Berkeley, Inc Sells in Q2 2025

Berkeley, Inc

  • $279 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-124K
- 77.47%
$37.73 - $43.54 $4.67M - $5.39M
36K $1.55B
LOW
Lowes Companies Inc

Consumer Cyclical
-5.72K
- 10.04%
$210.83 - $235.28 $1.21M - $1.35M
51.2K $11.4B
MRK
Merck & Co., Inc.

Healthcare
-9.76K
- 44.53%
$73.47 - $87.12 $717K - $850K
12.2K $962M
2023 ETF Series Trust Ii
-30.3K
- 49.8%
N/A
30.5K $1.05B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12.2K
- 46.62%
$47.46 - $55.3 $579K - $675K
14K $770M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-21.1K
- 39.88%
$29.0 - $35.55 $613K - $752K
31.9K $1.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.14K
- 21.07%
$456.74 - $568.03 $521K - $648K
4.27K $2.43B
PAYX
Paychex Inc

Industrials
-419
- 1.57%
$137.01 - $159.78 $57.4K - $66.9K
26.3K $3.83B
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-3.77K
- 9.63%
$38.92 - $46.4 $147K - $175K
35.3K $1.56B
FYLD
Cambria Foreign Shareholder Yi

ETFs
-5.86K
- 27.27%
$23.46 - $29.42 $137K - $172K
15.6K $457M
HD
Home Depot, Inc.

Consumer Cyclical
-221
- 19.79%
$335.24 - $380.78 $74.1K - $84.2K
896 $328M
ROST
Ross Stores, Inc.

Consumer Cyclical
-438
- 1.41%
$126.62 - $154.26 $55.5K - $67.6K
30.6K $3.9B
AAPL
Apple Inc.

Technology
-12
- 0.45%
$172.42 - $223.89 $2.07K - $2.69K
2.63K $540M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-179
- 3.29%
$85.42 - $94.39 $15.3K - $16.9K
5.26K $494M
VOE
Vanguard Mid Cap Value Index F

ETFs
-185
- 3.54%
$141.87 - $164.49 $26.2K - $30.4K
5.05K $830M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-47
- 1.01%
$121.58 - $136.74 $5.71K - $6.43K
4.61K $625M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-899
- 6.61%
$22.92 - $28.05 $20.6K - $25.2K
12.7K $356M
DFAT
Dimensional ETF Tr U S Target

ETFs
-173
- 1.55%
$44.8 - $53.97 $7.75K - $9.34K
11K $595M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-158
- 0.84%
$20.42 - $25.3 $3.23K - $4K
18.6K $470M
VBR
Vanguard Small Cap Value ETF

ETFs
-25
- 0.61%
$162.76 - $195.77 $4.07K - $4.89K
4.09K $798M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-1.01K
- 2.54%
$23.14 - $27.82 $23.3K - $28K
38.6K $1.06B
DXJS
Wisdomtree Tr Japan Smallcap H
-8.31K
- 3.56%
N/A
225K $8.24B
VTI
Vanguard Total Stock Market Et

ETFs
-96
- 2.18%
$243.75 - $303.93 $23.4K - $29.2K
4.32K $1.31B
MA
Mastercard Inc

Financial Services
-39
- 0.34%
$479.92 - $590.74 $18.7K - $23K
11.4K $6.42B
V
Visa Inc.

Financial Services
-227
- 0.48%
$308.27 - $373.31 $70K - $84.7K
47.2K $16.7B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-500
- 2.56%
$57.14 - $72.68 $28.6K - $36.3K
19K $1.38B
NVR
Nvr Inc

Consumer Cyclical
-15
- 0.79%
$6700.0 - $7410.93 $101K - $111K
1.89K $13.9B
2023 ETF Series Trust Ii
-940
- 0.62%
N/A
151K $3.89B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.68K
- 2.71%
$19.6 - $24.44 $111K - $139K
204K $4.99B
IVV
Ishares Core S&P 500 ETF

ETFs
-31
- 0.35%
$498.8 - $620.9 $15.5K - $19.2K
8.76K $5.44B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-430
- 3.88%
$328.01 - $475.68 $141K - $205K
10.7K $4.99B
Activity Summary
Buys All Purchases 33 New Holdings 10 Increased Positions 23 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Berkeley, Inc Portfolio

Follow Berkeley, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkeley, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berkeley, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email