Eagle Bluffs Wealth Management LLC Incresed Positions in Q2 2025

Eagle Bluffs Wealth Management LLC

  • $208 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
3.06K
+ 0.96%
$27.79 - $34.84 $85.1K - $107K
321K $11.1M
MSFT
Microsoft Corp

Technology
125
+ 1.39%
$354.56 - $497.45 $44.3K - $62.2K
9.13K $4.54M
KLAC
Kla Corp

Technology
11
+ 0.22%
$576.53 - $902.94 $6.34K - $9.93K
5K $4.48M
META
Meta Platforms, Inc.

Communication Services
30
+ 0.74%
$484.66 - $738.09 $14.5K - $22.1K
4.09K $3.02M
JPM
Jpmorgan Chase & CO

Financial Services
54
+ 0.45%
$210.28 - $289.91 $11.4K - $15.7K
12.1K $3.5M
TSLA
Tesla, Inc.

Consumer Cyclical
63
+ 0.7%
$221.86 - $362.89 $14K - $22.9K
9.07K $2.88M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
58.7K
+ 14.94%
$10.29 - $11.24 $604K - $660K
452K $4.93M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
19
+ 0.02%
$28.98 - $37.18 $551 - $706
99.9K $3.71M
ITT
Itt Inc.

Industrials
56
+ 0.31%
$112.67 - $157.95 $6.31K - $8.85K
18.4K $2.88M
GOOGL
Alphabet Inc.

Communication Services
430
+ 2.16%
$144.7 - $178.6 $62.2K - $76.8K
20.3K $3.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.17K
+ 3.04%
$45.88 - $54.4 $146K - $173K
107K $5.85M
WMT
Walmart Inc.

Consumer Defensive
173
+ 0.45%
$81.79 - $99.98 $14.1K - $17.3K
38.9K $3.8M
AMZN
Amazon Com Inc

Consumer Cyclical
204
+ 2.35%
$167.32 - $223.3 $34.1K - $45.6K
8.87K $1.95M
CSCO
Cisco Systems, Inc.

Technology
201
+ 0.55%
$53.19 - $69.38 $10.7K - $13.9K
36.7K $2.54M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
22.8K
+ 3.14%
$14.83 - $16.07 $338K - $366K
747K $11.8M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
1.82K
+ 0.84%
$10.25 - $12.25 $18.6K - $22.3K
219K $2.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
145
+ 9.33%
$496.48 - $617.85 $72K - $89.6K
1.7K $1.05M
ITOT
Ishares Core S&P Total U.S. St

ETFs
486
+ 5.98%
$108.12 - $135.04 $52.5K - $65.6K
8.61K $1.16M
MCHP
Microchip Technology Inc

Technology
17
+ 0.33%
$35.34 - $71.6 $601 - $1.22K
5.24K $368K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
666
+ 0.8%
$35.42 - $43.89 $23.6K - $29.2K
84.3K $3.7M
ECL
Ecolab Inc.

Basic Materials
17
+ 0.37%
$225.65 - $270.95 $3.84K - $4.61K
4.63K $1.25M
MMM
3 M CO

Industrials
29
+ 0.21%
$126.09 - $154.15 $3.66K - $4.47K
13.6K $2.07M
IBM
International Business Machines Corp

Technology
8
+ 0.51%
$221.03 - $294.78 $1.77K - $2.36K
1.58K $465K
TFC
Truist Financial Corp

Financial Services
74
+ 0.22%
$34.79 - $42.99 $2.57K - $3.18K
33.7K $1.45M
ABT
Abbott Laboratories

Healthcare
3
+ 0.02%
$123.95 - $138.08 $372 - $414
14.4K $1.95M
VRT
Vertiv Holdings CO

Industrials
425
+ 1.0%
N/A
43.1K $3.74M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
15.3K
+ 2.45%
$10.78 - $11.57 $165K - $177K
639K $7.22M
DVYE
Ishares Emerging Markets Divid

ETFs
210
+ 1.35%
$23.95 - $29.03 $5.03K - $6.1K
15.7K $450K
ALB
Albemarle Corp

Basic Materials
2.03K
+ 16.82%
$50.76 - $72.25 $103K - $147K
14.1K $883K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
124
+ 0.78%
$50.52 - $50.92 $6.26K - $6.31K
16K $816K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
215
+ 2.09%
$12.13 - $13.94 $2.61K - $3K
10.5K $141K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
850
+ 0.99%
$41.42 - $46.68 $35.2K - $39.7K
86.6K $3.95M
CB
Chubb LTD

Financial Services
3
+ 0.19%
$274.32 - $302.46 $823 - $907
1.62K $468K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.15%
$285.55 - $321.23 $571 - $642
1.3K $380K
RIO
Rio Tinto PLC

Basic Materials
16
+ 0.1%
$52.32 - $62.75 $837 - $1K
16.5K $964K
UPS
United Parcel Service Inc

Industrials
349
+ 5.06%
$91.92 - $110.2 $32.1K - $38.5K
7.25K $731K
JNJ
Johnson & Johnson

Healthcare
12
+ 0.48%
$146.36 - $159.82 $1.76K - $1.92K
2.52K $384K
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.32%
$170.16 - $206.27 $1.36K - $1.65K
2.5K $464K
XOM
Exxon Mobil Corp

Energy
4
+ 0.06%
$99.93 - $119.04 $400 - $476
6.18K $666K
CVX
Chevron Corp

Energy
122
+ 2.01%
$133.73 - $168.51 $16.3K - $20.6K
6.19K $885K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
52.2K
+ 2.83%
$15.44 - $16.72 $806K - $873K
1.9M $30.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
48
+ 1.2%
$390.26 - $489.06 $18.7K - $23.5K
4.05K $1.64M
ENR
Energizer Holdings, Inc.

Industrials
918
+ 1.83%
$19.83 - $29.97 $18.2K - $27.5K
51.1K $1.03M
Activity Summary
Buys All Purchases 45 New Holdings 1 Increased Positions 44 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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