Bell Bank Incresed Positions in Q1 2025

Bell Bank

  • $1.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
150K
+ 1783.28%
$271.18 - $303.12 $40.7M - $45.5M
159K $43.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
226K
+ 95.68%
$44.68 - $46.49 $10.1M - $10.5M
463K $21.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
189K
+ 15.12%
$49.78 - $53.19 $9.43M - $10.1M
1.44M $73M
USB
Us Bancorp \De\

Financial Services
166K
+ 2876.45%
$40.92 - $50.9 $6.81M - $8.47M
172K $7.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.9K
+ 12.6%
$507.05 - $563.67 $10.1M - $11.2M
178K $91.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34.9K
+ 6.75%
$95.85 - $99.25 $3.34M - $3.46M
551K $54.4M
ABBV
Abb Vie Inc.

Healthcare
620
+ 0.85%
$169.2 - $216.66 $105K - $134K
73.8K $15.5M
T
At&T Inc.

Communication Services
5.64K
+ 1.49%
$21.56 - $28.28 $122K - $160K
384K $10.9M
AMGN
Amgen Inc

Healthcare
737
+ 2.4%
$258.59 - $327.36 $191K - $241K
31.5K $9.8M
DUK
Duke Energy Corp

Utilities
3.1K
+ 3.67%
$105.87 - $121.97 $329K - $378K
87.6K $10.7M
IBM
International Business Machines Corp

Technology
185
+ 0.36%
$217.4 - $264.74 $40.2K - $49K
51.6K $12.8M
SO
Southern CO

Utilities
3.26K
+ 2.68%
$80.96 - $92.96 $264K - $303K
125K $11.5M
VZ
Verizon Communications Inc

Communication Services
8.97K
+ 4.86%
$37.81 - $46.49 $339K - $417K
194K $8.78M
HPE
Hewlett Packard Enterprise CO

Technology
159K
+ 86.32%
$14.77 - $24.42 $2.34M - $3.87M
342K $5.28M
CCI
Crown Castle International Corp

Real Estate
4.76K
+ 7.43%
$84.33 - $106.39 $402K - $507K
68.8K $7.17M
XOM
Exxon Mobil Corp

Energy
3.1K
+ 3.72%
$105.44 - $118.93 $326K - $368K
86.4K $10.3M
RIO
Rio Tinto PLC

Basic Materials
11.8K
+ 8.3%
$58.19 - $64.29 $687K - $759K
154K $9.25M
UL
Unilever PLC

Consumer Defensive
7.94K
+ 7.1%
$54.72 - $60.29 $434K - $479K
120K $7.13M
META
Meta Platforms, Inc.

Communication Services
1.76K
+ 10.05%
$576.36 - $736.67 $1.01M - $1.29M
19.2K $11.1M
WMT
Walmart Inc.

Consumer Defensive
8.89K
+ 80.91%
$84.5 - $105.05 $751K - $934K
19.9K $1.75M
KHC
Kraft Heinz CO

Consumer Defensive
25.9K
+ 10.91%
$28.51 - $32.22 $739K - $835K
263K $8.02M
CSCO
Cisco Systems, Inc.

Technology
3.21K
+ 1.58%
$58.74 - $64.87 $188K - $208K
206K $12.7M
KMB
Kimberly Clark Corp

Consumer Defensive
1.53K
+ 3.56%
$124.46 - $147.4 $191K - $226K
44.5K $6.34M
KMI
Kinder Morgan, Inc.

Energy
13.5K
+ 5.6%
$26.1 - $31.22 $352K - $421K
254K $7.26M
TRP
Tc Energy Corp

Energy
9.17K
+ 5.22%
$44.29 - $49.27 $406K - $452K
185K $8.73M
V
Visa Inc.

Financial Services
69
+ 0.48%
$306.92 - $362.71 $21.2K - $25K
14.5K $5.07M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.42K
+ 196.26%
$308.86 - $455.36 $437K - $644K
2.14K $753K
ARCC
Ares Capital Corp

Financial Services
16.4K
+ 3.4%
$21.28 - $23.81 $350K - $392K
500K $11.1M
PFE
Pfizer Inc

Healthcare
34.7K
+ 10.47%
$25.01 - $27.13 $869K - $942K
367K $9.29M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12K
+ 12.66%
$69.82 - $78.67 $838K - $944K
107K $7.52M
CAG
Conagra Brands Inc.

Consumer Defensive
28K
+ 9.9%
$23.9 - $27.67 $669K - $775K
311K $8.29M
ADM
Archer Daniels Midland CO

Consumer Defensive
16.6K
+ 10.97%
$45.22 - $52.17 $749K - $864K
168K $8.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 0.63%
$442.66 - $534.52 $12.8K - $15.5K
4.61K $2.45M
MA
Mastercard Inc

Financial Services
403
+ 7.1%
$504.67 - $576.31 $203K - $232K
6.08K $3.33M
MCD
Mcdonalds Corp

Consumer Cyclical
122
+ 0.96%
$279.74 - $321.29 $34.1K - $39.2K
12.8K $4M
STX
Seagate Technology Holdings PLC

Technology
4.33K
+ 5.63%
$84.92 - $108.42 $368K - $469K
81.2K $6.9M
COST
Costco Wholesale Corp

Consumer Defensive
181
+ 7.64%
$890.62 - $1076.86 $161K - $195K
2.55K $2.41M
FTNT
Fortinet, Inc.

Technology
2.27K
+ 25.5%
$92.49 - $114.57 $210K - $261K
11.2K $1.08M
AMAT
Applied Materials Inc

Technology
1.98K
+ 45.28%
$145.06 - $195.51 $288K - $388K
6.36K $923K
JPM
Jpmorgan Chase & CO

Financial Services
358
+ 1.95%
$225.19 - $279.95 $80.6K - $100K
18.7K $4.6M
VEA
Vanguard Ftse Developed Market

ETFs
1.27K
+ 3.59%
$47.4 - $52.99 $60K - $67K
36.5K $1.87M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.29K
+ 34.01%
$165.25 - $224.62 $379K - $515K
9.03K $1.5M
LLY
Eli Lilly & CO

Healthcare
99
+ 6.61%
$725.72 - $929.72 $71.8K - $92K
1.6K $1.32M
DE
Deere & CO

Industrials
96
+ 3.71%
$408.57 - $509.27 $39.2K - $48.9K
2.69K $1.26M
DOW
Dow Inc.

Basic Materials
28.5K
+ 17.69%
$34.36 - $41.92 $980K - $1.2M
190K $6.63M
AVGO
Broadcom Inc.

Technology
5.85K
+ 45.7%
$167.43 - $244.7 $979K - $1.43M
18.6K $3.12M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.27K
+ 50.94%
N/A
3.76K $322K
PRU
Prudential Financial Inc

Financial Services
5.32K
+ 7.22%
$105.04 - $122.33 $559K - $651K
79K $8.83M
FDL
First Tr Morningstar Dividend

ETFs
833
+ 5.94%
$39.69 - $43.83 $33.1K - $36.5K
14.8K $644K
Activity Summary
Buys All Purchases 83 New Holdings 8 Increased Positions 75 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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