Eclectic Associates Inc Purchases 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
BAX
Baxter International Inc

Healthcare
11.6K
New
$27.8 - $34.02 $323K - $395K
11.6K $351K
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
PEGA
Pegasystems Inc

Technology
4.62K
New
$49.95 - $103.29 $231K - $477K
4.62K $249K
VTI
Vanguard Total Stock Market Et

ETFs
785
New
$243.75 - $303.93 $191K - $239K
785 $238K
NFLX
Netflix Inc

Communication Services
175
New
$855.86 - $1339.13 $150K - $234K
175 $234K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.15K
New
$35.77 - $42.27 $184K - $218K
5.15K $217K
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
SAN
Banco Santander, S.A.

Financial Services
10K
New
$5.72 - $8.32 $57.2K - $83.2K
10K $83K
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
Vanguard Wellington Fd
9.51K
+ 38.93%
N/A
33.9K $0
American Centy ETF Tr
45.7K
+ 59.69%
N/A
122K $0
Investment Managers Ser Tr I
48.5K
+ 62.02%
N/A
127K $0
Dimensional ETF Trust
107K
+ 75.56%
N/A
248K $0
Pimco ETF Tr
100K
+ 41.91%
N/A
339K $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 Calif Tax Free Fds
19.1K
+ 55.97%
N/A
53.1K $0
Blackrock ETF Trust Ii
36.5K
+ 34.93%
N/A
141K $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
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
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