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
IJJ
Ishares S&P Midcap 400 Value E

ETFs
640
+ 22.02%
$103.88 - $123.68 $66.5K - $79.2K
3.55K $438M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
371
+ 3.23%
$45.98 - $56.15 $17.1K - $20.8K
11.9K $666M
NOC
Northrop Grumman Corp

Industrials
220
+ 6.95%
$456.3 - $540.39 $100K - $119K
3.38K $1.69B
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.07%
$908.13 - $1056.85 $908 - $1.06K
1.39K $1.38B
GOOG
Alphabet Inc.

Communication Services
60
+ 2.48%
$146.58 - $180.01 $8.79K - $10.8K
2.48K $440M
ENB
Enbridge Inc

Energy
767
+ 3.51%
$41.09 - $47.16 $31.5K - $36.2K
22.6K $1.02B
VLO
Valero Energy Corp

Energy
219
+ 1.91%
$104.69 - $141.77 $22.9K - $31K
11.7K $1.57B
MET
Metlife Inc

Financial Services
659
+ 3.43%
$68.42 - $82.49 $45.1K - $54.4K
19.9K $1.6B
SPIB
Spdr Portfolio Intermediate Te

ETFs
912
+ 1.5%
$32.62 - $33.58 $29.7K - $30.6K
61.7K $2.07B
DHR
Danaher Corp

Healthcare
354
+ 12.84%
$174.64 - $205.16 $61.8K - $72.6K
3.11K $614M
V
Visa Inc.

Financial Services
125
+ 17.78%
$308.27 - $373.31 $38.5K - $46.7K
828 $294M
ROP
Roper Technologies Inc

Industrials
121
+ 11.51%
$519.19 - $590.78 $62.8K - $71.5K
1.17K $664M
PML
Pimco Municipal Income Fund Ii

Financial Services
6.49K
+ 59.56%
$7.29 - $8.14 $47.3K - $52.9K
17.4K $130M
VIG
Vanguard Dividend Appreciation

ETFs
70
+ 2.89%
N/A
2.49K $509M
VPU
Vanguard Utilities ETF

ETFs
63
+ 1.49%
$158.36 - $178.82 $9.98K - $11.3K
4.3K $759M
WELL
Welltower Inc.

Real Estate
190
+ 5.42%
$136.49 - $155.22 $25.9K - $29.5K
3.69K $568M
INGR
Ingredion Inc

Consumer Defensive
175
+ 2.59%
$123.22 - $140.95 $21.6K - $24.7K
6.92K $939M
XLP
Consumer Staples Sector Spdr

ETFs
292
+ 3.74%
N/A
8.1K $656M
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 1.11%
$335.24 - $380.78 $14.1K - $16K
3.84K $1.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
275
+ 10.69%
$483.48 - $539.8 $133K - $148K
2.85K $1.38B
XLE
Energy Sector Spdr

ETFs
807
+ 12.06%
$76.44 - $94.13 $61.7K - $76K
7.5K $636M
XOM
Exxon Mobil Corp

Energy
160
+ 9.7%
$99.93 - $119.04 $16K - $19K
1.81K $195M
EOG
Eog Resources Inc

Energy
724
+ 7.05%
$104.61 - $129.97 $75.7K - $94.1K
11K $1.32B
USRT
Ishares Core U.S. Reit ETF

ETFs
12
+ 0.09%
$50.37 - $57.97 $604 - $696
13.9K $786M
AES
Aes Corp

Utilities
2.46K
+ 8.69%
$9.63 - $12.55 $23.7K - $30.9K
30.8K $324M
VZ
Verizon Communications Inc

Communication Services
123
+ 0.71%
$41.67 - $45.62 $5.13K - $5.61K
17.4K $752M
PLD
Prologis, Inc.

Real Estate
286
+ 2.45%
$89.76 - $112.34 $25.7K - $32.1K
12K $1.26B
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.54%
$390.26 - $489.06 $1.17K - $1.47K
554 $225M
MCD
Mcdonalds Corp

Consumer Cyclical
90
+ 1.99%
$285.55 - $321.23 $25.7K - $28.9K
4.61K $1.35B
SBUX
Starbucks Corp

Consumer Cyclical
194
+ 1.51%
$79.69 - $99.41 $15.5K - $19.3K
13K $1.19B
JNJ
Johnson & Johnson

Healthcare
112
+ 0.88%
$146.36 - $159.82 $16.4K - $17.9K
12.9K $1.97B
CVX
Chevron Corp

Energy
346
+ 4.06%
$133.73 - $168.51 $46.3K - $58.3K
8.88K $1.27B
PEP
Pepsico Inc

Consumer Defensive
336
+ 2.89%
$128.02 - $151.37 $43K - $50.9K
12K $1.58B
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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