Crossmark Global Holdings, Inc.

Q1 2025 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2025
Date filed
4/30/2025
Form type
13F-HR
Num holdings
1,310
Total value ($000)
$5,669,667
Net value change ($000)
+184,546 (3.4%)
New positions
124
Sold out positions
60
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2025 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TEAM 16,319 6228.6%
SPGI 13,613 118.0%
WFC 12,485 58.2%
V 12,391 22.8%
GILD 12,017 24.1%
APP 10,314 1650.2%
KO 8,981 16.1%
CVS 8,128 61.1%
BPOP 7,905 NEW
BRK-B 7,729 23.9%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -27,837 -13.5%
TSLA -21,847 -39.0%
AVGO -20,694 -26.9%
GOOGL -13,179 -18.3%
TPR -10,717 -46.2%
TSM -9,317 -15.2%
TXN -9,232 -33.5%
SCHW -7,698 -100.0%
JPM -7,287 -100.0%
MET -7,116 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type