Eagle Bluffs Wealth Management LLC Reduced Holdings in Q1 2025

Eagle Bluffs Wealth Management LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-40.8K
- 31.23%
$56.17 - $59.71 $2.29M - $2.43M
89.7K $5.13M
IDV
Ishares Tr

ETFs
-114K
- 26.31%
$27.0 - $31.7 $3.07M - $3.6M
318K $9.86M
TSLA
Tesla, Inc.

Consumer Cyclical
-70
- 0.77%
$222.15 - $428.22 $15.6K - $30K
9K $2.33M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.53K
- 4.17%
$51.45 - $58.51 $233K - $265K
104K $5.4M
VEA
Vanguard Ftse Developed Market

ETFs
-14.1K
- 30.03%
$47.4 - $52.99 $669K - $748K
32.9K $1.67M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.06K
- 20.19%
$120.29 - $134.6 $247K - $277K
8.12K $991K
AAPL
Apple Inc.

Technology
-90
- 1.27%
$209.68 - $247.1 $18.9K - $22.2K
6.97K $1.55M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.86K
- 0.97%
$54.25 - $57.64 $101K - $107K
190K $10.5M
CAT
Caterpillar Inc

Industrials
-42
- 1.56%
$326.75 - $407.63 $13.7K - $17.1K
2.65K $874K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.03%
$497.6 - $606.74 $498 - $607
4K $1.99M
VB
Vanguard Small Cap ETF

ETFs
-5
- 0.14%
$217.89 - $252.64 $1.09K - $1.26K
3.68K $816K
MCHP
Microchip Technology Inc

Technology
-216
- 3.97%
$48.41 - $64.3 $10.5K - $13.9K
5.22K $252K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.05%
$576.36 - $736.67 $1.15K - $1.47K
4.06K $2.34M
NEAR
Blackrock Short Maturity Bond

ETFs
-990
- 6.15%
$50.4 - $50.89 $49.9K - $50.4K
15.1K $769K
VNQ
Vanguard Specialized Funds Van

ETFs
-375
- 9.5%
$85.55 - $94.34 $32.1K - $35.4K
3.57K $323K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-99
- 0.62%
$50.72 - $50.92 $5.02K - $5.04K
15.9K $809K
MPC
Marathon Petroleum Corp

Energy
-44
- 1.06%
$134.72 - $159.03 $5.93K - $7K
4.11K $598K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-5
- 0.01%
$25.83 - $27.09 $129 - $135
50.7K $1.35M
RTX
Raytheon Technologies Corp

Industrials
-24
- 1.15%
$114.1 - $135.66 $2.74K - $3.26K
2.06K $273K
JNJ
Johnson & Johnson

Healthcare
-58
- 2.26%
$142.06 - $167.7 $8.24K - $9.73K
2.51K $415K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-527
- 0.52%
$30.35 - $33.16 $16K - $17.5K
99.9K $3.19M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-125
- 0.15%
$40.55 - $48.43 $5.07K - $6.05K
83.6K $3.6M
NFLX
Netflix Inc

Communication Services
-39
- 0.93%
$828.4 - $1058.6 $32.3K - $41.3K
4.16K $3.88M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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