Bristlecone Advisors, LLC Purchases in Q3 2025

Bristlecone Advisors, LLC

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.56K
+ 3.69%
$620.67 - $670.08 $2.21M - $2.39M
100K $67M
BND
Vanguard Bd Index Fd Inc Total

ETFs
59.4K
+ 24.35%
$72.57 - $74.72 $4.31M - $4.44M
303K $22.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
68.6K
+ 24.8%
$50.47 - $50.74 $3.46M - $3.48M
345K $17.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.8K
+ 2.5%
$39.8 - $42.86 $948K - $1.02M
977K $41.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8K
+ 5.15%
$108.46 - $120.63 $867K - $965K
163K $19.4M
XLK
Technology Sector Spdr

ETFs
196
+ 0.26%
$250.97 - $282.66 $49.2K - $55.4K
77K $21.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.74K
+ 1.37%
$62.09 - $66.51 $418K - $448K
498K $32.5M
VV
Vanguard Large Cap ETF

ETFs
166
+ 0.2%
$285.05 - $309.14 $47.3K - $51.3K
83.7K $25.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
580
+ 2.48%
$617.65 - $666.84 $358K - $387K
24K $16M
VUG
Vanguard Growth ETF

ETFs
124
+ 0.37%
$433.97 - $484.08 $53.8K - $60K
33.3K $15.9M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.16K
+ 1.41%
$82.42 - $87.03 $261K - $275K
227K $19.8M
VB
Vanguard Small Cap ETF

ETFs
714
+ 1.13%
$237.58 - $259.17 $170K - $185K
64.2K $16.3M
DBND
Doubleline ETF Tr Opportunisti

ETFs
22K
+ 41.76%
$45.57 - $46.76 $1M - $1.03M
74.7K $3.47M
VEA
Vanguard Ftse Developed Market

ETFs
4.35K
+ 1.67%
$56.02 - $60.3 $244K - $263K
265K $15.9M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
45K
New
$21.77 - $22.57 $979K - $1.01M
45K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.02K
+ 3.31%
$49.43 - $54.52 $248K - $274K
157K $8.48M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
17.3K
New
$50.73 - $52.47 $877K - $907K
17.3K $902K
MBB
Ishares Tr

ETFs
8.59K
+ 26.95%
$92.46 - $95.73 $794K - $823K
40.5K $3.85M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
36.6K
New
$22.64 - $23.22 $829K - $850K
36.6K $846K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
18.8K
+ 13.59%
$40.74 - $41.99 $764K - $788K
157K $6.55M
ORCL
Oracle Corp

Technology
2.63K
+ 253.08%
$218.96 - $328.33 $576K - $864K
3.67K $1.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.56K
+ 146.95%
$100.37 - $100.74 $759K - $761K
12.7K $1.28M
IWR
Ishares Russell Mid Cap ETF

ETFs
165
+ 0.1%
$92.26 - $97.51 $15.2K - $16.1K
163K $15.8M
PULS
Pgim ETF Tr

ETFs
13.7K
New
$49.58 - $49.83 $679K - $682K
13.7K $682K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
9.07K
New
$68.58 - $69.85 $622K - $633K
9.07K $631K
AVGO
Broadcom Inc.

Technology
1.83K
New
$264.74 - $369.57 $484K - $676K
1.83K $603K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.6K
New
$45.72 - $47.27 $575K - $595K
12.6K $590K
GLD
Spdr Gold Trust

ETFs
1.49K
+ 138.06%
$300.96 - $355.47 $449K - $530K
2.57K $913K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.39K
+ 915.14%
$148.97 - $165.88 $504K - $562K
3.76K $618K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
10.4K
+ 7.13%
$50.37 - $50.7 $525K - $528K
157K $7.94M
ABBV
Abb Vie Inc.

Healthcare
2.03K
+ 134.9%
$184.85 - $231.54 $376K - $471K
3.54K $819K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.1K
+ 8.14%
$87.69 - $96.0 $272K - $298K
41.2K $3.89M
LLY
Eli Lilly & CO

Healthcare
655
+ 35.27%
$625.65 - $812.69 $410K - $532K
2.51K $1.92M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
885
+ 0.86%
$42.67 - $46.91 $37.8K - $41.5K
104K $4.85M
BNDX
Vanguard Total International B

ETFs
8.43K
New
$49.0 - $49.51 $413K - $417K
8.43K $416K
CVX
Chevron Corp

Energy
1.39K
+ 10.03%
$145.57 - $161.83 $202K - $225K
15.3K $2.37M
IAU
Ishares Gold Trust

ETFs
1.38K
+ 5.61%
$61.62 - $72.77 $85.1K - $100K
26K $1.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.03%
$108.97 - $121.65 $1.09K - $1.22K
32.4K $3.91M
TMO
Thermo Fisher Scientific Inc.

Healthcare
694
New
$404.94 - $499.99 $281K - $347K
694 $336K
EFA
Ishares Tr Msci Eafe ETF

ETFs
234
+ 0.32%
$87.29 - $93.61 $20.4K - $21.9K
74.3K $6.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.06%
$567.77 - $614.76 $2.27K - $2.46K
6.74K $4.13M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.13K
New
$55.15 - $58.11 $283K - $298K
5.13K $294K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.84K
+ 5.62%
$68.24 - $73.73 $125K - $135K
34.5K $2.54M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.61K
+ 6.3%
$87.07 - $93.06 $140K - $150K
27.1K $2.48M
IVE
Ishares S&P 500 Value ETF

ETFs
886
+ 12.54%
$194.44 - $206.51 $172K - $183K
7.95K $1.64M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.02K
+ 9.24%
$74.73 - $80.82 $151K - $163K
23.9K $1.9M
PHM
Pultegroup Inc

Consumer Cyclical
1.79K
New
$108.0 - $141.42 $194K - $253K
1.79K $236K
FNV
Franco Nevada Corp

Basic Materials
1K
New
$154.4 - $222.91 $154K - $223K
1K $222K
XOM
Exxon Mobil Corp

Energy
280
+ 0.75%
$105.83 - $117.22 $29.6K - $32.8K
37.5K $4.23M
Activity Summary
Buys All Purchases 93 New Holdings 22 Increased Positions 71 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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