Client 1 St Advisory Group, LLC Sells in Q2 2025

Client 1 St Advisory Group, LLC

  • $271 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-13.3K
- 85.12%
$83.97 - $92.85 $1.12M - $1.23M
2.32K $204K
XOM
Exxon Mobil Corp

Energy
-4.03K
- 11.25%
$99.93 - $119.04 $403K - $479K
31.8K $3.42M
CVX
Chevron Corp

Energy
-796
- 17.49%
$133.73 - $168.51 $106K - $134K
3.76K $537K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.1K
- 17.41%
$22.54 - $23.17 $205K - $211K
43.2K $991K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-7.69K
- 21.79%
$25.27 - $27.01 $194K - $208K
27.6K $745K
HD
Home Depot, Inc.

Consumer Cyclical
-485
- 25.83%
$335.24 - $380.78 $163K - $185K
1.39K $510K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-6.69K
- 26.91%
$24.32 - $24.81 $163K - $166K
18.2K $450K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-857
- 27.04%
$114.78 - $133.31 $98.4K - $114K
2.31K $308K
IEMG
Ishares Inc

ETFs
-1.59K
- 6.74%
N/A
22K $1.18M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-4.42K
- 1.52%
$47.09 - $48.01 $208K - $212K
286K $13.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-371
- 9.6%
$97.29 - $105.63 $36.1K - $39.2K
3.5K $355K
WPC
W. P. Carey Inc.

Real Estate
-480
- 4.11%
$56.12 - $64.53 $26.9K - $31K
11.2K $699K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-874
- 12.01%
$40.82 - $43.14 $35.7K - $37.7K
6.41K $276K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-377
- 4.03%
$85.42 - $94.39 $32.2K - $35.6K
8.98K $843K
HDV
Ishares Core High Dividend ETF

ETFs
-118
- 3.74%
$108.41 - $120.51 $12.8K - $14.2K
3.04K $355K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.2K
- 0.65%
$41.1 - $42.37 $90.6K - $93.4K
339K $14.3M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-938
- 7.86%
$21.85 - $22.76 $20.5K - $21.3K
11K $250K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-551
- 8.44%
$32.62 - $33.58 $18K - $18.5K
5.98K $200K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-345
- 3.11%
$51.68 - $52.76 $17.8K - $18.2K
10.7K $566K
TFLO
Ishares Treasury Floating Rate

ETFs
-220
- 3.79%
$50.47 - $50.66 $11.1K - $11.1K
5.59K $282K
IXG
Ishares Global Fin'L ETF

ETFs
-211
- 10.43%
$90.79 - $110.82 $19.2K - $23.4K
1.81K $200K
VIG
Vanguard Dividend Appreciation

ETFs
-24
- 0.12%
N/A
20.5K $3.73M
AOA
Ishares Tr Core Aggressive All

ETFs
-329
- 9.03%
$69.46 - $83.4 $22.9K - $27.4K
3.32K $276K
ABC
Amerisourcebergen Corp

Healthcare
-7
- 0.29%
N/A
2.45K $452K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-852
- 7.7%
$20.42 - $25.3 $17.4K - $21.6K
10.2K $258K
Dimensional ETF Trust
-6.76K
- 20.39%
N/A
26.4K $0
VLUE
Ishares Msci Usa Value Factor

ETFs
-616
- 5.72%
$93.5 - $113.21 $57.6K - $69.7K
10.2K $1.15M
QCOM
Qualcomm Inc

Technology
-11
- 0.78%
$124.66 - $159.48 $1.37K - $1.75K
1.39K $221K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-12
- 0.21%
$54.27 - $63.01 $651 - $756
5.66K $354K
VEA
Vanguard Ftse Developed Market

ETFs
-1.99K
- 9.19%
$45.65 - $57.01 $90.8K - $113K
19.7K $1.12M
MA
Mastercard Inc

Financial Services
-6
- 0.25%
$479.92 - $590.74 $2.88K - $3.54K
2.36K $1.32M
SIZE
Ishares Msci Usa Size Factor E

ETFs
-3
- 0.09%
$128.15 - $154.54 $384 - $464
3.34K $515K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-173
- 8.79%
$180.84 - $240.32 $31.3K - $41.6K
1.8K $431K
SCHW
Schwab Charles Corp

Financial Services
-43
- 0.99%
$69.06 - $91.24 $2.97K - $3.92K
4.28K $390K
RODM
Hartford Multifactor Developed

ETFs
-59
- 0.33%
$28.23 - $34.22 $1.67K - $2.02K
18K $614K
MGC
Vanguard Mega Cap ETF

ETFs
-5
- 0.21%
$179.23 - $224.92 $896 - $1.12K
2.43K $545K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-601
- 1.6%
$27.26 - $34.48 $16.4K - $20.7K
37.1K $1.28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-18
- 0.66%
$141.37 - $228.57 $2.54K - $4.11K
2.71K $614K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-166
- 0.75%
$50.08 - $63.14 $8.31K - $10.5K
21.9K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-12
- 0.16%
$167.32 - $223.3 $2.01K - $2.68K
7.63K $1.67M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-59
- 0.74%
$139.8 - $197.22 $8.25K - $11.6K
7.96K $1.57M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-12.2K
- 5.44%
$23.4 - $29.68 $286K - $363K
212K $6.3M
GOOG
Alphabet Inc.

Communication Services
-43
- 0.23%
$146.58 - $180.01 $6.3K - $7.74K
19K $3.36M
IYW
Ishares Dj Us Tech ETF

ETFs
-473
- 3.26%
$122.57 - $173.27 $58K - $82K
14K $2.43M
MSFT
Microsoft Corp

Technology
-52
- 1.5%
$354.56 - $497.45 $18.4K - $25.9K
3.42K $1.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-40.1K
- 8.03%
$24.94 - $31.15 $1M - $1.25M
459K $14.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-84.9K
- 6.53%
$29.12 - $35.84 $2.47M - $3.04M
1.21M $43.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.65K
- 1.7%
$108.06 - $135.3 $178K - $223K
95.5K $12.9M
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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