Bluesphere Advisors, LLC Reduced Holdings in Q1 2025

Bluesphere Advisors, LLC

  • $170 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-32.8K
- 82.0%
$211.47 - $267.17 $6.94M - $8.77M
7.21K $1.52M
AAPL
Apple Inc.

Technology
-13.4K
- 60.71%
$209.68 - $247.1 $2.81M - $3.31M
8.66K $1.92M
NVDA
Nvidia Corp

Technology
-20.3K
- 49.36%
$106.98 - $149.43 $2.17M - $3.03M
20.8K $2.26M
NFLX
Netflix Inc

Communication Services
-3.08K
- 66.17%
$828.4 - $1058.6 $2.55M - $3.26M
1.58K $1.47M
MSFT
Microsoft Corp

Technology
-4.26K
- 21.99%
$375.39 - $447.2 $1.6M - $1.9M
15.1K $5.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.08K
- 31.76%
$507.05 - $563.67 $1.56M - $1.74M
6.62K $3.4M
GOOGL
Alphabet Inc.

Communication Services
-1.97K
- 5.93%
$154.33 - $206.19 $304K - $406K
31.2K $4.83M
IWY
Ishares Tr Russell 200 Growth

ETFs
-702
- 1.45%
$210.19 - $243.33 $148K - $171K
47.8K $10.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2.21K
- 53.77%
$333.37 - $384.99 $737K - $851K
1.9K $635K
ORCL
Oracle Corp

Technology
-3.95K
- 68.25%
$139.81 - $186.47 $552K - $736K
1.84K $256K
VXF
Vanguard Extended Market ETF

ETFs
-3.29K
- 44.7%
$170.36 - $201.04 $560K - $661K
4.07K $700K
JPM
Jpmorgan Chase & CO

Financial Services
-1.86K
- 30.56%
$225.19 - $279.95 $418K - $520K
4.22K $1.03M
WMT
Walmart Inc.

Consumer Defensive
-4.41K
- 46.05%
$84.5 - $105.05 $373K - $463K
5.17K $453K
AMZN
Amazon Com Inc

Consumer Cyclical
-503
- 7.1%
$190.26 - $242.06 $95.7K - $122K
6.58K $1.25M
VFH
Vanguard Financial ETF

ETFs
-2.5K
- 37.29%
$114.07 - $127.34 $286K - $319K
4.21K $503K
GOOG
Alphabet Inc.

Communication Services
-873
- 27.71%
$156.06 - $207.71 $136K - $181K
2.28K $355K
IWM
Ishares Russell 2000 ETF

ETFs
-938
- 39.54%
$198.1 - $229.79 $186K - $216K
1.43K $286K
VIG
Vanguard Dividend Appreciation

ETFs
-1.25K
- 15.7%
N/A
6.73K $1.23M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.53K
- 24.62%
$85.55 - $94.34 $217K - $239K
7.76K $702K
XOM
Exxon Mobil Corp

Energy
-2.01K
- 46.96%
$105.44 - $118.93 $212K - $239K
2.27K $269K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-906
- 9.02%
$179.71 - $192.06 $163K - $174K
9.14K $1.68M
SQ
Block, Inc.

Technology
-582
- 12.31%
$54.04 - $92.95 $31.5K - $54.1K
4.15K $237K
PANW
Palo Alto Networks Inc

Technology
-346
- 3.89%
$167.82 - $208.28 $58.1K - $72.1K
8.56K $1.46M
AVGO
Broadcom Inc.

Technology
-197
- 10.97%
$167.43 - $244.7 $33K - $48.2K
1.6K $267K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-229
- 21.83%
$497.6 - $606.74 $114K - $139K
820 $408K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-2.12K
- 25.37%
$46.78 - $57.72 $99.3K - $123K
6.25K $303K
VRT
Vertiv Holdings CO

Industrials
-1.48K
- 34.54%
N/A
2.81K $243K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-250
- 19.38%
$408.78 - $448.82 $102K - $112K
1.04K $436K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-2.6K
- 27.63%
$39.08 - $41.36 $101K - $107K
6.8K $269K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-117
- 10.64%
$468.34 - $539.52 $54.8K - $63.1K
983 $460K
HD
Home Depot, Inc.

Consumer Cyclical
-150
- 7.48%
$347.25 - $424.87 $52.1K - $63.7K
1.86K $680K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-231
- 1.26%
$64.88 - $72.1 $15K - $16.7K
18.1K $1.19M
CEG
Constellation Energy Corp

Utilities
-102
- 6.53%
$201.63 - $347.44 $20.6K - $35.4K
1.46K $294K
PG
Procter & Gamble CO

Consumer Defensive
-263
- 8.31%
$158.56 - $176.26 $41.7K - $46.4K
2.9K $494K
IVW
Ishares S&P 500 Growth ETF

ETFs
-80
- 2.98%
$92.45 - $106.69 $7.4K - $8.54K
2.61K $241K
C
Citigroup Inc

Financial Services
-28
- 0.67%
$67.23 - $84.63 $1.88K - $2.37K
4.13K $292K
Ea Series Trust
-6
- 0.09%
N/A
6.93K $0
Blackrock ETF Trust Ii
-5.48K
- 8.27%
N/A
60.8K $0
Pimco ETF Tr
-1.9K
- 4.71%
N/A
38.4K $0
VHT
Vanguard Health Care ETF

ETFs
-12
- 0.11%
$254.06 - $273.83 $3.05K - $3.29K
11.3K $2.99M
ITA
Ishares Tr

ETFs
-100
- 0.3%
$144.84 - $159.5 $14.5K - $16K
32.9K $5.04M
Activity Summary
Buys All Purchases 32 New Holdings 9 Increased Positions 23 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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