Advantage Trust CO Incresed Positions in Q2 2025

Advantage Trust CO

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
490
+ 1.03%
$329.49 - $438.4 $161K - $215K
48.2K $21.2B
JGRO
J P Morgan Exchange Traded Fd
864
+ 0.32%
N/A
273K $23.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12.9K
+ 390.02%
$180.84 - $240.32 $2.33M - $3.09M
16.2K $3.88B
WMT
Walmart Inc.

Consumer Defensive
25.2K
+ 346.73%
$81.79 - $99.98 $2.06M - $2.52M
32.5K $3.17B
VO
Vanguard Mid Cap ETF

ETFs
3.19K
+ 4.67%
$228.54 - $279.83 $730K - $894K
71.6K $20B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
12.7K
+ 7.59%
$35.12 - $48.24 $445K - $612K
180K $8.67B
DFAI
Dimensional ETF Tr

ETFs
4.42K
+ 1.06%
$28.02 - $34.71 $124K - $153K
422K $14.6B
Fidelity Enhanced International ETF
7.19K
+ 2.15%
N/A
341K $11.3B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.22K
+ 1.51%
$29.52 - $35.31 $183K - $219K
417K $14.7B
VTV
Vanguard Value ETF

ETFs
2.62K
+ 2.86%
$153.67 - $176.74 $403K - $463K
94.1K $16.6B
AVLV
American Centy ETF Tr Avantis
4.38K
+ 3.27%
$56.85 - $68.21 $249K - $299K
139K $9.45B
MSFT
Microsoft Corp

Technology
700
+ 40.51%
$354.56 - $497.45 $248K - $348K
2.43K $1.21B
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.19K
+ 1038.0%
$72.96 - $90.39 $379K - $469K
5.69K $509M
VEA
Vanguard Ftse Developed Market

ETFs
7.71K
+ 1051.16%
$45.65 - $57.01 $352K - $439K
8.44K $481M
EVRG
Evergy, Inc.

Utilities
5.25K
+ 5250.0%
$64.06 - $69.64 $336K - $366K
5.35K $369M
KRE
Spdr S&P Regional Banking ETF

ETFs
5.65K
+ 376.67%
$48.81 - $59.48 $276K - $336K
7.15K $425M
SECT
Sector 10, Inc.

ETFs
921
+ 2.38%
$45.25 - $58.07 $41.7K - $53.5K
39.6K $2.3B
IBM
International Business Machines Corp

Technology
900
+ 300.0%
$221.03 - $294.78 $199K - $265K
1.2K $354M
VTI
Vanguard Total Stock Market Et

ETFs
600
+ 19.05%
$243.75 - $303.93 $146K - $182K
3.75K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
686
+ 38.6%
$483.48 - $539.8 $332K - $370K
2.46K $1.2B
GOOG
Alphabet Inc.

Communication Services
1.2K
+ 68.97%
$146.58 - $180.01 $176K - $216K
2.94K $522M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
891
+ 2.59%
$52.11 - $64.98 $46.4K - $57.9K
35.2K $2.29B
USB
Us Bancorp \De\

Financial Services
5.3K
+ 1766.67%
$36.4 - $45.76 $193K - $243K
5.6K $253M
AVGO
Broadcom Inc.

Technology
330
+ 24.89%
$146.29 - $275.65 $48.3K - $91K
1.66K $456M
NVDA
Nvidia Corp

Technology
525
+ 19.58%
$94.31 - $157.99 $49.5K - $82.9K
3.21K $507M
ORCL
Oracle Corp

Technology
504
+ 42.78%
$122.82 - $218.63 $61.9K - $110K
1.68K $368M
UNP
Union Pacific Corp

Industrials
800
+ 136.52%
$208.27 - $238.46 $167K - $191K
1.39K $319M
XOM
Exxon Mobil Corp

Energy
1.75K
+ 218.75%
$99.93 - $119.04 $175K - $208K
2.55K $275M
CAT
Caterpillar Inc

Industrials
370
+ 65.26%
$273.94 - $388.21 $101K - $144K
937 $364M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.62K
+ 175.63%
$20.42 - $25.3 $115K - $142K
8.82K $223M
VNQ
Vanguard Specialized Funds Van

ETFs
1.56K
+ 57.18%
$79.79 - $91.42 $124K - $143K
4.29K $382M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
3.05K
+ 1525.0%
$36.65 - $42.44 $112K - $129K
3.25K $132M
LLY
Eli Lilly & CO

Healthcare
186
+ 26.96%
$713.71 - $898.95 $133K - $167K
876 $683M
DE
Deere & CO

Industrials
160
+ 24.24%
$412.99 - $531.48 $66.1K - $85K
820 $417M
VB
Vanguard Small Cap ETF

ETFs
370
+ 34.68%
$193.73 - $237.37 $71.7K - $87.8K
1.44K $341M
MRVL
Marvell Technology, Inc.

Technology
995
+ 122.69%
$49.38 - $79.97 $49.1K - $79.6K
1.81K $140M
COP
Conocophillips

Energy
1K
+ 1075.27%
$82.66 - $106.1 $82.7K - $106K
1.09K $98.1M
RTX
Raytheon Technologies Corp

Industrials
284
+ 11.08%
$113.75 - $148.48 $32.3K - $42.2K
2.85K $416M
DUK
Duke Energy Corp

Utilities
630
+ 157.89%
$112.46 - $124.05 $70.8K - $78.2K
1.03K $121M
PG
Procter & Gamble CO

Consumer Defensive
417
+ 556.0%
$157.66 - $172.39 $65.7K - $71.9K
492 $78.4M
BAC
Bank Of America Corp

Financial Services
1.13K
+ 100.0%
$34.39 - $47.46 $38.7K - $53.4K
2.25K $106M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
500
+ 13.35%
$69.8 - $85.28 $34.9K - $42.6K
4.25K $352M
MO
Altria Group, Inc.

Consumer Defensive
800
+ 100.0%
$55.56 - $60.91 $44.4K - $48.7K
1.6K $93.8M
T
At&T Inc.

Communication Services
1.47K
+ 1583.87%
$26.33 - $28.94 $38.8K - $42.6K
1.57K $45.3M
IAU
Ishares Gold Trust

ETFs
280
+ 8.56%
$56.1 - $64.74 $15.7K - $18.1K
3.55K $222M
SBUX
Starbucks Corp

Consumer Cyclical
400
+ 31.01%
$79.69 - $99.41 $31.9K - $39.8K
1.69K $155M
SO
Southern CO

Utilities
300
+ 1428.57%
$84.91 - $92.56 $25.5K - $27.8K
321 $29.5M
CL
Colgate Palmolive CO

Consumer Defensive
300
+ 60.24%
$87.57 - $96.0 $26.3K - $28.8K
798 $72.5M
VZ
Verizon Communications Inc

Communication Services
500
+ 549.45%
$41.67 - $45.62 $20.8K - $22.8K
591 $25.6M
Activity Summary
Buys All Purchases 116 New Holdings 57 Increased Positions 59 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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