Courier Capital LLC Purchases in Q1 2025

Courier Capital LLC

  • $1.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
132K
+ 121.35%
$69.57 - $78.65 $9.2M - $10.4M
241K $18.4M
MBB
Ishares Tr

ETFs
107K
+ 195.75%
$90.37 - $94.08 $9.67M - $10.1M
162K $15.1M
HDV
Ishares Core High Dividend ETF

ETFs
61.4K
New
$110.86 - $121.12 $6.8M - $7.43M
61.4K $7.33M
BRK-A
Berkshire Hathaway Inc

Financial Services
9
+ 900.0%
$663000.0 - $801950.0 $5.97M - $7.22M
10 $7.98M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
53.9K
+ 151.12%
$114.57 - $117.99 $6.17M - $6.35M
89.5K $10.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
102K
+ 124.21%
$56.17 - $59.71 $5.76M - $6.12M
185K $10.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
92.7K
+ 190.45%
$50.48 - $51.04 $4.68M - $4.73M
141K $7.16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
93.5K
+ 18.08%
$49.78 - $53.19 $4.66M - $4.97M
611K $30.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
47.8K
+ 777.8%
$87.68 - $94.52 $4.19M - $4.52M
53.9K $5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42K
+ 106.69%
$100.34 - $100.68 $4.21M - $4.23M
81.3K $8.18M
SPIB
Spdr Portfolio Intermediate Te

ETFs
121K
+ 225.0%
$32.5 - $33.3 $3.93M - $4.03M
175K $5.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
92.9K
+ 25.81%
$57.21 - $65.8 $5.32M - $6.12M
453K $26.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
68.1K
+ 24.22%
$44.68 - $46.49 $3.04M - $3.16M
349K $16.2M
GLDM
World Gold Trust

ETFs
44.7K
+ 137.7%
$52.19 - $61.89 $2.33M - $2.77M
77.2K $4.71M
XLU
Utilities Sector Spdr

ETFs
33.6K
+ 56.25%
$74.7 - $80.27 $2.51M - $2.7M
93.4K $7.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
38K
+ 33.99%
$102.49 - $119.96 $3.89M - $4.55M
150K $15.6M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
75K
+ 95.72%
$31.42 - $34.87 $2.36M - $2.62M
153K $5.21M
TXN
Texas Instruments Inc

Technology
13.6K
New
N/A
13.6K $2.64M
IEMG
Ishares Inc

ETFs
46.7K
+ 139.25%
N/A
80.3K $4.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.61K
+ 25.96%
$442.66 - $534.52 $1.16M - $1.4M
12.7K $6.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
567
+ 0.2%
$74.85 - $84.89 $42.4K - $48.1K
286K $23.6M
VEA
Vanguard Ftse Developed Market

ETFs
35.7K
+ 72.79%
$47.4 - $52.99 $1.69M - $1.89M
84.8K $4.34M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.32K
+ 1.05%
$63.07 - $73.5 $147K - $171K
223K $15.8M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.63K
+ 1.59%
$47.66 - $57.45 $173K - $209K
232K $12.8M
IAU
Ishares Gold Trust

ETFs
26.8K
+ 153.72%
$49.74 - $58.96 $1.33M - $1.58M
44.3K $2.61M
V
Visa Inc.

Financial Services
652
+ 1.67%
$306.92 - $362.71 $200K - $236K
39.7K $13.9M
JNJ
Johnson & Johnson

Healthcare
633
+ 0.97%
$142.06 - $167.7 $89.9K - $106K
66K $10.9M
CVX
Chevron Corp

Energy
302
+ 0.49%
$146.71 - $167.97 $44.3K - $50.7K
62.1K $10.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26.6K
+ 19.24%
$54.25 - $57.64 $1.44M - $1.53M
165K $9.1M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
17.8K
+ 141.83%
$73.11 - $77.43 $1.3M - $1.38M
30.3K $2.29M
AVDV
American Centy ETF Tr Avantis

ETFs
16.5K
+ 143.13%
$63.74 - $71.96 $1.05M - $1.19M
28K $1.97M
FLCA
Franklin Templeton ETF Tr

ETFs
31K
+ 148.58%
$35.77 - $38.72 $1.11M - $1.2M
51.9K $1.92M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.7K
New
$76.94 - $78.24 $1.13M - $1.15M
14.7K $1.15M
IBM
International Business Machines Corp

Technology
43
+ 0.11%
$217.4 - $264.74 $9.35K - $11.4K
38.7K $9.63M
XOM
Exxon Mobil Corp

Energy
1.56K
+ 1.91%
$105.44 - $118.93 $165K - $186K
83.3K $9.91M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.53K
+ 48.18%
$208.48 - $244.03 $736K - $862K
10.9K $2.65M
BSX
Boston Scientific Corp

Healthcare
8.14K
+ 36.38%
$89.38 - $106.18 $728K - $865K
30.5K $3.08M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.3K
+ 6.39%
$71.17 - $73.66 $805K - $833K
188K $13.8M
AVUV
American Centy ETF Tr Avantis

ETFs
13.4K
+ 137.82%
$84.95 - $100.62 $1.14M - $1.35M
23.1K $2.01M
SPYG
Spdr Portfolio

ETFs
52.7K
+ 12.84%
$80.05 - $92.39 $4.22M - $4.87M
463K $37.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.26K
+ 60.08%
$182.82 - $196.21 $961K - $1.03M
14K $2.61M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.8K
+ 34.16%
$45.56 - $47.23 $904K - $937K
77.9K $3.66M
RTX
Raytheon Technologies Corp

Industrials
96
+ 0.17%
$114.1 - $135.66 $11K - $13K
57.4K $7.61M
EFG
Msci Eafe Growth ETF

ETFs
6.12K
+ 8.41%
$96.1 - $106.37 $588K - $651K
78.8K $7.95M
MA
Mastercard Inc

Financial Services
1.28K
+ 17.36%
$504.67 - $576.31 $643K - $735K
8.62K $4.72M
CATH
Global X Fds Global X S&P 500

ETFs
12K
New
$66.14 - $74.2 $793K - $890K
12K $803K
OCUL
Ocular Therapeutix, Inc

Healthcare
97.8K
+ 173.34%
$5.93 - $9.08 $580K - $888K
154K $1.17M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.82K
+ 2.04%
$67.08 - $76.14 $122K - $139K
91.4K $6.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.7K
+ 7.5%
$42.5 - $46.71 $454K - $498K
153K $6.93M
Activity Summary
Buys All Purchases 194 New Holdings 28 Increased Positions 166 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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