Cottage Street Advisors LLC Incresed Positions in Q2 2025

Cottage Street Advisors LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.1K
+ 13.29%
$100.04 - $100.54 $1.01M - $1.02M
86.4K $8.69B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.5K
+ 147.69%
$50.36 - $50.68 $881K - $887K
29.4K $1.49B
ABBV
Abb Vie Inc.

Healthcare
4.69K
+ 104.87%
$170.16 - $206.27 $799K - $968K
9.17K $1.7B
META
Meta Platforms, Inc.

Communication Services
400
+ 20.9%
$484.66 - $738.09 $194K - $295K
2.31K $1.71B
AVGO
Broadcom Inc.

Technology
129
+ 3.06%
$146.29 - $275.65 $18.9K - $35.6K
4.34K $1.2B
TXN
Texas Instruments Inc

Technology
227
+ 1.54%
N/A
15K $3.11B
UBER
Uber Technologies, Inc

Technology
583
+ 6.41%
$64.62 - $93.3 $37.7K - $54.4K
9.68K $903M
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.08K
+ 8.75%
$22.98 - $23.27 $163K - $165K
88K $2.05B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
208
+ 4.36%
$101.69 - $139.02 $21.2K - $28.9K
4.97K $692M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6.21K
+ 9.74%
$22.57 - $23.23 $140K - $144K
69.9K $1.62B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.14K
+ 22.3%
$65.84 - $80.81 $75.3K - $92.4K
6.27K $503M
VRIG
Invesco Actively Managed ETF F

ETFs
5.01K
+ 12.37%
$24.89 - $25.14 $125K - $126K
45.5K $1.14B
BAC
Bank Of America Corp

Financial Services
4
+ 0.02%
$34.39 - $47.46 $138 - $190
18.5K $877M
CSCO
Cisco Systems, Inc.

Technology
13
+ 0.3%
$53.19 - $69.38 $691 - $902
4.31K $299M
CGMS
Capital Grp Core Plus Income E
590
+ 1.39%
N/A
42.9K $1.19B
TJX
Tjx Companies Inc

Consumer Cyclical
192
+ 7.35%
$119.13 - $135.03 $22.9K - $25.9K
2.81K $346M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20
+ 0.22%
$19.6 - $24.44 $392 - $489
9.17K $224M
ABT
Abbott Laboratories

Healthcare
2
+ 0.05%
$123.95 - $138.08 $248 - $276
3.78K $514M
LQD
Ishares Iboxx $ Investment Gra

ETFs
40
+ 1.08%
$105.23 - $109.61 $4.21K - $4.38K
3.76K $412M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
48
+ 1.13%
$96.84 - $99.46 $4.65K - $4.77K
4.29K $426M
LLY
Eli Lilly & CO

Healthcare
6
+ 1.13%
$713.71 - $898.95 $4.28K - $5.39K
539 $420M
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.18%
$220.99 - $268.54 $442 - $537
1.13K $269M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.01%
$79.69 - $99.41 $79.7 - $99.4
7.99K $732M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.02%
$157.66 - $172.39 $158 - $172
5.61K $894M
AMGN
Amgen Inc

Healthcare
3
+ 0.12%
$262.28 - $309.85 $787 - $930
2.51K $700M
Activity Summary
Buys All Purchases 40 New Holdings 14 Increased Positions 26 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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