Blue Stem Wealth Partners, LLC Reduced Holdings in Q1 2025

Blue Stem Wealth Partners, LLC

  • $733 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-409K
- 49.7%
$57.21 - $65.8 $23.4M - $26.9M
414K $24.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-21.2K
- 8.62%
$554.06 - $615.85 $11.8M - $13.1M
225K $126B
FNDX
Schwab Fundamental U S Large C

ETFs
-672K
- 29.8%
$23.03 - $25.01 $15.5M - $16.8M
1.58M $37.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-355K
- 35.84%
$37.07 - $40.63 $13.2M - $14.4M
636K $25B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-521K
- 97.21%
$23.32 - $23.84 $12.1M - $12.4M
14.9K $350M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-187K
- 47.71%
$36.64 - $45.76 $6.84M - $8.55M
205K $7.68B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-141K
- 26.47%
$71.17 - $73.66 $10M - $10.4M
391K $28.7B
Jpmorgan Limited Duration Bond ETF
-155K
- 95.7%
N/A
6.98K $363M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-577K
- 21.18%
$18.36 - $20.51 $10.6M - $11.8M
2.15M $42.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-65.1K
- 91.09%
$95.85 - $99.25 $6.24M - $6.46M
6.37K $630M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-22.1K
- 7.44%
$43.76 - $45.31 $967K - $1M
275K $12.4B
TSLA
Tesla, Inc.

Consumer Cyclical
-80
- 1.72%
$222.15 - $428.22 $17.8K - $34.3K
4.57K $1.18B
AVUV
American Centy ETF Tr Avantis

ETFs
-2.77K
- 5.85%
$84.95 - $100.62 $235K - $278K
44.5K $3.88B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.8K
- 12.56%
$120.24 - $134.3 $217K - $242K
12.6K $1.53B
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.32K
- 31.67%
$92.71 - $107.38 $215K - $249K
5.01K $465M
GOOGL
Alphabet Inc.

Communication Services
-185
- 3.67%
$154.33 - $206.19 $28.6K - $38.1K
4.86K $751M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.15K
- 22.01%
$102.49 - $119.96 $117K - $137K
4.06K $424M
Pgim Aaa Clo ETF
-3.21K
- 43.45%
N/A
4.18K $214M
TGT
Target Corp

Consumer Defensive
-19
- 0.38%
$103.65 - $142.5 $1.97K - $2.71K
4.96K $517M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.34K
- 2.02%
$94.84 - $105.31 $127K - $141K
65K $6.27B
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.97K
- 3.87%
$56.63 - $59.39 $168K - $176K
73.9K $4.25B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.75K
- 0.45%
$49.69 - $50.76 $87K - $88.8K
387K $19.3B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-3.49K
- 9.97%
$42.93 - $44.71 $150K - $156K
31.5K $1.38B
VIG
Vanguard Dividend Appreciation

ETFs
-490
- 10.17%
N/A
4.33K $839M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.9K
- 4.11%
$21.23 - $23.75 $40.3K - $45K
44.2K $953M
MSFT
Microsoft Corp

Technology
-19
- 1.06%
$375.39 - $447.2 $7.13K - $8.5K
1.78K $667M
CAT
Caterpillar Inc

Industrials
-124
- 9.72%
$326.75 - $407.63 $40.5K - $50.5K
1.15K $380M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.72K
- 21.05%
$32.74 - $36.2 $89K - $98.4K
10.2K $356M
MUB
Ishares National Muni Bond ETF

ETFs
-496
- 9.74%
$104.71 - $107.69 $51.9K - $53.4K
4.6K $485M
SKYY
First Trust Cloud Computing Et

ETFs
-25
- 0.95%
$102.23 - $131.18 $2.56K - $3.28K
2.61K $267M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 1.63%
$468.34 - $539.52 $7.03K - $8.09K
907 $425M
ADI
Analog Devices Inc

Technology
-94
- 5.98%
$201.56 - $243.82 $18.9K - $22.9K
1.48K $298M
ISRG
Intuitive Surgical Inc

Healthcare
-6
- 0.59%
$476.63 - $610.45 $2.86K - $3.66K
1.01K $500M
PRU
Prudential Financial Inc

Financial Services
-22
- 0.61%
$105.04 - $122.33 $2.31K - $2.69K
3.58K $399M
AOK
Ishares Tr Core Conservative A

ETFs
-1.03K
- 2.69%
$36.86 - $38.15 $38.1K - $39.4K
37.5K $1.41B
AOA
Ishares Tr Core Aggressive All

ETFs
-309
- 2.22%
$75.7 - $80.01 $23.4K - $24.7K
13.6K $1.04B
XEL
Xcel Energy Inc

Utilities
-535
- 13.66%
$63.37 - $72.1 $33.9K - $38.6K
3.38K $239M
HON
Honeywell International Inc

Industrials
-11
- 1.11%
$202.75 - $226.52 $2.23K - $2.49K
978 $207M
GIS
General Mills Inc

Consumer Defensive
-27
- 0.75%
$57.56 - $65.3 $1.55K - $1.76K
3.59K $214M
VNQ
Vanguard Specialized Funds Van

ETFs
-170
- 6.91%
$85.55 - $94.34 $14.5K - $16K
2.29K $207M
VHT
Vanguard Health Care ETF

ETFs
-74
- 8.03%
$254.06 - $273.83 $18.8K - $20.3K
847 $224M
VEA
Vanguard Ftse Developed Market

ETFs
-364
- 5.95%
$47.4 - $52.99 $17.3K - $19.3K
5.75K $292M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-403
- 5.13%
$75.32 - $84.77 $30.4K - $34.2K
7.46K $609M
MDT
Medtronic PLC

Healthcare
-45
- 1.05%
$79.84 - $94.5 $3.59K - $4.25K
4.23K $380M
UNH
Unitedhealth Group Inc

Healthcare
-35
- 0.98%
$461.52 - $548.18 $16.2K - $19.2K
3.53K $1.85B
MMM
3 M CO

Industrials
-42
- 0.86%
$129.7 - $155.12 $5.45K - $6.52K
4.86K $714M
EWG
Ishares Msci Germany ETF

ETFs
-9.54K
- 10.77%
$31.57 - $39.31 $301K - $375K
79.1K $2.93B
EWI
Ishares Inc Msci Italy ETF

ETFs
-8.81K
- 11.08%
$35.58 - $43.99 $313K - $387K
70.7K $2.99B
BSX
Boston Scientific Corp

Healthcare
-356
- 2.14%
$89.38 - $106.18 $31.8K - $37.8K
16.3K $1.64B
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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