Cladis Investment Advisory, LLC Incresed Positions in Q3 2025

Cladis Investment Advisory, LLC

  • $175 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Qxo Inco
67.9K
+ 646.19%
N/A
78.4K $1.49B
UNH
Unitedhealth Group Inc

Healthcare
2.02K
+ 84.7%
$237.77 - $353.61 $481K - $715K
4.41K $1.52B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
300
+ 3.0%
$224.68 - $282.71 $67.4K - $84.8K
10.3K $2.88B
INTC
Intel Corp

Technology
400
+ 1.14%
$19.31 - $35.5 $7.72K - $14.2K
35.5K $1.19B
XLK
Technology Sector Spdr

ETFs
110
+ 0.94%
$250.97 - $282.66 $27.6K - $31.1K
11.8K $3.33B
MRK
Merck & Co., Inc.

Healthcare
3.65K
+ 33.27%
$77.6 - $87.37 $283K - $319K
14.6K $1.23B
UPS
United Parcel Service Inc

Industrials
8.34K
+ 42.59%
$82.58 - $105.54 $689K - $881K
27.9K $2.33B
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 0.59%
$546.99 - $602.2 $19.1K - $21.1K
5.96K $3.58B
MSFT
Microsoft Corp

Technology
101
+ 0.92%
$491.09 - $535.64 $49.6K - $54.1K
11K $5.72B
CVX
Chevron Corp

Energy
1.15K
+ 26.93%
$145.57 - $161.83 $167K - $186K
5.42K $842M
XLU
Utilities Sector Spdr

ETFs
526
+ 3.81%
$81.14 - $87.32 $42.7K - $45.9K
14.3K $1.25B
PSX
Phillips 66

Energy
1
+ 0.01%
$118.37 - $139.46 $118 - $139
6.88K $936M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.18K
+ 13.36%
$58.82 - $66.17 $69.4K - $78.1K
10K $634M
XLE
Energy Sector Spdr

ETFs
325
+ 1.85%
$84.25 - $91.99 $27.4K - $29.9K
17.9K $1.6B
XOM
Exxon Mobil Corp

Energy
3
+ 0.01%
$105.83 - $117.22 $317 - $352
21.5K $2.43B
COST
Costco Wholesale Corp

Consumer Defensive
249
+ 10.53%
$915.95 - $994.57 $228K - $248K
2.61K $2.42B
XLF
Financial Sector Spdr

ETFs
335
+ 0.99%
$51.37 - $54.25 $17.2K - $18.2K
34.1K $1.84B
DFAS
Dimensional ETF Tr U S Small C

ETFs
259
+ 2.83%
$63.41 - $69.69 $16.4K - $18K
9.42K $645M
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$44.92 - $52.42 $44.9 - $52.4
13.6K $700M
GLD
Spdr Gold Trust

ETFs
12
+ 1.71%
$300.96 - $355.47 $3.61K - $4.27K
712 $253M
XLI
Industrial Sector Spdr

ETFs
50
+ 1.54%
$147.94 - $154.99 $7.4K - $7.75K
3.29K $507M
BA
Boeing CO

Industrials
10
+ 0.25%
$209.79 - $237.38 $2.1K - $2.37K
4.04K $871M
COP
Conocophillips

Energy
1
+ 0.02%
$91.0 - $98.99 $91 - $99
5.52K $522M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$66.2 - $71.79 $66.2 - $71.8
5.29K $362M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.04%
$695.21 - $791.73 $695 - $792
2.52K $1.85B
CRM
Salesforce, Inc.

Technology
75
+ 9.38%
$231.66 - $273.65 $17.4K - $20.5K
875 $207M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.02%
$81.9 - $96.86 $81.9 - $96.9
5.03K $425M
TGT
Target Corp

Consumer Defensive
35
+ 0.68%
$86.56 - $107.43 $3.03K - $3.76K
5.21K $467M
DE
Deere & CO

Industrials
1
+ 0.11%
$457.26 - $524.37 $457 - $524
909 $415M
NOW
Service Now, Inc.

Technology
5
+ 1.0%
$850.86 - $1044.69 $4.25K - $5.22K
505 $465M
LLY
Eli Lilly & CO

Healthcare
15
+ 0.32%
$625.65 - $812.69 $9.38K - $12.2K
4.66K $3.56B
Activity Summary
Buys All Purchases 43 New Holdings 11 Increased Positions 32 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cladis Investment Advisory, LLC Portfolio

Follow Cladis Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cladis Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cladis Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email