Bear Mountain Capital, Inc. Purchases in Q1 2025

Bear Mountain Capital, Inc.

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21
+ 33.87%
$333.37 - $384.99 $7K - $8.08K
83 $27K
AMD
Advanced Micro Devices Inc

Technology
150
+ 75.0%
$96.63 - $129.55 $14.5K - $19.4K
350 $35K
RTX
Raytheon Technologies Corp

Industrials
19
+ 6.44%
$114.1 - $135.66 $2.17K - $2.58K
314 $41K
SBUX
Starbucks Corp

Consumer Cyclical
285
+ 61.96%
$91.75 - $115.81 $26.1K - $33K
745 $73K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
250
+ 31.41%
$51.45 - $58.51 $12.9K - $14.6K
1.05K $54K
MA
Mastercard Inc

Financial Services
7
+ 7.0%
$504.67 - $576.31 $3.53K - $4.03K
107 $58K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 7.43%
$225.19 - $279.95 $3.38K - $4.2K
217 $53K
BA
Boeing CO

Industrials
7
+ 2.22%
$148.15 - $186.25 $1.04K - $1.3K
322 $54K
META
Meta Platforms, Inc.

Communication Services
112
+ 101.82%
$576.36 - $736.67 $64.6K - $82.5K
222 $127K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.2K
+ 1216.83%
$49.25 - $50.66 $897K - $923K
19.7K $978K
AVB
Avalonbay Communities Inc

Real Estate
1
+ 0.27%
$207.86 - $228.08 $208 - $228
370 $79K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.25%
$286.85 - $318.64 $287 - $319
401 $122K
CAT
Caterpillar Inc

Industrials
7
+ 2.03%
$326.75 - $407.63 $2.29K - $2.85K
352 $116K
GOOG
Alphabet Inc.

Communication Services
22
+ 1.95%
$156.06 - $207.71 $3.43K - $4.57K
1.15K $179K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.34%
$442.66 - $534.52 $3.98K - $4.81K
679 $361K
AAPL
Apple Inc.

Technology
105
+ 6.74%
$209.68 - $247.1 $22K - $25.9K
1.66K $369K
COST
Costco Wholesale Corp

Consumer Defensive
451
+ 82.45%
$890.62 - $1076.86 $402K - $486K
998 $943K
MSFT
Microsoft Corp

Technology
953
+ 42.43%
$375.39 - $447.2 $358K - $426K
3.2K $1.2M
AMZN
Amazon Com Inc

Consumer Cyclical
3.34K
+ 28.12%
$190.26 - $242.06 $636K - $809K
15.2K $2.9M
VTI
Vanguard Total Stock Market Et

ETFs
351
+ 2.61%
$271.18 - $303.12 $95.2K - $106K
13.8K $3.79M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
714
+ 2.0%
$113.22 - $126.36 $80.8K - $90.2K
36.4K $4.18M
BNDX
Vanguard Total International B

ETFs
233
+ 0.17%
$48.33 - $49.5 $11.3K - $11.5K
140K $6.83M
VNQ
Vanguard Specialized Funds Van

ETFs
2.05K
+ 2.04%
$85.55 - $94.34 $175K - $193K
103K $9.3M
VB
Vanguard Small Cap ETF

ETFs
2.81K
+ 6.66%
$217.89 - $252.64 $611K - $709K
45K $9.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.9K
+ 3.96%
$42.5 - $46.71 $507K - $557K
313K $14.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.4K
+ 4.66%
$71.17 - $73.66 $669K - $692K
211K $15.5M
VEA
Vanguard Ftse Developed Market

ETFs
13.8K
+ 3.61%
$47.4 - $52.99 $656K - $734K
397K $20.2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.85K
+ 0.59%
$59.28 - $66.1 $110K - $122K
316K $20.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.87K
+ 1.53%
$77.7 - $78.94 $301K - $306K
256K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.09K
+ 5.79%
$507.05 - $563.67 $1.57M - $1.74M
56.5K $29M
VO
Vanguard Mid Cap ETF

ETFs
6K
+ 4.22%
$251.87 - $277.95 $1.51M - $1.67M
148K $38.3M
Activity Summary
Buys All Purchases 232 New Holdings 173 Increased Positions 59 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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