Almanack Investment Partners, Llc. Purchases in Q1 2025

Almanack Investment Partners, Llc.

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
416K
New
$50.99 - $55.74 $21.2M - $23.2M
416K $22.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
420K
+ 538.64%
$48.43 - $49.9 $20.3M - $20.9M
498K $24.8M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
137K
New
$47.66 - $57.45 $6.55M - $7.9M
137K $7.48M
PICK
Ishares Inc Msci Global Select

ETFs
133K
New
$34.93 - $38.35 $4.66M - $5.12M
133K $4.79M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
31.2K
+ 11.53%
$100.34 - $100.68 $3.13M - $3.14M
302K $30.4M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
149K
+ 184.65%
$15.0 - $15.91 $2.23M - $2.37M
230K $3.58M
IWV
Ishares Russell 3000 ETF

ETFs
5.32K
New
$313.1 - $349.83 $1.66M - $1.86M
5.32K $1.69M
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.08K
+ 1.86%
$28.11 - $32.0 $227K - $258K
443K $13.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.7K
New
$27.01 - $28.54 $964K - $1.02M
35.7K $998K
USFR
Wisdomtree Floating Rate Treas

ETFs
17.9K
+ 9.61%
$50.29 - $50.5 $898K - $902K
204K $10.3M
XOM
Exxon Mobil Corp

Energy
3.76K
+ 23.56%
$105.44 - $118.93 $396K - $447K
19.7K $2.34M
MLPA
Global X Mlp ETF

ETFs
2.74K
+ 2.28%
$49.83 - $54.53 $137K - $149K
123K $6.53M
VPU
Vanguard Utilities ETF

ETFs
2.72K
New
$161.24 - $173.33 $439K - $472K
2.72K $465K
APP
App Lovin Corp

Technology
1.65K
New
$238.08 - $510.13 $393K - $842K
1.65K $437K
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 38.7%
$158.56 - $176.26 $308K - $342K
6.96K $1.19M
LLY
Eli Lilly & CO

Healthcare
355
+ 53.46%
$725.72 - $929.72 $258K - $330K
1.02K $841K
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
7.76K
+ 24.62%
$29.61 - $31.39 $230K - $244K
39.3K $1.23M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
10.9K
New
$23.43 - $25.55 $255K - $278K
10.9K $278K
WRB
Berkley W R Corp

Financial Services
606
+ 3.31%
$56.7 - $71.27 $34.4K - $43.2K
18.9K $1.35M
PDI
Pimco Dynamic Income Fund

Financial Services
13.4K
New
$18.51 - $20.05 $247K - $268K
13.4K $264K
ATO
Atmos Energy Corp

Utilities
1.54K
New
$136.51 - $154.58 $210K - $237K
1.54K $237K
XLV
Select Sector Spdr Fund Health

ETFs
1.61K
New
$137.61 - $149.68 $222K - $241K
1.61K $235K
PM
Philip Morris International Inc.

Consumer Defensive
1.48K
New
$117.15 - $158.79 $174K - $236K
1.48K $235K
CVX
Chevron Corp

Energy
904
+ 24.87%
$146.71 - $167.97 $133K - $152K
4.54K $759K
GE
General Electric CO

Industrials
1.16K
New
$168.59 - $212.13 $195K - $245K
1.16K $231K
RGLD
Royal Gold Inc

Basic Materials
1.4K
New
$132.55 - $163.51 $186K - $229K
1.4K $228K
MCD
Mcdonalds Corp

Consumer Cyclical
596
+ 32.68%
$279.74 - $321.29 $167K - $191K
2.42K $755K
PHYS
Sprott Physical Gold Trust

Financial Services
9K
New
$20.25 - $24.06 $182K - $217K
9K $216K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.24K
+ 82.74%
$56.51 - $62.98 $183K - $204K
7.16K $434K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
4.6K
+ 65.53%
$41.45 - $46.58 $191K - $214K
11.6K $495K
JNJ
Johnson & Johnson

Healthcare
71
+ 1.08%
$142.06 - $167.7 $10.1K - $11.9K
6.63K $1.1M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
10.8K
New
$13.05 - $13.97 $141K - $151K
10.8K $147K
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
10K
New
$12.9 - $13.32 $129K - $133K
10K $131K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
800
+ 4.86%
$24.11 - $28.41 $19.3K - $22.7K
17.3K $490K
KMB
Kimberly Clark Corp

Consumer Defensive
377
+ 14.82%
$124.46 - $147.4 $46.9K - $55.6K
2.92K $415K
HD
Home Depot, Inc.

Consumer Cyclical
305
+ 23.0%
$347.25 - $424.87 $106K - $130K
1.63K $597K
TFLO
Ishares Treasury Floating Rate

ETFs
878
+ 1.41%
$50.48 - $50.68 $44.3K - $44.5K
63.3K $3.21M
RTX
Raytheon Technologies Corp

Industrials
162
+ 9.0%
$114.1 - $135.66 $18.5K - $22K
1.96K $260K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1K
+ 2.02%
$50.48 - $51.04 $50.7K - $51.2K
50.8K $2.58M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.49%
$169.2 - $216.66 $1.18K - $1.52K
1.43K $298K
MRK
Merck & Co., Inc.

Healthcare
832
+ 25.67%
$83.01 - $101.02 $69.1K - $84K
4.07K $365K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.25%
$1227.6 - $1458.46 $1.23K - $1.46K
394 $531K
VLUE
Ishares Msci Usa Value Factor

ETFs
151
+ 1.6%
$104.89 - $113.56 $15.8K - $17.1K
9.57K $1.02M
VNQ
Vanguard Specialized Funds Van

ETFs
69
+ 0.71%
$85.55 - $94.34 $5.9K - $6.51K
9.84K $891K
MSTR
Microstrategy Inc

Technology
47
+ 6.12%
$239.27 - $396.5 $11.2K - $18.6K
815 $234K
PNBK
Patriot National Bancorp Inc

Financial Services
10K
New
$1.01 - $2.35 $10.1K - $23.5K
10K $11K
Grayscale Bitcoin Mini Tr Et
9.56K
+ 186.5%
N/A
14.7K $0
Oaktree Specialty Lending CO
16.4K
New
N/A
16.4K $0
Ea Series Trust
11.3K
New
N/A
11.3K $0
Activity Summary
Buys All Purchases 58 New Holdings 22 Increased Positions 36 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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