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
BRK-A
Berkshire Hathaway Inc

Financial Services
28
New
$663000.0 - $801950.0 $18.6M - $22.5M
28 $22.4B
RWAY
Runway Growth Finance Corp.

Financial Services
1.02M
New
$10.35 - $11.63 $10.6M - $11.9M
1.02M $10.6B
IVV
Ishares Core S&P 500 ETF

ETFs
14.8K
New
$554.06 - $615.85 $8.19M - $9.11M
14.8K $8.31B
AAPL
Apple Inc.

Technology
25.9K
New
$209.68 - $247.1 $5.43M - $6.39M
25.9K $5.75B
COST
Costco Wholesale Corp

Consumer Defensive
5.27K
New
$890.62 - $1076.86 $4.69M - $5.67M
5.27K $4.98B
NVDA
Nvidia Corp

Technology
42K
New
$106.98 - $149.43 $4.49M - $6.27M
42K $4.55B
MSFT
Microsoft Corp

Technology
9.61K
New
$375.39 - $447.2 $3.61M - $4.3M
9.61K $3.61B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
92.1K
New
$32.42 - $36.13 $2.98M - $3.33M
92.1K $3.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.17K
New
$551.42 - $612.93 $2.85M - $3.17M
5.17K $2.89B
META
Meta Platforms, Inc.

Communication Services
4.15K
New
$576.36 - $736.67 $2.39M - $3.06M
4.15K $2.39B
AMZN
Amazon Com Inc

Consumer Cyclical
12K
New
$190.26 - $242.06 $2.29M - $2.91M
12K $2.29B
DFUS
Dimensional ETF Tr U S Equity

ETFs
31.2K
New
$59.61 - $66.71 $1.86M - $2.08M
31.2K $1.89B
EEM
Ishares Msci Emerging Markets

ETFs
39.5K
New
$40.81 - $45.34 $1.61M - $1.79M
39.5K $1.72B
TSLA
Tesla, Inc.

Consumer Cyclical
5.86K
New
$222.15 - $428.22 $1.3M - $2.51M
5.86K $1.52B
DGRO
Ishares Core Dividend Growth E

ETFs
24.1K
New
$60.46 - $64.42 $1.46M - $1.55M
24.1K $1.49B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.4K
New
$254.58 - $302.92 $1.12M - $1.33M
4.4K $1.12B
LLY
Eli Lilly & CO

Healthcare
1.36K
New
$725.72 - $929.72 $987K - $1.26M
1.36K $1.12B
VTI
Vanguard Total Stock Market Et

ETFs
4.06K
New
$271.18 - $303.12 $1.1M - $1.23M
4.06K $1.12B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.17K
New
$507.05 - $563.67 $1.1M - $1.22M
2.17K $1.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.98K
New
$442.66 - $534.52 $878K - $1.06M
1.98K $1.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.3K
New
$74.85 - $84.89 $920K - $1.04M
12.3K $1B
GOOGL
Alphabet Inc.

Communication Services
6.19K
New
$154.33 - $206.19 $956K - $1.28M
6.19K $958M
ABBV
Abb Vie Inc.

Healthcare
4.02K
New
$169.2 - $216.66 $681K - $872K
4.02K $843M
JPM
Jpmorgan Chase & CO

Financial Services
3.06K
New
$225.19 - $279.95 $688K - $856K
3.06K $750M
HYD
Vaneck High Yield Muni ETF

ETFs
13.6K
New
$50.79 - $52.53 $689K - $713K
13.6K $694M
UNH
Unitedhealth Group Inc

Healthcare
1.31K
New
$461.52 - $548.18 $603K - $716K
1.31K $685M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.82K
New
$360.07 - $417.26 $654K - $758K
1.82K $656M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
8.88K
New
$65.49 - $74.67 $582K - $663K
8.88K $636M
AVGO
Broadcom Inc.

Technology
3.73K
New
$167.43 - $244.7 $625K - $914K
3.73K $625M
HD
Home Depot, Inc.

Consumer Cyclical
1.69K
New
$347.25 - $424.87 $585K - $716K
1.69K $618M
EDV
Vanguard Extended Duration Tre

ETFs
8.63K
New
$65.05 - $73.43 $562K - $634K
8.63K $614M
JNJ
Johnson & Johnson

Healthcare
3.52K
New
$142.06 - $167.7 $500K - $590K
3.52K $584M
Lam Research Corp
7.78K
New
N/A
7.78K $566M
IXN
Ishares Global Information Tec

ETFs
7.29K
New
$75.73 - $88.4 $552K - $644K
7.29K $552M
V
Visa Inc.

Financial Services
1.52K
New
$306.92 - $362.71 $467K - $552K
1.52K $533M
GOOG
Alphabet Inc.

Communication Services
3.41K
New
$156.06 - $207.71 $532K - $709K
3.41K $533M
NKE
Nike, Inc.

Consumer Cyclical
8.05K
New
$63.29 - $81.72 $510K - $658K
8.05K $511M
COLB
Columbia Banking System, Inc.

Financial Services
18.7K
New
$23.89 - $28.84 $447K - $540K
18.7K $467M
PDI
Pimco Dynamic Income Fund

Financial Services
23.4K
New
$18.51 - $20.05 $434K - $470K
23.4K $464M
BAC
Bank Of America Corp

Financial Services
11K
New
$39.61 - $47.74 $434K - $524K
11K $458M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.5K
New
$121.0 - $142.28 $424K - $499K
3.5K $436M
PHM
Pultegroup Inc

Consumer Cyclical
4.19K
New
$101.09 - $118.51 $423K - $496K
4.19K $430M
HCA
Hca Healthcare, Inc.

Healthcare
1.18K
New
$296.7 - $345.55 $350K - $408K
1.18K $408M
AMAT
Applied Materials Inc

Technology
2.81K
New
$145.06 - $195.51 $407K - $549K
2.81K $407M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.84K
New
$81.62 - $96.63 $395K - $467K
4.84K $403M
WMT
Walmart Inc.

Consumer Defensive
4.53K
New
$84.5 - $105.05 $383K - $476K
4.53K $398M
IVE
Ishares S&P 500 Value ETF

ETFs
1.9K
New
$185.78 - $198.58 $352K - $377K
1.9K $362M
MA
Mastercard Inc

Financial Services
644
New
$504.67 - $576.31 $325K - $371K
644 $353M
IYG
Ishares Tr

ETFs
4.44K
New
$74.6 - $84.81 $332K - $377K
4.44K $349M
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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