Modus Advisors, LLC Incresed Positions in Q1 2025

Modus Advisors, LLC

  • $292 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
2.78K
+ 4.35%
$63.17 - $81.49 $175K - $226K
66.6K $4.85M
ABBV
Abb Vie Inc.

Healthcare
115
+ 0.47%
$169.2 - $216.66 $19.5K - $24.9K
24.7K $5.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
194
+ 2.05%
$442.66 - $534.52 $85.9K - $104K
9.64K $5.06M
CVX
Chevron Corp

Energy
389
+ 2.04%
$146.71 - $167.97 $57.1K - $65.3K
19.4K $3.25M
UNH
Unitedhealth Group Inc

Healthcare
699
+ 35.13%
$461.52 - $548.18 $323K - $383K
2.69K $1.41M
VICI
Vici Properties Inc.

Real Estate
1.74K
+ 2.25%
$28.21 - $32.68 $49K - $56.8K
79.2K $2.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
727
+ 12.61%
$308.86 - $455.36 $225K - $331K
6.49K $2.29M
LLY
Eli Lilly & CO

Healthcare
279
+ 34.88%
$725.72 - $929.72 $202K - $259K
1.08K $891K
JPM
Jpmorgan Chase & CO

Financial Services
384
+ 1.44%
$225.19 - $279.95 $86.5K - $108K
27K $6.63M
SCHW
Schwab Charles Corp

Financial Services
558
+ 1.21%
$71.24 - $83.64 $39.8K - $46.7K
46.8K $3.66M
GILD
Gilead Sciences, Inc.

Healthcare
125
+ 1.14%
$89.14 - $117.41 $11.1K - $14.7K
11.1K $1.24M
GS
Goldman Sachs Group Inc

Financial Services
271
+ 25.12%
$524.81 - $672.19 $142K - $182K
1.35K $737K
DGRO
Ishares Core Dividend Growth E

ETFs
2.01K
+ 1.18%
$60.46 - $64.42 $121K - $129K
172K $10.5M
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 2.19%
$890.62 - $1076.86 $34.7K - $42K
1.82K $1.72M
EPD
Enterprise Products Partners L.P.

Energy
5
+ 0.02%
$31.75 - $34.14 $159 - $171
20.6K $702K
NEE
Nextera Energy Inc

Utilities
1.03K
+ 5.26%
$66.96 - $76.16 $68.6K - $78.1K
20.5K $1.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
969
+ 2.95%
$169.43 - $182.84 $164K - $177K
33.8K $5.81M
XLF
Financial Sector Spdr

ETFs
754
+ 6.04%
$47.32 - $52.19 $35.7K - $39.4K
13.2K $651K
MMM
3 M CO

Industrials
17
+ 0.76%
$129.7 - $155.12 $2.2K - $2.64K
2.25K $330K
XOM
Exxon Mobil Corp

Energy
50
+ 1.99%
$105.44 - $118.93 $5.27K - $5.95K
2.56K $304K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
58
+ 0.18%
$77.7 - $78.94 $4.51K - $4.58K
32.3K $2.55M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
71
+ 0.12%
$27.01 - $28.54 $1.92K - $2.03K
58.5K $1.61M
Cava Group Inc Com
1.33K
+ 27.66%
N/A
6.12K $0
Ishares Bitcoin Trust ETF
2.7K
+ 24.52%
N/A
13.7K $0
Arm Holdings PLC Sponsored Ads
1.52K
+ 8.48%
N/A
19.5K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.85K
+ 19.83%
$47.79 - $59.89 $375K - $470K
47.4K $2.38M
META
Meta Platforms, Inc.

Communication Services
79
+ 2.02%
$576.74 - $736.67 $45.6K - $58.2K
4K $2.3M
JMEE
J P Morgan Exchange Traded Fd

ETFs
569
+ 6.48%
$54.51 - $63.63 $31K - $36.2K
9.35K $521K
WMT
Walmart Inc.

Consumer Defensive
155
+ 1.35%
$84.5 - $105.05 $13.1K - $16.3K
11.7K $1.02M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6
+ 0.17%
$62.43 - $84.12 $375 - $505
3.45K $228K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.3%
$102.49 - $119.96 $1.64K - $1.92K
5.31K $552K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
320
+ 9.05%
$165.25 - $224.62 $52.9K - $71.9K
3.85K $639K
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.31%
$551.42 - $612.93 $6.07K - $6.74K
3.52K $1.97M
AVGO
Broadcom Inc.

Technology
522
+ 15.16%
$167.43 - $244.7 $87.4K - $128K
3.97K $664K
VST
Vistra Corp.

Utilities
2.04K
+ 10.68%
$108.49 - $191.89 $222K - $392K
21.2K $2.49M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
126
+ 0.34%
$51.45 - $58.51 $6.48K - $7.37K
37.3K $1.93M
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 1.08%
$347.25 - $424.87 $34.7K - $42.5K
9.34K $3.42M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
942
+ 0.8%
$53.6 - $58.97 $50.5K - $55.5K
119K $6.46M
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 1.99%
$222.15 - $428.22 $7.11K - $13.7K
1.64K $425K
PANW
Palo Alto Networks Inc

Technology
43
+ 0.12%
$167.82 - $208.28 $7.22K - $8.96K
37.4K $6.37M
MSFT
Microsoft Corp

Technology
81
+ 0.49%
$375.39 - $447.2 $30.4K - $36.2K
16.7K $6.26M
CRM
Salesforce, Inc.

Technology
390
+ 2.71%
$268.36 - $359.95 $105K - $140K
14.8K $3.97M
BX
Blackstone Inc.

Financial Services
1.25K
+ 3.75%
$136.53 - $186.74 $170K - $232K
34.4K $4.81M
NVDA
Nvidia Corp

Technology
2.8K
+ 5.01%
$106.98 - $149.43 $299K - $418K
58.6K $6.35M
GOOG
Alphabet Inc.

Communication Services
162
+ 0.41%
$156.06 - $207.71 $25.3K - $33.6K
39.7K $6.2M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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