Bristlecone Advisors, LLC Purchases in Q2 2025

Bristlecone Advisors, LLC

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.36K
+ 3.61%
$498.8 - $620.9 $1.68M - $2.09M
96.6K $60M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29.1K
+ 3.15%
$32.66 - $40.75 $951K - $1.19M
953K $38.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
64K
+ 30.14%
$50.36 - $50.68 $3.22M - $3.24M
276K $14M
VEA
Vanguard Ftse Developed Market

ETFs
12.6K
+ 5.09%
$45.65 - $57.01 $576K - $719K
260K $14.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.62K
+ 0.44%
$17.76 - $22.1 $46.5K - $57.9K
602K $13.3M
VTI
Vanguard Total Stock Market Et

ETFs
703
+ 1.88%
$243.75 - $303.93 $171K - $214K
38.1K $11.6M
SPYG
Spdr Portfolio

ETFs
2.08K
+ 2.86%
$71.83 - $95.32 $149K - $198K
74.5K $7.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.91K
+ 1.91%
$90.56 - $109.49 $264K - $319K
155K $17M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.4K
+ 2.0%
$70.7 - $82.14 $311K - $361K
224K $18.4M
MBB
Ishares Tr

ETFs
9.86K
+ 44.74%
$91.41 - $94.22 $901K - $929K
31.9K $2.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.22K
+ 0.81%
$39.89 - $49.46 $48.5K - $60.2K
152K $7.49M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.9K
+ 42.66%
$50.52 - $50.92 $651K - $656K
43.1K $2.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
162
+ 0.22%
$72.96 - $90.39 $11.8K - $14.6K
74.1K $6.62M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.14K
+ 4.2%
$34.72 - $42.74 $144K - $177K
103K $4.39M
DBND
Doubleline ETF Tr Opportunisti

ETFs
8.94K
+ 20.45%
$45.18 - $46.32 $404K - $414K
52.7K $2.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.48%
$456.74 - $568.03 $14.6K - $18.2K
6.74K $3.83M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.52K
+ 4.88%
$55.54 - $69.09 $84.5K - $105K
32.7K $2.26M
VBR
Vanguard Small Cap Value ETF

ETFs
1.6K
+ 290.38%
$162.76 - $195.77 $260K - $313K
2.15K $419K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.08K
+ 4682.61%
$216.28 - $284.39 $233K - $306K
1.1K $312K
SCHG
Schwab Strategic Tr Us Large C

ETFs
26
+ 0.04%
$22.27 - $29.21 $579 - $759
73.3K $2.14M
AMD
Advanced Micro Devices Inc

Technology
803
+ 19.75%
$78.21 - $143.81 $62.8K - $115K
4.87K $690K
BA
Boeing CO

Industrials
282
+ 5.77%
$136.59 - $217.51 $38.5K - $61.3K
5.17K $1.08M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
706
+ 3.33%
$59.57 - $75.11 $42.1K - $53K
21.9K $1.64M
ORCL
Oracle Corp

Technology
1.04K
New
$122.82 - $218.63 $128K - $227K
1.04K $227K
GBIL
Goldman Sachs Access Treasury

ETFs
2.21K
+ 16.79%
$99.83 - $100.19 $221K - $221K
15.4K $1.54M
IDXX
Idexx Laboratories Inc

Healthcare
401
New
$361.04 - $536.34 $145K - $215K
401 $215K
NVS
Novartis Ag

Healthcare
1.73K
New
$101.96 - $121.01 $176K - $209K
1.73K $208K
IBM
International Business Machines Corp

Technology
73
+ 3.15%
$221.03 - $294.78 $16.1K - $21.5K
2.39K $703K
GLDM
World Gold Trust

ETFs
1.66K
+ 44.39%
$58.96 - $67.97 $97.9K - $113K
5.4K $353K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.38K
+ 4.38%
$51.14 - $57.0 $122K - $136K
56.8K $3.23M
GLD
Spdr Gold Trust

ETFs
286
+ 36.02%
$273.71 - $316.29 $78.3K - $90.5K
1.08K $329K
HYGV
Flexshares Tr High Yield Value

ETFs
1.97K
New
$38.45 - $41.03 $75.6K - $80.7K
1.97K $80K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.11%
$114.78 - $133.31 $1.95K - $2.27K
14.9K $1.99M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
612
+ 13.5%
$100.35 - $100.71 $61.4K - $61.6K
5.14K $517K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
370
New
$113.67 - $150.4 $42.1K - $55.6K
370 $55K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
657
+ 0.48%
$40.39 - $41.46 $26.5K - $27.2K
138K $5.71M
VLO
Valero Energy Corp

Energy
27
+ 0.17%
$104.69 - $141.77 $2.83K - $3.83K
15.7K $2.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
33
+ 0.58%
$54.19 - $67.22 $1.79K - $2.22K
5.71K $383K
EEM
Ishares Msci Emerging Markets

ETFs
430
+ 15.81%
$38.52 - $48.28 $16.6K - $20.8K
3.15K $151K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
15
+ 0.59%
$86.93 - $109.64 $1.3K - $1.64K
2.57K $281K
FAST
Fastenal CO

Industrials
2.88K
+ 100.0%
$40.65 - $83.16 $117K - $240K
5.76K $242K
VCIT
Vanguard Intermediate Term Cor

ETFs
56
+ 1.19%
$79.56 - $82.92 $4.46K - $4.64K
4.77K $395K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3
+ 0.12%
$24.38 - $30.18 $73.1 - $90.5
2.5K $75K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
161
+ 1.27%
$21.85 - $22.76 $3.52K - $3.66K
12.8K $291K
FNDF
Schwab Fundamental Intl Large

ETFs
3
+ 0.5%
$32.25 - $40.02 $96.8 - $120
602 $24K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.45%
$35.77 - $42.27 $179 - $211
1.13K $47K
FNDE
Schwab Fundamental Emerging Mk

ETFs
5
+ 0.64%
$26.66 - $33.09 $133 - $165
792 $26K
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.22%
$23.85 - $28.69 $47.7 - $57.4
917 $26K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.26%
$33.13 - $40.67 $33.1 - $40.7
391 $15K
Activity Summary
Buys All Purchases 59 New Holdings 8 Increased Positions 51 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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