Berkeley, Inc Reduced Holdings in Q1 2025

Berkeley, Inc

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-199K
- 78.93%
$31.4 - $33.22 $6.24M - $6.6M
53K $1.71B
FYLD
Cambria Foreign Shareholder Yi

ETFs
-90.3K
- 80.78%
$24.97 - $27.67 $2.25M - $2.5M
21.5K $578M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-11.3K
- 31.72%
$123.11 - $130.57 $1.39M - $1.47M
24.3K $3.08B
DFAT
Dimensional ETF Tr U S Target

ETFs
-20.7K
- 64.95%
$50.44 - $58.1 $1.05M - $1.2M
11.2K $576M
WSM
Williams Sonoma Inc

Consumer Cyclical
-5.62K
- 56.2%
$158.1 - $217.71 $889K - $1.22M
4.38K $693M
CSCO
Cisco Systems, Inc.

Technology
-17.8K
- 78.45%
$58.74 - $64.87 $1.05M - $1.15M
4.89K $302M
DSMC
ETF Ser Solutions Distillate S
-11.8K
- 6.18%
N/A
179K $5.65B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-33.3K
- 13.68%
$21.75 - $24.28 $723K - $807K
210K $4.63B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.12K
- 11.33%
$554.06 - $615.85 $622K - $692K
8.79K $4.94B
MRK
Merck & Co., Inc.

Healthcare
-6.27K
- 22.25%
$83.01 - $101.02 $521K - $634K
21.9K $1.97B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.7K
- 29.03%
$53.6 - $58.97 $574K - $631K
26.2K $1.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-785
- 12.67%
$507.05 - $563.67 $398K - $442K
5.41K $2.78B
MSFT
Microsoft Corp

Technology
-32
- 0.34%
$375.39 - $447.2 $12K - $14.3K
9.25K $3.47B
HD
Home Depot, Inc.

Consumer Cyclical
-924
- 45.27%
$347.25 - $424.87 $321K - $393K
1.12K $410M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.5K
- 26.75%
$183.02 - $207.75 $275K - $312K
4.12K $767M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-12K
- 23.29%
$22.91 - $25.71 $276K - $309K
39.6K $1.01B
VTI
Vanguard Total Stock Market Et

ETFs
-189
- 4.11%
$271.18 - $303.12 $51.3K - $57.3K
4.41K $1.21B
VOE
Vanguard Mid Cap Value Index F

ETFs
-675
- 11.43%
$156.61 - $168.02 $106K - $113K
5.23K $840M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.54K
- 11.95%
$23.16 - $27.04 $58.8K - $68.7K
18.7K $439M
IWS
Ishares Russell Midcap Value E

ETFs
-521
- 11.02%
$122.59 - $135.24 $63.9K - $70.5K
4.21K $530M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.17K
- 17.75%
$87.68 - $94.52 $103K - $111K
5.44K $510M
IWN
Ishares Russell2000 Val ETF

ETFs
-183
- 6.1%
$149.27 - $169.4 $27.3K - $31K
2.82K $425M
IWD
Ishares Russell 1000 Val ETF

ETFs
-235
- 12.23%
$182.82 - $196.21 $43K - $46.1K
1.69K $317M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-535
- 6.96%
$48.02 - $53.02 $25.7K - $28.4K
7.16K $354M
VONE
Vanguard Russell 1000 ETF

ETFs
-60
- 6.63%
$250.16 - $278.79 $15K - $16.7K
845 $215M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-289
- 9.56%
$162.48 - $175.37 $47K - $50.7K
2.74K $476M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1K
- 5.22%
$34.83 - $37.52 $34.8K - $37.5K
18.2K $659M
TJX
Tjx Companies Inc

Consumer Cyclical
-92
- 1.05%
$112.81 - $126.16 $10.4K - $11.6K
8.63K $1.05B
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-546
- 1.38%
$41.46 - $45.98 $22.6K - $25.1K
39.1K $1.73B
MA
Mastercard Inc

Financial Services
-199
- 1.71%
$504.67 - $576.31 $100K - $115K
11.5K $6.28B
PAYX
Paychex Inc

Industrials
-730
- 2.66%
$136.06 - $154.52 $99.3K - $113K
26.7K $4.13B
V
Visa Inc.

Financial Services
-564
- 1.18%
$306.92 - $362.71 $173K - $205K
47.4K $16.6B
Activity Summary
Buys All Purchases 23 New Holdings 7 Increased Positions 16 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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