infrastr

ETFs
15.9K
+ 487.48%
$59.6 - $67.2 $947K - $1.07M
19.1K $1.22B
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
XLI
Industrial Sector Spdr

ETFs
5.77K
+ 71.0%
$128.78 - $141.67 $743K - $818K
13.9K $1.82B
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
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
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
NFLX
Netflix Inc

Communication Services
306
+ 28.76%
$828.4 - $1058.6 $253K - $324K
1.37K $1.28B
NOW
Service Now, Inc.

Technology
380
+ 157.02%
$783.83 - $1170.39 $298K - $445K
622 $495M
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
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
SYLD
Cambria Shareholder Yld ETF

ETFs
639
+ 11.11%
$62.77 - $71.4 $40.1K - $45.6K
6.39K $408M
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
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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