Eclectic Associates Inc Incresed Positions in Q1 2025

Eclectic Associates Inc

  • $331 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
127K
+ 187.95%
$35.33 - $40.77 $4.48M - $5.17M
194K $7.71M
DFIS
Dimensional ETF Tr Dimensional

ETFs
112K
+ 54.49%
$23.92 - $26.89 $2.68M - $3.02M
318K $8.32M
CGXU
Capital Group Intl Focus Equit

ETFs
124K
+ 9.71%
$24.59 - $26.59 $3.04M - $3.29M
1.4M $34.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
63.8K
+ 91.96%
$46.74 - $47.55 $2.98M - $3.03M
133K $6.33M
BOND
Pimco Active Bond Exchange Tra

ETFs
28.3K
+ 91.12%
$89.27 - $92.9 $2.53M - $2.63M
59.4K $5.49M
CGGR
Capital Group Growth ETF Shs C

ETFs
107K
+ 22.58%
$33.98 - $39.84 $3.65M - $4.28M
583K $20M
DFAT
Dimensional ETF Tr U S Target

ETFs
37.5K
+ 112.54%
$50.44 - $58.1 $1.89M - $2.18M
70.8K $3.64M
DFAE
Dimensional ETF Tr

ETFs
55.3K
+ 93.42%
$24.64 - $26.86 $1.36M - $1.49M
115K $2.97M
BNDX
Vanguard Total International B

ETFs
32.9K
+ 4.0%
$48.33 - $49.5 $1.59M - $1.63M
855K $41.8M
JPRE
J P Morgan Exchange Traded Fd

ETFs
25.1K
+ 114.64%
$45.34 - $49.96 $1.14M - $1.25M
46.9K $2.24M
VEA
Vanguard Ftse Developed Market

ETFs
940
+ 0.75%
$47.4 - $52.99 $44.6K - $49.8K
126K $6.45M
VIG
Vanguard Dividend Appreciation

ETFs
2.07K
+ 1.18%
N/A
178K $32.5M
VTV
Vanguard Value ETF

ETFs
1.24K
+ 2.78%
$167.73 - $179.21 $209K - $223K
46K $7.86M
UNH
Unitedhealth Group Inc

Healthcare
131
+ 1.34%
$461.52 - $548.18 $60.5K - $71.8K
9.93K $5.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.68K
+ 6.98%
$110.75 - $119.78 $186K - $201K
25.7K $3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
108
+ 4.15%
$442.66 - $534.52 $47.8K - $57.7K
2.71K $1.42M
VHT
Vanguard Health Care ETF

ETFs
724
+ 20.51%
$254.06 - $273.83 $184K - $198K
4.25K $1.12M
JNJ
Johnson & Johnson

Healthcare
223
+ 2.68%
$142.06 - $167.7 $31.7K - $37.4K
8.55K $1.42M
XOM
Exxon Mobil Corp

Energy
162
+ 1.19%
$105.44 - $118.93 $17.1K - $19.3K
13.7K $1.63M
CVX
Chevron Corp

Energy
396
+ 11.84%
$146.71 - $167.97 $58.1K - $66.5K
3.74K $625K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.38K
+ 4.12%
$76.94 - $78.24 $106K - $108K
34.7K $2.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.68K
+ 3.68%
$42.5 - $46.71 $71.4K - $78.4K
47.3K $2.14M
JPM
Jpmorgan Chase & CO

Financial Services
107
+ 0.66%
$225.19 - $279.95 $24.1K - $30K
16.4K $4.03M
RTX
Raytheon Technologies Corp

Industrials
32
+ 0.53%
$114.1 - $135.66 $3.65K - $4.34K
6.07K $804K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
367
+ 0.95%
$73.78 - $76.59 $27.1K - $28.1K
39.1K $2.98M
BWX
Spdr Bloomberg International T

ETFs
3.58K
+ 16.43%
$20.94 - $22.04 $75K - $78.9K
25.4K $554K
INTC
Intel Corp

Technology
1.13K
+ 7.2%
$19.1 - $27.39 $21.6K - $31K
16.9K $383K
SPY
Spdr S&P 500 ETF Trust

ETFs
135
+ 12.83%
$551.42 - $612.93 $74.4K - $82.7K
1.19K $663K
RLY
Ssga Active ETF Tr

ETFs
213
+ 0.76%
$27.21 - $28.6 $5.8K - $6.09K
28.3K $804K
PFE
Pfizer Inc

Healthcare
1.84K
+ 15.35%
$25.01 - $27.13 $46K - $49.9K
13.8K $349K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.2%
$279.74 - $321.29 $559 - $643
1.01K $314K
BA
Boeing CO

Industrials
318
+ 6.55%
$148.15 - $186.25 $47.1K - $59.2K
5.18K $882K
PG
Procter & Gamble CO

Consumer Defensive
26
+ 1.35%
$158.56 - $176.26 $4.12K - $4.58K
1.95K $331K
MSFT
Microsoft Corp

Technology
525
+ 12.86%
$375.39 - $447.2 $197K - $235K
4.61K $1.73M
DIS
Walt Disney CO

Communication Services
1.15K
+ 13.85%
$96.87 - $114.0 $111K - $131K
9.46K $934K
BAC
Bank Of America Corp

Financial Services
265
+ 5.8%
$39.61 - $47.74 $10.5K - $12.7K
4.84K $201K
Vanguard Calif Tax Free Fds
18.7K
+ 122.55%
N/A
34K $0
VUSB
Vanguard Bd Index Fds
54.8K
+ 42.18%
N/A
185K $0
Dimensional ETF Trust
63.8K
+ 82.18%
N/A
141K $0
Blackrock ETF Trust Ii
45.2K
+ 76.33%
N/A
104K $0
Vanguard Wellington Fd
13.6K
+ 126.48%
N/A
24.4K $0
American Centy ETF Tr
39.6K
+ 107.54%
N/A
76.5K $0
Investment Managers Ser Tr I
26.8K
+ 52.23%
N/A
78.1K $0
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 5.43%
$554.06 - $615.85 $26K - $28.9K
913 $509K
T Rowe Price ETF Inc
24.6K
+ 51.67%
N/A
72.2K $0
Pimco ETF Tr
110K
+ 85.91%
N/A
239K $0
USA
Liberty All Star Equity Fund

Financial Services
1.09K
+ 5.02%
$6.41 - $7.32 $7.01K - $8K
22.9K $149K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
15
+ 0.13%
$32.41 - $34.01 $486 - $510
11.6K $378K
VOE
Vanguard Mid Cap Value Index F

ETFs
379
+ 1.48%
$156.61 - $168.02 $59.4K - $63.7K
26K $4.13M
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Eclectic Associates Inc Portfolio

Follow Eclectic Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eclectic Associates Inc , based on Form 13F filings with the SEC.

News

Stay updated on Eclectic Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email