Rappaport Reiches Capital Management, LLC Purchases in Q1 2025

Rappaport Reiches Capital Management, LLC

  • $400 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
43.4K
+ 5.12%
$77.7 - $78.94 $3.38M - $3.43M
891K $70.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.3K
+ 5.52%
$71.17 - $73.66 $2.73M - $2.82M
733K $53.9B
DFAI
Dimensional ETF Tr

ETFs
58.9K
+ 8.5%
$28.88 - $32.4 $1.7M - $1.91M
751K $23.5B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18K
+ 3.23%
$48.43 - $49.9 $870K - $897K
575K $28.7B
CME
Cme Group Inc.

Financial Services
579
+ 2.18%
$225.82 - $266.54 $131K - $154K
27.2K $7.21B
XLV
Select Sector Spdr Fund Health

ETFs
4.61K
+ 309.4%
$137.61 - $149.68 $634K - $690K
6.1K $890M
XLF
Financial Sector Spdr

ETFs
13.3K
New
$47.32 - $52.19 $628K - $692K
13.3K $661M
Dfa Global Real Estate ETF
15.5K
+ 7.53%
N/A
221K $5.8B
IEFA
Ishares Tr

ETFs
5.96K
New
$69.57 - $78.65 $415K - $469K
5.96K $451M
DFAE
Dimensional ETF Tr

ETFs
13K
+ 6.11%
$24.64 - $26.86 $321K - $349K
226K $5.85B
XLE
Energy Sector Spdr

ETFs
4.37K
New
$85.7 - $93.96 $375K - $411K
4.37K $409M
NFLX
Netflix Inc

Communication Services
248
+ 7.67%
$828.4 - $1058.6 $205K - $263K
3.48K $3.25B
XLI
Industrial Sector Spdr

ETFs
2.58K
New
$128.78 - $141.67 $332K - $365K
2.58K $338M
XLU
Utilities Sector Spdr

ETFs
4.13K
New
$74.7 - $80.27 $308K - $331K
4.13K $325M
ABBV
Abb Vie Inc.

Healthcare
228
+ 2.69%
$169.2 - $216.66 $38.6K - $49.4K
8.71K $1.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 2.14%
$442.66 - $534.52 $33.2K - $40.1K
3.58K $1.9B
PG
Procter & Gamble CO

Consumer Defensive
1.57K
New
$158.56 - $176.26 $248K - $276K
1.57K $267M
DUK
Duke Energy Corp

Utilities
1.95K
New
$105.87 - $121.97 $207K - $238K
1.95K $238M
CRWD
Crowd Strike Holdings, Inc.

Technology
636
New
$308.86 - $455.36 $196K - $290K
636 $224M
XLY
Select Sector Spdr Consumer Di

ETFs
1.12K
New
$192.6 - $233.2 $215K - $260K
1.12K $221M
ISRG
Intuitive Surgical Inc

Healthcare
443
New
$476.63 - $610.45 $211K - $270K
443 $219M
T
At&T Inc.

Communication Services
7.72K
New
$21.56 - $28.28 $166K - $218K
7.72K $218M
NOC
Northrop Grumman Corp

Industrials
423
New
$433.45 - $513.82 $183K - $217K
423 $217M
WFC
Wells Fargo & Company

Financial Services
3K
New
$66.78 - $81.42 $201K - $245K
3K $216M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.62K
New
$74.85 - $84.89 $196K - $222K
2.62K $214M
V
Visa Inc.

Financial Services
526
+ 66.67%
$306.92 - $362.71 $161K - $191K
1.32K $461M
AMP
Ameriprise Financial Inc

Financial Services
431
New
$472.29 - $575.13 $204K - $248K
431 $209M
VTV
Vanguard Value ETF

ETFs
1.2K
New
$167.73 - $179.21 $201K - $215K
1.2K $207M
VLO
Valero Energy Corp

Energy
1.55K
New
$121.76 - $142.99 $189K - $221K
1.55K $205M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.55K
New
$126.11 - $135.06 $196K - $210K
1.55K $200M
LLY
Eli Lilly & CO

Healthcare
198
+ 75.57%
$725.72 - $929.72 $144K - $184K
460 $380M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.27K
+ 2.59%
$18.36 - $20.51 $41.6K - $46.5K
89.7K $1.78B
JPM
Jpmorgan Chase & CO

Financial Services
587
+ 54.96%
$225.19 - $279.95 $132K - $164K
1.66K $406M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.67K
+ 23.26%
$45.72 - $51.73 $214K - $242K
24.8K $1.14B
DFAU
Dimensional ETF Tr

ETFs
57.4K
+ 5.67%
$37.84 - $42.29 $2.17M - $2.43M
1.07M $41.1B
RWO
Spdr Dow Jones Global Real Est

ETFs
1.41K
+ 1.88%
$41.41 - $45.24 $58.5K - $63.9K
76.6K $3.34B
META
Meta Platforms, Inc.

Communication Services
252
+ 7.53%
$576.36 - $736.67 $145K - $186K
3.6K $2.07B
ASML
Asml Holding Nv

Technology
183
+ 50.0%
$662.63 - $776.99 $121K - $142K
549 $364M
ADPT
Adaptive Biotechnologies Corp

Healthcare
995
+ 1.46%
$6.07 - $8.66 $6.04K - $8.62K
69.1K $513M
MA
Mastercard Inc

Financial Services
134
+ 11.95%
$504.67 - $576.31 $67.6K - $77.2K
1.26K $688M
SPGI
S&P Global Inc.

Financial Services
180
+ 41.38%
$478.26 - $543.77 $86.1K - $97.9K
615 $312M
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 6.27%
$890.62 - $1076.86 $53.4K - $64.6K
1.02K $962M
APOG
Apogee Enterprises, Inc.

Industrials
3.39K
+ 109.19%
$46.23 - $71.9 $157K - $244K
6.49K $301M
XOM
Exxon Mobil Corp

Energy
212
+ 6.89%
$105.44 - $118.93 $22.4K - $25.2K
3.29K $391M
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 2.8%
$279.74 - $321.29 $13.1K - $15.1K
1.73K $540M
WTW
Willis Towers Watson PLC

Financial Services
12
+ 0.62%
$306.61 - $340.78 $3.68K - $4.09K
1.93K $654M
AZO
Autozone Inc

Consumer Cyclical
3
+ 4.76%
$3193.96 - $3828.11 $9.58K - $11.5K
66 $252M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
52
+ 0.1%
$25.81 - $28.52 $1.34K - $1.48K
50.3K $1.39B
SO
Southern CO

Utilities
221
+ 7.76%
$80.96 - $92.96 $17.9K - $20.5K
3.07K $282M
Activity Summary
Buys All Purchases 88 New Holdings 19 Increased Positions 69 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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