Urban Financial Advisory Corp Incresed Positions in Q1 2025

Urban Financial Advisory Corp

  • $181 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
24.8K
+ 32.54%
$69.57 - $78.65 $1.72M - $1.95M
101K $7.64B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
7.66K
+ 0.85%
$21.08 - $22.48 $161K - $172K
913K $20.3B
FNDX
Schwab Fundamental U S Large C

ETFs
27.8K
+ 5.75%
$23.03 - $25.01 $640K - $695K
511K $12.1B
VEA
Vanguard Ftse Developed Market

ETFs
9.34K
+ 818.49%
$47.4 - $52.99 $443K - $495K
10.5K $533M
EEM
Ishares Msci Emerging Markets

ETFs
6.19K
+ 6.83%
$40.81 - $45.34 $252K - $280K
96.8K $4.23B
VO
Vanguard Mid Cap ETF

ETFs
1.47K
+ 412.64%
$251.87 - $277.95 $370K - $408K
1.83K $472M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
678
+ 698.97%
$507.05 - $563.67 $344K - $382K
775 $398M
VB
Vanguard Small Cap ETF

ETFs
1.48K
+ 1852.5%
$217.89 - $252.64 $323K - $374K
1.56K $346M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.26K
+ 1504.01%
$37.07 - $40.63 $306K - $335K
8.81K $347M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.42K
+ 92.31%
$42.5 - $46.71 $188K - $206K
9.2K $417M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.97K
+ 10.42%
$39.18 - $43.52 $77.3K - $85.9K
20.9K $876M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.92K
+ 7.03%
$38.22 - $41.19 $73.5K - $79.2K
29.3K $1.18B
EFV
Msci Eafe Value ETF

ETFs
721
+ 25.86%
$51.88 - $60.73 $37.4K - $43.8K
3.51K $207M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
330
+ 32.26%
$77.33 - $90.16 $25.5K - $29.8K
1.35K $106M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
223
+ 11.01%
$49.78 - $53.19 $11.1K - $11.9K
2.25K $115M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
10
+ 0.59%
$55.47 - $61.45 $555 - $615
1.7K $100M
RWR
Spdr Dow Jones Reit ETF

ETFs
30
+ 0.62%
$95.15 - $104.06 $2.85K - $3.12K
4.84K $480M
VCIT
Vanguard Intermediate Term Cor

ETFs
14
+ 0.73%
$79.17 - $82.04 $1.11K - $1.15K
1.93K $158M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1
+ 0.08%
$32.74 - $36.2 $32.7 - $36.2
1.23K $43.1M
IBND
Spdr Bloomberg International C

ETFs
4
+ 0.45%
$27.72 - $29.79 $111 - $119
886 $26.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
20
+ 1.3%
$23.32 - $23.84 $466 - $477
1.56K $36.5M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.15%
$115.08 - $123.97 $345 - $372
2K $232M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
6
+ 0.25%
$38.41 - $44.06 $230 - $264
2.4K $93.7M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
9
+ 0.26%
$45.21 - $50.33 $407 - $453
3.48K $159M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.34%
$253.32 - $282.66 $760 - $848
889 $229M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8
+ 0.25%
$37.84 - $44.02 $303 - $352
3.21K $123M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.32%
$522.96 - $601.18 $2.09K - $2.4K
1.24K $660M
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.23%
$198.1 - $229.79 $1.19K - $1.38K
2.57K $513M
IWC
Russell Micro Cap ETF

ETFs
419
+ 5.58%
$110.91 - $133.46 $46.5K - $55.9K
7.92K $879M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
361
+ 1.0%
$102.49 - $119.96 $37K - $43.3K
36.4K $3.81B
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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