Helium Advisors LLC Purchases in Q2 2025

Helium Advisors LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
31.2K
+ 35.36%
$99.83 - $100.19 $3.12M - $3.13M
119K $12B
XLV
Select Sector Spdr Fund Health

ETFs
17.3K
+ 344.74%
$128.77 - $144.3 $2.23M - $2.5M
22.3K $3.01B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
40.3K
+ 14.13%
$50.36 - $50.68 $2.03M - $2.04M
326K $16.5B
ORCL
Oracle Corp

Technology
7.53K
New
$122.82 - $218.63 $924K - $1.65M
7.53K $1.65B
IEFA
Ishares Tr

ETFs
5.27K
+ 4.92%
$67.83 - $84.09 $358K - $443K
112K $9.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.23K
+ 21.28%
$416.06 - $551.64 $511K - $677K
7K $3.86B
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
+ 90.49%
$243.75 - $303.93 $455K - $567K
3.93K $1.19B
IAPR
Innovator Etfs Tr Internationa

ETFs
13.8K
New
$25.9 - $29.24 $356K - $402K
13.8K $402M
GLD
Spdr Gold Trust

ETFs
708
+ 6.47%
$273.71 - $316.29 $194K - $224K
11.6K $3.55B
CBZ
Cbiz, Inc.

Industrials
5.5K
New
$66.19 - $79.64 $364K - $438K
5.5K $394M
SPY
Spdr S&P 500 ETF Trust

ETFs
431
+ 73.3%
$496.48 - $617.85 $214K - $266K
1.02K $630M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.74K
+ 43.05%
$45.88 - $54.4 $218K - $258K
15.8K $858M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.4K
+ 3.7%
$49.79 - $50.75 $269K - $274K
151K $7.68B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.99K
New
$55.54 - $69.09 $221K - $275K
3.99K $275M
VB
Vanguard Small Cap ETF

ETFs
1.09K
New
$193.73 - $237.37 $211K - $259K
1.09K $258M
META
Meta Platforms, Inc.

Communication Services
29
+ 2.05%
$484.66 - $738.09 $14.1K - $21.4K
1.44K $1.06B
GOOG
Alphabet Inc.

Communication Services
547
+ 8.08%
$146.58 - $180.01 $80.2K - $98.5K
7.31K $1.3B
FTSL
First Trust Senior Ln Fund

ETFs
5.08K
+ 42.3%
$44.58 - $46.07 $227K - $234K
17.1K $785M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.77K
New
$39.34 - $40.41 $227K - $233K
5.77K $232M
Fidelity Wise Origin Bitcoin
2.36K
New
N/A
2.36K $222M
DFAE
Dimensional ETF Tr

ETFs
6.12K
+ 44.24%
$22.87 - $28.95 $140K - $177K
20K $578M
IXUS
Ishares Tr

ETFs
2.72K
New
$62.37 - $77.63 $170K - $211K
2.72K $210M
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 1.75%
$210.28 - $289.91 $15.1K - $20.9K
4.19K $1.21B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
145
+ 7.98%
$141.37 - $228.57 $20.5K - $33.1K
1.96K $444M
TSLA
Tesla, Inc.

Consumer Cyclical
239
+ 21.15%
$221.86 - $362.89 $53K - $86.7K
1.37K $435M
NFLX
Netflix Inc

Communication Services
20
+ 7.58%
$855.86 - $1339.13 $17.1K - $26.8K
284 $380M
VIG
Vanguard Dividend Appreciation

ETFs
342
+ 11.01%
N/A
3.45K $706M
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.42K
+ 5.86%
$33.22 - $37.29 $47K - $52.8K
25.6K $953M
VO
Vanguard Mid Cap ETF

ETFs
229
+ 21.24%
$228.54 - $279.83 $52.3K - $64.1K
1.31K $366M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 1.29%
$462.22 - $707.75 $2.77K - $4.25K
471 $333M
BA
Boeing CO

Industrials
70
+ 4.45%
$136.59 - $217.51 $9.56K - $15.2K
1.64K $344M
COF
Capital One Financial Corp

Financial Services
74
+ 6.32%
$150.57 - $212.76 $11.1K - $15.7K
1.25K $265M
TLT
Ishares Barclays 20+ Year Trea

ETFs
857
+ 9.71%
$83.97 - $92.85 $72K - $79.6K
9.69K $855M
WMT
Walmart Inc.

Consumer Defensive
64
+ 1.5%
$81.79 - $99.98 $5.23K - $6.4K
4.34K $424M
IBM
International Business Machines Corp

Technology
2
+ 0.19%
$221.03 - $294.78 $442 - $590
1.04K $306M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3
+ 0.07%
$76.98 - $98.31 $231 - $295
4.16K $409M
BAC
Bank Of America Corp

Financial Services
61
+ 1.09%
$34.39 - $47.46 $2.1K - $2.9K
5.67K $269M
SUB
Ishares Short Term National Mu

ETFs
235
+ 4.95%
$104.77 - $106.34 $24.6K - $25K
4.98K $530M
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.18%
$168.34 - $195.42 $1.52K - $1.76K
4.99K $976M
ABBV
Abb Vie Inc.

Healthcare
323
+ 19.34%
$170.16 - $206.27 $55K - $66.6K
1.99K $370M
XLF
Financial Sector Spdr

ETFs
12
+ 0.28%
$43.92 - $52.37 $527 - $628
4.35K $228M
XLU
Utilities Sector Spdr

ETFs
25
+ 0.82%
$73.09 - $82.77 $1.83K - $2.07K
3.09K $252M
XLP
Consumer Staples Sector Spdr

ETFs
366
+ 1.15%
N/A
32.3K $2.61B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
97
+ 1.61%
$38.18 - $45.52 $3.7K - $4.42K
6.14K $268M
HYLS
First Tr Tactical High Yield L

ETFs
41
+ 0.79%
$39.8 - $41.84 $1.63K - $1.72K
5.2K $218M
MO
Altria Group, Inc.

Consumer Defensive
88
+ 1.75%
$55.56 - $60.91 $4.89K - $5.36K
5.11K $300M
SHEL
Shell PLC

Energy
14
+ 0.41%
$59.75 - $73.05 $837 - $1.02K
3.45K $243M
JNJ
Johnson & Johnson

Healthcare
36
+ 2.7%
$146.36 - $159.82 $5.27K - $5.75K
1.37K $209M
HDV
Ishares Core High Dividend ETF

ETFs
24
+ 0.45%
$108.41 - $120.51 $2.6K - $2.89K
5.32K $623M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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