Blue Stem Wealth Partners, LLC Purchases in Q2 2025

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
1.91M
+ 120.62%
$20.84 - $24.54 $39.8M - $46.8M
3.49M $85.7B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.16M
+ 54.22%
$17.76 - $22.1 $20.7M - $25.7M
3.31M $73.1B
IVV
Ishares Core S&P 500 ETF

ETFs
14.4K
+ 6.39%
$498.8 - $620.9 $7.16M - $8.92M
239K $148B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
348K
+ 54.69%
$34.72 - $42.74 $12.1M - $14.9M
984K $42.1B
HYDB
Ishares Tr Edge High Yield Def

ETFs
226K
+ 5089.91%
$44.64 - $47.48 $10.1M - $10.7M
230K $10.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
134K
+ 32.26%
$51.16 - $62.02 $6.84M - $8.29M
548K $34B
XLI
Industrial Sector Spdr

ETFs
47.5K
New
$116.42 - $147.52 $5.53M - $7.01M
47.5K $7.01B
XLY
Select Sector Spdr Consumer Di

ETFs
31.5K
New
$176.34 - $218.59 $5.56M - $6.89M
31.5K $6.85B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
93.7K
New
$50.09 - $51.09 $4.69M - $4.79M
93.7K $4.79B
VTV
Vanguard Value ETF

ETFs
19.2K
+ 23.88%
$153.67 - $176.74 $2.95M - $3.4M
99.7K $17.6B
EWJ
Ishares Msci Japan ETF

ETFs
40.7K
New
$61.32 - $75.28 $2.5M - $3.06M
40.7K $3.05B
CGMS
Capital Grp Core Plus Income E
42.7K
+ 6.05%
N/A
748K $20.7B
XLC
Select Sector Spdr Tr Communic

ETFs
2.69K
+ 4.15%
$86.13 - $108.53 $232K - $292K
67.7K $7.34B
SPYI
Shp ETF Tr Neos S&P 500 High I
21.4K
New
N/A
21.4K $1.07B
Neos Nasdaq 100 High Income ETF
19K
New
N/A
19K $989M
Tcw Flexible Income ETF
20.8K
+ 6.59%
N/A
337K $13.3B
NVDA
Nvidia Corp

Technology
202
+ 1.35%
$94.31 - $157.99 $19.1K - $31.9K
15.2K $2.4B
AVUV
American Centy ETF Tr Avantis

ETFs
5.55K
+ 12.46%
$75.17 - $91.21 $417K - $506K
50K $4.56B
PULS
Pgim ETF Tr

ETFs
13.4K
+ 17.84%
$49.39 - $49.76 $662K - $666K
88.5K $4.4B
XLF
Financial Sector Spdr

ETFs
5.44K
+ 4.18%
$43.92 - $52.37 $239K - $285K
135K $7.09B
MSFT
Microsoft Corp

Technology
513
+ 28.87%
$354.56 - $497.45 $182K - $255K
2.29K $1.14B
YLD
Principal Exchange Traded Fds

ETFs
20.2K
+ 9.63%
$18.16 - $19.37 $366K - $391K
230K $4.45B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.7K
New
$47.46 - $55.3 $366K - $426K
7.7K $424M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
8.7K
New
$37.51 - $45.52 $326K - $396K
8.7K $394M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.53K
+ 12.19%
$108.06 - $135.3 $165K - $207K
14.1K $1.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.2K
+ 23.5%
$24.32 - $27.87 $418K - $479K
90.2K $2.39B
TSLA
Tesla, Inc.

Consumer Cyclical
210
+ 4.59%
$221.86 - $362.89 $46.6K - $76.2K
4.78K $1.52B
IDV
Ishares Tr

ETFs
8.65K
+ 114.92%
$27.79 - $34.84 $240K - $301K
16.2K $558M
BSX
Boston Scientific Corp

Healthcare
1.7K
+ 10.46%
$89.7 - $107.41 $153K - $183K
18K $1.93B
AVGO
Broadcom Inc.

Technology
997
New
$146.29 - $275.65 $146K - $275K
997 $275M
ORCL
Oracle Corp

Technology
1.15K
New
$122.82 - $218.63 $141K - $252K
1.15K $252M
BAC
Bank Of America Corp

Financial Services
5.25K
New
$34.39 - $47.46 $180K - $249K
5.25K $248M
HBAN
Huntington Bancshares Inc

Financial Services
14.7K
New
$12.49 - $16.76 $184K - $247K
14.7K $247M
AXP
American Express CO

Financial Services
758
New
$231.39 - $318.98 $175K - $242K
758 $242M
XOM
Exxon Mobil Corp

Energy
2.2K
New
$99.93 - $119.04 $220K - $262K
2.2K $238M
META
Meta Platforms, Inc.

Communication Services
316
New
$484.66 - $738.09 $153K - $233K
316 $233M
Ge Vernova Inc Com
441
New
N/A
441 $233M
COST
Costco Wholesale Corp

Consumer Defensive
235
New
$908.13 - $1056.85 $213K - $248K
235 $233M
WMT
Walmart Inc.

Consumer Defensive
2.36K
New
$81.79 - $99.98 $193K - $236K
2.36K $231M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.64K
New
$33.38 - $40.81 $188K - $230K
5.64K $230M
ABT
Abbott Laboratories

Healthcare
1.61K
New
$123.95 - $138.08 $199K - $222K
1.61K $218M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
463
+ 4.18%
$70.54 - $93.95 $32.7K - $43.5K
11.5K $1.08B
VGT
Vanguard Information Technolog

ETFs
324
New
$470.37 - $663.28 $152K - $215K
324 $215M
URI
United Rentals, Inc.

Industrials
277
New
$551.94 - $753.4 $153K - $209K
277 $208M
TJX
Tjx Companies Inc

Consumer Cyclical
1.63K
New
$119.13 - $135.03 $194K - $220K
1.63K $202M
JNJ
Johnson & Johnson

Healthcare
1.32K
New
$146.36 - $159.82 $193K - $211K
1.32K $201M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.01K
+ 21.08%
$36.02 - $41.92 $145K - $168K
23.1K $966M
GOOGL
Alphabet Inc.

Communication Services
385
+ 7.93%
$144.7 - $178.6 $55.7K - $68.8K
5.24K $924M
MUB
Ishares National Muni Bond ETF

ETFs
1.2K
+ 26.0%
$102.31 - $105.8 $122K - $126K
5.79K $605M
Activity Summary
Buys All Purchases 73 New Holdings 24 Increased Positions 49 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Blue Stem Wealth Partners, LLC Portfolio

Follow Blue Stem Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Stem Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Stem Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email