Blue Stem Wealth Partners, LLC Incresed Positions 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
VTV
Vanguard Value ETF

ETFs
19.2K
+ 23.88%
$153.67 - $176.74 $2.95M - $3.4M
99.7K $17.6B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
69.5K
+ 33.93%
$32.0 - $39.87 $2.22M - $2.77M
274K $10.9B
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
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
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
NULG
Nuveen Esg Large Cap Growth Et

ETFs
463
+ 4.18%
$70.54 - $93.95 $32.7K - $43.5K
11.5K $1.08B
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
GE
General Electric CO

Industrials
76
+ 4.39%
$166.81 - $257.39 $12.7K - $19.6K
1.81K $465M
QQQ
Invesco Qqq Trust, Series 1

ETFs
59
+ 6.5%
$416.06 - $551.64 $24.5K - $32.5K
966 $533M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.58K
+ 15.45%
$30.87 - $39.17 $48.6K - $61.7K
11.8K $461M
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 5.11%
$210.28 - $289.91 $15.8K - $21.7K
1.54K $447M
WFC
Wells Fargo & Company

Financial Services
158
+ 1.85%
$60.98 - $80.12 $9.63K - $12.7K
8.68K $696M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
139
+ 1.86%
$73.02 - $90.22 $10.1K - $12.5K
7.6K $678M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.5%
$451.58 - $565.94 $2.26K - $2.83K
1.02K $552M
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 4.05%
$496.48 - $617.85 $11.9K - $14.8K
616 $381M
GOOG
Alphabet Inc.

Communication Services
21
+ 1.6%
$146.58 - $180.01 $3.08K - $3.78K
1.33K $236M
HON
Honeywell International Inc

Industrials
35
+ 3.58%
$182.86 - $232.88 $6.4K - $8.15K
1.01K $236M
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 5.27%
$335.24 - $380.78 $10.7K - $12.2K
639 $234M
GGG
Graco Inc

Industrials
5
+ 0.16%
$74.02 - $87.26 $370 - $436
3.11K $267M
ADP
Automatic Data Processing Inc

Industrials
12
+ 1.42%
$276.76 - $326.81 $3.32K - $3.92K
859 $265M
CRM
Salesforce, Inc.

Technology
2
+ 0.23%
$236.26 - $291.15 $473 - $582
888 $242M
ORCC
Owl Rock Capital Corp

Financial Services
887
+ 2.71%
N/A
33.6K $482M
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.96%
$79.79 - $91.42 $1.76K - $2.01K
2.31K $206M
XEL
Xcel Energy Inc

Utilities
28
+ 0.83%
$65.65 - $72.39 $1.84K - $2.03K
3.41K $232M
MDT
Medtronic PLC

Healthcare
11
+ 0.26%
$80.68 - $88.86 $887 - $977
4.24K $370M
PRU
Prudential Financial Inc

Financial Services
21
+ 0.59%
$95.12 - $112.71 $2K - $2.37K
3.6K $386M
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.24%
$236.71 - $261.92 $473 - $524
849 $211M
TGT
Target Corp

Consumer Defensive
64
+ 1.29%
$88.76 - $105.77 $5.68K - $6.77K
5.02K $495M
AAPL
Apple Inc.

Technology
705
+ 3.84%
$172.42 - $223.89 $122K - $158K
19.1K $3.92B
UNH
Unitedhealth Group Inc

Healthcare
234
+ 6.63%
$274.35 - $599.47 $64.2K - $140K
3.76K $1.17B
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
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