Blueprint Investment Partners LLC Reduced Holdings in Q1 2025

Blueprint Investment Partners LLC

  • $463 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-395K
- 38.58%
$67.03 - $74.61 $26.5M - $29.4M
628K $42.7M
MSFT
Microsoft Corp

Technology
-26.6K
- 66.4%
$375.39 - $447.2 $9.99M - $11.9M
13.5K $5.05M
SHV
Ishares Tr

ETFs
-97K
- 53.91%
$110.11 - $110.51 $10.7M - $10.7M
83K $9.17M
OPER
ETF Ser Solutions Clearshares

ETFs
-102K
- 71.16%
$100.08 - $100.42 $10.2M - $10.2M
41.2K $4.13M
NVDA
Nvidia Corp

Technology
-39.4K
- 18.87%
$106.98 - $149.43 $4.21M - $5.89M
169K $18.3M
AAPL
Apple Inc.

Technology
-19.3K
- 24.1%
$209.68 - $247.1 $4.04M - $4.76M
60.6K $13.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-71.5K
- 32.65%
$91.45 - $91.75 $6.54M - $6.56M
148K $13.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-9.76K
- 28.22%
$554.06 - $615.85 $5.41M - $6.01M
24.8K $13.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.71K
- 18.96%
$190.26 - $242.06 $1.66M - $2.11M
37.2K $7.08M
FYT
First Trust Small Cap

ETFs
-25.1K
- 8.71%
$48.74 - $56.7 $1.23M - $1.43M
264K $13.1M
GOOGL
Alphabet Inc.

Communication Services
-8.91K
- 26.98%
$154.33 - $206.19 $1.37M - $1.84M
24.1K $3.73M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-78.3K
- 25.38%
$21.75 - $24.28 $1.7M - $1.9M
230K $5.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-73.2K
- 19.31%
$21.23 - $23.75 $1.55M - $1.74M
306K $6.59M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-55.7K
- 32.35%
$37.07 - $40.63 $2.06M - $2.26M
116K $4.58M
SSO
Proshares Ultra S&P 500

ETFs
-17.5K
- 60.62%
$80.57 - $100.21 $1.41M - $1.76M
11.4K $942K
GOOG
Alphabet Inc.

Communication Services
-6.92K
- 37.1%
$156.06 - $207.71 $1.08M - $1.44M
11.7K $1.83M
AVGO
Broadcom Inc.

Technology
-1.79K
- 8.3%
$167.43 - $244.7 $299K - $437K
19.7K $3.31M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-31.7K
- 61.6%
$51.26 - $52.53 $1.62M - $1.66M
19.8K $1.02M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-98.9K
- 28.49%
$14.46 - $15.96 $1.43M - $1.58M
248K $3.76M
SPMD
Spdr Portfolio

ETFs
-18.5K
- 55.25%
$50.21 - $57.73 $931K - $1.07M
15K $768K
IEMG
Ishares Inc

ETFs
-19K
- 8.02%
N/A
218K $11.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-20.9K
- 53.16%
$40.03 - $46.81 $838K - $979K
18.4K $751K
VUG
Vanguard Growth ETF

ETFs
-917
- 7.86%
$369.1 - $427.61 $338K - $392K
10.7K $3.98M
VPN
Global X Fds Data Ctr Reits &

ETFs
-44.5K
- 66.87%
N/A
22.1K $351K
WMT
Walmart Inc.

Consumer Defensive
-5.26K
- 19.3%
$84.5 - $105.05 $444K - $552K
22K $1.93M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.08K
- 33.4%
$50.39 - $50.66 $457K - $460K
18.1K $916K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 0.52%
$551.42 - $612.93 $32K - $35.5K
11.1K $6.21M
BIBL
Northern Lts Fd Tr Iv

ETFs
-6.45K
- 33.81%
$37.55 - $41.94 $242K - $271K
12.6K $485K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-6.83K
- 36.21%
$27.56 - $32.1 $188K - $219K
12K $338K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-4.1K
- 14.02%
$45.56 - $47.23 $187K - $194K
25.2K $1.18M
BAC
Bank Of America Corp

Financial Services
-1.91K
- 5.51%
$39.61 - $47.74 $75.5K - $91K
32.7K $1.36M
IBM
International Business Machines Corp

Technology
-2.2K
- 16.24%
$217.4 - $264.74 $479K - $583K
11.4K $2.83M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.5K
- 17.62%
$59.6 - $67.2 $149K - $168K
11.7K $744K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.74K
- 7.15%
$50.29 - $50.5 $87.3K - $87.7K
22.6K $1.13M
FVD
First Tr Value Line Divid Inde

ETFs
-1.18K
- 3.5%
$42.61 - $45.51 $50.1K - $53.5K
32.4K $1.45M
ETF Opportunities Trust
-15.5K
- 8.76%
N/A
162K $0
Tidal Tr Ii
-34.6K
- 1.06%
N/A
3.24M $0
Goldman Sachs ETF Tr
-68.6K
- 69.64%
N/A
29.9K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
-26K
- 61.87%
N/A
16K $0
ETF Opportunities Trust
-29.3K
- 17.37%
N/A
139K $0
IEFA
Ishares Tr

ETFs
-1.09K
- 5.6%
$69.57 - $78.65 $75.8K - $85.7K
18.4K $1.39M
MO
Altria Group, Inc.

Consumer Defensive
-992
- 7.56%
$50.81 - $60.02 $50.4K - $59.5K
12.1K $727K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-802
- 1.38%
$18.36 - $20.51 $14.7K - $16.4K
57.3K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
-188
- 0.78%
$225.19 - $279.95 $42.3K - $52.6K
23.8K $5.83M
T
At&T Inc.

Communication Services
-1.16K
- 3.21%
$21.56 - $28.28 $24.9K - $32.7K
34.9K $986K
PM
Philip Morris International Inc.

Consumer Defensive
-502
- 4.33%
$117.15 - $158.79 $58.8K - $79.7K
11.1K $1.76M
IAU
Ishares Gold Trust

ETFs
-157
- 0.21%
$49.74 - $58.96 $7.81K - $9.26K
73.7K $4.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-903
- 4.83%
$442.66 - $534.52 $400K - $483K
17.8K $9.47M
Activity Summary
Buys All Purchases 45 New Holdings 14 Increased Positions 31 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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