Btc Capital Management, Inc. Purchases in Q1 2025

Btc Capital Management, Inc.

  • $1.09 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
28.5K
+ 6.25%
$74.85 - $84.89 $2.14M - $2.42M
485K $40M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11K
+ 129.67%
$507.05 - $563.67 $5.59M - $6.21M
19.5K $9.98M
VUG
Vanguard Growth ETF

ETFs
18.6K
+ 43.73%
$369.1 - $427.61 $6.87M - $7.96M
61.2K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
18.4K
New
$271.18 - $303.12 $4.99M - $5.57M
18.4K $5.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
45.9K
New
$91.45 - $91.75 $4.2M - $4.21M
45.9K $4.21M
TSLA
Tesla, Inc.

Consumer Cyclical
15K
+ 385.99%
$222.15 - $428.22 $3.32M - $6.41M
18.8K $4.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.95K
+ 21.95%
$308.86 - $455.36 $2.15M - $3.16M
38.6K $13.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.9K
+ 3.2%
$71.17 - $73.66 $1.63M - $1.69M
739K $54.2M
XOM
Exxon Mobil Corp

Energy
2.23K
+ 1.34%
$105.44 - $118.93 $235K - $265K
168K $20M
IWD
Ishares Russell 1000 Val ETF

ETFs
10.4K
+ 10.73%
$182.82 - $196.21 $1.9M - $2.04M
107K $20M
CNHI
Cnh Industrial N.V.

Industrials
156K
New
N/A
156K $1.63M
LLY
Eli Lilly & CO

Healthcare
1.27K
+ 13.69%
$725.72 - $929.72 $918K - $1.18M
10.5K $8.67M
UNM
Unum Group

Financial Services
11.4K
+ 20.02%
$71.8 - $83.34 $820K - $951K
68.4K $5.57M
FAST
Fastenal CO

Industrials
7.4K
+ 5.23%
$71.11 - $79.98 $526K - $592K
149K $11.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
367
+ 0.7%
$142.8 - $176.36 $52.4K - $64.7K
52.5K $9.05M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
309
+ 2.8%
$402.49 - $513.76 $124K - $159K
11.3K $5.5M
DE
Deere & CO

Industrials
175
+ 0.83%
$408.57 - $509.27 $71.5K - $89.1K
21.3K $9.98M
STX
Seagate Technology Holdings PLC

Technology
12.2K
+ 43.35%
$84.92 - $108.42 $1.03M - $1.32M
40.2K $3.42M
SSNC
Ss&C Technologies Holdings Inc

Technology
9.04K
+ 29.14%
$74.75 - $89.13 $676K - $806K
40.1K $3.35M
SONY
Sony Group Corp

Technology
27.5K
+ 45.51%
$19.88 - $25.64 $546K - $705K
87.9K $2.23M
EQH
Equitable Holdings, Inc.

Financial Services
11.2K
+ 20.36%
$47.64 - $55.68 $534K - $624K
66.2K $3.45M
MDT
Medtronic PLC

Healthcare
4K
+ 9.72%
$79.84 - $94.5 $319K - $378K
45.1K $4.06M
PG
Procter & Gamble CO

Consumer Defensive
3.21K
+ 4.23%
$158.56 - $176.26 $509K - $565K
79.1K $13.5M
BNL
Broadstone Net Lease, Inc.

Real Estate
32.8K
+ 29.47%
$15.2 - $17.25 $498K - $565K
144K $2.44M
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
+ 1.46%
$225.19 - $279.95 $241K - $299K
74.3K $18.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.67K
+ 1.79%
$42.5 - $46.71 $241K - $265K
323K $14.6M
OTIS
Otis Worldwide Corp

Industrials
466
+ 0.81%
$90.77 - $104.01 $42.3K - $48.5K
57.8K $5.96M
MA
Mastercard Inc

Financial Services
57
+ 0.23%
$504.67 - $576.31 $28.8K - $32.8K
24.9K $13.6M
INVH
Invitation Homes Inc.

Real Estate
12.1K
+ 24.22%
$30.28 - $34.85 $366K - $422K
62K $2.16M
NICE
Nice Ltd.

Technology
4.04K
+ 92.32%
$139.18 - $178.5 $562K - $721K
8.42K $1.3M
TJX
Tjx Companies Inc

Consumer Cyclical
3.81K
+ 4.32%
$112.81 - $126.16 $430K - $481K
92.1K $11.2M
APH
Amphenol Corp

Technology
8.07K
New
$61.62 - $78.55 $497K - $634K
8.07K $529K
NFLX
Netflix Inc

Communication Services
561
New
$828.4 - $1058.6 $465K - $594K
561 $523K
VO
Vanguard Mid Cap ETF

ETFs
1.84K
New
$251.87 - $277.95 $462K - $510K
1.84K $471K
ALL
Allstate Corp

Financial Services
118
+ 0.38%
$180.99 - $210.18 $21.4K - $24.8K
31K $6.42M
AMGN
Amgen Inc

Healthcare
482
+ 7.79%
$258.59 - $327.36 $125K - $158K
6.67K $2.08M
GD
General Dynamics Corp

Industrials
1.42K
+ 23.63%
$241.94 - $272.58 $343K - $386K
7.41K $2.02M
EMN
Eastman Chemical CO

Basic Materials
5.57K
+ 35.25%
$87.05 - $103.47 $485K - $577K
21.4K $1.88M
XEL
Xcel Energy Inc

Utilities
921
+ 0.85%
$63.37 - $72.1 $58.4K - $66.4K
109K $7.7M
HD
Home Depot, Inc.

Consumer Cyclical
1.68K
+ 18.6%
$347.25 - $424.87 $584K - $714K
10.7K $3.93M
SNA
Snap On Inc

Industrials
1.28K
+ 14.17%
$324.09 - $358.62 $415K - $459K
10.3K $3.48M
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.77K
New
$47.74 - $65.16 $275K - $376K
5.77K $367K
VEA
Vanguard Ftse Developed Market

ETFs
3.06K
+ 5.71%
$47.4 - $52.99 $145K - $162K
56.6K $2.9M
D
Dominion Energy, Inc

Utilities
4.57K
+ 13.99%
$52.85 - $57.43 $242K - $263K
37.2K $2.09M
SHEL
Shell PLC

Energy
1.17K
+ 5.05%
$62.84 - $73.29 $73.6K - $85.9K
24.4K $1.77M
GNL
Global Net Lease, Inc.

Real Estate
39.5K
New
$6.91 - $8.26 $273K - $326K
39.5K $315K
NSC
Norfolk Southern Corp

Industrials
934
+ 2.52%
$227.69 - $259.76 $213K - $243K
38K $9M
XLE
Energy Sector Spdr

ETFs
3.16K
New
$85.7 - $93.96 $271K - $297K
3.16K $292K
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 3.93%
$576.36 - $736.67 $688K - $880K
31.6K $18.2M
Activity Summary
Buys All Purchases 126 New Holdings 10 Increased Positions 116 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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