Dover Advisors, LLC Reduced Holdings in Q1 2025

Dover Advisors, LLC

  • $230 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-25K
- 18.45%
$24.1 - $24.34 $603K - $609K
111K $2.69B
ACN
Accenture PLC

Technology
-806
- 14.62%
$300.91 - $398.25 $243K - $321K
4.71K $1.47B
BDX
Becton Dickinson & CO

Healthcare
-1.93K
- 35.03%
$222.79 - $249.08 $430K - $481K
3.58K $820M
FTNT
Fortinet, Inc.

Technology
-3.86K
- 29.22%
$92.49 - $114.57 $357K - $443K
9.36K $901M
ADBE
Adobe Inc.

Technology
-470
- 19.37%
$377.84 - $464.11 $178K - $218K
1.96K $750M
NKE
Nike, Inc.

Consumer Cyclical
-510
- 2.07%
$63.29 - $81.72 $32.3K - $41.7K
24.1K $1.54B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4K
- 28.03%
$81.83 - $82.73 $328K - $331K
10.3K $851M
BALL
Ball Corp

Consumer Cyclical
-4.58K
- 53.49%
$49.04 - $56.53 $225K - $259K
3.98K $207M
IWY
Ishares Tr Russell 200 Growth

ETFs
-280
- 3.61%
$210.19 - $243.33 $58.9K - $68.1K
7.48K $1.58B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.96K
- 18.8%
$56.17 - $59.71 $222K - $236K
17.1K $977M
GD
General Dynamics Corp

Industrials
-800
- 27.81%
$241.94 - $272.58 $194K - $218K
2.08K $566M
LOW
Lowes Companies Inc

Consumer Cyclical
-212
- 2.02%
$222.66 - $268.42 $47.2K - $56.9K
10.3K $2.4B
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.25K
- 21.5%
$64.26 - $85.48 $80K - $106K
4.55K $300M
ALB
Albemarle Corp

Basic Materials
-483
- 8.07%
$69.95 - $97.49 $33.8K - $47.1K
5.5K $399M
MCHP
Microchip Technology Inc

Technology
-627
- 7.32%
$48.41 - $64.3 $30.4K - $40.3K
7.94K $384M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-974
- 8.13%
$51.45 - $58.51 $50.1K - $57K
11K $570M
MET
Metlife Inc

Financial Services
-1.13K
- 30.98%
$77.7 - $87.0 $87.8K - $98.3K
2.52K $202M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-776
- 21.13%
$85.29 - $92.57 $66.2K - $71.8K
2.9K $264M
IBB
Ishares Biotechnology ETF

ETFs
-357
- 13.64%
$127.9 - $140.56 $45.7K - $50.2K
2.26K $289M
MAS
Masco Corp

Industrials
-581
- 12.66%
$68.67 - $81.85 $39.9K - $47.6K
4.01K $279M
BSCU
Invesco Exc Self Ind Tr

ETFs
-3K
- 5.77%
$16.2 - $16.64 $48.6K - $49.9K
49K $814M
ZTS
Zoetis Inc.

Healthcare
-30
- 0.62%
$156.48 - $175.67 $4.69K - $5.27K
4.77K $786M
AON
Aon PLC

Financial Services
-50
- 7.41%
$348.44 - $409.32 $17.4K - $20.5K
625 $249M
MKL
Markel Corp

Financial Services
-7
- 2.78%
$1660.14 - $2059.83 $11.6K - $14.4K
245 $458M
OTIS
Otis Worldwide Corp

Industrials
-44
- 1.48%
$90.77 - $104.01 $3.99K - $4.58K
2.94K $303M
YUM
Yum Brands Inc

Consumer Cyclical
-19
- 1.02%
$123.25 - $162.53 $2.34K - $3.09K
1.84K $290M
GLD
Spdr Gold Trust

ETFs
-200
- 8.95%
$243.19 - $288.14 $48.6K - $57.6K
2.03K $586M
LLY
Eli Lilly & CO

Healthcare
-33
- 2.15%
$725.72 - $929.72 $23.9K - $30.7K
1.5K $1.24B
UNH
Unitedhealth Group Inc

Healthcare
-33
- 0.55%
$461.52 - $548.18 $15.2K - $18.1K
5.96K $3.12B
Linde PLC
-9
- 0.38%
N/A
2.36K $1.1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-95
- 1.77%
$208.48 - $244.03 $19.8K - $23.2K
5.28K $1.29B
UDR
Udr, Inc.

Real Estate
-56
- 0.06%
$40.09 - $46.04 $2.25K - $2.58K
101K $4.56B
ABBV
Abb Vie Inc.

Healthcare
-286
- 3.78%
$169.2 - $216.66 $48.4K - $62K
7.28K $1.52B
AJG
Arthur J. Gallagher & Co.

Financial Services
-23
- 0.43%
$275.89 - $345.24 $6.35K - $7.94K
5.31K $1.83B
Activity Summary
Buys All Purchases 115 New Holdings 38 Increased Positions 77 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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