Bristlecone Advisors, LLC Purchases in Q1 2025

Bristlecone Advisors, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
58
New
$65.24 - $71.7 $3.78K - $4.16K
58 $3K
AGZ
Ishares Agency Bond ETF

ETFs
24
New
$107.46 - $109.48 $2.58K - $2.63K
24 $2K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.18%
N/A
5.99K $1.09M
ASML
Asml Holding Nv

Technology
20
+ 5.12%
$662.63 - $776.99 $13.3K - $15.5K
411 $272K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13
+ 0.44%
$20.2 - $22.24 $263 - $289
2.95K $63K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3
+ 0.48%
$114.57 - $118.14 $344 - $354
628 $74K
PDN
Invesco Fd Tr

ETFs
4
+ 0.86%
$31.2 - $34.9 $125 - $140
468 $15K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.45%
$39.4 - $42.61 $197 - $213
1.12K $45K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
6
+ 1.4%
$74.87 - $79.99 $449 - $480
436 $33K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
45
+ 15.96%
$45.21 - $50.33 $2.03K - $2.26K
327 $14K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 0.85%
$47.39 - $54.26 $94.8 - $109
237 $12K
ICF
Ishares Tr

ETFs
2
+ 0.52%
$57.98 - $63.8 $116 - $128
384 $23K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
5
+ 0.56%
N/A
898 $18K
RYT
Invesco S&P 500 Equal Weight T

ETFs
1K
New
N/A
1K $0
USXF
Ishares Esg Advanced Msci Usa

Technology
3
+ 100.0%
$46.38 - $52.65 $139 - $158
6 $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
1K
New
N/A
1K $0
FNDX
Schwab Fundamental U S Large C

ETFs
4
+ 0.51%
$23.03 - $25.01 $92.1 - $100
791 $18K
PWZ
Invesco California Amt Free Mu

ETFs
125
+ 3.05%
$23.68 - $24.72 $2.96K - $3.09K
4.23K $100K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7
+ 0.02%
$49.78 - $53.19 $348 - $372
39.2K $2M
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.22%
$26.87 - $30.99 $53.7 - $62
915 $25K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
132
+ 0.57%
$31.63 - $35.22 $4.18K - $4.65K
23.4K $747K
UPS
United Parcel Service Inc

Industrials
4.09K
+ 12.98%
$109.66 - $136.26 $449K - $557K
35.6K $3.91M
WDAY
Workday, Inc.

Technology
47
+ 1.61%
$233.53 - $277.82 $11K - $13.1K
2.97K $693K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
386
+ 14.17%
$283.06 - $421.16 $109K - $163K
3.11K $880K
TTD
Trade Desk, Inc.

Technology
18.8K
+ 94.92%
$53.59 - $126.58 $1.01M - $2.38M
38.6K $2.11M
META
Meta Platforms, Inc.

Communication Services
33
+ 0.14%
$576.36 - $736.67 $19K - $24.3K
24.2K $14M
SOXX
Ishares Semiconductor ETF

ETFs
552
+ 2.93%
$188.17 - $235.81 $104K - $130K
19.4K $3.65M
IVV
Ishares Core S&P 500 ETF

ETFs
3.5K
+ 3.9%
$554.06 - $615.85 $1.94M - $2.16M
93.2K $52.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
169
+ 0.7%
$551.42 - $612.93 $93.2K - $104K
24.2K $13.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.76K
+ 5.5%
$65.15 - $91.81 $180K - $253K
52.9K $3.45M
VGT
Vanguard Information Technolog

ETFs
12
+ 0.09%
$542.38 - $646.34 $6.51K - $7.76K
13.9K $7.56M
NKE
Nike, Inc.

Consumer Cyclical
1.77K
+ 1.72%
$63.29 - $81.72 $112K - $145K
105K $6.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.91K
+ 2.63%
$102.49 - $119.96 $401K - $469K
152K $15.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.49K
+ 0.51%
$57.21 - $65.8 $142K - $164K
494K $28.8M
TSLA
Tesla, Inc.

Consumer Cyclical
26
+ 0.09%
$222.15 - $428.22 $5.78K - $11.1K
27.9K $7.24M
GOOGL
Alphabet Inc.

Communication Services
119
+ 0.1%
$154.33 - $206.19 $18.4K - $24.5K
125K $19.4M
Activity Summary
Buys All Purchases 137 New Holdings 29 Increased Positions 108 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bristlecone Advisors, LLC Portfolio

Follow Bristlecone Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bristlecone Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bristlecone Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email