Columbia River Financial Group, LLC Purchases in Q1 2025

Columbia River Financial Group, LLC

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EQWL
Invesco Exchange Traded Fd Tr

ETFs
41.1K
New
$100.56 - $108.28 $4.13M - $4.45M
41.1K $4.24M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
18.2K
+ 6.4%
$34.34 - $38.51 $625K - $701K
303K $11.6M
HDV
Ishares Core High Dividend ETF

ETFs
3.49K
+ 3.31%
$110.86 - $121.12 $387K - $422K
109K $13.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37.4K
+ 9.12%
$24.73 - $25.62 $926K - $959K
448K $11.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.5K
+ 11.57%
$76.94 - $78.28 $961K - $977K
120K $9.43M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
6.85K
+ 5.22%
$31.25 - $34.24 $214K - $234K
138K $4.71M
BNDX
Vanguard Total International B

ETFs
8.39K
+ 5.38%
$48.33 - $49.5 $405K - $415K
164K $8.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.13K
New
$22.25 - $23.0 $203K - $210K
9.13K $209K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.99K
+ 17.64%
$50.29 - $50.5 $201K - $201K
26.6K $1.34M
CVX
Chevron Corp

Energy
1.07K
New
$146.71 - $167.97 $157K - $180K
1.07K $179K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
4.05K
+ 5.9%
$34.23 - $36.9 $139K - $149K
72.6K $2.59M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.29K
+ 6.94%
$47.33 - $47.92 $156K - $158K
50.8K $2.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
285
New
$442.66 - $534.52 $126K - $152K
285 $151K
AOM
Ishares Tr Core Moderate Alloc

ETFs
3.38K
New
$42.93 - $44.71 $145K - $151K
3.38K $148K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.06K
New
$128.74 - $138.67 $136K - $147K
1.06K $143K
CMF
Ishares California Muni Bond E

ETFs
2.51K
New
$55.93 - $57.47 $140K - $144K
2.51K $141K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
4.65K
New
$28.11 - $30.42 $131K - $141K
4.65K $136K
NKE
Nike, Inc.

Consumer Cyclical
2.12K
New
$63.29 - $81.72 $134K - $173K
2.12K $135K
SPY
Spdr S&P 500 ETF Trust

ETFs
223
New
$551.42 - $612.93 $123K - $137K
223 $124K
KO
Coca Cola CO

Consumer Defensive
1.61K
New
$60.81 - $72.32 $98K - $117K
1.61K $116K
IWM
Ishares Russell 2000 ETF

ETFs
556
New
$198.1 - $229.79 $110K - $128K
556 $110K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.42K
New
$67.03 - $74.61 $95.4K - $106K
1.42K $96K
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.76K
New
$23.24 - $26.16 $87.3K - $98.3K
3.76K $95K
NFLX
Netflix Inc

Communication Services
101
New
$828.4 - $1058.6 $83.7K - $107K
101 $94K
COST
Costco Wholesale Corp

Consumer Defensive
98
New
$890.62 - $1076.86 $87.3K - $106K
98 $93K
VTI
Vanguard Total Stock Market Et

ETFs
308
New
$271.18 - $303.12 $83.5K - $93.4K
308 $84K
MVV
Proshares Ultra Midcap400

ETFs
1.43K
New
$56.27 - $75.43 $80.5K - $108K
1.43K $83K
VTV
Vanguard Value ETF

ETFs
452
New
$167.73 - $179.21 $75.8K - $81K
452 $78K
GWW
W.W. Grainger, Inc.

Industrials
66
New
$953.54 - $1132.42 $62.9K - $74.7K
66 $65K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.05K
New
$29.82 - $30.1 $61K - $61.6K
2.05K $61K
XLF
Financial Sector Spdr

ETFs
1.19K
New
$47.32 - $52.19 $56.4K - $62.2K
1.19K $59K
BND
Vanguard Bd Index Fd Inc Total

ETFs
765
New
$71.17 - $73.66 $54.4K - $56.3K
765 $56K
GE
General Electric CO

Industrials
274
New
$168.59 - $212.13 $46.2K - $58.1K
274 $55K
GOOG
Alphabet Inc.

Communication Services
350
New
$156.06 - $207.71 $54.6K - $72.7K
350 $54K
VHT
Vanguard Health Care ETF

ETFs
193
New
$254.06 - $273.83 $49K - $52.8K
193 $51K
NORW
Global X Msci Norway ETF

ETFs
1.88K
New
$23.77 - $27.57 $44.6K - $51.7K
1.88K $50K
BA
Boeing CO

Industrials
297
New
$148.15 - $186.25 $44K - $55.3K
297 $50K
INTC
Intel Corp

Technology
2.19K
New
$19.1 - $27.39 $41.9K - $60.1K
2.19K $49K
TQQQ
Proshares Ultrapro Qqq

ETFs
822
New
$57.3 - $90.39 $47.1K - $74.3K
822 $47K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.25K
+ 7.97%
$45.21 - $46.67 $56.4K - $58.2K
16.9K $769K
AOR
Ishares Tr Core Growth Allocat

ETFs
797
New
$56.63 - $59.39 $45.1K - $47.3K
797 $45K
ITOT
Ishares Core S&P Total U.S. St

ETFs
367
New
$120.29 - $134.6 $44.1K - $49.4K
367 $44K
VV
Vanguard Large Cap ETF

ETFs
166
New
$253.32 - $282.66 $42.1K - $46.9K
166 $42K
XLY
Select Sector Spdr Consumer Di

ETFs
198
New
$192.6 - $233.2 $38.1K - $46.2K
198 $39K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.23K
New
$28.92 - $29.24 $35.4K - $35.8K
1.23K $35K
GLD
Spdr Gold Trust

ETFs
120
New
$243.19 - $288.14 $29.2K - $34.6K
120 $34K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
570
New
$58.32 - $65.09 $33.2K - $37.1K
570 $34K
TSLA
Tesla, Inc.

Consumer Cyclical
125
New
$222.15 - $428.22 $27.8K - $53.5K
125 $32K
RVSB
Riverview Bancorp Inc

Financial Services
5.58K
New
$5.08 - $5.75 $28.3K - $32.1K
5.58K $31K
Activity Summary
Buys All Purchases 86 New Holdings 71 Increased Positions 15 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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