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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
272
New
$98.98 - $113.18 $26.9K - $30.8K
272 $30K
DSI
Ishares Msci Kld 400 Social Et

ETFs
297
New
$101.98 - $115.66 $30.3K - $34.4K
297 $30K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
327
New
$87.68 - $94.52 $28.7K - $30.9K
327 $30K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.27K
New
$23.16 - $27.04 $29.4K - $34.3K
1.27K $29K
ICVT
Ishares Tr Convertible Bond Et

ETFs
352
New
$83.18 - $89.27 $29.3K - $31.4K
352 $29K
MDT
Medtronic PLC

Healthcare
319
New
$79.84 - $94.5 $25.5K - $30.1K
319 $28K
NEAR
Blackrock Short Maturity Bond

ETFs
508
New
$50.4 - $50.89 $25.6K - $25.9K
508 $25K
PG
Procter & Gamble CO

Consumer Defensive
143
New
$158.56 - $176.26 $22.7K - $25.2K
143 $24K
NVDA
Nvidia Corp

Technology
221
New
$106.98 - $149.43 $23.6K - $33K
221 $23K
VGT
Vanguard Information Technolog

ETFs
41
New
$542.38 - $646.34 $22.2K - $26.5K
41 $22K
NOC
Northrop Grumman Corp

Industrials
42
New
$433.45 - $513.82 $18.2K - $21.6K
42 $21K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
359
+ 1.58%
$49.42 - $50.43 $17.7K - $18.1K
23K $1.15M
Ge Vernova Inc
67
New
N/A
67 $20K
VBR
Vanguard Small Cap Value ETF

ETFs
103
New
$183.02 - $207.75 $18.9K - $21.4K
103 $19K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
158
New
$120.24 - $134.3 $19K - $21.2K
158 $19K
MFC
Manulife Financial Corp

Financial Services
580
New
$28.41 - $31.82 $16.5K - $18.5K
580 $18K
DGRO
Ishares Core Dividend Growth E

ETFs
300
New
$60.46 - $64.42 $18.1K - $19.3K
300 $18K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
134
New
$111.19 - $129.47 $14.9K - $17.3K
134 $17K
LUMN
Lumen Technologies, Inc.

Communication Services
3.91K
New
$3.92 - $5.92 $15.3K - $23.1K
3.91K $15K
CCL
Carnival Corp

Consumer Cyclical
764
New
$19.08 - $28.49 $14.6K - $21.8K
764 $14K
IWB
Ishares Tr Russell 1000 ETF

ETFs
46
New
$302.31 - $337.54 $13.9K - $15.5K
46 $14K
SBUX
Starbucks Corp

Consumer Cyclical
152
New
$91.75 - $115.81 $13.9K - $17.6K
152 $14K
VAW
Vanguard Materials ETF

ETFs
76
New
$185.71 - $202.46 $14.1K - $15.4K
76 $14K
XLP
Consumer Staples Sector Spdr

ETFs
168
New
N/A
168 $13K
BROS
Dutch Bros Inc.

Consumer Cyclical
215
New
$55.77 - $85.37 $12K - $18.4K
215 $13K
ICLN
Ishares

ETFs
1.17K
New
$10.94 - $11.86 $12.8K - $13.9K
1.17K $13K
XLK
Technology Sector Spdr

ETFs
65
New
$206.38 - $242.18 $13.4K - $15.7K
65 $13K
WFC
Wells Fargo & Company

Financial Services
191
New
$66.78 - $81.42 $12.8K - $15.6K
191 $13K
FSTA
Fidelity Covington Tr Msci Con

ETFs
239
New
$48.3 - $52.85 $11.5K - $12.6K
239 $12K
GOOGL
Alphabet Inc.

Communication Services
80
New
$154.33 - $206.19 $12.3K - $16.5K
80 $12K
IDU
Ishares Tr U S Utils ETF

ETFs
125
New
$95.33 - $102.77 $11.9K - $12.8K
125 $12K
MUB
Ishares National Muni Bond ETF

ETFs
140
+ 2.19%
$104.71 - $107.69 $14.7K - $15.1K
6.52K $687K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.5K
+ 10.65%
$40.03 - $46.81 $60K - $70.2K
15.6K $635K
AOA
Ishares Tr Core Aggressive All

ETFs
16
+ 0.54%
$75.7 - $80.01 $1.21K - $1.28K
3K $229K
IVW
Ishares S&P 500 Growth ETF

ETFs
219
+ 1.47%
$92.45 - $106.69 $20.2K - $23.4K
15.1K $1.41M
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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