Client 1 St Advisory Group, LLC Purchases in Q1 2025

Client 1 St Advisory Group, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
5.53K
+ 5.09%
$51.88 - $60.73 $287K - $336K
114K $6.72M
DFSV
Dimensional ETF Tr Dimensional

ETFs
36.1K
+ 76.14%
$27.56 - $32.1 $996K - $1.16M
83.6K $2.35M
IXC
Ishares Tr Global Energy ETF

ETFs
17.3K
+ 56.96%
$38.48 - $42.16 $666K - $730K
47.7K $2.01M
EFG
Msci Eafe Growth ETF

ETFs
3.07K
+ 5.28%
$96.1 - $106.37 $295K - $327K
61.3K $6.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.17K
New
$126.11 - $135.06 $400K - $428K
3.17K $408K
XOM
Exxon Mobil Corp

Energy
1
+ 0.0%
$105.44 - $118.93 $105 - $119
35.8K $4.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
694
+ 133.46%
$551.42 - $612.93 $383K - $425K
1.21K $679K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.62K
New
$27.01 - $28.54 $260K - $274K
9.62K $268K
CHKP
Check Point Software Technologies LTD

Technology
1.05K
New
$179.88 - $231.31 $188K - $242K
1.05K $238K
ABBV
Abb Vie Inc.

Healthcare
964
New
$169.2 - $216.66 $163K - $209K
964 $201K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 5.12%
$442.66 - $534.52 $28.3K - $34.2K
1.31K $699K
MSTR
Microstrategy Inc

Technology
395
+ 43.08%
$239.27 - $396.5 $94.5K - $157K
1.31K $378K
CVX
Chevron Corp

Energy
4
+ 0.09%
$146.71 - $167.97 $587 - $672
4.55K $761K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.32%
$725.72 - $929.72 $3.63K - $4.65K
1.58K $1.31M
XLE
Energy Sector Spdr

ETFs
396
+ 6.31%
$85.7 - $93.96 $33.9K - $37.2K
6.67K $623K
MSFT
Microsoft Corp

Technology
565
+ 19.43%
$375.39 - $447.2 $212K - $253K
3.47K $1.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.03K
+ 6.69%
$48.06 - $53.73 $242K - $270K
80.2K $3.91M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.03%
$110.86 - $121.12 $111 - $121
3.16K $382K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.46K
+ 4.44%
$168.16 - $186.21 $246K - $273K
34.4K $5.88M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
49
+ 0.47%
$24.73 - $25.62 $1.21K - $1.26K
10.5K $267K
IEMG
Ishares Inc

ETFs
50
+ 0.21%
N/A
23.6K $1.26M
Blackrock ETF Trust Ii
1.01K
+ 3.89%
N/A
26.8K $0
Lam Research Corp
4.19K
New
N/A
4.19K $0
NEE
Nextera Energy Inc

Utilities
1
+ 0.02%
$66.96 - $76.16 $67 - $76.2
4.16K $295K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
35
+ 0.16%
$54.25 - $57.64 $1.9K - $2.02K
22K $1.21M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.02%
$115.08 - $123.97 $115 - $124
6K $695K
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 1.76%
$222.66 - $268.42 $5.57K - $6.71K
1.45K $337K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.37K
+ 8.48%
$92.45 - $106.69 $219K - $253K
30.3K $2.81M
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 1.46%
$347.25 - $424.87 $9.38K - $11.5K
1.88K $688K
QQQ
Invesco Qqq Trust, Series 1

ETFs
24
+ 2.31%
$468.34 - $539.52 $11.2K - $12.9K
1.06K $498K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.51%
$102.49 - $119.96 $1.95K - $2.28K
3.78K $395K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18
+ 0.66%
$165.25 - $224.62 $2.97K - $4.04K
2.73K $453K
AVGO
Broadcom Inc.

Technology
2
+ 0.12%
$167.43 - $244.7 $335 - $489
1.64K $275K
IYW
Ishares Dj Us Tech ETF

ETFs
855
+ 6.27%
$140.44 - $166.79 $120K - $143K
14.5K $2.04M
NVDA
Nvidia Corp

Technology
133
+ 1.65%
$106.98 - $149.43 $14.2K - $19.9K
8.19K $887K
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.13%
$190.26 - $242.06 $1.9K - $2.42K
7.64K $1.45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.8K
+ 2.47%
$64.88 - $72.1 $763K - $847K
487K $32M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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