River Street Advisors LLC Purchases in Q2 2025

River Street Advisors LLC

  • $232 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Mfs Active Exchange Traded F
102K
+ 20.59%
N/A
596K $17B
VEA
Vanguard Ftse Developed Market

ETFs
56.4K
+ 262.34%
$45.65 - $57.01 $2.57M - $3.22M
77.9K $4.44B
NVDA
Nvidia Corp

Technology
2.28K
+ 4.16%
$94.31 - $157.99 $215K - $360K
57K $9.01B
AVGO
Broadcom Inc.

Technology
1.27K
+ 6.49%
$146.29 - $275.65 $186K - $351K
20.9K $5.75B
VT
Vanguard Total World Stk Index

ETFs
15.6K
+ 145.83%
$103.16 - $128.52 $1.6M - $2M
26.2K $3.37B
FLIN
Franklin Templeton ETF Tr

ETFs
44.5K
+ 42.12%
$35.01 - $39.98 $1.56M - $1.78M
150K $5.99B
MSFT
Microsoft Corp

Technology
692
+ 5.27%
$354.56 - $497.45 $245K - $344K
13.8K $6.87B
COF
Capital One Financial Corp

Financial Services
9.13K
New
$150.57 - $212.76 $1.37M - $1.94M
9.13K $1.94B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.1K
+ 4.28%
$51.16 - $62.02 $466K - $564K
222K $13.8B
JPM
Jpmorgan Chase & CO

Financial Services
258
+ 1.21%
$210.28 - $289.91 $54.3K - $74.8K
21.5K $6.23B
Viking Holdings LTD
16K
New
N/A
16K $853M
GOOGL
Alphabet Inc.

Communication Services
2.74K
+ 16.59%
$144.7 - $178.6 $396K - $489K
19.2K $3.39B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.43K
+ 2.74%
$58.41 - $72.69 $142K - $177K
91.1K $6.62B
MBB
Ishares Tr

ETFs
7.92K
New
$91.41 - $94.22 $724K - $746K
7.92K $744M
KLAC
Kla Corp

Technology
141
+ 5.6%
$576.53 - $902.94 $81.3K - $127K
2.66K $2.38B
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 9.04%
$167.32 - $223.3 $198K - $265K
14.3K $3.14B
SOFI
So Fi Technologies, Inc.

Financial Services
9.83K
+ 14.63%
$9.5 - $18.21 $93.4K - $179K
77K $1.4B
IEFA
Ishares Tr

ETFs
7.41K
New
$67.83 - $84.09 $503K - $623K
7.41K $619M
MS
Morgan Stanley

Financial Services
776
+ 3.81%
$99.83 - $140.86 $77.5K - $109K
21.2K $2.98B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.99K
New
$49.79 - $50.75 $498K - $507K
9.99K $507M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.37K
+ 196.39%
$58.63 - $59.9 $491K - $502K
12.6K $756M
ETN
Eaton Corp PLC

Industrials
224
+ 4.69%
$246.52 - $356.99 $55.2K - $80K
5K $1.79B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
18.3K
New
$23.2 - $23.63 $425K - $432K
18.3K $431M
EW
Edwards Lifesciences Corp

Healthcare
5.24K
New
$67.07 - $78.22 $351K - $410K
5.24K $410M
Blackrock Inc
118
+ 4.84%
N/A
2.56K $2.68B
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
28.6K
New
$12.22 - $13.5 $349K - $386K
28.6K $361M
PWR
Quanta Services, Inc.

Industrials
200
+ 9.14%
$239.47 - $381.26 $47.9K - $76.3K
2.39K $903M
BMI
Badger Meter Inc

Technology
294
+ 5.95%
$170.72 - $254.17 $50.2K - $74.7K
5.23K $1.28B
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
24.3K
New
$13.89 - $15.26 $338K - $371K
24.3K $342M
IVV
Ishares Core S&P 500 ETF

ETFs
390
+ 27.08%
$498.8 - $620.9 $195K - $242K
1.83K $1.14B
META
Meta Platforms, Inc.

Communication Services
439
New
$484.66 - $738.09 $213K - $324K
439 $324M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
31.2K
+ 183.7%
$9.43 - $10.29 $294K - $321K
48.1K $485M
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
20.6K
New
$13.91 - $15.0 $286K - $309K
20.6K $294M
CAH
Cardinal Health Inc

Healthcare
1.71K
New
$125.0 - $168.0 $214K - $288K
1.71K $288M
BX
Blackstone Inc.

Financial Services
876
+ 5.51%
$120.07 - $151.11 $105K - $132K
16.8K $2.51B
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.65K
+ 60.11%
$73.7 - $90.98 $195K - $241K
7.05K $642M
AXON
Axon Enterprise, Inc.

Industrials
325
New
$497.13 - $827.94 $162K - $269K
325 $269M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
19.7K
New
$13.05 - $14.45 $257K - $285K
19.7K $265M
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
18.9K
New
$13.58 - $14.89 $256K - $281K
18.9K $263M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
11K
New
$23.03 - $23.64 $254K - $261K
11K $259M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
21.4K
New
$11.34 - $12.35 $243K - $265K
21.4K $255M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.43K
+ 28.56%
$82.96 - $110.1 $119K - $158K
6.45K $710M
IEMG
Ishares Inc

ETFs
3.89K
New
N/A
3.89K $233M
SPYG
Spdr Portfolio

ETFs
357
+ 2.79%
$71.83 - $95.32 $25.6K - $34K
13.1K $1.25B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.7K
+ 8.82%
$19.49 - $19.66 $208K - $210K
131K $2.58B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
330
+ 43.36%
$468.22 - $566.51 $155K - $187K
1.09K $618M
Federated Hermes ETF Trust
8.07K
+ 18.31%
N/A
52.1K $1.31B
CEG
Constellation Energy Corp

Utilities
132
+ 9.93%
$170.96 - $322.76 $22.6K - $42.6K
1.46K $472M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.29K
+ 9.18%
$32.66 - $40.75 $74.7K - $93.2K
27.2K $1.1B
Activity Summary
Buys All Purchases 116 New Holdings 32 Increased Positions 84 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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