Trademark Financial Management, LLC Incresed Positions in Q2 2025

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
94.9K
+ 151.02%
$45.9 - $47.2 $4.35M - $4.48M
158K $7.42B
IVV
Ishares Core S&P 500 ETF

ETFs
3.9K
+ 12.17%
$498.8 - $620.9 $1.94M - $2.42M
35.9K $22.3B
DFIV
Dimensional ETF Tr

ETFs
77K
+ 142.04%
$34.67 - $43.21 $2.67M - $3.33M
131K $5.62B
MGV
Vanguard Mega Cap Value

ETFs
24K
+ 52.69%
$114.87 - $131.25 $2.75M - $3.15M
69.5K $9.11B
Victory Portfolios Ii
89.1K
+ 172.97%
N/A
141K $4.97B
CWS
Advisorshares Tr Advisorshares

ETFs
41.9K
+ 184.45%
$59.37 - $70.0 $2.49M - $2.94M
64.7K $4.53B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
51.9K
+ 114.46%
$39.69 - $51.24 $2.06M - $2.66M
97.3K $4.99B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
27.4K
+ 936.92%
$85.42 - $94.39 $2.34M - $2.59M
30.4K $2.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.88K
+ 12.69%
$416.06 - $551.64 $781K - $1.04M
16.7K $9.2B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
52.8K
+ 270.13%
$30.96 - $40.6 $1.63M - $2.14M
72.3K $2.92B
Pacer Fds Tr
34.9K
+ 48.59%
N/A
107K $3.74B
IYF
Ishares Tr

ETFs
9.69K
+ 283.58%
$99.23 - $120.99 $962K - $1.17M
13.1K $1.59B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.7K
+ 32.2%
$58.41 - $72.69 $683K - $850K
48K $3.49B
MSFT
Microsoft Corp

Technology
1.36K
+ 45.07%
$354.56 - $497.45 $483K - $677K
4.38K $2.18B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.29K
+ 6.38%
$86.93 - $109.64 $199K - $251K
38.1K $4.18B
AVDE
American Centy ETF Tr Avantis

ETFs
6.98K
+ 127.79%
$59.32 - $74.36 $414K - $519K
12.4K $921M
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 0.43%
$243.75 - $303.93 $17.3K - $21.6K
16.6K $5.05B
AVSU
American Centy ETF Tr Avantis

ETFs
2.16K
+ 4.88%
$55.22 - $68.6 $119K - $148K
46.4K $3.18B
AVSD
American Centy ETF Tr Avantis

ETFs
2.43K
+ 10.09%
$53.85 - $67.74 $131K - $165K
26.5K $1.79B
USTB
Victory Portfolios Ii Victorys

ETFs
5.43K
+ 16.22%
$50.21 - $50.82 $273K - $276K
38.9K $1.98B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
510
+ 3.72%
$70.54 - $93.95 $36K - $47.9K
14.2K $1.34B
VIG
Vanguard Dividend Appreciation

ETFs
950
+ 21.01%
N/A
5.47K $1.12B
PVAL
Putnam ETF Tr Putnam Focused L
4.34K
+ 19.0%
$33.6 - $40.23 $146K - $175K
27.2K $1.09B
IAU
Ishares Gold Trust

ETFs
670
+ 1.26%
$56.1 - $64.74 $37.6K - $43.4K
54K $3.37B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
10.7K
+ 55.18%
$18.65 - $19.82 $200K - $212K
30.1K $597M
Morgan Stanley ETF Trust
3.92K
+ 6.56%
N/A
63.7K $3.24B
USRT
Ishares Core U.S. Reit ETF

ETFs
3.4K
+ 26.28%
$50.37 - $57.97 $171K - $197K
16.3K $923M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
158
+ 4.36%
$171.4 - $227.1 $27.1K - $35.9K
3.78K $859M
AAPL
Apple Inc.

Technology
785
+ 43.23%
$172.42 - $223.89 $135K - $176K
2.6K $534M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.58K
+ 7.43%
N/A
37.3K $873M
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 8.08%
$908.13 - $1056.85 $59.9K - $69.8K
883 $874M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
991
+ 3.7%
$36.02 - $41.92 $35.7K - $41.5K
27.8K $1.16B
AVSE
American Centy ETF Tr Avantis

ETFs
258
+ 3.54%
$45.56 - $58.63 $11.8K - $15.1K
7.55K $442M
VRIG
Invesco Actively Managed ETF F

ETFs
2.59K
+ 9.06%
$24.89 - $25.14 $64.4K - $65.1K
31.2K $781M
Bny Mellon ETF Trust Ii
1.33K
+ 13.72%
N/A
11.1K $294M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
379
+ 9.94%
$98.34 - $98.77 $37.3K - $37.4K
4.19K $414M
FGLD
Franklin Templeton Holdings Trust
537
+ 8.57%
N/A
6.8K $299M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
42
+ 1.87%
$108.06 - $135.3 $4.54K - $5.68K
2.29K $310M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
391
+ 4.07%
$35.95 - $42.85 $14.1K - $16.8K
9.99K $421M
DFSU
Dimensional ETF Tr Dimen Us Su
104
+ 1.86%
N/A
5.7K $224M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14
+ 0.44%
$90.56 - $109.49 $1.27K - $1.53K
3.22K $352M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
188
+ 0.15%
$50.36 - $50.68 $9.47K - $9.53K
127K $6.45B
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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