Stage Harbor Financial, LLC Purchases and Sells in Q2 2025

Stage Harbor Financial, LLC

$123 Billion
Q2 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	3.31K + 8.32%	$329.49 - $438.4 $1.09M - $1.45M	43.1K $18.9B
DIMENSIONAL ETF TRUST	93.8K + 19.09%	N/A	585K $18.1B
DIMENSIONAL ETF TRUST	26.7K + 142.67%	N/A	45.4K $2.46B
MORGAN STANLEY ETF TRUST	8.04K + 25.85%	N/A	39.2K $1.99B
NVDA	167 + 2.74%	$94.31 - $157.99 $15.7K - $26.4K	6.26K $990M
IWD	425 + 2.1%	$166.82 - $194.23 $70.9K - $82.5K	20.7K $4.02B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	6.93K New	$72.96 - $90.39 $506K - $627K	6.93K $620M
ORCL	1.16K New	$122.82 - $218.63 $142K - $253K	1.16K $253M
QQQ	425 New	$416.06 - $551.64 $177K - $234K	425 $234M
IVW	2.04K New	$82.96 - $110.1 $169K - $225K	2.04K $225M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-18.5K - 10.75%	$102.31 - $105.8 $1.9M - $1.96M	154K $16.1B
IVV	-2.15K - 32.78%	$498.8 - $620.9 $1.07M - $1.33M	4.4K $2.73B
IWF	-4.7K - 26.42%	$320.42 - $424.58 $1.51M - $2M	13.1K $5.56B
VOO	-1.63K - 75.65%	$456.74 - $568.03 $742K - $923K	523 $297M
BNDX	-6.89K - 58.95%	$48.77 - $49.55 $336K - $341K	4.8K $237M
IVOO	-2.78K - 49.93%	$86.58 - $104.98 $241K - $292K	2.79K $293M

Activity Summary All Purchases 15 New Holdings 4 Increased Positions 11 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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