Bristlecone Advisors, LLC Sells in Q2 2025

Bristlecone Advisors, LLC

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-340K
- 66.84%
$50.28 - $50.47 $17.1M - $17.2M
169K $8.49M
GOOG
Alphabet Inc.

Communication Services
-44.6K
- 77.1%
$146.58 - $180.01 $6.54M - $8.04M
13.3K $2.35M
AAPL
Apple Inc.

Technology
-5.35K
- 2.62%
$172.42 - $223.89 $922K - $1.2M
198K $40.7M
PFE
Pfizer Inc

Healthcare
-126K
- 62.53%
$21.59 - $24.84 $2.72M - $3.13M
75.5K $1.83M
UNH
Unitedhealth Group Inc

Healthcare
-1.4K
- 13.5%
$274.35 - $599.47 $385K - $841K
8.99K $2.81M
K
Kellogg CO

Consumer Defensive
-31.1K
- 73.6%
$77.85 - $82.88 $2.42M - $2.58M
11.2K $887K
BRK-A
Berkshire Hathaway Inc

Financial Services
-3
- 75.0%
$725400.0 - $809350.0 $2.18M - $2.43M
1 $728K
CMCSA
Comcast Corp

Communication Services
-62.7K
- 54.7%
$32.84 - $36.72 $2.06M - $2.3M
51.9K $1.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-24.2K
- 5.86%
$96.84 - $99.46 $2.35M - $2.41M
390K $38.7M
ALB
Albemarle Corp

Basic Materials
-26.8K
- 67.53%
$50.76 - $72.25 $1.36M - $1.94M
12.9K $808K
AJG
Arthur J. Gallagher & Co.

Financial Services
-500
- 0.73%
$310.86 - $348.77 $155K - $174K
67.8K $21.7M
MRK
Merck & Co., Inc.

Healthcare
-19K
- 57.42%
$73.47 - $87.12 $1.39M - $1.65M
14.1K $1.11M
TTD
Trade Desk, Inc.

Technology
-34.9K
- 90.46%
$45.27 - $79.4 $1.58M - $2.77M
3.68K $265K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-35.2K
- 27.19%
$48.13 - $49.85 $1.69M - $1.75M
94.3K $4.62M
DG
Dollar General Corp

Consumer Defensive
-21.4K
- 85.87%
$86.02 - $114.95 $1.84M - $2.45M
3.51K $401K
UPS
United Parcel Service Inc

Industrials
-14.2K
- 39.96%
$91.92 - $110.2 $1.31M - $1.57M
21.4K $2.16M
SHOP
Shopify Inc.

Technology
-18.7K
- 89.4%
$76.89 - $115.35 $1.44M - $2.16M
2.22K $255K
JNJ
Johnson & Johnson

Healthcare
-6.55K
- 13.89%
$146.36 - $159.82 $958K - $1.05M
40.6K $6.2M
INTC
Intel Corp

Technology
-65.7K
- 56.9%
$18.13 - $22.69 $1.19M - $1.49M
49.7K $1.11M
CRM
Salesforce, Inc.

Technology
-5.56K
- 51.77%
$236.26 - $291.15 $1.31M - $1.62M
5.18K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-952
- 4.49%
$483.48 - $539.8 $460K - $514K
20.2K $9.83M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-25.9K
- 48.97%
$57.41 - $74.81 $1.49M - $1.94M
27K $2.01M
PEP
Pepsico Inc

Consumer Defensive
-5.34K
- 15.07%
$128.02 - $151.37 $684K - $809K
30.1K $3.97M
ADBE
Adobe Inc.

Technology
-3.45K
- 27.24%
$340.0 - $420.68 $1.17M - $1.45M
9.22K $3.57M
KR
Kroger CO

Consumer Defensive
-19.4K
- 62.82%
$64.62 - $74.0 $1.26M - $1.44M
11.5K $824K
VEEV
Veeva Systems Inc

Healthcare
-7.97K
- 41.1%
$209.39 - $289.94 $1.67M - $2.31M
11.4K $3.29M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-22K
- 34.47%
$70.56 - $92.75 $1.55M - $2.04M
41.8K $3.75M
NKE
Nike, Inc.

Consumer Cyclical
-24.2K
- 23.07%
$53.27 - $72.04 $1.29M - $1.74M
80.6K $5.73M
CVX
Chevron Corp

Energy
-2.82K
- 16.9%
$133.73 - $168.51 $377K - $475K
13.9K $1.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-28.2K
- 15.22%
$167.32 - $223.3 $4.72M - $6.31M
157K $34.5M
AMGN
Amgen Inc

Healthcare
-664
- 3.74%
$262.28 - $309.85 $174K - $206K
17.1K $4.77M
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.07K
- 67.6%
$151.62 - $183.47 $617K - $747K
1.95K $358K
NVO
Novo Nordisk A S

Healthcare
-9.61K
- 38.64%
$58.08 - $81.05 $558K - $779K
15.3K $1.05M
GOOGL
Alphabet Inc.

Communication Services
-19.1K
- 15.22%
$144.7 - $178.6 $2.76M - $3.41M
106K $18.7M
IEFA
Ishares Tr

ETFs
-9.56K
- 44.7%
$67.83 - $84.09 $649K - $804K
11.8K $987K
COST
Costco Wholesale Corp

Consumer Defensive
-1.91K
- 6.66%
$908.13 - $1056.85 $1.73M - $2.01M
26.7K $26.4M
IWM
Ishares Russell 2000 ETF

ETFs
-3.72K
- 31.41%
$174.82 - $215.79 $651K - $803K
8.13K $1.75M
IGM
Ishares Expanded Tech Sector E

ETFs
-6.66K
- 99.46%
$79.8 - $112.34 $531K - $748K
36 $4K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-7.45K
- 31.16%
$69.8 - $85.28 $520K - $635K
16.5K $1.36M
XOM
Exxon Mobil Corp

Energy
-1.27K
- 3.29%
$99.93 - $119.04 $127K - $151K
37.3K $4.02M
HD
Home Depot, Inc.

Consumer Cyclical
-1.53K
- 8.48%
$335.24 - $380.78 $513K - $583K
16.5K $6.05M
TYL
Tyler Technologies Inc

Technology
-939
- 47.52%
$521.68 - $592.84 $490K - $557K
1.04K $614K
VIG
Vanguard Dividend Appreciation

ETFs
-2.92K
- 48.77%
N/A
3.07K $559K
DIS
Walt Disney CO

Communication Services
-12.7K
- 30.27%
$81.72 - $124.01 $1.04M - $1.58M
29.3K $3.63M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-21.8K
- 2.35%
$24.98 - $25.66 $543K - $558K
905K $23.2M
IEMG
Ishares Inc

ETFs
-8.49K
- 16.47%
N/A
43.1K $2.31M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.74K
- 63.92%
$119.13 - $135.03 $446K - $505K
2.11K $260K
WY
Weyerhaeuser CO

Real Estate
-7.56K
- 11.8%
$24.69 - $29.48 $187K - $223K
56.5K $1.45M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-8.36K
- 49.03%
$47.02 - $47.83 $393K - $400K
8.69K $415K
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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