Bfsg, LLC Incresed Positions in Q2 2025

Bfsg, LLC

  • $865 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.19K
+ 3.61%
$94.31 - $157.99 $584K - $978K
178K $28M
VTI
Vanguard Total Stock Market Et

ETFs
3.19K
+ 2.86%
$243.75 - $303.93 $778K - $970K
115K $34.9M
NEM
Newmont Corp

Basic Materials
31.9K
+ 12.77%
$44.18 - $59.46 $1.41M - $1.9M
281K $16.4M
SGOL
Abrdn Gold ETF Trust

ETFs
107K
+ 26.89%
$28.39 - $32.75 $3.05M - $3.52M
507K $16M
ISRG
Intuitive Surgical Inc

Healthcare
3.57K
+ 15521.74%
$451.58 - $565.94 $1.61M - $2.02M
3.59K $1.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
539
+ 2.03%
$141.37 - $228.57 $76.2K - $123K
27.1K $6.14M
MRVL
Marvell Technology, Inc.

Technology
116
+ 0.11%
$49.38 - $79.97 $5.73K - $9.28K
107K $8.29M
IAU
Ishares Gold Trust

ETFs
3.93K
+ 1.07%
$56.1 - $64.74 $221K - $255K
373K $23.3M
AMZN
Amazon Com Inc

Consumer Cyclical
619
+ 1.33%
$167.32 - $223.3 $104K - $138K
47.3K $10.4M
GOOG
Alphabet Inc.

Communication Services
1.09K
+ 2.07%
$146.58 - $180.01 $159K - $195K
53.4K $9.48M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.21K
+ 3.4%
$35.12 - $48.24 $148K - $203K
128K $6.17M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.1K
+ 20.27%
$35.9 - $43.76 $651K - $794K
108K $4.65M
NFLX
Netflix Inc

Communication Services
767
+ 507.95%
$855.86 - $1339.13 $656K - $1.03M
918 $1.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.2K
+ 11.14%
$50.36 - $50.68 $1.07M - $1.07M
211K $10.7M
SHV
Ishares Tr

ETFs
9.43K
+ 28.64%
$110.06 - $110.46 $1.04M - $1.04M
42.4K $4.68M
NOW
Service Now, Inc.

Technology
984
+ 2589.47%
$721.65 - $1040.18 $710K - $1.02M
1.02K $1.05M
AVUV
American Centy ETF Tr Avantis

ETFs
2.99K
+ 1.77%
$75.17 - $91.21 $225K - $272K
172K $15.7M
PANW
Palo Alto Networks Inc

Technology
975
+ 5.2%
$152.44 - $204.64 $149K - $200K
19.7K $4.03M
ASML
Asml Holding Nv

Technology
521
+ 18.07%
$595.37 - $815.24 $310K - $425K
3.4K $2.73M
VXF
Vanguard Extended Market ETF

ETFs
1.69K
+ 8.9%
$150.43 - $192.71 $254K - $325K
20.6K $3.98M
XLC
Select Sector Spdr Tr Communic

ETFs
4.81K
+ 38.9%
$86.13 - $108.53 $414K - $522K
17.2K $1.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.74K
+ 3.72%
$72.02 - $73.82 $557K - $571K
216K $15.9M
RMD
Resmed Inc

Healthcare
3
+ 0.02%
$204.54 - $258.0 $614 - $774
17.6K $4.53M
UBER
Uber Technologies, Inc

Technology
2.23K
+ 11.7%
$64.62 - $93.3 $144K - $208K
21.3K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
61
+ 0.62%
$221.86 - $362.89 $13.5K - $22.1K
9.84K $3.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
757
+ 47.11%
$416.06 - $551.64 $315K - $418K
2.36K $1.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
863
+ 0.84%
$22.27 - $29.21 $19.2K - $25.2K
104K $3.04M
BNDX
Vanguard Total International B

ETFs
6.4K
+ 3.17%
$48.77 - $49.55 $312K - $317K
208K $10.3M
AMP
Ameriprise Financial Inc

Financial Services
305
+ 6.33%
$422.19 - $533.73 $129K - $163K
5.13K $2.74M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.7K
+ 4.29%
$52.84 - $65.52 $89.9K - $111K
41.3K $2.71M
TR
Tootsie Roll Industries Inc

Consumer Defensive
308
+ 0.17%
$29.7 - $36.03 $9.15K - $11.1K
176K $5.9M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
10
+ 0.04%
$86.12 - $108.35 $861 - $1.08K
28.4K $3.08M
SPSB
Spdr Portfolio Short Term Corp

ETFs
10.8K
+ 236.98%
$29.82 - $30.19 $321K - $325K
15.3K $462K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
164
+ 1.18%
$153.22 - $199.8 $25.1K - $32.8K
14.1K $2.65M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.16K
+ 3.87%
$82.17 - $99.96 $95.6K - $116K
31.2K $3.07M
WBD
Warner Bros. Discovery, Inc.

Communication Services
15.8K
+ 11.19%
$7.69 - $11.46 $121K - $181K
157K $1.8M
T
At&T Inc.

Communication Services
3.3K
+ 1.19%
$26.33 - $28.94 $86.8K - $95.4K
280K $8.09M
HBM
Hudbay Minerals Inc.

Basic Materials
141
+ 0.16%
$6.09 - $10.7 $859 - $1.51K
89.4K $948K
ADM
Archer Daniels Midland CO

Consumer Defensive
482
+ 0.97%
$41.79 - $54.16 $20.1K - $26.1K
50.1K $2.64M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.93K
+ 9.49%
$82.21 - $83.12 $241K - $244K
33.8K $2.8M
GOOGL
Alphabet Inc.

Communication Services
59
+ 0.57%
$144.7 - $178.6 $8.54K - $10.5K
10.4K $1.84M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.78K
+ 256.3%
$48.13 - $49.85 $230K - $238K
6.65K $325K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
4.78K
+ 17.48%
$38.16 - $46.72 $182K - $223K
32.1K $1.42M
EUSB
Ishares Tr Esg Advanced Total

Technology
5K
+ 24.55%
$42.54 - $43.56 $213K - $218K
25.4K $1.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
147
+ 0.64%
$108.87 - $133.04 $16K - $19.6K
23.2K $3.09M
MA
Mastercard Inc

Financial Services
71
+ 0.65%
$479.92 - $590.74 $34.1K - $41.9K
11K $6.2M
NICE
Nice Ltd.

Technology
189
+ 1.84%
$141.3 - $178.32 $26.7K - $33.7K
10.5K $1.77M
AVSU
American Centy ETF Tr Avantis

ETFs
1.48K
+ 12.28%
$55.22 - $68.6 $81.7K - $101K
13.5K $927K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.11K
+ 4.55%
$19.6 - $24.44 $41.3K - $51.5K
48.4K $1.18M
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
Track This Portfolio

Track Bfsg, LLC Portfolio

Follow Bfsg, LLC 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 Bfsg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bfsg, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email