Shira Ridge Wealth Management Purchases and Sells in Q1 2025

Shira Ridge Wealth Management

$201 Billion
Q1 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGD	10.9K + 9.27%	$75.32 - $84.77 $817K - $920K	128K $10.4B
SUSA	23.8K + 9.04%	$113.22 - $126.36 $2.7M - $3.01M	287K $33B
DFAI	2.76K + 1.04%	$28.88 - $32.4 $79.8K - $89.5K	269K $8.4B
XLI	5.04K + 9.78%	$128.78 - $141.67 $649K - $714K	56.6K $7.42B
VIG	2.69K + 10.96%	N/A	27.2K $5.28B
XJH	11.3K + 9.09%	$38.41 - $44.06 $435K - $499K	136K $5.31B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGM	86.7K New	$90.81 - $108.46 $7.87M - $9.4M	86.7K $7.86B
DYNF	90.2K New	$48.06 - $53.73 $4.34M - $4.85M	90.2K $4.4B
GLDM	35.2K New	$52.19 - $61.89 $1.84M - $2.18M	35.2K $2.18B
QUAL	1.42K New	$168.16 - $186.21 $239K - $265K	1.42K $243M
KO	2.92K New	$60.81 - $72.32 $178K - $211K	2.92K $209M
VZ	4.53K New	$37.81 - $46.49 $171K - $211K	4.53K $206M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXN	-95.2K - 48.65%	$75.73 - $88.4 $7.21M - $8.41M	100K $7.61B
XLV	-27.8K - 73.9%	$137.61 - $149.68 $3.83M - $4.17M	9.83K $1.44B
TLT	-14.2K - 81.14%	$85.29 - $92.57 $1.21M - $1.31M	3.3K $300M
VGT	-273 - 4.72%	$543.24 - $646.34 $148K - $176K	5.51K $2.99B
GOOG	-11 - 0.07%	$156.06 - $207.71 $1.72K - $2.28K	15.6K $2.44B
IETC	-4.13K - 19.26%	$75.19 - $89.98 $311K - $372K	17.3K $1.3B

Activity Summary All Purchases 28 New Holdings 6 Increased Positions 22 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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