Drake & Associates, LLC Purchases and Sells in Q2 2025

Drake & Associates, LLC

$407 Million
Q2 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	9.62K + 3.62%	$71.83 - $95.32 $691K - $917K	275K $26.3M
RECS	35.1K + 4.37%	$29.4 - $36.79 $1.03M - $1.29M	840K $30.9M
ACWI	7.47K + 4.25%	$103.59 - $128.6 $773K - $960K	183K $23.6M
IJH	20.1K + 5.68%	$51.16 - $62.02 $1.03M - $1.25M	374K $23.2M
MSFT	3.1K + 38.75%	$354.56 - $497.45 $1.1M - $1.54M	11.1K $5.52M
IUSV	12.8K + 4.73%	$81.46 - $94.63 $1.04M - $1.21M	283K $26.8M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDMO	337K New	$39.69 - $51.24 $13.4M - $17.3M	337K $17.3M
OUNZ	400K New	$28.68 - $33.09 $11.5M - $13.3M	400K $12.8M
QQQM	47.8K New	$171.4 - $227.1 $8.19M - $10.9M	47.8K $10.9M
RSG	10.6K New	$227.2 - $258.07 $2.41M - $2.73M	10.6K $2.61M
ED	23.8K New	$98.05 - $113.3 $2.34M - $2.7M	23.8K $2.39M
WCN	10.6K New	$183.26 - $199.95 $1.93M - $2.11M	10.6K $1.97M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IOO	-156K - 92.78%	$84.95 - $107.81 $13.3M - $16.8M	12.2K $1.31M
GLD	-32.4K - 92.58%	$273.71 - $316.29 $8.87M - $10.3M	2.6K $792K
QQQ	-18.4K - 90.48%	$416.06 - $551.64 $7.64M - $10.1M	1.93K $1.06M
BUFR	-145K - 35.23%	$27.3 - $31.8 $3.95M - $4.6M	266K $8.45M
AVGO	-9K - 80.88%	$146.29 - $275.65 $1.32M - $2.48M	2.13K $586K
AAPL	-4.37K - 19.66%	$172.42 - $223.89 $754K - $979K	17.9K $3.67M

Activity Summary All Purchases 75 New Holdings 14 Increased Positions 61 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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