Blue Stem Wealth Partners, LLC Incresed Positions in Q1 2025

Blue Stem Wealth Partners, LLC

  • $733 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICVT
Ishares Tr Convertible Bond Et

ETFs
166K
+ 507.25%
$83.18 - $89.27 $13.8M - $14.8M
199K $16.6B
RECS
Columbia ETF Tr I

ETFs
383K
+ 31.99%
$32.64 - $36.08 $12.5M - $13.8M
1.58M $52.5B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
206K
+ 33.39%
$44.68 - $46.49 $9.18M - $9.55M
821K $38B
VTV
Vanguard Value ETF

ETFs
20K
+ 33.1%
$167.73 - $179.21 $3.36M - $3.59M
80.5K $13.9B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
121K
+ 7.91%
$22.25 - $23.0 $2.7M - $2.79M
1.66M $38.1B
VUG
Vanguard Growth ETF

ETFs
29.2K
+ 13.97%
$369.1 - $427.61 $10.8M - $12.5M
238K $88.3B
PULS
Pgim ETF Tr

ETFs
13.7K
+ 22.38%
$49.56 - $49.78 $681K - $684K
75.1K $3.73B
QDPL
Pacer Fds Tr Metaurus Us Large
9.4K
+ 105.88%
$36.5 - $40.04 $343K - $377K
18.3K $668M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.29K
+ 7.81%
$27.01 - $28.54 $143K - $151K
73.1K $2.04B
EWC
Ishares Msci Canada ETF

ETFs
3.62K
+ 5.25%
$39.3 - $42.52 $142K - $154K
72.5K $2.96B
NVDA
Nvidia Corp

Technology
3.77K
+ 33.57%
$106.98 - $149.43 $404K - $564K
15K $1.63B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.18K
+ 6.61%
$38.89 - $41.6 $45.9K - $49.1K
19K $771M
GE
General Electric CO

Industrials
17
+ 0.99%
$168.59 - $212.13 $2.87K - $3.61K
1.73K $347M
LEN
Lennar Corp

Consumer Cyclical
797
+ 35.42%
$113.93 - $141.54 $90.8K - $113K
3.05K $350M
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.06%
$209.32 - $253.66 $209 - $254
1.69K $391M
WFC
Wells Fargo & Company

Financial Services
50
+ 0.59%
$66.78 - $81.42 $3.34K - $4.07K
8.52K $612M
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 2.16%
$225.19 - $279.95 $6.98K - $8.68K
1.47K $360M
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.83%
$286.85 - $318.64 $2.01K - $2.23K
847 $259M
GGG
Graco Inc

Industrials
3
+ 0.1%
$80.53 - $87.54 $242 - $263
3.1K $259M
ORCC
Owl Rock Capital Corp

Financial Services
784
+ 2.45%
N/A
32.7K $480M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.85%
$347.25 - $424.87 $3.82K - $4.67K
607 $222M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
832
+ 8.12%
$77.67 - $90.15 $64.6K - $75K
11.1K $867M
MS
Morgan Stanley

Financial Services
67
+ 2.85%
$111.68 - $141.08 $7.48K - $9.45K
2.41K $282M
FHB
First Hawaiian, Inc.

Financial Services
7
+ 0.07%
$24.13 - $28.18 $169 - $197
9.65K $236M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.34%
$551.42 - $612.93 $1.1K - $1.23K
592 $331M
FICO
Fair Isaac Corp

Technology
1
+ 0.55%
$1695.35 - $2030.47 $1.7K - $2.03K
183 $337M
WDAY
Workday, Inc.

Technology
4
+ 0.33%
$233.53 - $277.82 $934 - $1.11K
1.21K $281M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.2%
$271.18 - $303.12 $1.36K - $1.52K
2.48K $683M
HWKN
Hawkins Inc

Basic Materials
4
+ 0.17%
$101.28 - $122.97 $405 - $492
2.36K $250M
GOOG
Alphabet Inc.

Communication Services
7
+ 0.54%
$156.06 - $207.71 $1.09K - $1.45K
1.31K $205M
CRM
Salesforce, Inc.

Technology
7
+ 0.8%
$268.36 - $359.95 $1.88K - $2.52K
886 $238M
ITOT
Ishares Core S&P Total U.S. St

ETFs
255
+ 1.92%
$120.29 - $134.6 $30.7K - $34.3K
13.6K $1.66B
KKR
Kkr & Co. Inc.

Financial Services
151
+ 5.12%
$108.17 - $167.07 $16.3K - $25.2K
3.1K $359M
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.28%
$190.26 - $242.06 $3.81K - $4.84K
7.24K $1.38B
XLK
Technology Sector Spdr

ETFs
2.24K
+ 8.15%
$206.38 - $242.18 $461K - $541K
29.7K $6.12B
AMP
Ameriprise Financial Inc

Financial Services
14
+ 0.24%
$472.29 - $575.13 $6.61K - $8.05K
5.78K $2.8B
AAPL
Apple Inc.

Technology
465
+ 2.6%
$209.68 - $247.1 $97.5K - $115K
18.4K $4.08B
Activity Summary
Buys All Purchases 50 New Holdings 12 Increased Positions 38 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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