Bear Mountain Capital, Inc. Reduced Holdings in Q1 2025

Bear Mountain Capital, Inc.

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-10.6K
- 4.43%
$104.71 - $107.69 $1.11M - $1.14M
229K $24.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-6.74K
- 4.31%
$24.6 - $24.99 $166K - $169K
150K $3.74M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.47K
- 2.29%
$45.92 - $47.58 $67.4K - $69.8K
62.7K $2.98M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-240
- 1.02%
$110.75 - $119.78 $26.6K - $28.7K
23.4K $2.7M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.4K
- 3.23%
$55.47 - $61.45 $77.7K - $86K
41.9K $2.47M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.42K
- 2.61%
$38.22 - $41.19 $54.3K - $58.5K
53K $2.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.59K
- 3.22%
$32.74 - $36.2 $52K - $57.5K
47.7K $1.67M
NVDA
Nvidia Corp

Technology
-219
- 2.16%
$106.98 - $149.43 $23.4K - $32.7K
9.91K $1.07M
IEFA
Ishares Tr

ETFs
-7
- 0.05%
$69.57 - $78.65 $487 - $551
14.4K $1.09M
EEM
Ishares Msci Emerging Markets

ETFs
-1.32K
- 5.38%
$40.81 - $45.34 $53.8K - $59.8K
23.2K $1.01M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-334
- 1.77%
$49.42 - $50.43 $16.5K - $16.8K
18.5K $925K
IWR
Ishares Russell Mid Cap ETF

ETFs
-11
- 0.16%
$82.81 - $92.93 $911 - $1.02K
6.78K $577K
IYR
Ishares Tr

ETFs
-118
- 6.0%
$89.49 - $98.98 $10.6K - $11.7K
1.85K $176K
RWX
Spdr Dow Jones International R

ETFs
-888
- 13.38%
$22.39 - $24.7 $19.9K - $21.9K
5.75K $140K
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 5.65%
$222.15 - $428.22 $3.55K - $6.85K
267 $69K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-149
- 12.16%
$81.83 - $82.73 $12.2K - $12.3K
1.08K $89K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-211
- 28.36%
$102.49 - $119.96 $21.6K - $25.3K
533 $55K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-103
- 3.58%
$28.11 - $30.42 $2.9K - $3.13K
2.77K $81K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-45
- 12.57%
$95.85 - $99.25 $4.31K - $4.47K
313 $30K
SCHW
Schwab Charles Corp

Financial Services
-115
- 41.37%
$71.24 - $83.64 $8.19K - $9.62K
163 $12K
AVGO
Broadcom Inc.

Technology
-68
- 80.0%
$167.43 - $244.7 $11.4K - $16.6K
17 $2K
SMR
Nuscale Power Corp

Industrials
-400
- 66.67%
$14.16 - $29.08 $5.66K - $11.6K
200 $2K
ALCC
Alt C Acquisition Corp.

Financial Services
-50
- 14.29%
N/A
300 $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-150
- 46.58%
$18.36 - $20.51 $2.75K - $3.08K
172 $3K
IEMG
Ishares Inc

ETFs
-14
- 16.67%
N/A
70 $3K
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 71.43%
N/A
2 $0
SQ
Block, Inc.

Technology
-2
- 20.0%
$54.04 - $92.95 $108 - $186
8 $0
Activity Summary
Buys All Purchases 232 New Holdings 173 Increased Positions 59 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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