Cloud Capital Management, LLC Purchases in Q2 2025

Cloud Capital Management, LLC

  • $152 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
36K
+ 230.32%
$172.42 - $223.89 $6.2M - $8.05M
51.6K $10.6M
AVUS
American Centy ETF Tr Avantis

ETFs
42.8K
+ 292.46%
$81.38 - $100.82 $3.49M - $4.32M
57.5K $5.8M
MSFT
Microsoft Corp

Technology
5.43K
+ 57.27%
$354.56 - $497.45 $1.92M - $2.7M
14.9K $7.42M
DFIC
Dimensional ETF Tr Dimensional

ETFs
32.7K
+ 25.05%
$24.94 - $31.15 $816K - $1.02M
163K $5.08M
DFAI
Dimensional ETF Tr

ETFs
33.2K
+ 124.06%
$28.02 - $34.71 $930K - $1.15M
60K $2.07M
DFSV
Dimensional ETF Tr Dimensional

ETFs
27.3K
+ 275.84%
$24.21 - $29.47 $660K - $803K
37.1K $1.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
24K
+ 101.93%
$22.27 - $29.21 $536K - $702K
47.6K $1.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.49K
+ 32.3%
$52.31 - $63.72 $497K - $605K
38.9K $2.48M
AMZN
Amazon Com Inc

Consumer Cyclical
991
+ 7.42%
$167.32 - $223.3 $166K - $221K
14.4K $3.15M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.7K
+ 16.35%
$23.4 - $29.68 $251K - $319K
76.5K $2.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.01K
New
$72.02 - $73.82 $505K - $517K
7.01K $516K
NVDA
Nvidia Corp

Technology
2.47K
+ 104.67%
$94.31 - $157.99 $233K - $390K
4.82K $761K
AVDE
American Centy ETF Tr Avantis

ETFs
6.18K
+ 280.35%
$59.32 - $74.36 $367K - $459K
8.38K $620K
AVDV
American Centy ETF Tr Avantis

ETFs
3.72K
+ 24.49%
$61.76 - $79.32 $230K - $295K
18.9K $1.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.47K
+ 8.16%
$61.79 - $76.67 $152K - $189K
32.7K $2.48M
VTV
Vanguard Value ETF

ETFs
1.59K
+ 10.98%
$153.67 - $176.74 $245K - $282K
16.1K $2.85M
AVEM
American Centy ETF Tr Avantis

ETFs
4.38K
+ 138.04%
$53.08 - $68.54 $232K - $300K
7.55K $517K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
170
+ 4.3%
$456.74 - $568.03 $77.6K - $96.6K
4.12K $2.34M
PANW
Palo Alto Networks Inc

Technology
1.23K
+ 88.86%
$152.44 - $204.64 $187K - $252K
2.61K $534K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.78K
New
$38.81 - $44.28 $224K - $256K
5.78K $245K
PM
Philip Morris International Inc.

Consumer Defensive
1.12K
+ 137.42%
$149.23 - $184.95 $167K - $207K
1.94K $352K
TSLA
Tesla, Inc.

Consumer Cyclical
393
+ 23.67%
$221.86 - $362.89 $87.2K - $143K
2.05K $652K
AVGO
Broadcom Inc.

Technology
532
+ 149.44%
$146.29 - $275.65 $77.8K - $147K
888 $244K
DFIV
Dimensional ETF Tr

ETFs
603
+ 1.38%
$34.67 - $43.21 $20.9K - $26.1K
44.3K $1.9M
ORCL
Oracle Corp

Technology
347
+ 35.48%
$122.82 - $218.63 $42.6K - $75.9K
1.33K $289K
META
Meta Platforms, Inc.

Communication Services
115
+ 28.19%
$484.66 - $738.09 $55.7K - $84.9K
523 $386K
SCHC
Schwab Strategic Tr Intl Small

ETFs
43
+ 0.19%
$32.41 - $42.59 $1.39K - $1.83K
22.1K $941K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.6K
+ 4.95%
$77.94 - $79.5 $125K - $127K
33.9K $2.69M
JPM
Jpmorgan Chase & CO

Financial Services
408
+ 78.46%
$210.28 - $289.91 $85.8K - $118K
928 $269K
VTI
Vanguard Total Stock Market Et

ETFs
76
+ 1.87%
$243.75 - $303.93 $18.5K - $23.1K
4.13K $1.26M
GOOGL
Alphabet Inc.

Communication Services
438
+ 26.1%
$144.7 - $178.6 $63.4K - $78.2K
2.12K $372K
AVES
American Centy ETF Tr Avantis

ETFs
1.27K
+ 21.34%
$42.02 - $53.63 $53.5K - $68.3K
7.24K $387K
GLD
Spdr Gold Trust

ETFs
241
+ 16.14%
$273.71 - $316.29 $66K - $76.2K
1.73K $528K
NFLX
Netflix Inc

Communication Services
27
+ 18.12%
$855.86 - $1339.13 $23.1K - $36.2K
176 $235K
SPOT
Spotify Technology S.A.

Communication Services
18
+ 4.81%
$503.3 - $775.9 $9.06K - $14K
392 $300K
DFAE
Dimensional ETF Tr

ETFs
2.14K
+ 19.89%
$22.87 - $28.95 $48.9K - $62K
12.9K $373K
V
Visa Inc.

Financial Services
215
+ 7.77%
$308.27 - $373.31 $66.3K - $80.3K
2.98K $1.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
31
+ 2.28%
$141.37 - $228.57 $4.38K - $7.09K
1.39K $315K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.84K
+ 10.41%
$41.1 - $42.37 $75.5K - $77.8K
19.5K $822K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
584
+ 5.95%
$39.89 - $49.46 $23.3K - $28.9K
10.4K $514K
ARES
Ares Management Corp

Financial Services
3
+ 0.12%
$118.04 - $175.83 $354 - $527
2.54K $440K
SE
Sea LTD

Consumer Cyclical
21
+ 1.17%
$105.57 - $170.4 $2.22K - $3.58K
1.82K $291K
DLR
Digital Realty Trust, Inc.

Real Estate
11
+ 0.73%
$136.11 - $177.69 $1.5K - $1.95K
1.52K $264K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 3.05%
$908.13 - $1056.85 $12.7K - $14.8K
473 $468K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
384
+ 5.41%
$23.66 - $29.99 $9.09K - $11.5K
7.48K $224K
JNJ
Johnson & Johnson

Healthcare
241
+ 25.34%
$146.36 - $159.82 $35.3K - $38.5K
1.19K $182K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.08%
$193.73 - $237.37 $194 - $237
1.26K $298K
SBUX
Starbucks Corp

Consumer Cyclical
171
+ 5.43%
$79.69 - $99.41 $13.6K - $17K
3.32K $304K
TLT
Ishares Barclays 20+ Year Trea

ETFs
23
+ 0.77%
$83.97 - $92.85 $1.93K - $2.14K
3.02K $266K
Activity Summary
Buys All Purchases 54 New Holdings 2 Increased Positions 52 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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