Detalus Advisors, LLC Purchases in Q2 2025

Detalus Advisors, LLC

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
10.9K
+ 21.56%
N/A
61.3K $16.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.4K
+ 4.45%
$43.53 - $54.46 $672K - $840K
362K $19.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
55.1K
New
$50.09 - $51.09 $2.76M - $2.82M
55.1K $2.82M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.71K
+ 4.6%
$152.42 - $182.82 $871K - $1.04M
130K $23.7M
IVE
Ishares S&P 500 Value ETF

ETFs
9.49K
+ 13.25%
$168.34 - $195.42 $1.6M - $1.85M
81.1K $15.9M
MSFT
Microsoft Corp

Technology
98
+ 1.01%
$354.56 - $497.45 $34.7K - $48.8K
9.8K $4.87M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.1K
+ 190.25%
$49.79 - $50.75 $900K - $917K
27.6K $1.4M
NVDA
Nvidia Corp

Technology
122
+ 0.94%
$94.31 - $157.99 $11.5K - $19.3K
13.1K $2.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.09%
$456.74 - $568.03 $4.57K - $5.68K
10.6K $6.05M
FNDF
Schwab Fundamental Intl Large

ETFs
12.3K
New
$32.25 - $40.02 $397K - $492K
12.3K $492K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
17.9K
New
$18.83 - $19.22 $337K - $344K
17.9K $342K
IEMG
Ishares Inc

ETFs
5.88K
New
N/A
5.88K $315K
SPTL
Spdr Portfolio Long Term Treas

ETFs
16.1K
+ 9.27%
$25.48 - $27.78 $410K - $447K
190K $5.04M
AVGO
Broadcom Inc.

Technology
1.01K
New
$146.29 - $275.65 $147K - $277K
1.01K $277K
GOOGL
Alphabet Inc.

Communication Services
26
+ 0.21%
$144.7 - $178.6 $3.76K - $4.64K
12.6K $2.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
321
+ 6.47%
$272.36 - $339.57 $87.4K - $109K
5.28K $1.79M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.05%
$329.49 - $438.4 $659 - $877
3.98K $1.75M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.33K
+ 68.7%
$46.39 - $47.84 $247K - $255K
13.1K $625K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
3.94K
New
$50.29 - $64.29 $198K - $253K
3.94K $253K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.78K
+ 15.68%
$32.66 - $40.75 $123K - $154K
27.9K $1.13M
AMD
Advanced Micro Devices Inc

Technology
1.75K
New
$78.21 - $143.81 $137K - $252K
1.75K $248K
ILCV
Ishares Morningstar Value ETF

ETFs
2.75K
+ 34.02%
$72.16 - $83.39 $198K - $229K
10.8K $902K
NFLX
Netflix Inc

Communication Services
174
New
$855.86 - $1339.13 $149K - $233K
174 $233K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
6.74K
New
$27.26 - $34.48 $184K - $232K
6.74K $232K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
975
New
$164.46 - $237.28 $160K - $231K
975 $231K
GOOG
Alphabet Inc.

Communication Services
1.24K
New
$146.58 - $180.01 $181K - $222K
1.24K $219K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.07K
New
$53.27 - $54.27 $217K - $221K
4.07K $219K
GS
Goldman Sachs Group Inc

Financial Services
308
New
$462.22 - $707.75 $142K - $218K
308 $217K
PFE
Pfizer Inc

Healthcare
8.88K
New
$21.59 - $24.84 $192K - $221K
8.88K $215K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
9.17K
+ 4.29%
$21.55 - $22.2 $198K - $204K
223K $4.92M
INTU
Intuit Inc

Technology
262
New
$544.07 - $787.63 $143K - $206K
262 $206K
VV
Vanguard Large Cap ETF

ETFs
493
+ 55.83%
$228.25 - $285.3 $113K - $141K
1.38K $392K
RPG
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.05%
$33.86 - $45.77 $339 - $458
20.8K $952K
PM
Philip Morris International Inc.

Consumer Defensive
299
+ 9.25%
$149.23 - $184.95 $44.6K - $55.3K
3.53K $643K
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.79%
$210.28 - $289.91 $4.42K - $6.09K
2.67K $774K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
37
+ 2.43%
$141.37 - $228.57 $5.23K - $8.46K
1.56K $352K
XT
Ishares Tr Exponential Technol

ETFs
609
+ 8.2%
$49.86 - $65.25 $30.4K - $39.7K
8.03K $524K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
874
+ 17.73%
$71.28 - $83.74 $62.3K - $73.2K
5.8K $485K
EMR
Emerson Electric CO

Industrials
2
+ 0.06%
$94.15 - $133.33 $188 - $267
3.33K $444K
HEZU
Ishares Currency Hedged Msci E

ETFs
887
+ 4.72%
$34.68 - $41.63 $30.8K - $36.9K
19.7K $808K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.12%
$108.06 - $135.3 $648 - $812
5.14K $695K
CTAS
Cintas Corp

Industrials
145
+ 6.72%
$190.11 - $227.66 $27.6K - $33K
2.3K $513K
PEP
Pepsico Inc

Consumer Defensive
1.91K
+ 18.64%
$128.02 - $151.37 $245K - $289K
12.2K $1.6M
SMB
Vaneck Short Muni ETF

ETFs
3.47K
+ 15.62%
$16.86 - $17.26 $58.4K - $59.8K
25.6K $442K
VEU
Vanguard Ftse All World Ex Us

ETFs
13
+ 0.17%
$54.19 - $67.22 $704 - $874
7.57K $508K
RTX
Raytheon Technologies Corp

Industrials
62
+ 2.38%
$113.75 - $148.48 $7.05K - $9.21K
2.67K $389K
CSCO
Cisco Systems, Inc.

Technology
79
+ 1.72%
$53.19 - $69.38 $4.2K - $5.48K
4.66K $323K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
205
+ 6.88%
$65.41 - $79.66 $13.4K - $16.3K
3.18K $253K
IEFA
Ishares Tr

ETFs
15
+ 0.5%
$67.83 - $84.09 $1.02K - $1.26K
3.04K $253K
Activity Summary
Buys All Purchases 72 New Holdings 19 Increased Positions 53 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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