S&P 500: 679.83 -1.1%
NASDAQ: 626.05 -1.5%
DOW: 475.01 -0.3%
$9.41 B
AUM
85
Holdings
2025 Q2
Latest Quarter
1.42%
Turnover

Tom Russo Portfolio and Latest Trades

Ticker Name Date Activity Shares Shares Change Value Change
GOOG 06/30/2025 Reduce -0.3% 5.09 M -16,288 $2.89 M
GOOGL 06/30/2025 Add 0.8% 15,729 +118 $20,795.14
MO 06/30/2025 Reduce -22.4% 191,440 -55,208 $3.24 M
AXP 06/30/2025 Reduce -0.2% 13,634 -24 $7,655.52
AAPL 06/30/2025 Reduce -1.9% 5,149 -100 $20,516.99
BP 06/30/2025 Sold Out 6,300 -6,300 $212,881
BRK.A 06/30/2025 Reduce -2.0% 1,624 -33 $24.05 M
BRK.B 06/30/2025 Reduce -2.2% 1.15 M -26,042 $12.65 M
BF.A 06/30/2025 Reduce -2.3% 1.83 M -43,774 $1.2 M
BF.B 06/30/2025 Reduce -5.2% 778,521 -42,275 $1.14 M
CVX 06/30/2025 Reduce -36.7% 2,670 -1,547 $221,514.76
CMCSA 06/30/2025 Reduce -2.3% 2.56 M -58,845 $2.1 M
COST 06/30/2025 Reduce -0.1% 4,633 -4 $3,959.39
CR 06/30/2025 Reduce -1.6% 59,355 -950 $180,395.5
DIS 06/30/2025 Reduce -4.3% 2,818 -125 $15,502.04
DASH 06/30/2025 Add 21.8% 966,760 +173,095 $42.67 M
DOV 06/30/2025 Reduce -1.8% 21,551 -400 $73,292.01
XOM 06/30/2025 Add 0.4% 190,301 +832 $89,689.73
FBLA 06/30/2025 Reduce -21.4% 55,000 -15,000 $168,750
FMX 06/30/2025 Reduce -0.9% 3,368 -30 $3,089.4
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