Ellevest, Inc. Incresed Positions in Q2 2025

Ellevest, Inc.

  • $608 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVK
Advent Convertible & Income Fund

Financial Services
311
+ 3.06%
$10.01 - $12.11 $3.11K - $3.77K
10.5K $126K
DHR
Danaher Corp

Healthcare
137
+ 4.97%
$174.64 - $205.16 $23.9K - $28.1K
2.89K $571K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.41%
$168.34 - $195.42 $842 - $977
1.22K $237K
CI
Cigna Corp

Healthcare
11
+ 0.82%
$301.89 - $340.04 $3.32K - $3.74K
1.35K $446K
MET
Metlife Inc

Financial Services
34
+ 0.95%
$68.42 - $82.49 $2.33K - $2.8K
3.62K $291K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.53%
$233.83 - $276.34 $1.17K - $1.38K
947 $253K
LCID
Lucid Group, Inc.

Consumer Cyclical
3.07K
+ 20.32%
$2.1 - $2.96 $6.44K - $9.08K
18.2K $38K
SQ
Block, Inc.

Technology
19
+ 0.38%
N/A
5K $286K
Astera Labs Inc
2.38K
+ 69.53%
N/A
5.79K $0
Veralto Corp
590
+ 26.37%
N/A
2.83K $0
Vitesse Energy Inc
1.34K
+ 7.96%
N/A
18.1K $0
MDT
Medtronic PLC

Healthcare
207
+ 3.21%
$80.68 - $88.86 $16.7K - $18.4K
6.65K $579K
Invesco Exch Trd Slf Idx Fd
1.84K
+ 2.44%
N/A
77.2K $0
Blackrock Inc
64
+ 17.98%
N/A
420 $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
1.69K
+ 2.15%
N/A
80.1K $0
Invesco Exch Trd Slf Idx Fd
1.64K
+ 2.14%
N/A
78.2K $0
Ge Vernova Inc
483
+ 39.85%
N/A
1.7K $0
KMB
Kimberly Clark Corp

Consumer Defensive
134
+ 7.61%
$126.84 - $145.22 $17K - $19.5K
1.89K $244K
ZTS
Zoetis Inc.

Healthcare
67
+ 3.04%
$144.41 - $170.3 $9.68K - $11.4K
2.27K $354K
PECO
Phillips Edison & Company, Inc.

Real Estate
12
+ 0.13%
$33.53 - $37.33 $402 - $448
9.31K $326K
PGR
Progressive Corp

Financial Services
168
+ 4.64%
$255.27 - $288.74 $42.9K - $48.5K
3.79K $1.01M
IQV
Iqvia Holdings Inc.

Healthcare
120
+ 6.62%
$137.0 - $174.37 $16.4K - $20.9K
1.93K $304K
PAYX
Paychex Inc

Industrials
213
+ 4.07%
$137.01 - $159.78 $29.2K - $34K
5.45K $792K
ELV
Elevance Health, Inc.

Healthcare
97
+ 6.5%
$372.27 - $452.69 $36.1K - $43.9K
1.59K $618K
TMO
Thermo Fisher Scientific Inc.

Healthcare
272
+ 17.61%
$390.26 - $489.06 $106K - $133K
1.82K $736K
ABBV
Abb Vie Inc.

Healthcare
26
+ 1.06%
$170.16 - $206.27 $4.42K - $5.36K
2.48K $460K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
97
+ 3.15%
$212.1 - $244.27 $20.6K - $23.7K
3.18K $695K
WSO
Watsco Inc

Industrials
8
+ 0.85%
$421.84 - $520.66 $3.37K - $4.17K
951 $419K
Activity Summary
Buys All Purchases 181 New Holdings 52 Increased Positions 129 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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