Client 1 St Advisory Group, LLC Incresed Positions in Q2 2025

Client 1 St Advisory Group, LLC

  • $271 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14K
+ 2.88%
$58.41 - $72.69 $819K - $1.02M
501K $36.4M
NVDA
Nvidia Corp

Technology
24.7K
+ 301.91%
$94.31 - $157.99 $2.33M - $3.9M
32.9K $5.2M
EFG
Msci Eafe Growth ETF

ETFs
1.86K
+ 3.03%
$89.8 - $112.0 $167K - $208K
63.1K $7.07M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.1K
+ 6.35%
$43.53 - $54.46 $222K - $277K
85.3K $4.65M
EFV
Msci Eafe Value ETF

ETFs
3.11K
+ 2.73%
$52.4 - $64.65 $163K - $201K
117K $7.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.75K
+ 5.78%
$82.96 - $110.1 $145K - $193K
32.1K $3.53M
QUAL
Ishares Msci Usa Quality Facto

ETFs
614
+ 1.78%
$152.42 - $182.82 $93.6K - $112K
35K $6.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
11K
+ 13.19%
$24.21 - $29.47 $267K - $325K
94.6K $2.78M
MSTR
Microstrategy Inc

Technology
656
+ 50.0%
$237.95 - $421.61 $156K - $277K
1.97K $795K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.53K
+ 135.0%
$32.66 - $40.75 $311K - $388K
16.6K $671K
IXC
Ishares Tr Global Energy ETF

ETFs
11K
+ 22.99%
$34.69 - $42.32 $381K - $464K
58.7K $2.31M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.62K
+ 3.37%
$45.12 - $46.23 $254K - $260K
172K $7.97M
IVV
Ishares Core S&P 500 ETF

ETFs
61
+ 1.62%
$498.8 - $620.9 $30.4K - $37.9K
3.82K $2.37M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.2K
+ 3.2%
$22.68 - $23.28 $209K - $214K
296K $6.86M
AVGO
Broadcom Inc.

Technology
1
+ 0.06%
$146.29 - $275.65 $146 - $276
1.65K $453K
QQQ
Invesco Qqq Trust, Series 1

ETFs
161
+ 15.15%
$416.06 - $551.64 $67K - $88.8K
1.22K $675K
IFRA
Ishares Tr

ETFs
1.44K
+ 5.73%
$40.97 - $49.19 $59.1K - $70.9K
26.6K $1.31M
ORCL
Oracle Corp

Technology
40
+ 2.32%
$122.82 - $218.63 $4.91K - $8.75K
1.76K $385K
JPM
Jpmorgan Chase & CO

Financial Services
101
+ 4.09%
$210.28 - $289.91 $21.2K - $29.3K
2.57K $745K
VUG
Vanguard Growth ETF

ETFs
44
+ 5.03%
$329.49 - $438.4 $14.5K - $19.3K
918 $402K
DIS
Walt Disney CO

Communication Services
39
+ 1.39%
$81.72 - $124.01 $3.19K - $4.84K
2.85K $353K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.02%
$103.16 - $128.52 $103 - $129
6K $771K
MBB
Ishares Tr

ETFs
602
+ 1.66%
$91.41 - $94.22 $55K - $56.7K
36.9K $3.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
195
+ 5.16%
$90.56 - $109.49 $17.7K - $21.4K
3.97K $434K
V
Visa Inc.

Financial Services
53
+ 2.65%
$308.27 - $373.31 $16.3K - $19.8K
2.05K $729K
ENB
Enbridge Inc

Energy
109
+ 1.68%
$41.09 - $47.16 $4.48K - $5.14K
6.6K $299K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
74
+ 0.71%
$24.98 - $25.66 $1.85K - $1.9K
10.5K $269K
CHKP
Check Point Software Technologies LTD

Technology
38
+ 3.63%
$204.26 - $233.47 $7.76K - $8.87K
1.08K $239K
Bitwise Bitcoin ETF Tr
316
+ 6.23%
N/A
5.39K $0
Blackrock ETF Trust Ii
4.07K
+ 15.17%
N/A
30.9K $0
NEE
Nextera Energy Inc

Utilities
1
+ 0.02%
$64.11 - $75.0 $64.1 - $75
4.16K $288K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 4.49%
$483.48 - $539.8 $28.5K - $31.8K
1.37K $666K
XLE
Energy Sector Spdr

ETFs
150
+ 2.25%
$76.44 - $94.13 $11.5K - $14.1K
6.82K $578K
AAPL
Apple Inc.

Technology
100
+ 0.8%
$172.42 - $223.89 $17.2K - $22.4K
12.6K $2.59M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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