B&L Asset Management LLC Purchases in Q2 2025

B&L Asset Management LLC

  • $175 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.6K
New
$498.8 - $620.9 $3.79M - $4.72M
7.6K $4.72B
EFA
Ishares Tr Msci Eafe ETF

ETFs
34.6K
New
$72.96 - $90.39 $2.52M - $3.13M
34.6K $3.09B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
44.6K
New
$51.16 - $62.02 $2.28M - $2.77M
44.6K $2.77B
SLV
I Shares Silver Trust

ETFs
40K
New
$27.08 - $33.74 $1.08M - $1.35M
40K $1.31B
VRT
Vertiv Holdings CO

Industrials
7.24K
+ 152.77%
N/A
12K $1.54B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.09K
New
$90.56 - $109.49 $642K - $776K
7.09K $774M
META
Meta Platforms, Inc.

Communication Services
44
+ 1.07%
$484.66 - $738.09 $21.3K - $32.5K
4.15K $3.07B
JPM
Jpmorgan Chase & CO

Financial Services
229
+ 1.62%
$210.28 - $289.91 $48.2K - $66.4K
14.3K $4.16B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
9.82K
New
$53.75 - $67.21 $528K - $660K
9.82K $650M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
8.75K
New
$55.73 - $68.72 $488K - $601K
8.75K $601M
NVDA
Nvidia Corp

Technology
304
+ 2.91%
$94.31 - $157.99 $28.7K - $48K
10.7K $1.7B
PANW
Palo Alto Networks Inc

Technology
46
+ 0.28%
$152.44 - $204.64 $7.01K - $9.41K
16.3K $3.33B
Cohen & Steers ETF Trust
21.6K
New
N/A
21.6K $550M
VB
Vanguard Small Cap ETF

ETFs
2.1K
+ 102.34%
$193.73 - $237.37 $407K - $499K
4.16K $985M
Ge Vernova Inc
47
+ 2.55%
N/A
1.89K $1B
DELL
Dell Technologies Inc.

Technology
1.18K
+ 14.83%
$71.63 - $125.98 $84.7K - $149K
9.15K $1.12B
GOOG
Alphabet Inc.

Communication Services
30
+ 0.18%
$146.58 - $180.01 $4.4K - $5.4K
16.8K $2.98B
IEMG
Ishares Inc

ETFs
5.78K
New
N/A
5.78K $347M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
24K
New
$11.53 - $13.87 $277K - $333K
24K $333M
Putnam ETF Trust
5.11K
New
N/A
5.11K $303M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.12K
New
$85.42 - $94.39 $267K - $295K
3.12K $293M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.16K
New
$73.7 - $90.98 $233K - $287K
3.16K $287M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.39K
+ 33.62%
$152.93 - $181.74 $212K - $252K
5.51K $1B
SCHW
Schwab Charles Corp

Financial Services
2.94K
New
$69.06 - $91.24 $203K - $268K
2.94K $268M
Lam Research Corp
2.5K
New
N/A
2.5K $243M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.89K
New
$103.88 - $123.68 $196K - $233K
1.89K $233M
NOW
Service Now, Inc.

Technology
204
New
$721.65 - $1040.18 $147K - $212K
204 $210M
GWW
W.W. Grainger, Inc.

Industrials
200
New
$919.93 - $1101.66 $184K - $220K
200 $208M
CIEN
Ciena Corp

Technology
2.5K
New
$53.5 - $83.89 $134K - $210K
2.5K $203M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.58K
+ 52.61%
$160.0 - $195.62 $253K - $310K
4.59K $747M
NVO
Novo Nordisk A S

Healthcare
3.13K
+ 5.44%
$58.08 - $81.05 $182K - $254K
60.8K $4.19B
RVT
Royce Value Trust, Inc.

Financial Services
12.3K
New
$12.5 - $15.21 $154K - $187K
12.3K $185M
DIS
Walt Disney CO

Communication Services
922
+ 33.5%
$81.72 - $124.01 $75.3K - $114K
3.67K $456M
MPWR
Monolithic Power Systems Inc

Technology
161
+ 39.46%
$455.19 - $737.73 $73.3K - $119K
569 $416M
DHR
Danaher Corp

Healthcare
847
+ 62.74%
$174.64 - $205.16 $148K - $174K
2.2K $434M
GS
Goldman Sachs Group Inc

Financial Services
100
+ 20.0%
$462.22 - $707.75 $46.2K - $70.8K
600 $425M
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
14.5K
New
$6.14 - $9.38 $88.8K - $136K
14.5K $91.7M
CSCO
Cisco Systems, Inc.

Technology
368
+ 5.25%
$53.19 - $69.38 $19.6K - $25.5K
7.38K $512M
CRM
Salesforce, Inc.

Technology
170
+ 6.08%
$236.26 - $291.15 $40.2K - $49.5K
2.97K $809M
QCOM
Qualcomm Inc

Technology
70
+ 1.62%
$124.66 - $159.48 $8.73K - $11.2K
4.4K $701M
PSX
Phillips 66

Energy
384
+ 13.59%
$92.87 - $125.73 $35.7K - $48.3K
3.21K $383M
ZTS
Zoetis Inc.

Healthcare
320
+ 8.96%
$144.41 - $170.3 $46.2K - $54.5K
3.89K $607M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 12.17%
$483.48 - $539.8 $35.3K - $39.4K
673 $327M
PFE
Pfizer Inc

Healthcare
700
+ 4.89%
$21.59 - $24.84 $15.1K - $17.4K
15K $364M
MDLZ
Mondelez International, Inc.

Consumer Defensive
20
+ 0.41%
$63.54 - $68.5 $1.27K - $1.37K
4.86K $328M
LOW
Lowes Companies Inc

Consumer Cyclical
130
+ 4.42%
$210.83 - $235.28 $27.4K - $30.6K
3.07K $681M
MRK
Merck & Co., Inc.

Healthcare
20
+ 0.38%
$73.47 - $87.12 $1.47K - $1.74K
5.29K $419M
PG
Procter & Gamble CO

Consumer Defensive
430
+ 1.73%
$157.66 - $172.39 $67.8K - $74.1K
25.3K $4.03B
FANG
Diamondback Energy, Inc.

Energy
276
+ 1.94%
$119.25 - $161.49 $32.9K - $44.6K
14.5K $1.99B
Activity Summary
Buys All Purchases 50 New Holdings 21 Increased Positions 29 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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