Aufman Associates Inc Purchases in Q2 2025

Aufman Associates Inc

  • $162 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
269
+ 0.05%
$45.65 - $57.01 $12.3K - $15.3K
515K $29.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.93K
New
$320.42 - $424.58 $617K - $818K
1.93K $818K
MSFT
Microsoft Corp

Technology
219
+ 6.99%
$354.56 - $497.45 $77.6K - $109K
3.35K $1.67M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.5K
New
$104.34 - $138.68 $365K - $485K
3.5K $485K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.31K
New
$166.82 - $194.23 $385K - $449K
2.31K $448K
AAPL
Apple Inc.

Technology
2.5K
+ 34.26%
$172.42 - $223.89 $431K - $560K
9.81K $2.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
New
$141.37 - $228.57 $169K - $273K
1.2K $270K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.98K
New
$72.96 - $90.39 $218K - $270K
2.98K $266K
IWN
Ishares Russell2000 Val ETF

ETFs
1.5K
New
$131.84 - $157.76 $198K - $237K
1.5K $236K
IBM
International Business Machines Corp

Technology
729
New
$221.03 - $294.78 $161K - $215K
729 $214K
GOOG
Alphabet Inc.

Communication Services
202
+ 2.58%
$146.58 - $180.01 $29.6K - $36.4K
8.03K $1.42M
DIS
Walt Disney CO

Communication Services
477
+ 13.41%
$81.72 - $124.01 $39K - $59.2K
4.04K $500K
FNDX
Schwab Fundamental U S Large C

ETFs
1.4K
+ 1.46%
$20.84 - $24.54 $29.3K - $34.5K
97.6K $2.39M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
102
+ 0.72%
$55.54 - $69.09 $5.67K - $7.05K
14.3K $990K
VO
Vanguard Mid Cap ETF

ETFs
13
+ 0.45%
$228.54 - $279.83 $2.97K - $3.64K
2.88K $806K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
126
+ 1.89%
$73.02 - $90.22 $9.2K - $11.4K
6.8K $606K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
111
+ 1.65%
$38.59 - $47.36 $4.28K - $5.26K
6.84K $323K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4
+ 0.15%
$101.97 - $126.75 $408 - $507
2.62K $331K
MRNA
Moderna, Inc.

Healthcare
1.32K
+ 8.85%
$23.65 - $28.54 $31.1K - $37.6K
16.2K $446K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8
+ 0.2%
$90.56 - $109.49 $724 - $876
3.92K $428K
ICLN
Ishares

ETFs
111
+ 1.09%
$10.56 - $13.31 $1.17K - $1.48K
10.3K $134K
KO
Coca Cola CO

Consumer Defensive
108
+ 2.92%
$68.37 - $73.9 $7.38K - $7.98K
3.8K $268K
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 4.28%
$285.55 - $321.23 $12.6K - $14.1K
1.07K $313K
MRK
Merck & Co., Inc.

Healthcare
100
+ 2.77%
$73.47 - $87.12 $7.35K - $8.71K
3.7K $293K
CVX
Chevron Corp

Energy
80
+ 2.8%
$133.73 - $168.51 $10.7K - $13.5K
2.94K $421K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.03%
$170.16 - $206.27 $170 - $206
3.26K $605K
XOM
Exxon Mobil Corp

Energy
103
+ 1.13%
$99.93 - $119.04 $10.3K - $12.3K
9.24K $995K
MTX
Minerals Technologies Inc

Basic Materials
1.01K
+ 2.72%
$50.93 - $63.06 $51.3K - $63.5K
38K $2.09M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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