Alesco Advisors LLC Incresed Positions in Q1 2025

Alesco Advisors LLC

  • $3.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
301K
+ 42.02%
$84.95 - $100.62 $25.5M - $30.2M
1.02M $88.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
357K
+ 18.91%
$102.49 - $119.96 $36.5M - $42.8M
2.24M $234M
IDEV
Ishares Core Msci Intl Develop

ETFs
20K
+ 0.65%
$63.77 - $71.36 $1.28M - $1.43M
3.1M $214M
BND
Vanguard Bd Index Fd Inc Total

ETFs
56.4K
+ 3.12%
$71.17 - $73.66 $4.01M - $4.15M
1.86M $137M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
626
+ 0.03%
$48.43 - $49.9 $30.3K - $31.2K
1.87M $93.3M
GBIL
Goldman Sachs Access Treasury

ETFs
24K
+ 95.34%
$99.85 - $100.19 $2.39M - $2.4M
49.1K $4.92M
DFIS
Dimensional ETF Tr Dimensional

ETFs
35K
+ 10.7%
$23.92 - $26.89 $838K - $942K
362K $9.37M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
22.8K
+ 8.82%
$25.44 - $27.95 $579K - $636K
281K $7.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
30.6K
+ 24.5%
$37.84 - $44.02 $1.16M - $1.35M
155K $5.97M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.9K
+ 0.91%
$22.25 - $23.0 $643K - $665K
3.22M $74.1M
MBB
Ishares Tr

ETFs
5.71K
+ 75.26%
$90.37 - $94.08 $516K - $537K
13.3K $1.25M
FLRN
Spdr Bloomberg Investment Grad

ETFs
14.8K
+ 6.4%
$30.71 - $30.87 $455K - $458K
247K $7.6M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
7.74K
+ 2.46%
$18.46 - $19.19 $143K - $149K
322K $6.19M
SUB
Ishares Short Term National Mu

ETFs
3.07K
+ 1.95%
$105.3 - $106.24 $323K - $326K
160K $16.9M
NYF
Ishares New York Muni Bond ETF

ETFs
9.04K
+ 2.84%
$52.33 - $53.92 $473K - $487K
327K $17.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.75K
+ 5.85%
$100.34 - $100.68 $276K - $277K
49.8K $5.01M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.67K
+ 1.21%
$51.52 - $52.37 $137K - $140K
223K $11.7M
SPMD
Spdr Portfolio

ETFs
4.56K
+ 43.31%
$50.21 - $57.73 $229K - $263K
15.1K $771K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.15K
+ 61.11%
$40.03 - $46.81 $206K - $241K
13.6K $553K
XOM
Exxon Mobil Corp

Energy
145
+ 1.1%
$105.44 - $118.93 $15.3K - $17.2K
13.3K $1.58M
MRK
Merck & Co., Inc.

Healthcare
1.97K
+ 90.37%
$83.01 - $101.02 $164K - $199K
4.15K $372K
SCHO
Schwab Short Term Us Treasury

ETFs
1.64K
+ 0.45%
$24.1 - $24.34 $39.5K - $39.9K
368K $8.95M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.28K
+ 9.46%
$24.05 - $24.86 $54.7K - $56.6K
26.3K $654K
ABBV
Abb Vie Inc.

Healthcare
31
+ 1.89%
$169.2 - $216.66 $5.25K - $6.72K
1.67K $350K
JPM
Jpmorgan Chase & CO

Financial Services
53
+ 0.66%
$225.19 - $279.95 $11.9K - $14.8K
8.09K $1.99M
CI
Cigna Corp

Healthcare
55
+ 7.54%
$274.49 - $329.0 $15.1K - $18.1K
784 $257K
CEFA
Global X Fds
265
+ 2.09%
$29.76 - $33.55 $7.89K - $8.89K
12.9K $433K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.24K
+ 15.34%
$25.58 - $29.24 $82.9K - $94.8K
24.4K $638K
GVI
Ishares Tr

ETFs
90
+ 0.51%
$103.49 - $106.02 $9.31K - $9.54K
17.9K $1.9M
LLY
Eli Lilly & CO

Healthcare
25
+ 8.17%
$725.72 - $929.72 $18.1K - $23.2K
331 $273K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
970
+ 1.56%
$42.38 - $43.28 $41.1K - $42K
63.2K $2.69M
XYL
Xylem Inc.

Industrials
27
+ 0.3%
$114.02 - $132.04 $3.08K - $3.57K
9.14K $1.09M
DE
Deere & CO

Industrials
3
+ 0.46%
$408.57 - $509.27 $1.23K - $1.53K
652 $306K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1
+ 0.01%
$52.31 - $54.02 $52.3 - $54
16.7K $902K
VNQI
Vanguard Global Ex U.S. Real

ETFs
340
+ 2.21%
$38.22 - $41.19 $13K - $14K
15.7K $637K
UNH
Unitedhealth Group Inc

Healthcare
33
+ 6.24%
$461.52 - $548.18 $15.2K - $18.1K
562 $294K
MA
Mastercard Inc

Financial Services
27
+ 6.87%
$504.67 - $576.31 $13.6K - $15.6K
420 $230K
PG
Procter & Gamble CO

Consumer Defensive
12
+ 0.4%
$158.56 - $176.26 $1.9K - $2.12K
3.04K $518K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
456
+ 2.29%
$44.81 - $46.22 $20.4K - $21.1K
20.4K $917K
PFF
Ishares Trust Ishares Pfd And

ETFs
419
+ 6.56%
$30.73 - $32.26 $12.9K - $13.5K
6.81K $209K
VGSH
Vanguard

ETFs
20
+ 0.16%
$58.07 - $58.69 $1.16K - $1.17K
12.4K $728K
USFR
Wisdomtree Floating Rate Treas

ETFs
40
+ 0.3%
$50.29 - $50.5 $2.01K - $2.02K
13.3K $671K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
95
+ 6.11%
$522.96 - $601.18 $49.7K - $57.1K
1.65K $879K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.32K
+ 4.39%
$21.75 - $24.28 $72.2K - $80.6K
79K $1.74M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 1.9%
$347.25 - $424.87 $6.25K - $7.65K
966 $354K
EWX
Spdr S&P Emerging Markets Smal

ETFs
65
+ 0.53%
$55.48 - $59.47 $3.61K - $3.87K
12.3K $698K
AXP
American Express CO

Financial Services
20
+ 2.03%
$255.39 - $325.87 $5.11K - $6.52K
1.01K $270K
NVDA
Nvidia Corp

Technology
516
+ 15.0%
$106.98 - $149.43 $55.2K - $77.1K
3.96K $428K
DIS
Walt Disney CO

Communication Services
5
+ 0.14%
$96.87 - $114.0 $484 - $570
3.62K $357K
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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