Tilson Financial Group, Inc. Purchases and Sells in Q2 2025

Tilson Financial Group, Inc.

$265 Million
Q2 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	2.3K + 3.25%	$329.49 - $438.4 $757K - $1.01M	72.9K $32M
IVW	8.87K + 11.41%	$82.96 - $110.1 $736K - $977K	86.6K $9.54M
MUB	21.7K + 67.07%	$102.31 - $105.8 $2.22M - $2.29M	53.9K $5.64M
IVE	8.98K + 47.8%	$168.34 - $195.42 $1.51M - $1.75M	27.8K $5.42M
DFAS	3.1K + 1.06%	$52.31 - $63.72 $162K - $197K	295K $18.8M
IJR	8.81K + 47.26%	$90.56 - $109.49 $798K - $965K	27.5K $3M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RWO	7.31K New	$38.85 - $45.0 $284K - $329K	7.31K $323K
NVDA	1.69K New	$94.31 - $157.99 $159K - $267K	1.69K $267K
LAM RESEARCH CORP	2.49K New	N/A	2.49K $242K
MORGAN STANLEY ETF TRUST	4.52K New	N/A	4.52K $231K
QQQ	408 New	$416.06 - $551.64 $170K - $225K	408 $225K
SCHW	2.24K New	$69.06 - $91.24 $154K - $204K	2.24K $204K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-64K - 27.73%	$48.13 - $49.85 $3.08M - $3.19M	167K $8.17M
VTI	-5.41K - 73.58%	$243.75 - $303.93 $1.32M - $1.64M	1.94K $590K
DIMENSIONAL ETF TRUST	-31.9K - 4.22%	N/A	724K $22.5M
MRK	-2.05K - 41.23%	$73.47 - $87.12 $150K - $178K	2.92K $231K
UPS	-4 - 0.02%	$91.92 - $110.2 $368 - $441	22.9K $2.31M
AGG	-1.88K - 21.45%	$96.84 - $99.46 $182K - $187K	6.87K $682K

Activity Summary All Purchases 38 New Holdings 6 Increased Positions 32 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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