Portfolio Design Labs, LLC Purchases in Q2 2025

Portfolio Design Labs, LLC

  • $509 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
545K
New
$73.0 - $85.5 $39.8M - $46.6M
545K $45.8B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
369K
New
$85.42 - $94.39 $31.6M - $34.9M
369K $34.7B
GLD
Spdr Gold Trust

ETFs
74.2K
+ 113.21%
$273.71 - $316.29 $20.3M - $23.5M
140K $42.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
188K
New
$82.21 - $83.12 $15.5M - $15.6M
188K $15.6B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
114K
New
$102.02 - $103.5 $11.7M - $11.8M
114K $11.8B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
82.9K
New
$116.93 - $119.39 $9.69M - $9.9M
82.9K $9.87B
KR
Kroger CO

Consumer Defensive
71.6K
+ 1778.62%
$64.62 - $74.0 $4.63M - $5.3M
75.7K $5.43B
MCK
Mckesson Corp

Healthcare
6.24K
New
$652.83 - $732.78 $4.07M - $4.57M
6.24K $4.57B
NFLX
Netflix Inc

Communication Services
1.23K
+ 20.98%
$855.86 - $1339.13 $1.05M - $1.65M
7.09K $9.49B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15.5K
New
$141.37 - $228.57 $2.19M - $3.54M
15.5K $3.51B
LLY
Eli Lilly & CO

Healthcare
3.91K
+ 70.49%
$713.71 - $898.95 $2.79M - $3.51M
9.45K $7.36B
MDT
Medtronic PLC

Healthcare
30.5K
+ 606.81%
$80.68 - $88.86 $2.46M - $2.71M
35.6K $3.1B
JPM
Jpmorgan Chase & CO

Financial Services
6.39K
+ 36.77%
$210.28 - $289.91 $1.34M - $1.85M
23.8K $6.89B
USFR
Wisdomtree Floating Rate Treas

ETFs
40.9K
New
$50.28 - $50.47 $2.06M - $2.07M
40.9K $2.06B
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 40.84%
$157.66 - $172.39 $1.75M - $1.91M
38.2K $6.09B
WCN
Waste Connections, Inc.

Industrials
6.25K
New
$183.26 - $199.95 $1.14M - $1.25M
6.25K $1.17B
FOX
Fox Corp Cl B (De)

Communication Services
23.2K
+ 66.42%
$43.81 - $53.0 $1.02M - $1.23M
58.1K $3B
PM
Philip Morris International Inc.

Consumer Defensive
1.67K
+ 6.21%
$149.23 - $184.95 $250K - $310K
28.6K $5.21B
ETN
Eaton Corp PLC

Industrials
2.16K
+ 200.0%
$246.52 - $356.99 $533K - $773K
3.25K $1.16B
CMF
Ishares California Muni Bond E

ETFs
15.4K
New
$54.52 - $56.7 $840K - $874K
15.4K $859M
MO
Altria Group, Inc.

Consumer Defensive
15.4K
+ 32.43%
$55.56 - $60.91 $854K - $936K
62.8K $3.68B
PCG
Pg&E Corp

Utilities
59.7K
New
$13.55 - $17.87 $809K - $1.07M
59.7K $832M
HSY
Hershey CO

Consumer Defensive
4.47K
New
$151.29 - $173.13 $676K - $774K
4.47K $741M
CI
Cigna Corp

Healthcare
1.97K
New
$301.89 - $340.04 $594K - $670K
1.97K $651M
INTU
Intuit Inc

Technology
612
+ 154.94%
$544.07 - $787.63 $333K - $482K
1.01K $793M
ABC
Amerisourcebergen Corp

Healthcare
941
+ 7.76%
N/A
13.1K $3.92B
JNPR
Juniper Networks Inc

Technology
8.53K
+ 16.68%
$33.93 - $39.93 $289K - $340K
59.7K $2.38B
AVB
Avalonbay Communities Inc

Real Estate
2.58K
New
$187.23 - $215.61 $483K - $556K
2.58K $525M
HON
Honeywell International Inc

Industrials
2.01K
+ 156.52%
$182.86 - $232.88 $367K - $467K
3.29K $765M
RSG
Republic Services, Inc.

Industrials
1.68K
+ 11.49%
$227.2 - $258.07 $382K - $434K
16.3K $4.03B
CAH
Cardinal Health Inc

Healthcare
2.59K
New
$125.0 - $168.0 $324K - $435K
2.59K $435M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.67K
New
$59.98 - $74.92 $340K - $425K
5.67K $422M
CME
Cme Group Inc.

Financial Services
927
+ 7.43%
$252.37 - $290.71 $234K - $269K
13.4K $3.69B
ISRG
Intuitive Surgical Inc

Healthcare
547
+ 39.84%
$451.58 - $565.94 $247K - $310K
1.92K $1.04B
ESMV
Ishares Tr Ishares Esg Msci Us
12.3K
New
N/A
12.3K $355M
SUB
Ishares Short Term National Mu

ETFs
3.06K
New
$104.77 - $106.34 $321K - $325K
3.06K $325M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.11K
+ 25.49%
$126.62 - $154.26 $267K - $325K
10.4K $1.32B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.03K
New
$60.61 - $87.72 $184K - $266K
3.03K $257M
BDX
Becton Dickinson & CO

Healthcare
2.02K
+ 102.23%
$165.15 - $226.42 $333K - $457K
3.99K $688M
TMUS
T Mobile Us, Inc.

Communication Services
2.53K
+ 16.82%
$220.99 - $268.54 $559K - $679K
17.6K $4.19B
DGX
Quest Diagnostics Inc

Healthcare
318
+ 3.12%
N/A
10.5K $1.89B
COST
Costco Wholesale Corp

Consumer Defensive
82
+ 7.79%
$908.13 - $1056.85 $74.5K - $86.7K
1.13K $1.12B
T
At&T Inc.

Communication Services
1.34K
+ 1.16%
$26.33 - $28.94 $35.2K - $38.6K
117K $3.37B
SNA
Snap On Inc

Industrials
348
+ 52.97%
$292.36 - $342.2 $102K - $119K
1.01K $313M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
319
+ 44.06%
$483.07 - $625.6 $154K - $200K
1.04K $548M
ITW
Illinois Tool Works Inc

Industrials
224
+ 10.82%
$218.41 - $252.43 $48.9K - $56.5K
2.29K $567M
AZN
Astrazeneca PLC

Healthcare
674
+ 24.45%
$64.87 - $75.0 $43.7K - $50.6K
3.43K $240M
LYB
Lyondell Basell Industries N.V.

Basic Materials
387
+ 11.26%
$53.23 - $70.65 $20.6K - $27.3K
3.83K $221M
SNY
Sanofi

Healthcare
63
+ 1.49%
$47.62 - $55.44 $3K - $3.49K
4.3K $208M
Activity Summary
Buys All Purchases 55 New Holdings 19 Increased Positions 36 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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