Shira Ridge Wealth Management Purchases and Sells in Q2 2025

Shira Ridge Wealth Management

$219 Billion
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGM	10.1K + 11.64%	$79.8 - $112.34 $805K - $1.13M	96.8K $10.9B
DYNF	13.2K + 14.59%	$43.53 - $54.46 $573K - $717K	103K $5.63B
ESGD	645 + 0.5%	$73.02 - $90.22 $47.1K - $58.2K	129K $11.5B
MSFT	3 + 0.05%	$354.56 - $497.45 $1.06K - $1.49K	6.41K $3.19B
VGT	31 + 0.56%	$470.37 - $663.28 $14.6K - $20.6K	5.54K $3.67B
VOT	77 + 0.49%	$216.28 - $284.39 $16.7K - $21.9K	15.8K $4.5B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	190 New	$855.86 - $1339.13 $163K - $254K	190 $254M
IEMG	4.18K New	N/A	4.18K $251M
BLACKROCK ETF TRUST II	4.49K New	N/A	4.49K $226M
IVV	359 New	$498.8 - $620.9 $179K - $223K	359 $223M
XLK	867 New	$179.73 - $253.23 $156K - $220K	867 $220M
VST	1.12K New	$98.07 - $195.04 $110K - $219K	1.12K $217M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	-4.87K - 49.51%	$128.77 - $144.3 $627K - $703K	4.97K $669M
CMF	-11.3K - 46.96%	$54.52 - $56.7 $617K - $641K	12.8K $712M
AAPL	-281 - 0.94%	$172.42 - $223.89 $48.5K - $62.9K	29.8K $6.1B
DFSD	-8.83K - 5.0%	$47.09 - $48.01 $416K - $424K	168K $8.05B
EAGG	-6.13K - 6.68%	$46.41 - $47.7 $284K - $292K	85.7K $4.07B
FLOT	-3.84K - 5.31%	$50.1 - $51.02 $192K - $196K	68.5K $3.5B

Activity Summary All Purchases 33 New Holdings 11 Increased Positions 22 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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