Painted Porch Advisors LLC Sells in Q2 2025

Painted Porch Advisors LLC

  • $244 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MAA
Mid America Apartment Communities Inc.

Real Estate
-1
- 5.88%
$145.91 - $168.0 $146 - $168
16 $2.44M
MOMO
Hello Group Inc.

Communication Services
-75
Closed
$5.27 - $8.75 $395 - $656
0 $0
PANW
Palo Alto Networks Inc

Technology
-20
- 18.52%
$152.44 - $204.64 $3.05K - $4.09K
88 $18M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-6
Closed
$54.27 - $63.01 $326 - $378
0 $0
CPT
Camden Property Trust

Real Estate
-1
- 4.55%
$106.53 - $122.8 $107 - $123
21 $2.42M
NICE
Nice Ltd.

Technology
-2
Closed
$141.3 - $178.32 $283 - $357
0 $0
QS
Quantum Scape Corp

Consumer Cyclical
-70
Closed
$3.47 - $7.65 $243 - $536
0 $0
RBLX
Roblox Corp

Communication Services
-5
Closed
$51.22 - $105.59 $256 - $528
0 $0
VHT
Vanguard Health Care ETF

ETFs
-1
Closed
$236.71 - $261.92 $237 - $262
0 $0
NVRO
Nevro Corp

Healthcare
-40
Closed
$5.84 - $5.84 $234 - $234
0 $0
HITI
High Tide Inc.

Healthcare
-114
Closed
$1.71 - $2.41 $195 - $275
0 $0
IAU
Ishares Gold Trust

ETFs
-6
- 12.77%
$56.1 - $64.74 $337 - $388
41 $2.56M
OKTA
Okta, Inc.

Technology
-2
Closed
$91.24 - $127.3 $182 - $255
0 $0
DIV
Global X Superdividend Us ETF

ETFs
-11
Closed
N/A
0 $0
MQ
Marqeta, Inc.

Technology
-49
Closed
$3.71 - $5.88 $182 - $288
0 $0
VFC
V F Corp

Consumer Cyclical
-11
Closed
$9.74 - $16.39 $107 - $180
0 $0
TREX
Trex CO Inc

Industrials
-3
Closed
$50.52 - $61.77 $152 - $185
0 $0
ADSK
Autodesk, Inc.

Technology
-1
- 33.33%
N/A
2 $619K
IRT
Independence Realty Trust, Inc.

Real Estate
-1
- 1.45%
$17.41 - $21.38 $17.4 - $21.4
68 $1.2M
BLDP
Ballard Power Systems Inc.

Industrials
-140
Closed
$1.02 - $1.79 $143 - $251
0 $0
VTRS
Viatris Inc

Healthcare
-14
Closed
$7.26 - $9.12 $102 - $128
0 $0
STNE
Stone Co Ltd.

Technology
-7
Closed
$10.43 - $16.04 $73 - $112
0 $0
American Battery Metals
-66
Closed
N/A
0 $0
BAND
Bandwidth Inc.

Technology
-5
Closed
$11.45 - $15.9 $57.3 - $79.5
0 $0
TDOC
Teladoc Health, Inc.

Healthcare
-8
Closed
$6.51 - $8.71 $52.1 - $69.7
0 $0
Stem Inc Com New
-138
- 95.17%
N/A
7 $44K
Virgin Galactic Holdings Inc
-3
- 11.54%
N/A
23 $63K
Aytu Bio Pharma Inc.
-7
Closed
N/A
0 $0
TLRY
Tilray Brands, Inc.

Healthcare
-10
Closed
$0.36 - $0.65 $3.6 - $6.5
0 $0
CCI
Crown Castle International Corp

Real Estate
0
Closed
$94.83 - $107.06 $0 - $0
0 $0
Tvardi Therapeutics Inc Com
-14
- 70.0%
N/A
6 $140K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4
- 8.16%
$39.89 - $49.46 $160 - $198
45 $2.23M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 8.33%
$451.58 - $565.94 $452 - $566
11 $5.98M
CVS
Cvs Health Corp

Healthcare
-7
- 1.41%
$60.04 - $70.18 $420 - $491
490 $33.8M
NDAQ
Nasdaq, Inc.

Financial Services
-13
- 24.07%
$66.4 - $89.42 $863 - $1.16K
41 $3.67M
SRE
Sempra Energy

Utilities
-13
- 3.47%
$63.78 - $78.91 $829 - $1.03K
362 $27.4M
MTB
M&T Bank Corp

Financial Services
-11
- 5.21%
$156.58 - $193.99 $1.72K - $2.13K
200 $38.8M
TXN
Texas Instruments Inc

Technology
-3
- 4.17%
N/A
69 $14.3M
MS
Morgan Stanley

Financial Services
-42
- 13.25%
$99.83 - $140.86 $4.19K - $5.92K
275 $38.7M
SNOW
Snowflake Inc.

Technology
-10
- 18.18%
$130.53 - $223.77 $1.31K - $2.24K
45 $10.1M
PGR
Progressive Corp

Financial Services
-6
- 4.38%
$255.27 - $288.74 $1.53K - $1.73K
131 $35M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5
- 1.19%
$41.45 - $54.46 $207 - $272
415 $21.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-160
- 10.06%
$52.84 - $65.52 $8.45K - $10.5K
1.43K $93.7M
VT
Vanguard Total World Stk Index

ETFs
-6
- 1.96%
$103.16 - $128.52 $619 - $771
300 $38.5M
ENSG
Ensign Group, Inc

Healthcare
-33
- 7.45%
$119.93 - $156.36 $3.96K - $5.16K
410 $63.2M
ABT
Abbott Laboratories

Healthcare
-8
- 0.47%
$123.95 - $138.08 $992 - $1.1K
1.68K $228M
T
At&T Inc.

Communication Services
-455
- 15.66%
$26.33 - $28.94 $12K - $13.2K
2.45K $70.9M
DIS
Walt Disney CO

Communication Services
-30
- 8.75%
$81.72 - $124.01 $2.45K - $3.72K
313 $38.8M
SEIC
Sei Investments CO

Financial Services
-64
- 7.18%
$66.45 - $89.86 $4.25K - $5.75K
827 $74.3M
Activity Summary
Buys All Purchases 100 New Holdings 28 Increased Positions 72 Sells All Sells 224 Reductions 132 Sold out 92 Options Calls 0 Puts 0
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