Blue Stem Wealth Partners, LLC Sells in Q2 2025

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-70.3K
- 29.52%
$329.49 - $438.4 $23.2M - $30.8M
168K $73.5B
RECS
Columbia ETF Tr I

ETFs
-517K
- 32.72%
$29.4 - $36.79 $15.2M - $19M
1.06M $39.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-557K
- 33.6%
$22.54 - $23.17 $12.5M - $12.9M
1.1M $25.3B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-274K
- 33.41%
$45.2 - $46.6 $12.4M - $12.8M
547K $25.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-145K
- 37.01%
$72.02 - $73.82 $10.4M - $10.7M
246K $18.1B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-75.3K
- 37.95%
$78.98 - $90.1 $5.95M - $6.79M
123K $11.1B
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
-133K
- 28.44%
$43.15 - $46.09 $5.72M - $6.11M
334K $15.4B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-104K
- 37.83%
$43.65 - $45.44 $4.54M - $4.73M
171K $7.77B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-89.9K
- 23.26%
$48.46 - $50.2 $4.36M - $4.51M
297K $14.7B
FLMI
Franklin Dynamic Municipal Bon

ETFs
-102K
- 24.34%
$23.57 - $24.6 $2.41M - $2.51M
317K $7.7B
LEN
Lennar Corp

Consumer Cyclical
-909
- 29.83%
$102.76 - $115.66 $93.4K - $105K
2.14K $236M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.09K
- 27.4%
$22.4 - $23.8 $91.6K - $97.3K
10.8K $258M
MMM
3 M CO

Industrials
-675
- 13.88%
$126.09 - $154.15 $85.1K - $104K
4.19K $637M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2.93K
- 9.29%
$41.55 - $46.04 $122K - $135K
28.6K $1.32B
Jpmorgan Limited Duration Bond ETF
-1.08K
- 15.47%
N/A
5.9K $308M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-518
- 8.14%
$96.84 - $99.46 $50.2K - $51.5K
5.85K $580M
QDPL
Pacer Fds Tr Metaurus Us Large
-2.6K
- 14.23%
$32.46 - $39.77 $84.5K - $103K
15.7K $619M
VIG
Vanguard Dividend Appreciation

ETFs
-302
- 6.98%
N/A
4.03K $824M
WDAY
Workday, Inc.

Technology
-84
- 6.97%
$210.47 - $274.71 $17.7K - $23.1K
1.12K $269M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-99
- 16.05%
$372.3 - $448.86 $36.9K - $44.4K
518 $226M
AOR
Ishares Tr Core Growth Allocat

ETFs
-4.9K
- 6.63%
$53.36 - $61.57 $261K - $302K
69K $4.25B
FICO
Fair Isaac Corp

Technology
-1
- 0.55%
$1503.62 - $2206.01 $1.5K - $2.21K
182 $333M
MS
Morgan Stanley

Financial Services
-423
- 17.52%
$99.83 - $140.86 $42.2K - $59.6K
1.99K $281M
LNG
Cheniere Energy, Inc.

Energy
-73
- 4.32%
$197.25 - $244.33 $14.4K - $17.8K
1.62K $393M
AOK
Ishares Tr Core Conservative A

ETFs
-1.08K
- 2.87%
$36.09 - $39.07 $38.8K - $42K
36.4K $1.42B
VEA
Vanguard Ftse Developed Market

ETFs
-377
- 6.55%
$45.65 - $57.01 $17.2K - $21.5K
5.38K $307M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11
- 0.27%
$90.56 - $109.49 $996 - $1.2K
4.05K $442M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.47K
- 7.83%
$19.1 - $23.83 $66.2K - $82.6K
40.8K $972M
KKR
Kkr & Co. Inc.

Financial Services
-259
- 8.35%
$92.79 - $134.29 $24K - $34.8K
2.84K $378M
ADI
Analog Devices Inc

Technology
-142
- 9.61%
$164.6 - $238.02 $23.4K - $33.8K
1.34K $318M
Liberty Media Corp Del Com Lbty One S C
-138
- 5.41%
N/A
2.42K $252M
SKYY
First Trust Cloud Computing Et

ETFs
-191
- 7.31%
$89.46 - $121.64 $17.1K - $23.2K
2.42K $295M
CAT
Caterpillar Inc

Industrials
-10
- 0.87%
$273.94 - $388.21 $2.74K - $3.88K
1.14K $443M
VONG
Vanguard Russell 1000 Growth E

ETFs
-24
- 0.48%
$82.51 - $109.2 $1.98K - $2.62K
4.99K $545M
EWI
Ishares Inc Msci Italy ETF

ETFs
-6.02K
- 8.51%
$36.6 - $48.32 $220K - $291K
64.7K $3.11B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-342
- 2.52%
$108.12 - $135.04 $37K - $46.2K
13.2K $1.79B
EWC
Ishares Msci Canada ETF

ETFs
-4.89K
- 6.75%
$37.17 - $46.2 $182K - $226K
67.6K $3.12B
EWQ
Ishares Msci France ETF

ETFs
-486
- 0.68%
$35.65 - $43.57 $17.3K - $21.2K
70.8K $3.03B
AMZN
Amazon Com Inc

Consumer Cyclical
-43
- 0.59%
$167.32 - $223.3 $7.19K - $9.6K
7.2K $1.58B
AMP
Ameriprise Financial Inc

Financial Services
-18
- 0.31%
$422.19 - $533.73 $7.6K - $9.61K
5.76K $3.08B
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