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
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
7.78K
New
$61.48 - $65.6 $478K - $510K
7.78K $497K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.64K
New
$121.58 - $136.74 $443K - $498K
3.64K $494K
EZPW
Ezcorp Inc

Financial Services
34.3K
New
$12.97 - $16.38 $445K - $561K
34.3K $475K
JNJ
Johnson & Johnson

Healthcare
3.46K
+ 52.1%
$146.36 - $159.82 $506K - $552K
10.1K $1.54M
PEP
Pepsico Inc

Consumer Defensive
3.53K
+ 205.35%
$128.02 - $151.37 $452K - $534K
5.25K $693K
COF
Capital One Financial Corp

Financial Services
1.96K
New
$150.57 - $212.76 $294K - $416K
1.96K $415K
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
10.1K
+ 25.61%
$29.92 - $33.16 $301K - $334K
49.4K $1.64M
GLDM
World Gold Trust

ETFs
6.19K
New
$58.96 - $67.97 $365K - $421K
6.19K $405K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.45K
+ 100.42%
$180.84 - $240.32 $262K - $348K
2.89K $695K
JPM
Jpmorgan Chase & CO

Financial Services
563
+ 11.2%
$210.28 - $289.91 $118K - $163K
5.59K $1.62M
SMR
Nuscale Power Corp

Industrials
9.25K
New
$12.6 - $43.24 $117K - $400K
9.25K $366K
ROK
Rockwell Automation, Inc

Industrials
1.09K
New
$218.97 - $332.17 $240K - $363K
1.09K $363K
MS
Morgan Stanley

Financial Services
2.57K
New
$99.83 - $140.86 $257K - $362K
2.57K $362K
MA
Mastercard Inc

Financial Services
641
New
$479.92 - $590.74 $308K - $379K
641 $360K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.24K
New
$79.56 - $82.92 $337K - $352K
4.24K $351K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.64K
New
$51.16 - $62.02 $288K - $350K
5.64K $349K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.5K
New
$83.54 - $100.04 $292K - $350K
3.5K $347K
SCS
Steelcase Inc

Industrials
32.9K
New
$9.42 - $11.46 $310K - $377K
32.9K $343K
KO
Coca Cola CO

Consumer Defensive
4.74K
+ 31.22%
$68.37 - $73.9 $324K - $351K
19.9K $1.41M
FDM
First Trust Dow Jones Select M

ETFs
4.11K
New
$55.48 - $71.63 $228K - $294K
4.11K $294K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.58K
+ 105.27%
$90.56 - $109.49 $234K - $282K
5.03K $549K
AXP
American Express CO

Financial Services
908
New
$231.39 - $318.98 $210K - $290K
908 $289K
RING
Ishares Inc Msci Global Gold M

ETFs
4.1K
+ 24.71%
$34.72 - $45.62 $142K - $187K
20.7K $904K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.35K
New
$45.07 - $52.57 $241K - $281K
5.35K $261K
NOW
Service Now, Inc.

Technology
249
New
$721.65 - $1040.18 $180K - $259K
249 $255K
VIG
Vanguard Dividend Appreciation

ETFs
1.37K
New
N/A
1.37K $248K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.83K
New
N/A
2.83K $242K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.43K
New
$96.84 - $99.46 $236K - $242K
2.43K $241K
AVGO
Broadcom Inc.

Technology
869
New
$146.29 - $275.65 $127K - $240K
869 $239K
UBER
Uber Technologies, Inc

Technology
2.56K
New
$64.62 - $93.3 $165K - $238K
2.56K $238K
TSLA
Tesla, Inc.

Consumer Cyclical
745
New
$221.86 - $362.89 $165K - $270K
745 $236K
QQQ
Invesco Qqq Trust, Series 1

ETFs
347
+ 64.02%
$416.06 - $551.64 $144K - $191K
889 $490K
IEFA
Ishares Tr

ETFs
2.74K
New
$67.83 - $84.09 $186K - $231K
2.74K $228K
SCHW
Schwab Charles Corp

Financial Services
2.48K
New
$69.06 - $91.24 $171K - $226K
2.48K $226K
PANW
Palo Alto Networks Inc

Technology
1.09K
New
$152.44 - $204.64 $166K - $223K
1.09K $223K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.38K
New
$89.87 - $92.93 $214K - $221K
2.38K $219K
BK
Bank Of New York Mellon Corp

Financial Services
1.45K
+ 12.37%
$73.31 - $91.62 $107K - $133K
13.2K $1.2M
PHYS
Sprott Physical Gold Trust

Financial Services
8.13K
+ 90.28%
$22.82 - $26.29 $185K - $214K
17.1K $434K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.88K
New
$66.89 - $111.18 $126K - $209K
1.88K $209K
AVUS
American Centy ETF Tr Avantis

ETFs
2.04K
New
$81.38 - $100.82 $166K - $206K
2.04K $205K
IVE
Ishares S&P 500 Value ETF

ETFs
1.05K
New
$168.34 - $195.42 $176K - $204K
1.05K $204K
MTRX
Matrix Service CO

Industrials
15.1K
New
$10.03 - $13.91 $152K - $210K
15.1K $204K
QUAL
Ishares Msci Usa Quality Facto

ETFs
278
+ 2.18%
$152.42 - $182.82 $42.4K - $50.8K
13K $2.38M
MLM
Martin Marietta Materials Inc

Basic Materials
367
New
$452.51 - $568.19 $166K - $209K
367 $201K
DUK
Duke Energy Corp

Utilities
1.72K
+ 45.66%
$112.46 - $124.05 $193K - $213K
5.47K $645K
ORCL
Oracle Corp

Technology
70
+ 3.92%
$122.82 - $218.63 $8.6K - $15.3K
1.86K $405K
HBAN
Huntington Bancshares Inc

Financial Services
768
+ 1.11%
$12.49 - $16.76 $9.59K - $12.9K
69.7K $1.17M
MCD
Mcdonalds Corp

Consumer Cyclical
618
+ 25.54%
$285.55 - $321.23 $176K - $199K
3.04K $887K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.41K
+ 33.2%
$49.85 - $64.51 $70.4K - $91.1K
5.67K $365K
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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