Allium Financial Advisors, LLC Incresed Positions in Q2 2025

Allium Financial Advisors, LLC

  • $136 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
59.4K
+ 141.37%
$94.31 - $157.99 $5.6M - $9.38M
101K $16B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.41K
+ 249.88%
$456.74 - $568.03 $2.47M - $3.07M
7.58K $4.3B
AMZN
Amazon Com Inc

Consumer Cyclical
10.5K
+ 87.21%
$167.32 - $223.3 $1.76M - $2.34M
22.5K $4.94B
EEM
Ishares Msci Emerging Markets

ETFs
42.6K
+ 108.0%
$38.52 - $48.28 $1.64M - $2.06M
82.1K $3.96B
PDI
Pimco Dynamic Income Fund

Financial Services
87.9K
+ 375.26%
$17.02 - $19.87 $1.5M - $1.75M
111K $2.11B
AVGO
Broadcom Inc.

Technology
2.08K
+ 55.62%
$146.29 - $275.65 $304K - $573K
5.81K $1.6B
COST
Costco Wholesale Corp

Consumer Defensive
696
+ 13.21%
$908.13 - $1056.85 $632K - $736K
5.97K $5.91B
META
Meta Platforms, Inc.

Communication Services
163
+ 3.93%
$484.66 - $738.09 $79K - $120K
4.32K $3.18B
CSCO
Cisco Systems, Inc.

Technology
6.67K
+ 161.02%
$53.19 - $69.38 $355K - $463K
10.8K $750M
SPY
Spdr S&P 500 ETF Trust

ETFs
193
+ 3.73%
$496.48 - $617.85 $95.8K - $119K
5.36K $3.31B
AMD
Advanced Micro Devices Inc

Technology
196
+ 9.52%
$78.21 - $143.81 $15.3K - $28.2K
2.25K $320M
NFLX
Netflix Inc

Communication Services
1
+ 0.39%
$855.86 - $1339.13 $856 - $1.34K
260 $348M
EFA
Ishares Tr Msci Eafe ETF

ETFs
78
+ 0.63%
$72.96 - $90.39 $5.69K - $7.05K
12.4K $1.11B
GE
General Electric CO

Industrials
13
+ 0.91%
$166.81 - $257.39 $2.17K - $3.35K
1.45K $372M
NOW
Service Now, Inc.

Technology
3
+ 0.89%
$721.65 - $1040.18 $2.16K - $3.12K
341 $351M
XOM
Exxon Mobil Corp

Energy
812
+ 41.77%
$99.93 - $119.04 $81.1K - $96.7K
2.76K $297M
IEFA
Ishares Tr

ETFs
129
+ 4.48%
$67.83 - $84.09 $8.75K - $10.8K
3.01K $251M
Blackrock Inc
2
+ 0.79%
N/A
254 $267M
IWM
Ishares Russell 2000 ETF

ETFs
8
+ 0.63%
$174.82 - $215.79 $1.4K - $1.73K
1.28K $277M
SCHA
Schwab Strategic Tr Us Small C

ETFs
33
+ 0.31%
$20.42 - $25.3 $674 - $835
10.7K $271M
NAK
Northern Dynasty Minerals LTD

Basic Materials
5K
+ 20.0%
$0.8 - $1.55 $4K - $7.75K
30K $40.2M
RIO
Rio Tinto PLC

Basic Materials
149
+ 3.79%
$52.32 - $62.75 $7.8K - $9.35K
4.08K $238M
JNJ
Johnson & Johnson

Healthcare
57
+ 1.62%
$146.36 - $159.82 $8.34K - $9.11K
3.58K $547M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.07%
$713.71 - $898.95 $714 - $899
1.36K $1.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.05%
$483.48 - $539.8 $483 - $540
1.98K $964M
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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