Eclectic Associates Inc Incresed Positions in Q2 2025

Eclectic Associates Inc

  • $409 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
232K
+ 119.26%
$34.67 - $43.21 $8.04M - $10M
426K $18.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.3K
+ 627.84%
$456.74 - $568.03 $7.47M - $9.29M
19K $10.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
74.2K
+ 12.72%
$30.53 - $40.65 $2.27M - $3.02M
657K $26.7M
CGXU
Capital Group Intl Focus Equit

ETFs
66.3K
+ 4.74%
$21.44 - $27.35 $1.42M - $1.81M
1.46M $39.7M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
51K
+ 403.78%
$63.36 - $80.23 $3.23M - $4.09M
63.6K $5.11M
DFSD
Dimensional ETF Tr Short Durat

ETFs
84.2K
+ 63.25%
$47.09 - $48.01 $3.97M - $4.04M
217K $10.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
40.8K
+ 68.74%
$89.87 - $92.93 $3.67M - $3.79M
100K $9.24M
DFAT
Dimensional ETF Tr U S Target

ETFs
62.1K
+ 87.8%
$44.8 - $53.97 $2.78M - $3.35M
133K $7.17M
DFIS
Dimensional ETF Tr Dimensional

ETFs
53.2K
+ 16.73%
$23.2 - $29.84 $1.23M - $1.59M
371K $11.1M
DFAE
Dimensional ETF Tr

ETFs
80K
+ 69.88%
$22.87 - $28.95 $1.83M - $2.32M
195K $5.63M
BNDX
Vanguard Total International B

ETFs
18.1K
+ 2.12%
$48.77 - $49.55 $882K - $897K
874K $43.2M
JPRE
J P Morgan Exchange Traded Fd

ETFs
28.1K
+ 59.76%
$42.75 - $48.79 $1.2M - $1.37M
75K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
1.51K
+ 9.21%
$210.28 - $289.91 $318K - $438K
17.9K $5.2M
VUG
Vanguard Growth ETF

ETFs
923
+ 10.15%
$329.49 - $438.4 $304K - $405K
10K $4.39M
VIG
Vanguard Dividend Appreciation

ETFs
4.19K
+ 2.35%
N/A
182K $33.2M
VGT
Vanguard Information Technolog

ETFs
132
+ 3.16%
$470.37 - $663.28 $62.1K - $87.6K
4.31K $2.86M
VBK
Vanguard Small Cap Growth ETF

ETFs
612
+ 3.54%
$219.76 - $276.94 $134K - $169K
17.9K $4.95M
VTV
Vanguard Value ETF

ETFs
890
+ 1.93%
$153.67 - $176.74 $137K - $157K
46.9K $8.29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.78K
+ 40.83%
$48.13 - $49.85 $375K - $388K
26.8K $1.32M
WFC
Wells Fargo & Company

Financial Services
2.36K
+ 14.97%
$60.98 - $80.12 $144K - $189K
18.1K $1.45M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.01K
+ 3.9%
$141.87 - $164.49 $144K - $167K
27K $4.44M
DIS
Walt Disney CO

Communication Services
468
+ 4.95%
$81.72 - $124.01 $38.2K - $58K
9.93K $1.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
330
+ 27.8%
$496.48 - $617.85 $164K - $204K
1.52K $937K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.51K
+ 3.2%
$39.89 - $49.46 $60.4K - $74.8K
48.8K $2.41M
VB
Vanguard Small Cap ETF

ETFs
139
+ 1.71%
$193.73 - $237.37 $26.9K - $33K
8.27K $1.96M
GOOG
Alphabet Inc.

Communication Services
571
+ 21.89%
$146.58 - $180.01 $83.7K - $103K
3.18K $563K
DFAU
Dimensional ETF Tr

ETFs
500
+ 4.91%
$34.04 - $42.36 $17K - $21.2K
10.7K $452K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.99%
$908.13 - $1056.85 $9.08K - $10.6K
1.03K $1.01M
WMT
Walmart Inc.

Consumer Defensive
49
+ 1.12%
$81.79 - $99.98 $4.01K - $4.9K
4.43K $433K
V
Visa Inc.

Financial Services
74
+ 8.31%
$308.27 - $373.31 $22.8K - $27.6K
964 $342K
SPMD
Spdr Portfolio

ETFs
153
+ 3.11%
$44.89 - $54.38 $6.87K - $8.32K
5.07K $275K
USA
Liberty All Star Equity Fund

Financial Services
510
+ 2.23%
$5.9 - $6.81 $3.01K - $3.47K
23.4K $159K
Blackrock ETF Trust Ii
36.5K
+ 34.93%
N/A
141K $0
Investment Managers Ser Tr I
48.5K
+ 62.02%
N/A
127K $0
Dimensional ETF Trust
107K
+ 75.56%
N/A
248K $0
American Centy ETF Tr
45.7K
+ 59.69%
N/A
122K $0
Pimco ETF Tr
100K
+ 41.91%
N/A
339K $0
Vanguard Calif Tax Free Fds
19.1K
+ 55.97%
N/A
53.1K $0
VUSB
Vanguard Bd Index Fds
14.7K
+ 7.93%
N/A
199K $0
T Rowe Price ETF Inc
27.5K
+ 38.12%
N/A
99.8K $0
Vanguard Wellington Fd
9.51K
+ 38.93%
N/A
33.9K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
27
+ 0.2%
$29.0 - $30.68 $783 - $828
13.5K $415K
UNP
Union Pacific Corp

Industrials
9
+ 0.55%
$208.27 - $238.46 $1.87K - $2.15K
1.66K $380K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
25
+ 0.21%
$31.07 - $32.25 $777 - $806
11.7K $370K
PAA
Plains All American Pipeline LP

Energy
672
+ 5.55%
$16.03 - $20.28 $10.8K - $13.6K
12.8K $233K
CVX
Chevron Corp

Energy
49
+ 1.31%
$133.73 - $168.51 $6.55K - $8.26K
3.79K $542K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 1.11%
$483.48 - $539.8 $14.5K - $16.2K
2.74K $1.33M
XOM
Exxon Mobil Corp

Energy
83
+ 0.6%
$99.93 - $119.04 $8.29K - $9.88K
13.8K $1.49M
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 1 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