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Secured Retirement Advisors’s Celsius Holdings CELH Stock Holding History

Secured Retirement Advisors’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,532
Closed -$804K – 126
2024
Q4 		$804K Buy
+30,532
New +$906K 0.46% 85

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Secured Retirement Advisors's CELH Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Celsius Holdings (CELH) in Q1 2025, closing a stake of 30,532 shares — an estimated $804K sold.

Secured Retirement Advisors first reported a position in CELH in Q4 2024 and held it in 1 quarter. The position peaked at $804K in Q4 2024. 483 funds tracked by Wall St. Rank hold CELH as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Celsius Holdings position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 30,532 Celsius Holdings shares in Q1 2025, an estimated $804K.
  • Secured Retirement Advisors first reported a position in Celsius Holdings in Q4 2024 and held it in 1 quarter.
  • Secured Retirement Advisors's Celsius Holdings position peaked at $804K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.