Bfsg, LLC Purchases in Q2 2025

Bfsg, LLC

  • $865 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROCK
Gibraltar Industries, Inc.

Industrials
113
+ 0.18%
$50.2 - $63.09 $5.67K - $7.13K
64.4K $3.8M
VZ
Verizon Communications Inc

Communication Services
6.16K
+ 5.36%
$41.67 - $45.62 $257K - $281K
121K $5.23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
249
+ 48.26%
$72.96 - $90.39 $18.2K - $22.5K
765 $68K
HZO
Marinemax Inc

Consumer Cyclical
382
+ 9.07%
$17.66 - $26.12 $6.75K - $9.98K
4.59K $115K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
26
+ 4.35%
$376.48 - $440.65 $9.79K - $11.5K
624 $274K
JEF
Jefferies Financial Group Inc.

Financial Services
300
+ 5.56%
$41.06 - $56.09 $12.3K - $16.8K
5.69K $311K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
80
+ 2.76%
$90.56 - $109.49 $7.24K - $8.76K
2.98K $325K
PRU
Prudential Financial Inc

Financial Services
1.59K
+ 4.52%
$95.12 - $112.71 $151K - $179K
36.7K $3.95M
DUK
Duke Energy Corp

Utilities
565
+ 4.88%
$112.46 - $124.05 $63.5K - $70.1K
12.2K $1.43M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
852
+ 2937.93%
$22.54 - $23.17 $19.2K - $19.7K
881 $20K
VNT
Vontier Corp

Technology
80
+ 1.99%
$28.04 - $37.3 $2.24K - $2.98K
4.11K $151K
CRC
California Resources Corp

Energy
150
+ 2.25%
$32.4 - $47.27 $4.86K - $7.09K
6.82K $311K
WTRG
Essential Utilities, Inc.

Utilities
569
+ 39.16%
$36.92 - $41.39 $21K - $23.6K
2.02K $75K
CNM
Core & Main, Inc.

Industrials
202
+ 56.42%
$44.53 - $60.36 $9K - $12.2K
560 $33K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
72
+ 4.53%
$65.84 - $80.81 $4.74K - $5.82K
1.66K $133K
IEFA
Ishares Tr

ETFs
10
+ 0.57%
$67.83 - $84.09 $678 - $841
1.76K $147K
SOUN
Soundhound Ai, Inc.

Technology
1.07K
+ 100.47%
$7.18 - $11.76 $7.68K - $12.6K
2.14K $22K
PFM
Invesco Exchange Traded Fd Tr

ETFs
293
New
$41.05 - $48.17 $12K - $14.1K
293 $14K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
120
+ 428.57%
$86.93 - $109.64 $10.4K - $13.2K
148 $16K
YELP
Yelp Inc

Communication Services
399
New
$32.56 - $40.93 $13K - $16.3K
399 $13K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
42
+ 1.28%
$45.88 - $54.4 $1.93K - $2.28K
3.33K $181K
BSRR
Sierra Bancorp

Financial Services
65
+ 1.41%
$24.33 - $29.69 $1.58K - $1.93K
4.68K $138K
INSW
International Seaways, Inc.

Energy
27
+ 0.98%
$28.76 - $40.96 $777 - $1.11K
2.78K $101K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
153
New
$59.24 - $71.39 $9.06K - $10.9K
153 $10K
LAMR
Lamar Advertising CO

Real Estate
4
+ 0.32%
$102.35 - $121.67 $409 - $487
1.24K $150K
VTV
Vanguard Value ETF

ETFs
24
+ 2.59%
$153.67 - $176.74 $3.69K - $4.24K
950 $167K
FQAL
Fidelity Covington Tr Quality

ETFs
114
+ 39.72%
$57.29 - $69.19 $6.53K - $7.89K
401 $27K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10
+ 0.27%
$19.1 - $23.83 $191 - $238
3.67K $87K
VOE
Vanguard Mid Cap Value Index F

ETFs
50
New
$141.87 - $164.49 $7.09K - $8.22K
50 $8K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
90
+ 1.09%
$12.45 - $14.96 $1.12K - $1.35K
8.35K $119K
PEBO
Peoples Bancorp Inc

Financial Services
90
+ 1.95%
$26.85 - $31.02 $2.42K - $2.79K
4.71K $143K
NVS
Novartis Ag

Healthcare
3
+ 0.44%
$101.96 - $121.01 $306 - $363
686 $83K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.12%
$60.98 - $80.12 $61 - $80.1
817 $65K
BX
Blackstone Inc.

Financial Services
19
+ 4.13%
$120.07 - $151.11 $2.28K - $2.87K
479 $71K
PHYS
Sprott Physical Gold Trust

Financial Services
250
New
$22.82 - $26.29 $5.71K - $6.57K
250 $6K
JEPI
J P Morgan Exchange Traded Fd

ETFs
90
+ 2.61%
$51.14 - $57.0 $4.6K - $5.13K
3.54K $201K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
88
New
$59.98 - $74.92 $5.28K - $6.59K
88 $6K
VUG
Vanguard Growth ETF

ETFs
12
New
$329.49 - $438.4 $3.95K - $5.26K
12 $5K
EQIX
Equinix Inc

Real Estate
6
+ 27.27%
$740.07 - $914.43 $4.44K - $5.49K
28 $22K
PYPL
Pay Pal Holdings, Inc.

Financial Services
60
New
$57.41 - $74.81 $3.44K - $4.49K
60 $4K
PB
Prosperity Bancshares Inc

Financial Services
106
+ 3.43%
$63.76 - $73.75 $6.76K - $7.82K
3.2K $224K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
40
+ 64.52%
$41.45 - $54.46 $1.66K - $2.18K
102 $5K
MFC
Manulife Financial Corp

Financial Services
32
+ 1.39%
$26.93 - $32.44 $862 - $1.04K
2.34K $74K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
55
+ 1.88%
$47.89 - $48.65 $2.63K - $2.68K
2.98K $144K
CNHI
Cnh Industrial N.V.

Industrials
175
+ 39.06%
N/A
623 $6K
PSLV
Sprott Physical Silver Trust

Financial Services
240
New
$9.98 - $12.51 $2.4K - $3K
240 $2K
HRI
Herc Holdings Inc

Industrials
22
New
$102.34 - $142.19 $2.25K - $3.13K
22 $2K
FNF
Fidelity National Financial, Inc.

Financial Services
67
+ 48.2%
$53.62 - $66.59 $3.59K - $4.46K
206 $11K
WPC
W. P. Carey Inc.

Real Estate
65
+ 2.37%
$56.12 - $64.53 $3.65K - $4.19K
2.8K $174K
Activity Summary
Buys All Purchases 233 New Holdings 36 Increased Positions 197 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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