Palisade Asset Management, LLC Purchases in Q1 2025

Palisade Asset Management, LLC

  • $959 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
281
+ 0.38%
$258.59 - $327.36 $72.7K - $92K
73.5K $22.9M
JNJ
Johnson & Johnson

Healthcare
864
+ 0.82%
$142.06 - $167.7 $123K - $145K
106K $17.6M
UNH
Unitedhealth Group Inc

Healthcare
1.86K
+ 2.78%
$461.52 - $548.18 $857K - $1.02M
68.5K $35.9M
AMT
American Tower Corp

Real Estate
980
+ 2.29%
$173.46 - $217.6 $170K - $213K
43.7K $9.51M
V
Visa Inc.

Financial Services
39
+ 0.09%
$306.92 - $362.71 $12K - $14.1K
45.3K $15.9M
ECL
Ecolab Inc.

Basic Materials
38
+ 0.05%
$229.72 - $269.82 $8.73K - $10.3K
76.3K $19.3M
TXN
Texas Instruments Inc

Technology
6.14K
+ 10.31%
N/A
65.7K $12.8M
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 0.05%
$279.74 - $321.29 $7.83K - $9K
52K $16.3M
MDT
Medtronic PLC

Healthcare
3.04K
+ 5.42%
$79.84 - $94.5 $242K - $287K
59.1K $5.31M
LHX
L3 Harris Technologies, Inc.

Industrials
2.93K
+ 6.13%
$194.65 - $222.86 $571K - $653K
50.8K $10.6M
TSCO
Tractor Supply CO

Consumer Cyclical
1.92K
+ 1.03%
$51.66 - $57.94 $99.2K - $111K
189K $10.4M
SO
Southern CO

Utilities
73
+ 0.16%
$80.96 - $92.96 $5.91K - $6.79K
45.5K $4.18M
CL
Colgate Palmolive CO

Consumer Defensive
30
+ 0.02%
$85.68 - $97.5 $2.57K - $2.93K
122K $11.4M
MKC
Mccormick & CO Inc

Consumer Defensive
1.42K
+ 3.96%
$71.24 - $84.73 $101K - $120K
37.2K $3.07M
KLAC
Kla Corp

Technology
165
+ 4.85%
$636.62 - $777.63 $105K - $128K
3.57K $2.42M
HSY
Hershey CO

Consumer Defensive
1.29K
+ 4.31%
$144.74 - $186.36 $186K - $239K
31.1K $5.32M
IEFA
Ishares Tr

ETFs
338
+ 0.75%
$69.57 - $78.65 $23.5K - $26.6K
45.5K $3.44M
CMF
Ishares California Muni Bond E

ETFs
4.28K
New
$55.93 - $57.47 $239K - $246K
4.28K $240K
PEP
Pepsico Inc

Consumer Defensive
3K
+ 3.04%
$142.64 - $156.42 $428K - $469K
102K $15.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.14K
New
$23.16 - $27.04 $212K - $247K
9.14K $214K
CVS
Cvs Health Corp

Healthcare
3.1K
New
$44.22 - $68.64 $137K - $213K
3.1K $209K
BDX
Becton Dickinson & CO

Healthcare
265
+ 0.56%
$222.79 - $249.08 $59K - $66K
47.8K $11M
NEE
Nextera Energy Inc

Utilities
2.54K
+ 9.51%
$66.96 - $76.16 $170K - $193K
29.2K $2.07M
VEA
Vanguard Ftse Developed Market

ETFs
528
+ 2.49%
$47.4 - $52.99 $25K - $28K
21.7K $1.1M
UNP
Union Pacific Corp

Industrials
160
+ 2.7%
$225.21 - $254.42 $36K - $40.7K
6.08K $1.44M
MCK
Mckesson Corp

Healthcare
15
+ 2.14%
$566.21 - $672.99 $8.49K - $10.1K
715 $481K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.18K
+ 9.42%
$18.36 - $20.51 $40K - $44.6K
25.3K $500K
D
Dominion Energy, Inc

Utilities
120
+ 0.46%
$52.85 - $57.43 $6.34K - $6.89K
26.4K $1.48M
GE
General Electric CO

Industrials
5
+ 0.32%
$168.59 - $212.13 $843 - $1.06K
1.56K $311K
BSX
Boston Scientific Corp

Healthcare
80
+ 2.27%
$89.38 - $106.18 $7.15K - $8.49K
3.61K $363K
CB
Chubb LTD

Financial Services
18
+ 1.18%
$257.71 - $301.99 $4.64K - $5.44K
1.54K $465K
SBUX
Starbucks Corp

Consumer Cyclical
18
+ 0.31%
$91.75 - $115.81 $1.65K - $2.08K
5.85K $573K
FISV
Fiserv Inc

Technology
103
+ 0.84%
N/A
12.4K $1.55M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$182.82 - $196.21 $183 - $196
4.32K $812K
IEMG
Ishares Inc

ETFs
240
+ 2.24%
N/A
10.9K $586K
VIG
Vanguard Dividend Appreciation

ETFs
45
+ 0.81%
N/A
5.63K $1.02M
ETN
Eaton Corp PLC

Industrials
196
+ 21.63%
$271.83 - $371.23 $53.3K - $72.8K
1.1K $299K
BA
Boeing CO

Industrials
35
+ 2.45%
$148.15 - $186.25 $5.19K - $6.52K
1.47K $249K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.1%
$251.87 - $277.95 $504 - $556
2.04K $527K
FICO
Fair Isaac Corp

Technology
10
+ 5.0%
$1695.35 - $2030.47 $17K - $20.3K
210 $387K
FDS
Factset Research Systems Inc

Financial Services
100
+ 4.45%
$427.5 - $476.51 $42.8K - $47.7K
2.35K $1.07M
ISRG
Intuitive Surgical Inc

Healthcare
28
+ 2.78%
$476.63 - $610.45 $13.3K - $17.1K
1.04K $513K
ITW
Illinois Tool Works Inc

Industrials
17
+ 0.44%
$244.9 - $274.48 $4.16K - $4.67K
3.9K $968K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.1K
+ 6.31%
$57.21 - $65.8 $234K - $269K
69K $4.03M
DIS
Walt Disney CO

Communication Services
681
+ 9.09%
$96.87 - $114.0 $66K - $77.6K
8.17K $806K
AMZN
Amazon Com Inc

Consumer Cyclical
341
+ 7.98%
$190.26 - $242.06 $64.9K - $82.5K
4.61K $877K
NOW
Service Now, Inc.

Technology
20
+ 6.67%
$783.83 - $1170.39 $15.7K - $23.4K
320 $254K
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 0.46%
$222.66 - $268.42 $7.35K - $8.86K
7.25K $1.69M
APH
Amphenol Corp

Technology
74
+ 0.19%
$61.62 - $78.55 $4.56K - $5.81K
38.5K $2.52M
Activity Summary
Buys All Purchases 64 New Holdings 3 Increased Positions 61 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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