Almanack Investment Partners, Llc. Reduced Holdings in Q1 2025

Almanack Investment Partners, Llc.

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDMA
Ea Series Trust Gadsen Dynamic

ETFs
-835K
- 18.43%
$31.51 - $32.75 $26.3M - $27.4M
3.7M $119M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-452K
- 89.33%
$48.34 - $49.66 $21.8M - $22.4M
53.9K $2.62M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-379K
- 92.57%
$24.91 - $29.02 $9.44M - $11M
30.4K $761K
VT
Vanguard Total World Stk Index

ETFs
-66.7K
- 49.1%
$115.08 - $123.97 $7.68M - $8.27M
69.2K $8.02M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-229K
- 39.85%
$21.23 - $23.75 $4.86M - $5.44M
346K $7.44M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-166K
- 87.88%
$25.69 - $26.89 $4.25M - $4.45M
22.8K $614K
GLD
Spdr Gold Trust

ETFs
-14.5K
- 81.03%
$243.19 - $288.14 $3.52M - $4.17M
3.39K $975K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.99K
- 63.85%
$507.05 - $563.67 $2.53M - $2.81M
2.83K $1.45M
IEF
Ishares Barclays

ETFs
-24.9K
- 46.65%
$91.17 - $95.39 $2.27M - $2.37M
28.5K $2.71M
NVDA
Nvidia Corp

Technology
-7.04K
- 20.12%
$106.98 - $149.43 $753K - $1.05M
28K $3.03M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.28K
- 54.06%
$554.06 - $615.85 $1.26M - $1.4M
1.94K $1.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.37K
- 79.27%
$102.49 - $119.96 $960K - $1.12M
2.45K $256K
AAPL
Apple Inc.

Technology
-1.95K
- 8.26%
$209.68 - $247.1 $409K - $482K
21.7K $4.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.14K
- 29.19%
$360.07 - $417.26 $770K - $893K
5.19K $1.87M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.5K
- 44.3%
$182.82 - $196.21 $1.01M - $1.08M
6.92K $1.3M
GOOGL
Alphabet Inc.

Communication Services
-2.47K
- 19.16%
$154.33 - $206.19 $381K - $509K
10.4K $1.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.95K
- 39.65%
$120.29 - $134.6 $716K - $801K
9.06K $1.11M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-11.8K
- 8.69%
$76.77 - $82.22 $905K - $969K
124K $9.84M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-11.8K
- 56.02%
$53.81 - $62.59 $632K - $736K
9.23K $516K
MSFT
Microsoft Corp

Technology
-732
- 8.65%
$375.39 - $447.2 $275K - $327K
7.73K $2.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-732
- 8.92%
$551.42 - $612.93 $404K - $449K
7.47K $4.18M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.52K
- 19.9%
$84.95 - $100.62 $299K - $354K
14.2K $1.23M
AMZN
Amazon Com Inc

Consumer Cyclical
-716
- 6.53%
$190.26 - $242.06 $136K - $173K
10.3K $1.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.2K
- 17.67%
$78.0 - $84.37 $405K - $439K
24.2K $1.93M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.95K
- 11.35%
$62.43 - $84.12 $184K - $248K
23K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-701
- 56.4%
$468.34 - $539.52 $328K - $378K
542 $254K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.02K
- 37.11%
$302.31 - $337.54 $309K - $345K
1.73K $531K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-15.5K
- 22.96%
$20.7 - $21.15 $320K - $327K
51.9K $1.08M
GOOG
Alphabet Inc.

Communication Services
-206
- 2.64%
$156.06 - $207.71 $32.1K - $42.8K
7.6K $1.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-920
- 29.8%
$442.66 - $534.52 $407K - $492K
2.17K $1.15M
META
Meta Platforms, Inc.

Communication Services
-327
- 12.82%
$576.36 - $736.67 $188K - $241K
2.22K $1.28M
BAC
Bank Of America Corp

Financial Services
-3.58K
- 38.14%
$39.61 - $47.74 $142K - $171K
5.81K $242K
ACN
Accenture PLC

Technology
-198
- 8.82%
$300.91 - $398.25 $59.6K - $78.9K
2.05K $638K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-312
- 7.27%
$161.27 - $192.3 $50.3K - $60K
3.98K $641K
V
Visa Inc.

Financial Services
-559
- 40.92%
$306.92 - $362.71 $172K - $203K
807 $282K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.42K
- 6.85%
$32.42 - $36.13 $78.4K - $87.3K
32.9K $1.08M
AMD
Advanced Micro Devices Inc

Technology
-202
- 3.5%
$96.63 - $129.55 $19.5K - $26.2K
5.58K $572K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-1.3K
- 15.32%
$55.52 - $69.21 $72K - $89.7K
7.16K $425K
ACHR
Archer Aviation Inc.

Industrials
-7.2K
- 31.01%
$6.8 - $11.51 $49K - $82.9K
16K $113K
DFS
Discover Financial Services

Financial Services
-516
- 27.4%
$152.99 - $203.25 $78.9K - $105K
1.37K $233K
ORCL
Oracle Corp

Technology
-249
- 12.24%
$139.81 - $186.47 $34.8K - $46.4K
1.79K $249K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-242
- 9.24%
$168.84 - $202.89 $40.9K - $49.1K
2.38K $417K
VRT
Vertiv Holdings CO

Industrials
-933
- 22.11%
N/A
3.29K $284K
FICO
Fair Isaac Corp

Technology
-9
- 2.14%
$1695.35 - $2030.47 $15.3K - $18.3K
412 $759K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-344
- 19.24%
$196.12 - $229.48 $67.5K - $78.9K
1.44K $291K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-572
- 0.71%
$106.46 - $114.75 $60.9K - $65.6K
80K $8.81M
OEF
Ishares S&P 100 ETF

ETFs
-220
- 20.22%
N/A
868 $230K
LMT
Lockheed Martin Corp

Industrials
-16
- 1.35%
$423.19 - $506.29 $6.77K - $8.1K
1.17K $520K
ITA
Ishares Tr

ETFs
-394
- 11.32%
$144.84 - $159.5 $57.1K - $62.8K
3.09K $472K
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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