Columbia River Financial Group, LLC Sells in Q1 2025

Columbia River Financial Group, LLC

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-55.7K
- 29.42%
$64.88 - $72.1 $3.61M - $4.02M
134K $8.79M
VXF
Vanguard Extended Market ETF

ETFs
-5.42K
- 7.97%
$170.36 - $201.04 $923K - $1.09M
62.5K $10.8M
VUG
Vanguard Growth ETF

ETFs
-2.13K
- 7.87%
$369.1 - $427.61 $787K - $912K
24.9K $9.25M
VB
Vanguard Small Cap ETF

ETFs
-1.7K
- 13.01%
$217.89 - $252.64 $370K - $429K
11.3K $2.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-237
- 4.01%
$468.34 - $539.52 $111K - $128K
5.67K $2.66M
VT
Vanguard Total World Stk Index

ETFs
-2.53K
- 50.5%
$115.08 - $123.97 $291K - $314K
2.48K $287K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.41K
- 21.77%
$110.75 - $119.78 $267K - $289K
8.67K $1M
MEAR
Blackrock Short Maturity Munic

ETFs
-3.99K
- 14.23%
$49.97 - $50.36 $200K - $201K
24.1K $1.21M
MSFT
Microsoft Corp

Technology
-6
- 0.15%
$375.39 - $447.2 $2.25K - $2.68K
4.01K $1.5M
VIG
Vanguard Dividend Appreciation

ETFs
-647
- 2.66%
N/A
23.7K $4.59M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-20
- 0.03%
$25.58 - $29.24 $512 - $585
73.4K $1.92M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.48K
- 34.91%
$32.5 - $33.3 $80.6K - $82.6K
4.62K $153K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-397
- 1.71%
$31.63 - $35.22 $12.6K - $14K
22.9K $731K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-165
- 1.61%
$48.37 - $55.84 $7.98K - $9.21K
10.1K $491K
AAPL
Apple Inc.

Technology
-10
- 0.51%
$209.68 - $247.1 $2.1K - $2.47K
1.96K $435K
IVV
Ishares Core S&P 500 ETF

ETFs
-36
- 8.02%
$554.06 - $615.85 $19.9K - $22.2K
413 $232K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 1.92%
$507.05 - $563.67 $9.13K - $10.1K
918 $472K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-49
- 1.59%
$77.67 - $90.15 $3.81K - $4.42K
3.04K $237K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-276
- 3.58%
$126.11 - $135.06 $34.8K - $37.3K
7.43K $958K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-857
- 9.62%
$38.89 - $41.6 $33.3K - $35.7K
8.05K $325K
VEU
Vanguard Ftse All World Ex Us

ETFs
-7.54K
- 5.65%
$56.51 - $62.98 $426K - $475K
126K $7.63M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-57
- 1.05%
$37.9 - $43.9 $2.16K - $2.5K
5.39K $206K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.98K
- 3.5%
$42.5 - $46.71 $84.3K - $92.6K
54.7K $2.48M
VNQ
Vanguard Specialized Funds Van

ETFs
-13
- 0.52%
$85.55 - $94.34 $1.11K - $1.23K
2.48K $224K
NUDM
Nuveen Esg International Devel

ETFs
-560
- 5.09%
$29.75 - $33.12 $16.7K - $18.5K
10.4K $332K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-268
- 1.25%
$25.77 - $27.6 $6.91K - $7.4K
21.2K $563K
RWO
Spdr Dow Jones Global Real Est

ETFs
-128
- 0.36%
$41.41 - $45.24 $5.3K - $5.79K
35.1K $1.53M
IXUS
Ishares Tr

ETFs
-268
- 2.08%
$65.06 - $72.31 $17.4K - $19.4K
12.6K $880K
IDV
Ishares Tr

ETFs
-139
- 0.45%
$27.0 - $31.7 $3.75K - $4.41K
30.6K $950K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.48K
- 1.93%
$33.84 - $37.77 $50K - $55.9K
75.3K $2.74M
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
Track This Portfolio

Track Columbia River Financial Group, LLC Portfolio

Follow Columbia River Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Columbia River Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Columbia River Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email