Ambassador Advisors, LLC Incresed Positions in Q1 2025

Ambassador Advisors, LLC

  • $535 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
39.9K
+ 34.77%
$28.92 - $29.24 $1.15M - $1.17M
155K $4.52M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
25K
+ 85.35%
$42.86 - $45.92 $1.07M - $1.15M
54.4K $2.36M
OUNZ
Van Eck Merk Gold Trust

ETFs
12.4K
+ 13.04%
$25.41 - $30.14 $315K - $374K
107K $3.24M
AGZ
Ishares Agency Bond ETF

ETFs
2.4K
+ 1.33%
$107.46 - $109.48 $258K - $263K
184K $20.1M
XOM
Exxon Mobil Corp

Energy
2.09K
+ 9.36%
$105.44 - $118.93 $220K - $249K
24.4K $2.91M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.69K
+ 15.29%
$100.34 - $100.68 $471K - $472K
35.4K $3.56M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.39K
+ 16.74%
$50.48 - $51.04 $424K - $428K
58.5K $2.97M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.7K
+ 5.69%
$71.17 - $73.66 $264K - $273K
68.8K $5.05M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.66K
+ 13.68%
$49.78 - $53.19 $282K - $301K
47K $2.4M
ACWI
Ishares Msci Acwi ETF

ETFs
2.22K
+ 11.49%
$115.16 - $124.13 $255K - $275K
21.5K $2.5M
ZTS
Zoetis Inc.

Healthcare
1.1K
+ 86.1%
$156.48 - $175.67 $172K - $193K
2.37K $390K
CVX
Chevron Corp

Energy
475
+ 10.69%
$146.71 - $167.97 $69.7K - $79.8K
4.92K $823K
IYR
Ishares Tr

ETFs
1K
+ 13.89%
$89.49 - $98.98 $89.8K - $99.4K
8.23K $788K
PFE
Pfizer Inc

Healthcare
4.59K
+ 59.38%
$25.01 - $27.13 $115K - $124K
12.3K $312K
SPYG
Spdr Portfolio

ETFs
5.26K
+ 12.55%
$80.05 - $92.39 $421K - $486K
47.2K $3.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
74
+ 2.66%
$208.48 - $244.03 $15.4K - $18.1K
2.85K $696K
ECL
Ecolab Inc.

Basic Materials
303
+ 32.3%
$229.72 - $269.82 $69.6K - $81.8K
1.24K $314K
SO
Southern CO

Utilities
208
+ 2.67%
$80.96 - $92.96 $16.8K - $19.3K
8.01K $736K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.1K
+ 12.28%
$92.45 - $106.69 $379K - $438K
37.5K $3.48M
MSTR
Microstrategy Inc

Technology
343
+ 5.25%
$239.27 - $396.5 $82.1K - $136K
6.87K $1.98M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.73K
+ 31.82%
$50.39 - $50.66 $87.1K - $87.6K
7.16K $362K
WEC
Wec Energy Group, Inc.

Utilities
136
+ 2.92%
$92.12 - $108.98 $12.5K - $14.8K
4.79K $522K
IBM
International Business Machines Corp

Technology
67
+ 3.41%
$217.4 - $264.74 $14.6K - $17.7K
2.03K $504K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
496
+ 12.0%
$126.11 - $135.06 $62.6K - $67K
4.63K $596K
PAYX
Paychex Inc

Industrials
91
+ 2.36%
$136.06 - $154.52 $12.4K - $14.1K
3.94K $608K
AVUV
American Centy ETF Tr Avantis

ETFs
3.09K
+ 13.69%
$84.95 - $100.62 $262K - $311K
25.6K $2.24M
DFIV
Dimensional ETF Tr

ETFs
784
+ 11.65%
$35.33 - $40.77 $27.7K - $32K
7.52K $295K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.87K
+ 21.18%
$38.04 - $43.22 $71.3K - $81K
10.7K $419K
VNQ
Vanguard Specialized Funds Van

ETFs
551
+ 14.87%
$85.55 - $94.34 $47.1K - $52K
4.26K $385K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.07K
+ 12.43%
$26.09 - $30.21 $27.9K - $32.3K
9.68K $281K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
885
+ 8.69%
$49.22 - $51.73 $43.6K - $45.8K
11.1K $559K
SYK
Stryker Corp

Healthcare
69
+ 3.84%
$355.18 - $399.9 $24.5K - $27.6K
1.86K $693K
IEF
Ishares Barclays

ETFs
36
+ 0.25%
$91.17 - $95.39 $3.28K - $3.43K
14.7K $1.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
265
+ 7.84%
$56.12 - $68.15 $14.9K - $18.1K
3.65K $247K
QQQ
Invesco Qqq Trust, Series 1

ETFs
809
+ 10.15%
$468.34 - $539.52 $379K - $436K
8.78K $4.12M
BMY
Bristol Myers Squibb CO

Healthcare
349
+ 7.75%
$53.9 - $63.11 $18.8K - $22K
4.86K $296K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
869
+ 16.01%
$69.69 - $79.99 $60.6K - $69.5K
6.3K $449K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
906
+ 13.45%
$31.42 - $34.87 $28.5K - $31.6K
7.64K $257K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.07%
$68.32 - $75.06 $410 - $450
8.09K $604K
EFG
Msci Eafe Growth ETF

ETFs
319
+ 14.4%
$96.1 - $106.37 $30.7K - $33.9K
2.54K $253K
PSX
Phillips 66

Energy
1
+ 0.03%
$113.93 - $131.55 $114 - $132
3.29K $406K
MU
Micron Technology Inc

Technology
35
+ 0.35%
$86.89 - $109.38 $3.04K - $3.83K
9.9K $860K
EOG
Eog Resources Inc

Energy
4
+ 0.1%
$120.54 - $138.05 $482 - $552
3.98K $509K
PEG
Public Service Enterprise Group Inc

Utilities
423
+ 5.92%
$78.2 - $90.39 $33.1K - $38.2K
7.57K $622K
VUG
Vanguard Growth ETF

ETFs
321
+ 12.77%
$369.1 - $427.61 $118K - $137K
2.83K $1.05M
APD
Air Products & Chemicals, Inc.

Basic Materials
26
+ 1.35%
$283.24 - $338.07 $7.36K - $8.79K
1.95K $574K
CMCSA
Comcast Corp

Communication Services
501
+ 7.26%
$33.19 - $38.23 $16.6K - $19.2K
7.4K $273K
TTE
Total Energies Se

Energy
203
+ 4.93%
N/A
4.32K $296K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.25%
$254.06 - $273.83 $762 - $821
1.23K $324K
Activity Summary
Buys All Purchases 98 New Holdings 18 Increased Positions 80 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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