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
FLJP
Franklin Templeton ETF Tr

ETFs
1.27K
+ 4.33%
$26.35 - $32.28 $33.4K - $40.9K
30.5K $979K
NVS
Novartis Ag

Healthcare
735
+ 24.97%
$101.96 - $121.01 $74.9K - $88.9K
3.68K $445K
CRNT
Ceragon Networks LTD

Technology
40.5K
New
$2.01 - $2.5 $81.5K - $101K
40.5K $99K
RTX
Raytheon Technologies Corp

Industrials
488
+ 24.86%
$113.75 - $148.48 $55.5K - $72.5K
2.45K $357K
CVX
Chevron Corp

Energy
1.43K
+ 31.5%
$133.73 - $168.51 $191K - $241K
5.97K $854K
GE
General Electric CO

Industrials
51
+ 4.41%
$166.81 - $257.39 $8.51K - $13.1K
1.21K $310K
BAC
Bank Of America Corp

Financial Services
936
+ 16.11%
$34.39 - $47.46 $32.2K - $44.4K
6.75K $319K
WMT
Walmart Inc.

Consumer Defensive
190
+ 4.27%
$81.79 - $99.98 $15.5K - $19K
4.64K $453K
RBBN
Ribbon Communications Inc.

Communication Services
14.6K
New
$3.05 - $4.05 $44.4K - $58.9K
14.6K $58K
PG
Procter & Gamble CO

Consumer Defensive
845
+ 12.13%
$157.66 - $172.39 $133K - $146K
7.81K $1.24M
ATO
Atmos Energy Corp

Utilities
344
+ 22.4%
$145.06 - $162.66 $49.9K - $56K
1.88K $289K
V
Visa Inc.

Financial Services
117
+ 14.5%
$308.27 - $373.31 $36.1K - $43.7K
924 $328K
PNC
Pnc Financial Services Group, Inc.

Financial Services
55
+ 2.31%
$149.76 - $186.42 $8.24K - $10.3K
2.43K $453K
PFFA
Etfis Ser Tr I

ETFs
1.2K
+ 12.71%
$19.49 - $21.31 $23.4K - $25.6K
10.6K $221K
ET
Energy Transfer LP

Energy
1.53K
+ 9.03%
$15.65 - $18.93 $23.9K - $28.9K
18.4K $334K
XLV
Select Sector Spdr Fund Health

ETFs
259
+ 16.06%
$128.77 - $144.3 $33.4K - $37.4K
1.87K $252K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
124
+ 0.61%
$85.42 - $94.39 $10.6K - $11.7K
20.3K $1.91M
ABT
Abbott Laboratories

Healthcare
1
+ 0.03%
$123.95 - $138.08 $124 - $138
3.17K $430K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.12%
N/A
869 $231K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2K
+ 5.6%
$24.32 - $27.87 $48.6K - $55.7K
37.7K $999K
Ea Series Trust
150K
+ 1368.8%
N/A
161K $0
Series Portfolios Tr
71.3K
+ 278.53%
N/A
96.9K $0
Exchange Traded Concepts Tru
5.17K
New
N/A
5.17K $0
Ishares Ethereum Tr
18K
New
N/A
18K $0
Volatility Shs Tr
2.33K
+ 6.99%
N/A
35.7K $0
Fidelity Wise Origin Bitcoin
4.53K
+ 27.25%
N/A
21.2K $0
Grayscale Bitcoin Mini Tr Et
220
+ 1.5%
N/A
14.9K $0
Vaneck Bitcoin ETF
7.46K
New
N/A
7.46K $0
Coreweave Inc
2.19K
New
N/A
2.19K $0
Tidal Tr Ii
16.2K
New
N/A
16.2K $0
Ishares Bitcoin Trust ETF
10.5K
+ 67.69%
N/A
26.1K $0
Sunrise Communications Ag
4.93K
New
N/A
4.93K $0
Kenvue Inc
10.5K
New
N/A
10.5K $0
Brainstorm Cell Therapeutics
10K
New
N/A
10K $0
Bloomz Inc
50K
New
N/A
50K $0
KMB
Kimberly Clark Corp

Consumer Defensive
250
+ 8.56%
$126.84 - $145.22 $31.7K - $36.3K
3.17K $408K
ACN
Accenture PLC

Technology
6
+ 0.29%
$279.23 - $323.21 $1.68K - $1.94K
2.05K $613K
OKE
Oneok Inc

Energy
30
+ 0.73%
$78.71 - $100.37 $2.36K - $3.01K
4.17K $339K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.55K
+ 900.76%
$105.72 - $1416.0 $375K - $5.03M
3.94K $440K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
443
+ 0.19%
$13.74 - $15.66 $6.09K - $6.94K
230K $3.43M
MLPA
Global X Mlp ETF

ETFs
3.73K
+ 3.04%
$46.47 - $54.16 $173K - $202K
126K $6.35M
XLE
Energy Sector Spdr

ETFs
630
+ 0.97%
$76.44 - $94.13 $48.2K - $59.3K
65.9K $5.58M
VZ
Verizon Communications Inc

Communication Services
165
+ 0.02%
$41.67 - $45.62 $6.88K - $7.53K
937K $40.6M
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
Track This Portfolio

Track Almanack Investment Partners, Llc. Portfolio

Follow Almanack Investment Partners, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Almanack Investment Partners, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Almanack Investment Partners, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email