Blue Stem Wealth Partners, LLC Incresed Positions in Q3 2025

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
83.2K
+ 49.62%
$433.97 - $484.08 $36.1M - $40.3M
251K $120B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
65.5K
+ 6.65%
$42.67 - $46.91 $2.79M - $3.07M
1.05M $49.1B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
50.7K
+ 9.27%
$45.72 - $47.27 $2.32M - $2.39M
597K $28.1B
ICVT
Ishares Tr Convertible Bond Et

ETFs
14.2K
+ 11.5%
$89.29 - $100.17 $1.27M - $1.42M
137K $13.7B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
106K
+ 9.64%
$22.64 - $23.22 $2.4M - $2.46M
1.21M $27.9B
CGMS
Capital Grp Core Plus Income E
89.6K
+ 11.98%
N/A
837K $23.2B
Tcw Flexible Income ETF
57.7K
+ 17.11%
N/A
395K $15.7B
HYDB
Ishares Tr Edge High Yield Def

ETFs
32.5K
+ 14.12%
$47.03 - $47.97 $1.53M - $1.56M
263K $12.6B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
31.2K
+ 18.22%
$44.82 - $46.28 $1.4M - $1.44M
202K $9.31B
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
27.6K
+ 8.29%
$45.55 - $46.55 $1.26M - $1.29M
361K $16.7B
AAPL
Apple Inc.

Technology
495
+ 2.59%
$202.38 - $256.87 $100K - $127K
19.6K $4.98B
PULS
Pgim ETF Tr

ETFs
17.3K
+ 19.54%
$49.58 - $49.83 $857K - $862K
106K $5.27B
YLD
Principal Exchange Traded Fds

ETFs
38.2K
+ 16.65%
$19.14 - $19.46 $732K - $744K
268K $5.21B
TSLA
Tesla, Inc.

Consumer Cyclical
173
+ 3.62%
$293.94 - $444.72 $50.9K - $76.9K
4.95K $2.2B
AVUV
American Centy ETF Tr Avantis

ETFs
735
+ 1.47%
$90.37 - $102.12 $66.4K - $75.1K
50.8K $5.05B
Neos Nasdaq 100 High Income ETF
7.78K
+ 40.91%
N/A
26.8K $1.45B
QDPL
Pacer Fds Tr Metaurus Us Large
8.63K
+ 55.01%
$39.4 - $42.1 $340K - $363K
24.3K $1.02B
SPYI
Shp ETF Tr Neos S&P 500 High I
6.78K
+ 31.72%
N/A
28.1K $1.47B
GOOGL
Alphabet Inc.

Communication Services
188
+ 3.59%
$174.36 - $254.72 $32.8K - $47.9K
5.43K $1.32B
MSFT
Microsoft Corp

Technology
657
+ 28.69%
$491.09 - $535.64 $323K - $352K
2.95K $1.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.74K
+ 10.79%
$26.38 - $27.95 $257K - $272K
100K $2.73B
EWQ
Ishares Msci France ETF

ETFs
5.76K
+ 8.12%
$41.43 - $44.38 $238K - $255K
76.6K $3.37B
XLF
Financial Sector Spdr

ETFs
2.21K
+ 1.63%
$51.37 - $54.25 $114K - $120K
138K $7.41B
EWJ
Ishares Msci Japan ETF

ETFs
1.03K
+ 2.53%
$71.69 - $81.49 $73.9K - $84K
41.7K $3.35B
IDV
Ishares Tr

ETFs
6.5K
+ 40.18%
$34.54 - $37.28 $224K - $242K
22.7K $829M
EWI
Ishares Inc Msci Italy ETF

ETFs
84
+ 0.13%
$47.32 - $52.39 $3.97K - $4.4K
64.8K $3.36B
UNH
Unitedhealth Group Inc

Healthcare
289
+ 7.68%
$237.77 - $353.61 $68.7K - $102K
4.05K $1.4B
AOR
Ishares Tr Core Growth Allocat

ETFs
397
+ 0.58%
$60.99 - $64.39 $24.2K - $25.6K
69.4K $4.47B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.78K
+ 43.47%
$45.07 - $47.56 $170K - $180K
12.5K $574M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.55K
+ 33.09%
$55.15 - $58.11 $141K - $148K
10.3K $589M
META
Meta Platforms, Inc.

Communication Services
224
+ 70.89%
$695.21 - $791.73 $156K - $177K
540 $397M
ITOT
Ishares Core S&P Total U.S. St

ETFs
131
+ 0.99%
$135.0 - $146.02 $17.7K - $19.1K
13.4K $1.95B
AVGO
Broadcom Inc.

Technology
301
+ 30.19%
$264.74 - $369.57 $79.7K - $111K
1.3K $428M
CAT
Caterpillar Inc

Industrials
35
+ 3.06%
$390.92 - $477.15 $13.7K - $16.7K
1.18K $562M
GE
General Electric CO

Industrials
61
+ 3.37%
$244.75 - $305.63 $14.9K - $18.6K
1.87K $562M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.08%
$175.16 - $255.24 $175 - $255
1.33K $325M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
774
+ 13.24%
$97.75 - $100.75 $75.7K - $78K
6.62K $664M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.29K
+ 1.37%
$50.85 - $51.35 $65.4K - $66K
95K $4.87B
JPM
Jpmorgan Chase & CO

Financial Services
108
+ 7.0%
$282.78 - $316.06 $30.5K - $34.1K
1.65K $521M
JNJ
Johnson & Johnson

Healthcare
162
+ 12.28%
$155.17 - $185.42 $25.1K - $30K
1.48K $275M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.12%
$303.93 - $329.86 $912 - $990
2.49K $816M
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.37%
N/A
4.04K $872M
Ge Vernova Inc Com
14
+ 3.17%
N/A
455 $280M
XEL
Xcel Energy Inc

Utilities
45
+ 1.32%
$67.56 - $80.65 $3.04K - $3.63K
3.46K $279M
TJX
Tjx Companies Inc

Consumer Cyclical
80
+ 4.9%
$121.35 - $144.54 $9.71K - $11.6K
1.71K $247M
BAC
Bank Of America Corp

Financial Services
407
+ 7.76%
$44.92 - $52.42 $18.3K - $21.3K
5.65K $292M
VEA
Vanguard Ftse Developed Market

ETFs
438
+ 8.15%
$56.02 - $60.3 $24.5K - $26.4K
5.82K $348M
WMT
Walmart Inc.

Consumer Defensive
282
+ 11.94%
$94.4 - $104.27 $26.6K - $29.4K
2.64K $272M
MDT
Medtronic PLC

Healthcare
62
+ 1.46%
$87.67 - $95.74 $5.44K - $5.94K
4.3K $410M
Activity Summary
Buys All Purchases 75 New Holdings 11 Increased Positions 64 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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