Sellwood Investment Partners LLC Purchases in Q3 2025

Sellwood Investment Partners LLC

  • $251 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
54.8K
New
$97.75 - $100.75 $5.36M - $5.52M
54.8K $5.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
64.4K
+ 697.08%
$78.11 - $79.07 $5.03M - $5.09M
73.7K $5.81B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46
+ 0.06%
$567.77 - $614.76 $26.1K - $28.3K
74.7K $45.8B
ACWI
Ishares Msci Acwi ETF

ETFs
20.2K
New
$128.32 - $138.41 $2.59M - $2.79M
20.2K $2.79B
BND
Vanguard Bd Index Fd Inc Total

ETFs
37.1K
+ 310.16%
$72.57 - $74.72 $2.69M - $2.77M
49K $3.64B
VGSH
Vanguard

ETFs
44.2K
New
$58.43 - $58.88 $2.58M - $2.6M
44.2K $2.6B
VBR
Vanguard Small Cap Value ETF

ETFs
11.8K
New
$195.41 - $212.37 $2.31M - $2.51M
11.8K $2.46B
VTI
Vanguard Total Stock Market Et

ETFs
6.37K
+ 232.7%
$303.93 - $329.86 $1.94M - $2.1M
9.11K $2.99B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.8K
+ 7.88%
$68.24 - $73.73 $874K - $944K
175K $12.9B
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
1.88K
+ 0.37%
$37.49 - $40.7 $70.4K - $76.4K
509K $20.7B
SCHO
Schwab Short Term Us Treasury

ETFs
50.6K
+ 91.15%
$24.23 - $24.42 $1.23M - $1.24M
106K $2.59B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
21.8K
+ 6.41%
$49.78 - $50.75 $1.08M - $1.1M
361K $18.3B
VO
Vanguard Mid Cap ETF

ETFs
3.5K
+ 781.92%
$279.83 - $293.74 $980K - $1.03M
3.95K $1.16B
VGIT
Vanguard Intermediate Term Tre

ETFs
13.6K
+ 9.51%
$58.97 - $60.36 $799K - $818K
156K $9.37B
EDV
Vanguard Extended Duration Tre

ETFs
3.99K
+ 3.36%
$63.28 - $69.5 $253K - $278K
123K $8.4B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.66K
+ 3.99%
$73.94 - $78.51 $270K - $287K
95.3K $7.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.5K
+ 8.4%
$48.5 - $50.19 $218K - $226K
58.1K $2.91B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.17K
+ 3.15%
$67.48 - $71.55 $147K - $155K
71.1K $5.03B
DFSU
Dimensional ETF Tr Dimen Us Su
2.27K
+ 5.85%
N/A
41K $1.74B
NKE
Nike, Inc.

Consumer Cyclical
3.11K
+ 1051.35%
$69.24 - $79.24 $215K - $247K
3.41K $238M
UNH
Unitedhealth Group Inc

Healthcare
601
New
$237.77 - $353.61 $143K - $213K
601 $208M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.03K
+ 7.6%
$102.4 - $103.88 $105K - $107K
14.6K $1.51B
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.96K
+ 19.85%
$30.81 - $32.63 $91.2K - $96.6K
17.9K $578M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
1.8K
+ 10.25%
$47.83 - $48.77 $86.1K - $87.8K
19.4K $943M
GOOG
Alphabet Inc.

Communication Services
373
New
$175.16 - $255.24 $65.3K - $95.2K
373 $90.8M
CSCO
Cisco Systems, Inc.

Technology
1.13K
New
$66.2 - $71.79 $74.5K - $80.8K
1.13K $77M
GOOGL
Alphabet Inc.

Communication Services
261
New
$174.36 - $254.72 $45.5K - $66.5K
261 $63.4M
AMGN
Amgen Inc

Healthcare
200
New
$271.18 - $309.22 $54.2K - $61.8K
200 $56.4M
DFSI
Dimensional ETF Tr Dimen Intl
808
+ 5.6%
N/A
15.2K $624M
V
Visa Inc.

Financial Services
152
New
$332.09 - $358.86 $50.5K - $54.5K
152 $51.9M
NVDA
Nvidia Corp

Technology
270
New
$153.3 - $186.58 $41.4K - $50.4K
270 $50.4M
MSFT
Microsoft Corp

Technology
95
New
$491.09 - $535.64 $46.7K - $50.9K
95 $49.2M
HD
Home Depot, Inc.

Consumer Cyclical
114
+ 285.0%
$357.4 - $423.42 $40.7K - $48.3K
154 $62.4M
DFSE
Dimensional ETF Tr Dimen Emrgn
423
+ 5.83%
N/A
7.68K $316M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.27K
+ 3.14%
$24.69 - $25.26 $31.5K - $32.2K
41.9K $1.05B
CAT
Caterpillar Inc

Industrials
74
New
$390.92 - $477.15 $28.9K - $35.3K
74 $35.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 8.61%
$459.11 - $506.91 $18.8K - $20.8K
517 $260M
IBM
International Business Machines Corp

Technology
100
New
$234.77 - $292.47 $23.5K - $29.2K
100 $28.2M
AMZN
Amazon Com Inc

Consumer Cyclical
123
New
$211.65 - $238.24 $26K - $29.3K
123 $27M
COLM
Columbia Sportswear CO

Consumer Cyclical
494
New
$49.3 - $64.28 $24.4K - $31.8K
494 $25.8M
AAPL
Apple Inc.

Technology
71
+ 110.94%
$202.38 - $256.87 $14.4K - $18.2K
135 $34.4M
MDT
Medtronic PLC

Healthcare
216
New
$87.67 - $95.74 $18.9K - $20.7K
216 $20.6M
META
Meta Platforms, Inc.

Communication Services
28
New
$695.21 - $791.73 $19.5K - $22.2K
28 $20.6M
COST
Costco Wholesale Corp

Consumer Defensive
21
New
$915.95 - $994.57 $19.2K - $20.9K
21 $19.4M
VNQ
Vanguard Specialized Funds Van

ETFs
136
+ 5.88%
$88.47 - $93.24 $12K - $12.7K
2.45K $224M
Linde PLC F
34
New
N/A
34 $16.2M
GIS
General Mills Inc

Consumer Defensive
201
New
$48.44 - $53.83 $9.74K - $10.8K
201 $10.1M
WFC
Wells Fargo & Company

Financial Services
105
New
$77.05 - $85.16 $8.09K - $8.94K
105 $8.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
85
+ 1.06%
$100.37 - $100.74 $8.53K - $8.56K
8.07K $813M
Activity Summary
Buys All Purchases 89 New Holdings 58 Increased Positions 31 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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