Carrera Capital Advisors Reduced Holdings in Q1 2025

Carrera Capital Advisors

  • $451 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-308K
- 13.72%
N/A
1.94M $97.5B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-149K
- 44.94%
$87.68 - $94.52 $13.1M - $14.1M
183K $17.1B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-282K
- 79.73%
$25.34 - $26.96 $7.13M - $7.59M
71.6K $1.9B
IWM
Ishares Russell 2000 ETF

ETFs
-30.5K
- 76.96%
$198.1 - $229.79 $6.04M - $7.01M
9.13K $1.82B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-67.8K
- 17.06%
$91.45 - $91.75 $6.2M - $6.22M
330K $30.2B
ILF
Ishares Latin America 40 ETF

ETFs
-232K
- 75.01%
$20.87 - $24.43 $4.83M - $5.66M
77.2K $1.82B
AVB
Avalonbay Communities Inc

Real Estate
-11.2K
- 91.52%
$207.86 - $228.08 $2.33M - $2.55M
1.04K $224M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-23.3K
- 36.35%
$99.16 - $99.52 $2.31M - $2.32M
40.8K $4.06B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.28K
- 27.06%
$554.06 - $615.85 $1.26M - $1.4M
6.14K $3.45B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.96K
- 21.62%
$71.17 - $73.66 $638K - $660K
32.5K $2.39B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.82K
- 37.5%
$49.25 - $50.66 $435K - $447K
14.7K $730M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.79K
- 16.3%
$57.21 - $65.8 $274K - $315K
24.6K $1.43B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.64K
- 7.77%
$102.49 - $119.96 $168K - $196K
19.4K $2.03B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-603
- 10.72%
$302.31 - $337.54 $182K - $204K
5.02K $1.54B
CHKP
Check Point Software Technologies LTD

Technology
-1.56K
- 63.5%
$179.88 - $231.31 $280K - $360K
895 $204M
VO
Vanguard Mid Cap ETF

ETFs
-707
- 5.63%
$251.87 - $277.95 $178K - $197K
11.8K $3.06B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-20K
- 16.66%
$18.36 - $20.51 $367K - $410K
100K $1.98B
FISV
Fiserv Inc

Technology
-1.12K
- 44.08%
N/A
1.43K $315M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.03K
- 12.57%
$169.43 - $182.84 $174K - $188K
7.14K $1.24B
NVDA
Nvidia Corp

Technology
-137
- 2.23%
$106.98 - $149.43 $14.7K - $20.5K
6K $650M
FNDF
Schwab Fundamental Intl Large

ETFs
-10.2K
- 14.29%
$32.9 - $37.45 $335K - $381K
61K $2.2B
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.02K
- 14.46%
$104.89 - $113.56 $107K - $115K
6.02K $642M
COP
Conocophillips

Energy
-1.14K
- 30.1%
$88.6 - $105.85 $101K - $121K
2.65K $278M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.64K
- 14.23%
$42.5 - $46.71 $112K - $123K
15.9K $719M
ELV
Elevance Health, Inc.

Healthcare
-313
- 37.35%
$365.9 - $436.25 $115K - $137K
525 $228M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-54
- 4.84%
$468.34 - $539.52 $25.3K - $29.1K
1.06K $498M
CRM
Salesforce, Inc.

Technology
-20
- 2.39%
$268.36 - $359.95 $5.37K - $7.2K
817 $219M
SPY
Spdr S&P 500 ETF Trust

ETFs
-36
- 2.9%
$551.42 - $612.93 $19.9K - $22.1K
1.21K $677M
UNH
Unitedhealth Group Inc

Healthcare
-82
- 14.83%
$461.52 - $548.18 $37.8K - $45K
471 $247M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-507
- 11.43%
$74.85 - $84.89 $37.9K - $43K
3.93K $321M
BTG
B2 Gold Corp

Basic Materials
-2.15K
- 13.51%
$2.3 - $3.3 $4.95K - $7.1K
13.8K $39.2M
IAU
Ishares Gold Trust

ETFs
-715
- 14.66%
$49.74 - $58.96 $35.6K - $42.2K
4.16K $245M
IEF
Ishares Barclays

ETFs
-78
- 1.84%
$91.17 - $95.39 $7.11K - $7.44K
4.15K $396M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-28
- 0.56%
$58.32 - $65.09 $1.63K - $1.82K
5K $301M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-2.19K
- 10.3%
$46.83 - $56.05 $103K - $123K
19.1K $1.02B
RTX
Raytheon Technologies Corp

Industrials
-98
- 5.52%
$114.1 - $135.66 $11.2K - $13.3K
1.68K $222M
XOM
Exxon Mobil Corp

Energy
-134
- 3.81%
$105.44 - $118.93 $14.1K - $15.9K
3.38K $402M
CRK
Comstock Resources Inc

Energy
-3.48K
- 4.57%
$16.92 - $21.52 $58.9K - $74.9K
72.6K $1.48B
IEFA
Ishares Tr

ETFs
-291
- 0.47%
$69.57 - $78.65 $20.2K - $22.9K
62.2K $4.7B
Activity Summary
Buys All Purchases 101 New Holdings 18 Increased Positions 83 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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