E Rn Financial, LLC Sells in Q2 2025

E Rn Financial, LLC

  • $458 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-452K
- 94.16%
$45.65 - $57.01 $20.6M - $25.8M
28K $1.6M
JHMM
John Hancock Multifactor Mid C

ETFs
-161K
- 73.7%
$50.32 - $61.13 $8.09M - $9.83M
57.4K $3.51M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-124K
- 45.39%
$49.12 - $50.93 $6.08M - $6.3M
149K $7.41M
AAPL
Apple Inc.

Technology
-21.4K
- 50.84%
$172.42 - $223.89 $3.69M - $4.8M
20.7K $4.25M
TSLA
Tesla, Inc.

Consumer Cyclical
-11.2K
- 81.0%
$221.86 - $362.89 $2.49M - $4.07M
2.63K $836K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-41.6K
- 67.03%
$59.24 - $71.39 $2.46M - $2.97M
20.4K $1.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.7K
- 74.06%
$167.32 - $223.3 $2.46M - $3.28M
5.14K $1.13M
MSFT
Microsoft Corp

Technology
-7.69K
- 60.83%
$354.56 - $497.45 $2.73M - $3.83M
4.95K $2.46M
NVDA
Nvidia Corp

Technology
-26.7K
- 62.37%
$94.31 - $157.99 $2.52M - $4.22M
16.1K $2.54M
GOOGL
Alphabet Inc.

Communication Services
-13.4K
- 80.22%
$144.7 - $178.6 $1.94M - $2.39M
3.31K $582K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-36.4K
- 15.46%
$41.1 - $42.37 $1.5M - $1.54M
199K $8.42M
PVAL
Putnam ETF Tr Putnam Focused L
-46.1K
- 26.05%
$33.6 - $40.23 $1.55M - $1.85M
131K $5.27M
V
Visa Inc.

Financial Services
-3.91K
- 75.16%
$308.27 - $373.31 $1.21M - $1.46M
1.29K $459K
USTB
Victory Portfolios Ii Victorys

ETFs
-26K
- 8.45%
$50.21 - $50.82 $1.31M - $1.32M
282K $14.3M
COST
Costco Wholesale Corp

Consumer Defensive
-1.34K
- 69.89%
$908.13 - $1056.85 $1.21M - $1.41M
576 $570K
JPM
Jpmorgan Chase & CO

Financial Services
-4.69K
- 72.06%
$210.28 - $289.91 $987K - $1.36M
1.82K $527K
JNJ
Johnson & Johnson

Healthcare
-6.11K
- 81.94%
$146.36 - $159.82 $894K - $976K
1.35K $205K
CVX
Chevron Corp

Energy
-5.04K
- 76.35%
$133.73 - $168.51 $673K - $848K
1.56K $223K
USRT
Ishares Core U.S. Reit ETF

ETFs
-12.4K
- 7.25%
$50.37 - $57.97 $625K - $719K
159K $8.97M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-48.5K
- 13.34%
$34.72 - $42.74 $1.69M - $2.07M
315K $13.5M
HD
Home Depot, Inc.

Consumer Cyclical
-2.19K
- 71.07%
$335.24 - $380.78 $733K - $832K
890 $326K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-13.1K
- 18.1%
$72.61 - $88.75 $951K - $1.16M
59.3K $5.26M
XOM
Exxon Mobil Corp

Energy
-5.48K
- 46.33%
$99.93 - $119.04 $547K - $652K
6.34K $683K
AXP
American Express CO

Financial Services
-2.81K
- 80.22%
$231.39 - $318.98 $649K - $895K
692 $220K
LLY
Eli Lilly & CO

Healthcare
-821
- 54.26%
$713.71 - $898.95 $586K - $738K
692 $539K
BAC
Bank Of America Corp

Financial Services
-17.3K
- 79.75%
$34.39 - $47.46 $594K - $820K
4.39K $207K
PG
Procter & Gamble CO

Consumer Defensive
-3.78K
- 72.01%
$157.66 - $172.39 $596K - $652K
1.47K $234K
DE
Deere & CO

Industrials
-1.42K
- 41.11%
$412.99 - $531.48 $587K - $755K
2.04K $1.04M
SYK
Stryker Corp

Healthcare
-1.61K
- 60.41%
$337.37 - $395.63 $543K - $637K
1.06K $417K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-13.3K
- 6.34%
$66.87 - $79.47 $891K - $1.06M
197K $15.6M
NFLX
Netflix Inc

Communication Services
-699
- 60.21%
$855.86 - $1339.13 $598K - $936K
462 $618K
AVGO
Broadcom Inc.

Technology
-3.82K
- 62.67%
$146.29 - $275.65 $559K - $1.05M
2.28K $627K
HTAB
Hartford Fds Exchange Traded

ETFs
-17.6K
- 18.01%
$18.44 - $19.31 $325K - $340K
80.1K $1.5M
FVD
First Tr Value Line Divid Inde

ETFs
-7.26K
- 12.75%
$40.62 - $45.12 $295K - $327K
49.6K $2.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.91K
- 22.25%
$51.14 - $57.0 $251K - $280K
17.2K $976K
PM
Philip Morris International Inc.

Consumer Defensive
-1.9K
- 51.35%
$149.23 - $184.95 $283K - $351K
1.8K $327K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-9.46K
- 16.39%
$41.22 - $48.01 $390K - $454K
48.3K $2.32M
META
Meta Platforms, Inc.

Communication Services
-907
- 34.21%
$484.66 - $738.09 $440K - $669K
1.74K $1.29M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.48K
- 11.59%
$47.46 - $55.3 $213K - $248K
34.2K $1.88M
GOOG
Alphabet Inc.

Communication Services
-1.58K
- 39.55%
$146.58 - $180.01 $232K - $285K
2.42K $429K
MCD
Mcdonalds Corp

Consumer Cyclical
-524
- 36.69%
$285.55 - $321.23 $150K - $168K
904 $264K
F
Ford Motor CO

Consumer Cyclical
-19.8K
- 33.93%
$8.69 - $10.85 $172K - $215K
38.6K $419K
MO
Altria Group, Inc.

Consumer Defensive
-2.57K
- 36.58%
$55.56 - $60.91 $143K - $157K
4.46K $261K
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.61K
- 1.26%
$37.54 - $38.74 $98.1K - $101K
205K $7.85M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-6.62K
- 10.59%
$42.85 - $50.11 $284K - $332K
55.9K $2.79M
WMT
Walmart Inc.

Consumer Defensive
-1.71K
- 29.63%
$81.79 - $99.98 $139K - $170K
4.05K $395K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.84K
- 18.7%
$35.35 - $42.68 $100K - $121K
12.3K $525K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.39K
- 5.81%
$67.03 - $80.35 $93.3K - $112K
22.6K $1.8M
ORCL
Oracle Corp

Technology
-4.92K
- 38.06%
$122.82 - $218.63 $604K - $1.08M
8K $1.75M
Activity Summary
Buys All Purchases 41 New Holdings 13 Increased Positions 28 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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