Rossby Financial, Lcc Purchases in Q1 2025

Rossby Financial, Lcc

  • $237 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
830
New
$51.88 - $60.73 $43.1K - $50.4K
830 $50.2M
Jpmorgan Limited Duration Bond ETF
968
New
N/A
968 $50.2M
TGT
Target Corp

Consumer Defensive
518
New
$103.65 - $142.5 $53.7K - $73.8K
518 $50M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.06K
+ 15.65%
$42.4 - $44.11 $44.9K - $46.8K
7.83K $341M
BLD
Top Build Corp

Industrials
168
New
$295.17 - $354.82 $49.6K - $59.6K
168 $49.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.81K
+ 15.19%
$39.96 - $43.3 $72.4K - $78.5K
13.8K $538M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
2.34K
New
$21.05 - $21.54 $49.3K - $50.4K
2.34K $49.4M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.62K
New
$17.15 - $21.07 $44.9K - $55.1K
2.62K $49M
DFAX
Dimensional ETF Tr
1.82K
New
$24.45 - $27.2 $44.6K - $49.6K
1.82K $48.7M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
748
New
$46.15 - $63.53 $34.5K - $47.5K
748 $48.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
461
New
$100.59 - $103.47 $46.4K - $47.7K
461 $47.6M
VB
Vanguard Small Cap ETF

ETFs
220
New
$217.89 - $252.64 $47.9K - $55.6K
220 $47.3M
FDN
First Tr Fd Dow Jones

ETFs
206
New
$221.38 - $266.86 $45.6K - $55K
206 $47.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.54K
New
$30.73 - $32.26 $47.2K - $49.6K
1.54K $46.5M
AXP
American Express CO

Financial Services
174
New
$255.39 - $325.87 $44.4K - $56.7K
174 $46.1M
NXPI
Nxp Semiconductors N.V.

Technology
237
New
$189.99 - $245.86 $45K - $58.3K
237 $45.9M
RDVY
First Trust Rising Dividend Ac

ETFs
806
New
$57.22 - $63.39 $46.1K - $51.1K
806 $45.7M
UNM
Unum Group

Financial Services
580
New
$71.8 - $83.34 $41.6K - $48.3K
580 $45.5M
MGV
Vanguard Mega Cap Value

ETFs
370
New
$123.61 - $133.01 $45.7K - $49.2K
370 $45.3M
PSA
Public Storage

Real Estate
155
New
$288.99 - $313.98 $44.8K - $48.7K
155 $45.1M
Ftai Aviation LTD Shs
429
New
N/A
429 $45M
CMI
Cummins Inc

Industrials
153
New
$312.92 - $386.07 $47.9K - $59.1K
153 $44.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.05K
New
$40.79 - $42.32 $42.7K - $44.3K
1.05K $43.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
846
New
$50.72 - $50.92 $42.9K - $43.1K
846 $42.9M
TFC
Truist Financial Corp

Financial Services
1.13K
New
$39.48 - $48.15 $44.6K - $54.4K
1.13K $42.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
514
New
$81.62 - $96.63 $42K - $49.7K
514 $42.2M
JCI
Johnson Controls International PLC

Industrials
516
New
$76.12 - $90.6 $39.3K - $46.7K
516 $41.8M
BEP
Brookfield Renewable Partners L.P.

Utilities
1.83K
New
$20.03 - $23.79 $36.7K - $43.6K
1.83K $41.4M
BX
Blackstone Inc.

Financial Services
307
New
$136.53 - $186.74 $41.9K - $57.3K
307 $40.8M
FEP
First Trust Europe Alphadex Fu

ETFs
949
New
$35.43 - $42.94 $33.6K - $40.8K
949 $40.5M
FTNT
Fortinet, Inc.

Technology
398
New
$92.49 - $114.57 $36.8K - $45.6K
398 $40.5M
SO
Southern CO

Utilities
435
New
$80.96 - $92.96 $35.2K - $40.4K
435 $39.3M
PRU
Prudential Financial Inc

Financial Services
382
New
$105.04 - $122.33 $40.1K - $46.7K
382 $39.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
660
New
$57.44 - $59.4 $37.9K - $39.2K
660 $39.3M
ACWI
Ishares Msci Acwi ETF

ETFs
338
New
$115.16 - $124.13 $38.9K - $42K
338 $39.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
817
New
$46.74 - $47.55 $38.2K - $38.8K
817 $38.9M
ICLN
Ishares

ETFs
3.25K
New
$10.94 - $11.86 $35.6K - $38.6K
3.25K $38.5M
PSL
Invesco Dwa Consumer Staples M
356
New
N/A
356 $38.3M
AGNC
Agnc Investment Corp.

Real Estate
4.28K
New
$9.12 - $10.54 $39K - $45.1K
4.28K $37.9M
IAI
Ishares Tr Us Broker Dealers &

ETFs
272
New
$134.68 - $159.3 $36.6K - $43.3K
272 $37.8M
FEM
First Trust Emerging Markets A

ETFs
1.67K
New
$21.28 - $23.9 $35.5K - $39.9K
1.67K $37.6M
Dimensional Us Core Equity 1 ETF
625
New
N/A
625 $37.5M
FTC
First Tr Lge Cap Growth

ETFs
284
New
$127.87 - $148.89 $36.3K - $42.3K
284 $37.4M
CNM
Core & Main, Inc.

Industrials
700
New
$46.27 - $57.26 $32.4K - $40.1K
700 $36.8M
KMB
Kimberly Clark Corp

Consumer Defensive
279
New
$124.46 - $147.4 $34.7K - $41.1K
279 $36.7M
Lam Research Corp Com New
514
New
N/A
514 $36.7M
RF
Regions Financial Corp

Financial Services
1.8K
New
$20.84 - $24.77 $37.4K - $44.5K
1.8K $36.4M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
814
New
$44.28 - $45.4 $36K - $37K
814 $36.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
714
New
$48.43 - $49.9 $34.6K - $35.6K
714 $35.7M
Activity Summary
Buys All Purchases 974 New Holdings 878 Increased Positions 96 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 10 Puts 1
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