Aire Advisors, LLC Incresed Positions in Q2 2025

Aire Advisors, LLC

  • $480 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.51K
+ 0.45%
$24.94 - $31.15 $62.5K - $78K
564K $17.5M
MSFT
Microsoft Corp

Technology
147
+ 1.34%
$354.56 - $497.45 $52.1K - $73.1K
11.1K $5.52M
AVSC
American Centy ETF Tr Avantis
24.2K
+ 85.36%
$42.39 - $51.76 $1.03M - $1.25M
52.6K $2.71M
META
Meta Platforms, Inc.

Communication Services
140
+ 1.88%
$484.66 - $738.09 $67.9K - $103K
7.58K $5.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.47K
+ 2.94%
$32.66 - $40.75 $179K - $223K
192K $7.77M
AMZN
Amazon Com Inc

Consumer Cyclical
304
+ 1.04%
$167.32 - $223.3 $50.9K - $67.9K
29.5K $6.47M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
5.32K
+ 1.81%
$18.92 - $22.87 $101K - $122K
299K $6.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.3K
+ 13.28%
$22.27 - $29.21 $319K - $418K
122K $3.57M
ICVT
Ishares Tr Convertible Bond Et

ETFs
428
+ 0.35%
$78.98 - $90.1 $33.8K - $38.6K
122K $11M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.9K
+ 72.45%
$24.21 - $29.47 $603K - $734K
59.3K $1.74M
AVDV
American Centy ETF Tr Avantis

ETFs
5.27K
+ 15.63%
$61.76 - $79.32 $326K - $418K
39K $3.09M
AVUV
American Centy ETF Tr Avantis

ETFs
684
+ 0.46%
$75.17 - $91.21 $51.4K - $62.4K
150K $13.7M
JPM
Jpmorgan Chase & CO

Financial Services
218
+ 1.76%
$210.28 - $289.91 $45.8K - $63.2K
12.6K $3.64M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.65K
+ 13.06%
$63.36 - $80.23 $232K - $293K
31.6K $2.54M
CAT
Caterpillar Inc

Industrials
25
+ 0.28%
$273.94 - $388.21 $6.85K - $9.71K
9.04K $3.51M
NFLX
Netflix Inc

Communication Services
79
+ 10.48%
$855.86 - $1339.13 $67.6K - $106K
833 $1.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
443
+ 0.27%
$17.76 - $22.1 $7.87K - $9.79K
164K $3.62M
GOOGL
Alphabet Inc.

Communication Services
406
+ 2.84%
$144.7 - $178.6 $58.7K - $72.5K
14.7K $2.59M
CRWD
Crowd Strike Holdings, Inc.

Technology
181
+ 10.35%
$321.63 - $509.31 $58.2K - $92.2K
1.93K $982K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
3.43K
+ 9.2%
$65.1 - $75.98 $223K - $261K
40.7K $3.09M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 2.47%
$908.13 - $1056.85 $105K - $123K
4.82K $4.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 2.28%
$416.06 - $551.64 $31.2K - $41.4K
3.36K $1.85M
VTV
Vanguard Value ETF

ETFs
299
+ 0.46%
$153.67 - $176.74 $45.9K - $52.8K
64.7K $11.4M
AVDE
American Centy ETF Tr Avantis

ETFs
143
+ 0.38%
$59.32 - $74.36 $8.48K - $10.6K
37.6K $2.78M
UBER
Uber Technologies, Inc

Technology
80
+ 0.59%
$64.62 - $93.3 $5.17K - $7.46K
13.6K $1.27M
DFAE
Dimensional ETF Tr

ETFs
8.15K
+ 52.06%
$22.87 - $28.95 $186K - $236K
23.8K $688K
BAC
Bank Of America Corp

Financial Services
8
+ 0.02%
$34.39 - $47.46 $275 - $380
46.9K $2.22M
GOOG
Alphabet Inc.

Communication Services
9
+ 0.07%
$146.58 - $180.01 $1.32K - $1.62K
12.1K $2.15M
SBSW
Sibanye Stillwater LTD

Basic Materials
9.94K
+ 14.19%
$3.22 - $7.55 $32K - $75K
80K $577K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.5K
+ 18.32%
$100.35 - $100.71 $251K - $252K
16.2K $1.63M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
112
+ 0.42%
$57.14 - $72.68 $6.4K - $8.14K
26.6K $1.93M
VTI
Vanguard Total Stock Market Et

ETFs
358
+ 10.26%
$243.75 - $303.93 $87.3K - $109K
3.85K $1.17M
IXN
Ishares Global Information Tec

ETFs
19
+ 0.17%
$65.81 - $92.34 $1.25K - $1.75K
11.2K $1.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.41%
$496.48 - $617.85 $5.46K - $6.8K
2.67K $1.65M
IBM
International Business Machines Corp

Technology
1
+ 0.04%
$221.03 - $294.78 $221 - $295
2.51K $739K
T
At&T Inc.

Communication Services
600
+ 0.4%
$26.33 - $28.94 $15.8K - $17.4K
149K $4.31M
PANW
Palo Alto Networks Inc

Technology
34
+ 1.15%
$152.44 - $204.64 $5.18K - $6.96K
2.99K $612K
USB
Us Bancorp \De\

Financial Services
800
+ 3.46%
$36.4 - $45.76 $29.1K - $36.6K
23.9K $1.08M
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.04%
$104.34 - $138.68 $209 - $277
4.83K $669K
IGV
Ishares Expanded Tech Software

ETFs
363
+ 12.39%
$80.15 - $109.5 $29.1K - $39.7K
3.29K $360K
QPFF
American Centy ETF Tr Quality
2.31K
+ 26.78%
$33.63 - $35.38 $77.6K - $81.6K
10.9K $385K
MPLX
Mplx LP

Energy
1.64K
+ 17.0%
$46.68 - $53.89 $76.3K - $88.1K
11.3K $579K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 0.06%
$104.23 - $134.39 $208 - $269
3.25K $436K
IRM
Iron Mountain Inc

Real Estate
33
+ 0.94%
$76.93 - $105.25 $2.54K - $3.47K
3.54K $362K
GLD
Spdr Gold Trust

ETFs
100
+ 5.9%
$273.71 - $316.29 $27.4K - $31.6K
1.79K $546K
LHX
L3 Harris Technologies, Inc.

Industrials
5
+ 0.45%
$200.21 - $256.99 $1K - $1.28K
1.13K $282K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
261
+ 0.29%
$49.73 - $51.44 $13K - $13.4K
89.8K $4.62M
SCHV
Schwab Strategic Tr Us Large C

ETFs
570
+ 2.4%
$23.55 - $27.67 $13.4K - $15.8K
24.3K $673K
WMT
Walmart Inc.

Consumer Defensive
13
+ 0.34%
$81.79 - $99.98 $1.06K - $1.3K
3.86K $377K
Activity Summary
Buys All Purchases 84 New Holdings 11 Increased Positions 73 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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