Helium Advisors LLC Sells in Q2 2025

Helium Advisors LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-902
- 3.04%
$172.42 - $223.89 $156K - $202K
28.7K $5.9B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.82K
- 11.53%
$51.14 - $57.0 $400K - $446K
60K $3.41B
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-35.5K
- 28.51%
$9.08 - $10.16 $322K - $360K
88.9K $904M
XOM
Exxon Mobil Corp

Energy
-419
- 9.84%
$99.93 - $119.04 $41.9K - $49.9K
3.84K $414M
CVX
Chevron Corp

Energy
-57
- 1.69%
$133.73 - $168.51 $7.62K - $9.61K
3.33K $476M
LLY
Eli Lilly & CO

Healthcare
-70
- 10.17%
$713.71 - $898.95 $50K - $62.9K
618 $482M
MUB
Ishares National Muni Bond ETF

ETFs
-665
- 15.71%
$102.31 - $105.8 $68K - $70.4K
3.57K $373M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.7K
- 29.65%
$41.45 - $54.46 $70.5K - $92.6K
4.03K $210M
COST
Costco Wholesale Corp

Consumer Defensive
-98
- 8.42%
$908.13 - $1056.85 $89K - $104K
1.07K $1.06B
GBCI
Glacier Bancorp, Inc.

Financial Services
-18
- 0.08%
$37.85 - $44.51 $681 - $801
22.1K $951M
DVY
Ishares Tr

ETFs
-67
- 0.98%
$118.37 - $134.86 $7.93K - $9.04K
6.77K $899M
ET
Energy Transfer LP

Energy
-154
- 0.66%
$15.65 - $18.93 $2.41K - $2.92K
23.1K $419M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-790
- 5.14%
$16.93 - $17.81 $13.4K - $14.1K
14.6K $259M
T
At&T Inc.

Communication Services
-420
- 5.45%
$26.33 - $28.94 $11.1K - $12.2K
7.28K $211M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-177
- 0.81%
$48.5 - $49.35 $8.58K - $8.73K
21.7K $1.07B
PSA
Public Storage

Real Estate
-4
- 0.53%
$266.31 - $309.77 $1.07K - $1.24K
749 $220M
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.32%
$335.24 - $380.78 $2.01K - $2.28K
1.9K $695M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-155
- 1.05%
$14.97 - $16.79 $2.32K - $2.6K
14.6K $244M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-58
- 1.58%
$89.58 - $95.01 $5.2K - $5.51K
3.62K $344M
CRM
Salesforce, Inc.

Technology
-14
- 1.24%
$236.26 - $291.15 $3.31K - $4.08K
1.11K $304M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-257
- 3.77%
$90.56 - $109.49 $23.3K - $28.1K
6.56K $717M
F
Ford Motor CO

Consumer Cyclical
-612
- 3.38%
$8.69 - $10.85 $5.32K - $6.64K
17.5K $190M
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 2.04%
$174.82 - $215.79 $4.37K - $5.39K
1.2K $260M
IEMG
Ishares Inc

ETFs
-272
- 4.04%
N/A
6.45K $387M
V
Visa Inc.

Financial Services
-33
- 0.4%
$308.27 - $373.31 $10.2K - $12.3K
8.23K $2.92B
VTV
Vanguard Value ETF

ETFs
-12
- 0.15%
$153.67 - $176.74 $1.84K - $2.12K
8.07K $1.43B
Ishares Bitcoin Trust ETF
-852
- 12.69%
N/A
5.86K $359M
AVGO
Broadcom Inc.

Technology
-464
- 27.5%
$146.29 - $275.65 $67.9K - $128K
1.22K $337M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-139
- 1.55%
$108.12 - $135.04 $15K - $18.8K
8.85K $1.19B
GOOGL
Alphabet Inc.

Communication Services
-190
- 2.85%
$144.7 - $178.6 $27.5K - $33.9K
6.47K $1.14B
VSAT
Viasat Inc

Technology
-1.5K
- 4.45%
$7.7 - $14.6 $11.6K - $21.9K
32.2K $471M
IVV
Ishares Core S&P 500 ETF

ETFs
-333
- 4.28%
$498.8 - $620.9 $166K - $207K
7.46K $4.63B
AMZN
Amazon Com Inc

Consumer Cyclical
-271
- 2.45%
$167.32 - $223.3 $45.3K - $60.5K
10.8K $2.36B
IVW
Ishares S&P 500 Growth ETF

ETFs
-191
- 1.05%
$82.96 - $110.1 $15.8K - $21K
18K $1.98B
NVDA
Nvidia Corp

Technology
-1.24K
- 6.34%
$94.31 - $157.99 $117K - $197K
18.4K $2.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-855
- 2.92%
$456.74 - $568.03 $391K - $486K
28.4K $16.1B
MSFT
Microsoft Corp

Technology
-122
- 0.64%
$354.56 - $497.45 $43.3K - $60.7K
18.9K $9.41B
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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