Allium Financial Advisors, LLC Reduced Holdings in Q2 2025

Allium Financial Advisors, LLC

  • $136 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-2.99K
- 51.08%
$221.86 - $362.89 $664K - $1.09M
2.86K $910M
AAPL
Apple Inc.

Technology
-793
- 3.06%
$172.42 - $223.89 $137K - $178K
25.1K $5.15B
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.61%
$274.35 - $599.47 $2.19K - $4.8K
1.3K $405M
RWAY
Runway Growth Finance Corp.

Financial Services
-57.1K
- 5.59%
$8.64 - $10.73 $494K - $613K
964K $10.3B
EDV
Vanguard Extended Duration Tre

ETFs
-2.46K
- 28.54%
$62.83 - $72.45 $155K - $179K
6.17K $415M
ABBV
Abb Vie Inc.

Healthcare
-116
- 2.88%
$170.16 - $206.27 $19.7K - $23.9K
3.91K $725M
ADBE
Adobe Inc.

Technology
-67
- 7.52%
$340.0 - $420.68 $22.8K - $28.2K
824 $319M
SBUX
Starbucks Corp

Consumer Cyclical
-73
- 3.13%
$79.69 - $99.41 $5.82K - $7.26K
2.26K $207M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-312
- 17.18%
$320.42 - $424.58 $100K - $132K
1.5K $639M
LOW
Lowes Companies Inc

Consumer Cyclical
-9
- 0.71%
$210.83 - $235.28 $1.9K - $2.12K
1.25K $278M
PHM
Pultegroup Inc

Consumer Cyclical
-80
- 1.91%
$92.02 - $106.54 $7.36K - $8.52K
4.11K $433M
IVE
Ishares S&P 500 Value ETF

ETFs
-10
- 0.53%
$168.34 - $195.42 $1.68K - $1.95K
1.89K $369M
NKE
Nike, Inc.

Consumer Cyclical
-615
- 7.64%
$53.27 - $72.04 $32.8K - $44.3K
7.44K $528M
GOOG
Alphabet Inc.

Communication Services
-259
- 7.59%
$146.58 - $180.01 $38K - $46.6K
3.15K $559M
MS
Morgan Stanley

Financial Services
-52
- 3.03%
$99.83 - $140.86 $5.19K - $7.32K
1.67K $235M
BAC
Bank Of America Corp

Financial Services
-395
- 3.6%
$34.39 - $47.46 $13.6K - $18.7K
10.6K $500M
GOOGL
Alphabet Inc.

Communication Services
-74
- 1.19%
$144.7 - $178.6 $10.7K - $13.2K
6.12K $1.08B
JPM
Jpmorgan Chase & CO

Financial Services
-30
- 0.98%
$210.28 - $289.91 $6.31K - $8.7K
3.03K $878M
IWR
Ishares Russell Mid Cap ETF

ETFs
-477
- 1.72%
$74.88 - $91.97 $35.7K - $43.9K
27.2K $2.5B
Lam Research Corp
-110
- 1.41%
N/A
7.67K $747M
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 0.11%
$498.8 - $620.9 $8.48K - $10.6K
14.8K $9.17B
MSFT
Microsoft Corp

Technology
-359
- 3.74%
$354.56 - $497.45 $127K - $179K
9.25K $4.6B
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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