Almanack Investment Partners, Llc. Purchases in Q2 2025

Almanack Investment Partners, Llc.

  • $591 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
750K
+ 2464.69%
$22.27 - $29.21 $16.7M - $21.9M
780K $22.8M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
459K
New
$26.27 - $28.07 $12.1M - $12.9M
459K $12.9M
VBR
Vanguard Small Cap Value ETF

ETFs
56.5K
New
$162.76 - $195.77 $9.19M - $11.1M
56.5K $11M
AAPL
Apple Inc.

Technology
38.2K
+ 176.32%
$172.42 - $223.89 $6.59M - $8.56M
59.9K $12.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
154K
+ 34.79%
$26.66 - $33.09 $4.11M - $5.1M
598K $19.7M
VTI
Vanguard Total Stock Market Et

ETFs
13.2K
+ 21.58%
$243.75 - $303.93 $3.21M - $4M
74.1K $22.5M
FEMB
First Tr ETF Emerging Markets

ETFs
167K
New
$26.01 - $28.88 $4.35M - $4.82M
167K $4.82M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
186K
New
$23.19 - $25.35 $4.3M - $4.71M
186K $4.71M
IBM
International Business Machines Corp

Technology
13.1K
+ 809.33%
$221.03 - $294.78 $2.89M - $3.86M
14.7K $4.34M
SCHX
Schwab Strategic Tr Us Large C

ETFs
42.4K
+ 3.72%
$19.6 - $24.44 $830K - $1.04M
1.18M $28.8M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
40.7K
+ 29.62%
$48.22 - $60.41 $1.96M - $2.46M
178K $10.6M
SGOL
Abrdn Gold ETF Trust

ETFs
34.8K
+ 4.58%
$28.39 - $32.75 $987K - $1.14M
794K $25M
CAT
Caterpillar Inc

Industrials
5.71K
New
$273.94 - $388.21 $1.56M - $2.22M
5.71K $2.22M
NFLX
Netflix Inc

Communication Services
1.23K
+ 101.07%
$855.86 - $1339.13 $1.05M - $1.65M
2.45K $3.27M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
38K
New
$41.45 - $54.46 $1.58M - $2.07M
38K $1.98M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
64.8K
New
$22.92 - $28.05 $1.49M - $1.82M
64.8K $1.82M
BLOK
Amplify ETF Tr Trnsformational

ETFs
31.2K
New
$32.56 - $57.11 $1.02M - $1.78M
31.2K $1.78M
AIT
Applied Industrial Technologies Inc

Industrials
7.62K
New
$206.03 - $243.28 $1.57M - $1.85M
7.62K $1.77M
MSFT
Microsoft Corp

Technology
1.56K
+ 20.14%
$354.56 - $497.45 $552K - $775K
9.29K $4.62M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.62K
New
$273.67 - $366.17 $1.26M - $1.69M
4.62K $1.69M
ABBV
Abb Vie Inc.

Healthcare
9.13K
+ 640.11%
$170.16 - $206.27 $1.55M - $1.88M
10.6K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
5.25K
New
$274.35 - $599.47 $1.44M - $3.15M
5.25K $1.64M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.5K
New
$152.93 - $181.74 $1.3M - $1.54M
8.5K $1.54M
KMI
Kinder Morgan, Inc.

Energy
50.3K
New
$25.21 - $29.4 $1.27M - $1.48M
50.3K $1.48M
NVDA
Nvidia Corp

Technology
271
+ 0.97%
$94.31 - $157.99 $25.6K - $42.8K
28.2K $4.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.5K
New
$55.54 - $69.09 $1.09M - $1.35M
19.5K $1.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.96K
+ 136.36%
$483.48 - $539.8 $1.43M - $1.6M
5.12K $2.49M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
41.7K
New
$24.38 - $30.18 $1.02M - $1.26M
41.7K $1.26M
C
Citigroup Inc

Financial Services
14.4K
New
$58.13 - $85.12 $836K - $1.22M
14.4K $1.22M
HOOD
Robinhood Markets, Inc.

Technology
12.7K
New
$34.17 - $93.63 $435K - $1.19M
12.7K $1.19M
MRK
Merck & Co., Inc.

Healthcare
14.3K
+ 350.5%
$73.47 - $87.12 $1.05M - $1.24M
18.3K $1.45M
DVY
Ishares Tr

ETFs
6.89K
New
$118.37 - $134.86 $815K - $929K
6.89K $914K
META
Meta Platforms, Inc.

Communication Services
714
+ 32.1%
$484.66 - $738.09 $346K - $527K
2.94K $2.17M
NSC
Norfolk Southern Corp

Industrials
3.41K
New
$206.34 - $257.46 $703K - $877K
3.41K $872K
IVV
Ishares Core S&P 500 ETF

ETFs
1.06K
+ 54.72%
$498.8 - $620.9 $529K - $658K
3K $1.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.58K
+ 51.75%
$166.82 - $194.23 $597K - $695K
10.5K $2.04M
BXSL
Blackstone Secured Lending Fund

Financial Services
24K
New
$26.88 - $32.74 $645K - $786K
24K $738K
ISRG
Intuitive Surgical Inc

Healthcare
1.31K
New
$451.58 - $565.94 $593K - $743K
1.31K $713K
AMZN
Amazon Com Inc

Consumer Cyclical
1.84K
+ 17.97%
$167.32 - $223.3 $308K - $411K
12.1K $2.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
360
+ 4.82%
$496.48 - $617.85 $179K - $222K
7.83K $4.84M
PICK
Ishares Inc Msci Global Select

ETFs
11.4K
+ 8.54%
$30.23 - $38.24 $344K - $436K
145K $5.44M
PM
Philip Morris International Inc.

Consumer Defensive
3.41K
+ 229.99%
$149.23 - $184.95 $509K - $631K
4.9K $891K
AEP
American Electric Power CO Inc

Utilities
6.22K
New
$98.59 - $109.11 $614K - $679K
6.22K $645K
FNDF
Schwab Fundamental Intl Large

ETFs
15.2K
New
$32.25 - $40.02 $489K - $607K
15.2K $606K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.06K
+ 2.57%
$95.74 - $115.54 $197K - $238K
82K $9.38M
EPD
Enterprise Products Partners L.P.

Energy
20.5K
+ 82.84%
$28.95 - $34.22 $592K - $700K
45.2K $1.4M
STX
Seagate Technology Holdings PLC

Technology
3.75K
New
$66.54 - $144.33 $250K - $541K
3.75K $541K
FXE
Invesco Currency Shares Euro Trust

ETFs
4.73K
New
$99.56 - $108.79 $470K - $514K
4.73K $514K
GOOG
Alphabet Inc.

Communication Services
1.91K
+ 25.12%
$146.58 - $180.01 $280K - $343K
9.51K $1.69M
Activity Summary
Buys All Purchases 144 New Holdings 70 Increased Positions 74 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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