Haven Private, LLC Incresed Positions in Q2 2025

Haven Private, LLC

  • $226 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
182K
+ 228.48%
$50.28 - $50.47 $9.16M - $9.19M
262K $13.2B
AAPL
Apple Inc.

Technology
26.2K
+ 215.23%
$172.42 - $223.89 $4.52M - $5.87M
38.4K $7.88B
LVHI
Franklin International Low Vol

ETFs
126K
+ 618.36%
$28.91 - $33.28 $3.64M - $4.19M
146K $4.76B
MSFT
Microsoft Corp

Technology
3.2K
+ 72.82%
$354.56 - $497.45 $1.13M - $1.59M
7.59K $3.78B
NVDA
Nvidia Corp

Technology
8.98K
+ 76.17%
$94.31 - $157.99 $847K - $1.42M
20.8K $3.28B
AVDV
American Centy ETF Tr Avantis

ETFs
16.4K
+ 60.37%
$61.76 - $79.32 $1.01M - $1.3M
43.5K $3.45B
INCO
Columbia ETF Tr Ii Columbia In

ETFs
16.1K
+ 75.78%
$57.46 - $65.66 $925K - $1.06M
37.3K $2.42B
AVGO
Broadcom Inc.

Technology
1.37K
+ 19.35%
$146.29 - $275.65 $200K - $377K
8.44K $2.33B
Fidelity Wise Origin Bitcoin
2.31K
+ 6.17%
N/A
39.7K $3.73B
META
Meta Platforms, Inc.

Communication Services
1.1K
+ 157.93%
$484.66 - $738.09 $531K - $809K
1.79K $1.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.47K
+ 222.02%
$483.48 - $539.8 $712K - $795K
2.14K $1.04B
NFLX
Netflix Inc

Communication Services
148
+ 17.39%
$855.86 - $1339.13 $127K - $198K
999 $1.34B
GOOGL
Alphabet Inc.

Communication Services
2.45K
+ 67.57%
$144.7 - $178.6 $355K - $438K
6.09K $1.07B
WMT
Walmart Inc.

Consumer Defensive
612
+ 1.53%
$81.79 - $99.98 $50.1K - $61.2K
40.7K $3.98B
Arm Holdings PLC
74
+ 0.94%
N/A
7.97K $1.29B
KLAC
Kla Corp

Technology
16
+ 0.84%
$576.53 - $902.94 $9.22K - $14.4K
1.91K $1.71B
PCT
Pure Cycle Technologies, Inc.

Industrials
9.45K
+ 27.14%
$5.57 - $14.12 $52.6K - $133K
44.3K $606M
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 16.27%
$146.58 - $180.01 $163K - $201K
7.96K $1.41B
NVS
Novartis Ag

Healthcare
2.48K
+ 80.31%
$101.96 - $121.01 $253K - $300K
5.57K $674M
COST
Costco Wholesale Corp

Consumer Defensive
275
+ 113.64%
$908.13 - $1056.85 $250K - $291K
517 $512M
IGOV
Ishares 1 3 International Trea

ETFs
4.96K
+ 31.58%
$39.53 - $43.1 $196K - $214K
20.7K $891M
V
Visa Inc.

Financial Services
726
+ 36.26%
$308.27 - $373.31 $224K - $271K
2.73K $969M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11K
+ 20.85%
$11.9 - $15.57 $131K - $171K
63.8K $981M
IBND
Spdr Bloomberg International C

ETFs
5.34K
+ 25.47%
$29.46 - $32.59 $157K - $174K
26.3K $857M
MA
Mastercard Inc

Financial Services
384
+ 29.38%
$479.92 - $590.74 $184K - $227K
1.69K $950M
ENVX
Enovix Corp

Industrials
7.79K
+ 16.44%
$5.46 - $10.53 $42.5K - $82K
55.2K $571M
Te Connectivity PLC
913
+ 37.43%
N/A
3.35K $565M
MUST
Columbia ETF Tr I Multi Sector

ETFs
11.4K
+ 1.4%
$19.47 - $20.4 $221K - $232K
822K $16.5B
ACM
Aecom

Industrials
783
+ 13.37%
$87.19 - $113.06 $68.3K - $88.5K
6.64K $749M
INFY
Infosys LTD

Technology
10.4K
+ 23.58%
$16.14 - $18.75 $167K - $194K
54.3K $1.01B
MRC
Mrc Global Inc.

Energy
11.8K
+ 68.2%
$9.46 - $14.89 $112K - $176K
29.2K $400M
CAH
Cardinal Health Inc

Healthcare
149
+ 2.86%
$125.0 - $168.0 $18.6K - $25K
5.36K $900M
Grayscale Bitcoin Mini Tr Et
78
+ 0.5%
N/A
15.8K $753M
UL
Unilever PLC

Consumer Defensive
2.58K
+ 26.58%
$57.9 - $65.43 $150K - $169K
12.3K $753M
DIS
Walt Disney CO

Communication Services
597
+ 16.54%
$81.72 - $124.01 $48.8K - $74K
4.21K $522M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 89.62%
$157.66 - $172.39 $169K - $185K
2.27K $361M
STE
Steris PLC

Healthcare
569
+ 43.24%
$208.55 - $252.55 $119K - $144K
1.89K $453M
ATEN
A10 Networks, Inc.

Technology
1.23K
+ 2.91%
$14.89 - $19.35 $18.3K - $23.7K
43.3K $838M
AVUS
American Centy ETF Tr Avantis

ETFs
1.18K
+ 51.33%
$81.38 - $100.82 $96.1K - $119K
3.48K $351M
AVUV
American Centy ETF Tr Avantis

ETFs
433
+ 2.0%
$75.17 - $91.21 $32.5K - $39.5K
22.1K $2.01B
BCO
Brinks CO

Industrials
1.23K
+ 50.37%
$82.06 - $94.4 $101K - $116K
3.68K $328M
SF
Stifel Financial Corp

Financial Services
429
+ 7.13%
$76.49 - $103.78 $32.8K - $44.5K
6.45K $669M
STZ
Constellation Brands, Inc.

Consumer Defensive
829
+ 44.0%
$160.0 - $195.62 $133K - $162K
2.71K $441M
PINK
Simplify Exchange Traded Fds S

ETFs
2.12K
+ 5.41%
$26.92 - $30.05 $57K - $63.6K
41.3K $1.24B
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.03%
$4164.15 - $5789.24 $8.33K - $11.6K
68 $394M
ABC
Amerisourcebergen Corp

Healthcare
13
+ 0.38%
N/A
3.44K $1.03B
ADP
Automatic Data Processing Inc

Industrials
216
+ 9.82%
$276.76 - $326.81 $59.8K - $70.6K
2.42K $745M
XOM
Exxon Mobil Corp

Energy
905
+ 38.66%
$99.93 - $119.04 $90.4K - $108K
3.25K $350M
DE
Deere & CO

Industrials
90
+ 14.17%
$412.99 - $531.48 $37.2K - $47.8K
725 $369M
Activity Summary
Buys All Purchases 130 New Holdings 61 Increased Positions 69 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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