River Street Advisors LLC Incresed Positions 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
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
GLW
Corning Inc

Technology
14.8K
+ 77.16%
$39.07 - $52.59 $578K - $778K
34K $1.79B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.43K
+ 2.74%
$58.41 - $72.69 $142K - $177K
91.1K $6.62B
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
MS
Morgan Stanley

Financial Services
776
+ 3.81%
$99.83 - $140.86 $77.5K - $109K
21.2K $2.98B
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
Blackrock Inc
118
+ 4.84%
N/A
2.56K $2.68B
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
IVV
Ishares Core S&P 500 ETF

ETFs
390
+ 27.08%
$498.8 - $620.9 $195K - $242K
1.83K $1.14B
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
31.2K
+ 183.7%
$9.43 - $10.29 $294K - $321K
48.1K $485M
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
IVW
Ishares S&P 500 Growth ETF

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

Industrials
306
+ 4.8%
$267.12 - $336.65 $81.7K - $103K
6.68K $2.19B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
875
+ 9.03%
$57.46 - $75.58 $50.3K - $66.1K
10.6K $799M
SHOP
Shopify Inc.

Technology
132
+ 1.61%
$76.89 - $115.35 $10.1K - $15.2K
8.35K $963M
HON
Honeywell International Inc

Industrials
155
+ 2.6%
$182.86 - $232.88 $28.3K - $36.1K
6.11K $1.42B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.26K
+ 32.48%
$50.39 - $60.05 $114K - $136K
9.22K $554M
NSC
Norfolk Southern Corp

Industrials
338
+ 8.9%
$206.34 - $257.46 $69.7K - $87K
4.13K $1.06B
LLY
Eli Lilly & CO

Healthcare
387
+ 12.19%
$713.71 - $898.95 $276K - $348K
3.56K $2.78B
VTV
Vanguard Value ETF

ETFs
809
+ 28.46%
$153.67 - $176.74 $124K - $143K
3.65K $645M
Aptiv PLC
1.35K
+ 26.06%
N/A
6.52K $445M
ABT
Abbott Laboratories

Healthcare
727
+ 8.66%
$123.95 - $138.08 $90.1K - $100K
9.12K $1.24B
ZTS
Zoetis Inc.

Healthcare
903
+ 33.31%
$144.41 - $170.3 $130K - $154K
3.61K $564M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.69K
+ 6.98%
$35.35 - $42.68 $59.7K - $72K
25.9K $1.1B
ADBE
Adobe Inc.

Technology
269
+ 17.8%
$340.0 - $420.68 $91.5K - $113K
1.78K $689M
NEE
Nextera Energy Inc

Utilities
1.85K
+ 11.87%
$64.11 - $75.0 $119K - $139K
17.4K $1.21B
PHM
Pultegroup Inc

Consumer Cyclical
788
+ 9.98%
$92.02 - $106.54 $72.5K - $84K
8.69K $916M
SYK
Stryker Corp

Healthcare
139
+ 6.8%
$337.37 - $395.63 $46.9K - $55K
2.18K $864M
MA
Mastercard Inc

Financial Services
124
+ 5.31%
$479.92 - $590.74 $59.5K - $73.3K
2.46K $1.38B
ITOT
Ishares Core S&P Total U.S. St

ETFs
415
+ 11.91%
$108.12 - $135.04 $44.9K - $56K
3.9K $527M
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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