Blue Stem Wealth Partners, LLC Sells in Q3 2025

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
-1.59M
- 45.65%
$24.38 - $26.34 $38.9M - $42M
1.9M $49.9B
RECS
Columbia ETF Tr I

ETFs
-347K
- 32.69%
$36.82 - $40.35 $12.8M - $14M
715K $28.9B
FLMI
Franklin Dynamic Municipal Bon

ETFs
-73.3K
- 23.1%
$23.96 - $24.81 $1.76M - $1.82M
244K $6.05B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-34.4K
- 11.59%
$49.09 - $50.58 $1.69M - $1.74M
262K $13.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-48.3K
- 8.82%
$62.09 - $66.51 $3M - $3.21M
500K $32.6B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-35.4K
- 12.91%
$39.37 - $44.24 $1.39M - $1.57M
239K $10.5B
AMP
Ameriprise Financial Inc

Financial Services
-117
- 2.03%
$486.13 - $544.55 $56.9K - $63.7K
5.65K $2.77B
BSX
Boston Scientific Corp

Healthcare
-212
- 1.18%
$97.03 - $108.14 $20.6K - $22.9K
17.8K $1.74B
MUB
Ishares National Muni Bond ETF

ETFs
-1.77K
- 30.5%
$103.24 - $106.68 $182K - $188K
4.03K $429M
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 0.2%
$433.66 - $544.47 $867 - $1.09K
1.01K $453M
ADI
Analog Devices Inc

Technology
-345
- 25.82%
$220.68 - $255.63 $76.1K - $88.2K
991 $244M
AOK
Ishares Tr Core Conservative A

ETFs
-2.53K
- 6.95%
$38.64 - $40.17 $97.8K - $102K
33.9K $1.36B
FICO
Fair Isaac Corp

Technology
-1
- 0.55%
$1311.26 - $1869.83 $1.31K - $1.87K
181 $271M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.23K
- 10.65%
$92.97 - $100.18 $114K - $123K
10.3K $1.03B
LNG
Cheniere Energy, Inc.

Energy
-184
- 11.39%
$222.68 - $244.28 $41K - $44.9K
1.43K $337M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.38K
- 10.12%
$82.71 - $88.14 $114K - $121K
12.2K $1.08B
KKR
Kkr & Co. Inc.

Financial Services
-365
- 12.84%
$129.95 - $152.16 $47.4K - $55.5K
2.48K $322M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2.24K
- 9.69%
$41.5 - $43.83 $92.8K - $98K
20.8K $913M
MS
Morgan Stanley

Financial Services
-553
- 27.77%
$139.09 - $161.16 $76.9K - $89.1K
1.44K $229M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-822
- 10.82%
$87.05 - $93.19 $71.6K - $76.6K
6.77K $630M
HON
Honeywell International Inc

Industrials
-52
- 5.13%
$207.7 - $240.4 $10.8K - $12.5K
961 $202M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-566
- 8.83%
$46.86 - $48.27 $26.5K - $27.3K
5.85K $281M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-904
- 16.03%
$40.43 - $44.52 $36.5K - $40.2K
4.74K $209M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.31K
- 4.58%
$45.4 - $47.61 $59.5K - $62.4K
27.3K $1.3B
Jpmorgan Limited Duration Bond ETF
-367
- 6.22%
N/A
5.54K $290M
AMZN
Amazon Com Inc

Consumer Cyclical
-74
- 1.03%
$211.65 - $238.24 $15.7K - $17.6K
7.12K $1.56B
SKYY
First Trust Cloud Computing Et

ETFs
-308
- 12.71%
$118.24 - $138.53 $36.4K - $42.7K
2.12K $284M
LEN
Lennar Corp

Consumer Cyclical
-295
- 13.8%
$107.73 - $142.4 $31.8K - $42K
1.84K $232M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-75
- 7.76%
$546.99 - $602.2 $41K - $45.2K
891 $535M
ORCL
Oracle Corp

Technology
-242
- 21.03%
$218.96 - $328.33 $53K - $79.5K
909 $256M
VGT
Vanguard Information Technolog

ETFs
-30
- 9.26%
$656.44 - $753.15 $19.7K - $22.6K
294 $220M
XOM
Exxon Mobil Corp

Energy
-10
- 0.45%
$105.83 - $117.22 $1.06K - $1.17K
2.19K $247M
SPY
Spdr S&P 500 ETF Trust

ETFs
-28
- 4.55%
$617.65 - $666.84 $17.3K - $18.7K
588 $392M
URI
United Rentals, Inc.

Industrials
-46
- 16.61%
$774.14 - $975.23 $35.6K - $44.9K
231 $220M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-187
- 4.62%
$108.46 - $120.63 $20.3K - $22.6K
3.86K $459M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-804
- 5.71%
$134.94 - $145.86 $108K - $117K
13.3K $1.93B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-146
- 1.24%
$39.06 - $43.42 $5.7K - $6.34K
11.6K $505M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-935
- 2.29%
$23.82 - $25.84 $22.3K - $24.2K
39.8K $1.02B
VONG
Vanguard Russell 1000 Growth E

ETFs
-18
- 0.36%
$108.08 - $121.73 $1.95K - $2.19K
4.97K $599M
NVDA
Nvidia Corp

Technology
-537
- 3.53%
$153.3 - $186.58 $82.3K - $100K
14.7K $2.74B
XLC
Select Sector Spdr Tr Communic

ETFs
-2.5K
- 3.69%
$105.99 - $119.41 $265K - $298K
65.2K $7.71B
VTV
Vanguard Value ETF

ETFs
-2.21K
- 2.22%
$175.51 - $186.57 $388K - $413K
97.5K $18.2B
XLY
Select Sector Spdr Consumer Di

ETFs
-122
- 0.39%
$216.09 - $242.18 $26.4K - $29.5K
31.4K $7.52B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-46.8K
- 1.41%
$21.69 - $23.34 $1.02M - $1.09M
3.26M $75.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.22K
- 1.34%
$620.67 - $670.08 $2M - $2.15M
236K $158B
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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