Arlington Financial Advisors, LLC Incresed Positions in Q1 2025

Arlington Financial Advisors, LLC

  • $476 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
368K
+ 1814.12%
$48.43 - $49.86 $17.8M - $18.4M
389K $19.4M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
48K
+ 18.23%
$61.9 - $66.89 $2.97M - $3.21M
311K $19.6M
AMGN
Amgen Inc

Healthcare
2.42K
+ 10.14%
$258.59 - $327.36 $625K - $791K
26.2K $8.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
156
+ 0.71%
$442.66 - $534.52 $69.1K - $83.4K
22K $11.6M
AVEM
American Centy ETF Tr Avantis

ETFs
13.3K
+ 3.23%
$57.11 - $62.4 $761K - $832K
426K $25.7M
NKE
Nike, Inc.

Consumer Cyclical
26K
+ 133.84%
$63.29 - $81.72 $1.65M - $2.12M
45.4K $2.88M
ISRG
Intuitive Surgical Inc

Healthcare
3.48K
+ 25.77%
$476.63 - $610.45 $1.66M - $2.12M
17K $8.4M
CVX
Chevron Corp

Energy
3.45K
+ 12.35%
$146.71 - $167.97 $506K - $579K
31.4K $5.25M
COST
Costco Wholesale Corp

Consumer Defensive
536
+ 5.68%
$890.62 - $1076.86 $477K - $577K
9.98K $9.44M
SBUX
Starbucks Corp

Consumer Cyclical
4.96K
+ 17.45%
$91.75 - $115.81 $455K - $575K
33.4K $3.27M
VTV
Vanguard Value ETF

ETFs
3.19K
+ 74.26%
$167.73 - $179.21 $536K - $572K
7.49K $1.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.64K
+ 138.07%
$360.07 - $417.26 $592K - $686K
2.83K $1.02M
VUG
Vanguard Growth ETF

ETFs
1.23K
+ 76.43%
$369.1 - $427.61 $455K - $527K
2.84K $1.05M
MSFT
Microsoft Corp

Technology
1.74K
+ 30.32%
$375.39 - $447.2 $653K - $778K
7.48K $2.81M
FICO
Fair Isaac Corp

Technology
227
+ 100.89%
$1695.35 - $2030.47 $385K - $461K
452 $833K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.89K
+ 131.52%
$182.82 - $196.21 $345K - $370K
3.32K $618K
NVDA
Nvidia Corp

Technology
3.68K
+ 185.87%
$106.98 - $149.43 $394K - $551K
5.67K $614K
CGGO
Capital Group Global Growth Eq

ETFs
43.5K
+ 3.78%
$28.35 - $30.84 $1.23M - $1.34M
1.19M $33.9M
XOM
Exxon Mobil Corp

Energy
1.54K
+ 17.66%
$105.44 - $118.93 $163K - $184K
10.3K $1.22M
META
Meta Platforms, Inc.

Communication Services
395
+ 60.86%
$576.74 - $736.67 $228K - $291K
1.04K $602K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.15K
+ 125.05%
$186.55 - $250.04 $215K - $288K
2.08K $418K
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 0.24%
$225.19 - $279.95 $13.3K - $16.5K
25K $6.14M
LLY
Eli Lilly & CO

Healthcare
142
+ 27.95%
$725.72 - $929.72 $103K - $132K
650 $536K
IBB
Ishares Biotechnology ETF

ETFs
1.34K
+ 8.61%
$130.29 - $140.56 $174K - $188K
16.9K $2.2M
VEEV
Veeva Systems Inc

Healthcare
400
+ 34.1%
$210.58 - $246.8 $84.2K - $98.7K
1.57K $364K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.03K
+ 1.2%
$24.6 - $24.99 $50K - $50.8K
171K $4.27M
V
Visa Inc.

Financial Services
10
+ 0.36%
$306.92 - $362.71 $3.07K - $3.63K
2.77K $969K
VRSK
Verisk Analytics, Inc.

Industrials
100
+ 6.95%
$268.63 - $301.33 $26.9K - $30.1K
1.54K $457K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
982
+ 7.79%
$45.92 - $47.58 $45.1K - $46.7K
13.6K $643K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.93%
$402.49 - $513.76 $2.01K - $2.57K
540 $261K
KMI
Kinder Morgan, Inc.

Energy
919
+ 6.91%
$26.1 - $31.22 $24K - $28.7K
14.2K $405K
IDXX
Idexx Laboratories Inc

Healthcare
65
+ 11.82%
$406.29 - $469.04 $26.4K - $30.5K
615 $258K
ASML
Asml Holding Nv

Technology
44
+ 9.78%
$662.63 - $776.99 $29.2K - $34.2K
494 $327K
AVGE
American Centy ETF Tr Avantis
346
+ 10.07%
N/A
3.78K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
73.8K
+ 10.27%
N/A
792K $0
JGRO
J P Morgan Exchange Traded Fd
1.92K
+ 1.14%
N/A
170K $0
Dimensional ETF Trust
11.9K
+ 2.32%
N/A
526K $0
Blackrock Inc
3
+ 0.06%
N/A
4.74K $0
URTH
Ishares Msci World ETF

ETFs
55
+ 1.31%
$151.24 - $164.09 $8.32K - $9.02K
4.24K $648K
AVGO
Broadcom Inc.

Technology
374
+ 29.92%
$167.43 - $244.7 $62.6K - $91.5K
1.62K $271K
SCHX
Schwab Strategic Tr Us Large C

ETFs
55
+ 0.31%
$21.75 - $24.28 $1.2K - $1.34K
18K $394K
BA
Boeing CO

Industrials
12
+ 0.3%
$148.15 - $186.25 $1.78K - $2.24K
3.96K $675K
IT
Gartner Inc

Technology
58
+ 7.45%
$418.25 - $548.38 $24.3K - $31.8K
837 $351K
PCOR
Procore Technologies, Inc.

Technology
120
+ 2.29%
$65.21 - $88.33 $7.83K - $10.6K
5.36K $353K
DSTL
ETF Ser Solution Distillate Us

ETFs
7.51K
+ 1.66%
$53.28 - $57.28 $400K - $430K
460K $24.8M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
181
+ 0.8%
$84.4 - $94.7 $15.3K - $17.1K
22.7K $1.91M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.4K
+ 1.99%
$32.57 - $35.82 $306K - $337K
483K $15.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
195
+ 0.99%
$101.98 - $115.66 $19.9K - $22.6K
19.8K $2.02M
DIS
Walt Disney CO

Communication Services
2.8K
+ 8.49%
$96.87 - $114.0 $271K - $319K
35.7K $3.52M
Activity Summary
Buys All Purchases 81 New Holdings 23 Increased Positions 58 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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