Allium Financial Advisors, LLC Purchases in Q1 2025

Allium Financial Advisors, LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
891
New
$377.84 - $464.11 $337K - $414K
891 $342M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.63K
New
$92.45 - $106.69 $336K - $387K
3.63K $337M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.78K
New
$117.4 - $131.02 $326K - $364K
2.78K $333M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.33K
New
$58.01 - $64.46 $309K - $344K
5.33K $331M
LOW
Lowes Companies Inc

Consumer Cyclical
1.26K
New
$222.66 - $268.42 $281K - $339K
1.26K $294M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.55K
New
$182.82 - $196.21 $284K - $304K
1.55K $292M
GE
General Electric CO

Industrials
1.43K
New
$168.59 - $212.13 $242K - $304K
1.43K $287M
AFL
Aflac Inc

Financial Services
2.5K
New
$100.99 - $111.19 $253K - $278K
2.5K $278M
NOW
Service Now, Inc.

Technology
338
New
$783.83 - $1170.39 $265K - $396K
338 $269M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
404
New
$634.14 - $744.83 $256K - $301K
404 $256M
IWM
Ishares Russell 2000 ETF

ETFs
1.27K
New
$198.1 - $229.79 $252K - $293K
1.27K $254M
EXEL
Exelixis, Inc.

Healthcare
6.87K
New
$32.38 - $39.16 $222K - $269K
6.87K $253M
ALL
Allstate Corp

Financial Services
1.21K
New
$180.99 - $210.18 $220K - $255K
1.21K $251M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.7K
New
$23.16 - $27.04 $247K - $289K
10.7K $250M
NFLX
Netflix Inc

Communication Services
259
New
$828.4 - $1058.6 $215K - $274K
259 $242M
Blackrock Inc
252
New
N/A
252 $239M
RIO
Rio Tinto PLC

Basic Materials
3.93K
New
$58.19 - $64.29 $229K - $253K
3.93K $236M
XOM
Exxon Mobil Corp

Energy
1.94K
New
$105.44 - $118.93 $205K - $231K
1.94K $231M
SBUX
Starbucks Corp

Consumer Cyclical
2.34K
New
$91.75 - $115.81 $214K - $271K
2.34K $229M
IWB
Ishares Tr Russell 1000 ETF

ETFs
732
New
$302.31 - $337.54 $221K - $247K
732 $225M
MU
Micron Technology Inc

Technology
2.55K
New
$86.89 - $109.38 $221K - $278K
2.55K $221M
CHKP
Check Point Software Technologies LTD

Technology
964
New
$179.88 - $231.31 $173K - $223K
964 $220M
IEFA
Ishares Tr

ETFs
2.88K
New
$69.57 - $78.65 $200K - $226K
2.88K $218M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.94K
New
$30.73 - $32.26 $213K - $224K
6.94K $213M
AMD
Advanced Micro Devices Inc

Technology
2.06K
New
$96.63 - $129.55 $199K - $267K
2.06K $211M
ISRG
Intuitive Surgical Inc

Healthcare
422
New
$476.63 - $610.45 $201K - $258K
422 $209M
ZTS
Zoetis Inc.

Healthcare
1.25K
New
$156.48 - $175.67 $195K - $219K
1.25K $205M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
New
$158.56 - $176.26 $191K - $212K
1.2K $205M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.16K
New
$87.68 - $94.52 $189K - $204K
2.16K $202M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.43K
New
$81.83 - $82.73 $199K - $201K
2.43K $201M
MS
Morgan Stanley

Financial Services
1.72K
New
$111.68 - $141.08 $192K - $242K
1.72K $200M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
10.7K
New
$10.62 - $11.83 $114K - $127K
10.7K $124M
NAK
Northern Dynasty Minerals LTD

Basic Materials
25K
New
$0.58 - $1.22 $14.5K - $30.5K
25K $28.8M
PXLW
Pixelworks, Inc

Technology
25K
New
$0.62 - $0.9 $15.5K - $22.5K
25K $15.7M
Activity Summary
Buys All Purchases 85 New Holdings 85 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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