Von Borstel & Associates, Inc. New Holdings in Q1 2025

Von Borstel & Associates, Inc.

  • $335 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
747
New
$890.62 - $1076.86 $665K - $804K
747 $706K
IWD
Ishares Russell 1000 Val ETF

ETFs
976
New
$182.82 - $196.21 $178K - $192K
976 $183K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.14K
New
$82.81 - $92.93 $177K - $198K
2.14K $181K
XOM
Exxon Mobil Corp

Energy
1.48K
New
$105.44 - $118.93 $156K - $176K
1.48K $176K
HON
Honeywell International Inc

Industrials
789
New
$202.75 - $226.52 $160K - $179K
789 $167K
DFSE
Dimensional ETF Tr Dimen Emrgn
4.91K
New
N/A
4.91K $165K
SHOP
Shopify Inc.

Technology
1.73K
New
$90.59 - $129.31 $157K - $224K
1.73K $165K
USB
Us Bancorp \De\

Financial Services
3.77K
New
$40.92 - $50.9 $154K - $192K
3.77K $161K
GE
General Electric CO

Industrials
782
New
$168.59 - $212.13 $132K - $166K
782 $156K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.77K
New
$49.78 - $53.19 $138K - $147K
2.77K $141K
MCD
Mcdonalds Corp

Consumer Cyclical
416
New
$279.74 - $321.29 $116K - $134K
416 $129K
Motley Fool Global Opportunities
4.42K
New
N/A
4.42K $122K
MAR
Marriott International Inc

Consumer Cyclical
500
New
$237.01 - $304.45 $119K - $152K
500 $119K
T
At&T Inc.

Communication Services
3.97K
New
$21.56 - $28.28 $85.6K - $112K
3.97K $112K
VO
Vanguard Mid Cap ETF

ETFs
410
New
$251.87 - $277.95 $103K - $114K
410 $106K
SRE
Sempra Energy

Utilities
1.45K
New
$67.85 - $87.67 $98.2K - $127K
1.45K $104K
ALL
Allstate Corp

Financial Services
489
New
$180.99 - $210.18 $88.5K - $103K
489 $101K
MELI
Mercadolibre Inc

Consumer Cyclical
50
New
$1739.0 - $2260.0 $87K - $113K
50 $97K
TMP
Tompkins Financial Corp

Financial Services
1.52K
New
$62.44 - $72.73 $94.8K - $110K
1.52K $95K
VTI
Vanguard Total Stock Market Et

ETFs
333
New
$271.18 - $303.12 $90.3K - $101K
333 $91K
VTV
Vanguard Value ETF

ETFs
514
New
$167.73 - $179.21 $86.2K - $92.1K
514 $88K
D
Dominion Energy, Inc

Utilities
1.47K
New
$52.85 - $57.43 $77.4K - $84.1K
1.47K $82K
HPQ
Hp Inc

Technology
2.82K
New
$27.69 - $34.72 $78.1K - $97.9K
2.82K $78K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
661
New
$102.49 - $119.96 $67.7K - $79.3K
661 $69K
AMZN
Amazon Com Inc

Consumer Cyclical
350
New
$190.26 - $242.06 $66.6K - $84.7K
350 $66K
LPLA
Lpl Financial Holdings Inc.

Financial Services
203
New
$308.87 - $383.33 $62.7K - $77.8K
203 $66K
FSK
Fs Kkr Capital Corp

Financial Services
2.78K
New
$20.47 - $24.06 $57K - $67K
2.78K $60K
Ge Vernova Inc
195
New
N/A
195 $59K
ITOT
Ishares Core S&P Total U.S. St

ETFs
456
New
$120.29 - $134.6 $54.9K - $61.4K
456 $55K
KR
Kroger CO

Consumer Defensive
800
New
$58.36 - $67.72 $46.7K - $54.2K
800 $54K
WSM
Williams Sonoma Inc

Consumer Cyclical
336
New
$158.1 - $217.71 $53.1K - $73.2K
336 $53K
DD
Du Pont De Nemours, Inc.

Basic Materials
711
New
$72.7 - $84.32 $51.7K - $60K
711 $53K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
98
New
$507.05 - $563.67 $49.7K - $55.2K
98 $50K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.12K
New
$42.5 - $46.71 $47.5K - $52.2K
1.12K $50K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
840
New
$57.21 - $65.8 $48.1K - $55.3K
840 $49K
JNJ
Johnson & Johnson

Healthcare
301
New
$142.06 - $167.7 $42.8K - $50.5K
301 $49K
CRWD
Crowd Strike Holdings, Inc.

Technology
137
New
$308.86 - $455.36 $42.3K - $62.4K
137 $48K
ORCL
Oracle Corp

Technology
330
New
$139.81 - $186.47 $46.1K - $61.5K
330 $46K
SLV
I Shares Silver Trust

ETFs
1.5K
New
$26.93 - $31.32 $40.4K - $47K
1.5K $46K
CTVA
Corteva, Inc.

Basic Materials
711
New
$55.94 - $66.15 $39.8K - $47K
711 $44K
EFA
Ishares Tr Msci Eafe ETF

ETFs
530
New
$74.85 - $84.89 $39.7K - $45K
530 $43K
BR
Broadridge Financial Solutions, Inc.

Technology
177
New
$221.46 - $244.83 $39.2K - $43.3K
177 $43K
KNSL
Kinsale Capital Group, Inc.

Financial Services
86
New
$416.48 - $494.72 $35.8K - $42.5K
86 $42K
IWM
Ishares Russell 2000 ETF

ETFs
210
New
$198.1 - $229.79 $41.6K - $48.3K
210 $41K
ZS
Zscaler, Inc.

Technology
192
New
$181.66 - $216.87 $34.9K - $41.6K
192 $38K
INTC
Intel Corp

Technology
1.52K
New
$19.1 - $27.39 $29.1K - $41.7K
1.52K $34K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1K
New
$32.96 - $44.43 $33K - $44.4K
1K $33K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
287
New
$107.24 - $116.37 $30.8K - $33.4K
287 $33K
PFG
Principal Financial Group Inc

Financial Services
380
New
$76.34 - $89.04 $29K - $33.8K
380 $32K
Activity Summary
Buys All Purchases 126 New Holdings 110 Increased Positions 16 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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