Sol Capital Management CO Incresed Positions in Q1 2025

Sol Capital Management CO

  • $907 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
196K
+ 42.48%
$33.98 - $39.84 $6.67M - $7.83M
659K $22.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
69.1K
+ 12.98%
$64.88 - $72.1 $4.49M - $4.99M
602K $39.6M
Jensen Quality Growth ETF
98.1K
+ 210.8%
N/A
145K $3.68M
VTV
Vanguard Value ETF

ETFs
11.6K
+ 12.3%
$167.73 - $179.21 $1.95M - $2.08M
106K $18.3M
PAXS
Pimco Access Income Fund

Financial Services
67K
+ 5.1%
$15.31 - $16.37 $1.03M - $1.1M
1.38M $22.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.03K
+ 25.88%
$507.05 - $563.67 $2.55M - $2.83M
24.5K $12.6M
VTI
Vanguard Total Stock Market Et

ETFs
7.42K
+ 63.3%
$271.18 - $303.12 $2.01M - $2.25M
19.1K $5.26M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
86.7K
+ 5.88%
$13.33 - $14.08 $1.16M - $1.22M
1.56M $21.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.7K
+ 14.98%
$192.82 - $222.1 $3.04M - $3.5M
121K $23.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.5K
+ 25.87%
$50.72 - $50.92 $1.14M - $1.14M
109K $5.56M
Pimco Multisector Bond Active
41.3K
+ 31.04%
N/A
174K $4.6M
GE
General Electric CO

Industrials
25
+ 0.08%
$168.59 - $212.13 $4.21K - $5.3K
32.8K $6.57M
AVUS
American Centy ETF Tr Avantis

ETFs
14.6K
+ 26.19%
$90.7 - $101.57 $1.32M - $1.48M
70.1K $6.48M
MGV
Vanguard Mega Cap Value

ETFs
5.5K
+ 5.93%
$123.61 - $133.01 $679K - $731K
98.2K $12.7M
Brookfield Asset Management Cl
19.8K
+ 62.49%
N/A
51.4K $2.49M
Pimco Preferred And Capital Se
15.1K
+ 190.51%
N/A
23K $1.16M
Ab Active Short Duration ETF
21.8K
+ 8.14%
N/A
289K $10.3M
Dimensional Us Large Cap Value
23K
+ 125.97%
N/A
41.3K $1.26M
Brookfield Corporation
16K
+ 52.3%
N/A
46.6K $2.44M
CGDV
Capital Group Divid Value ETF

ETFs
18.4K
+ 32.1%
$34.95 - $37.36 $644K - $689K
75.9K $2.7M
IBB
Ishares Biotechnology ETF

ETFs
5.93K
+ 18.54%
$127.9 - $140.56 $758K - $833K
37.9K $4.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 20.11%
$551.42 - $612.93 $797K - $886K
8.63K $4.83M
HUM
Humana Inc

Healthcare
1.61K
+ 13.07%
$249.11 - $303.11 $401K - $487K
13.9K $3.68M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
47K
+ 31.01%
$10.61 - $16.49 $499K - $775K
199K $2.47M
COST
Costco Wholesale Corp

Consumer Defensive
276
+ 6.33%
$890.62 - $1076.86 $246K - $297K
4.63K $4.38M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
48.1K
+ 16.32%
N/A
343K $8.4M
UNH
Unitedhealth Group Inc

Healthcare
200
+ 1.31%
$461.52 - $548.18 $92.3K - $110K
15.5K $8.12M
VHT
Vanguard Health Care ETF

ETFs
1K
+ 13.4%
$254.06 - $273.83 $255K - $274K
8.48K $2.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.5K
+ 24.17%
$21.23 - $23.75 $414K - $463K
100K $2.16M
CGSD
Capital Grp Core Plus Income E
11K
+ 8.28%
N/A
144K $3.71M
MLPX
Global X Mlp & Energy Infrastr

ETFs
244
+ 0.29%
$59.6 - $67.2 $14.5K - $16.4K
85.4K $5.45M
PARA
Paramount Global

Communication Services
1.27K
+ 0.7%
$10.16 - $12.14 $12.9K - $15.4K
182K $2.18M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
19.1K
+ 50.94%
$14.37 - $15.93 $274K - $303K
56.5K $822K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.9K
+ 10.46%
$57.21 - $65.8 $625K - $719K
115K $6.73M
DFIV
Dimensional ETF Tr

ETFs
2.31K
+ 7.0%
$35.33 - $40.77 $81.6K - $94.2K
35.3K $1.39M
SCHW
Schwab Charles Corp

Financial Services
100
+ 0.2%
$71.24 - $83.64 $7.12K - $8.36K
49K $3.84M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.56K
+ 7.49%
$86.24 - $97.98 $307K - $348K
51K $4.45M
IWB
Ishares Tr Russell 1000 ETF

ETFs
900
+ 13.67%
$302.31 - $337.54 $272K - $304K
7.49K $2.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.08K
+ 70.0%
$59.61 - $66.71 $184K - $205K
7.48K $452K
GLD
Spdr Gold Trust

ETFs
50
+ 1.69%
$243.19 - $288.14 $12.2K - $14.4K
3K $864K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.75K
+ 11.27%
$25.77 - $27.6 $122K - $131K
46.8K $1.25M
SPMD
Spdr Portfolio

ETFs
6.68K
+ 11.59%
$50.21 - $57.73 $335K - $385K
64.3K $3.29M
BKCI
Bny Mellon ETF Tr Concentrated
2.84K
+ 22.73%
$47.19 - $50.41 $134K - $143K
15.3K $731K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.18K
+ 16.57%
$89.27 - $92.9 $105K - $109K
8.27K $764K
RTX
Raytheon Technologies Corp

Industrials
425
+ 10.72%
$114.1 - $135.66 $48.5K - $57.7K
4.39K $581K
QCOM
Qualcomm Inc

Technology
780
+ 5.44%
$151.94 - $175.86 $119K - $137K
15.1K $2.32M
XLV
Select Sector Spdr Fund Health

ETFs
296
+ 3.39%
$137.61 - $149.68 $40.7K - $44.3K
9.04K $1.32M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4K
+ 58.57%
$39.97 - $48.7 $160K - $195K
10.8K $433K
VFH
Vanguard Financial ETF

ETFs
350
+ 0.74%
$114.07 - $127.34 $39.9K - $44.6K
47.8K $5.71M
Activity Summary
Buys All Purchases 101 New Holdings 6 Increased Positions 95 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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