Esg Planning Incresed Positions in Q1 2025

Esg Planning

  • $148 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.3K
+ 37.18%
$71.17 - $73.66 $3.51M - $3.63M
182K $13.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
23.7K
+ 42.5%
$56.51 - $62.98 $1.34M - $1.49M
79.3K $4.81M
MUB
Ishares National Muni Bond ETF

ETFs
14.2K
+ 7.38%
$104.71 - $107.69 $1.49M - $1.53M
207K $21.8M
JNK
Spdr Bloomberg High Yield Bond

ETFs
13.2K
+ 15.89%
$94.86 - $97.12 $1.25M - $1.28M
96.3K $9.17M
VHT
Vanguard Health Care ETF

ETFs
3.39K
+ 39.26%
$254.06 - $273.83 $862K - $929K
12K $3.19M
XLRE
Select Sector Spdr Tr Real Est

ETFs
21.1K
+ 38.0%
$39.18 - $43.52 $829K - $920K
76.8K $3.21M
VDC
Vanguard Consumer Staples ETF

ETFs
3.94K
+ 36.01%
$206.54 - $226.16 $814K - $891K
14.9K $3.26M
MRK
Merck & Co., Inc.

Healthcare
13K
+ 52.97%
$83.01 - $101.02 $1.08M - $1.31M
37.5K $3.37M
VIS
Vanguard Industrial ETF

ETFs
3.88K
+ 33.45%
$243.63 - $273.99 $946K - $1.06M
15.5K $3.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
19.4K
+ 36.39%
$58.81 - $68.2 $1.14M - $1.33M
72.9K $4.36M
GLD
Spdr Gold Trust

ETFs
1.14K
+ 14.98%
$243.19 - $288.14 $277K - $328K
8.74K $2.52M
VTI
Vanguard Total Stock Market Et

ETFs
2.75K
+ 44.87%
$271.18 - $303.12 $745K - $833K
8.87K $2.44M
VCR
Vanguard Consumer Discretionar

ETFs
3.67K
+ 30.76%
$318.51 - $391.75 $1.17M - $1.44M
15.6K $5.07M
XLU
Utilities Sector Spdr

ETFs
4.95K
+ 30.79%
$74.7 - $80.27 $370K - $397K
21K $1.66M
MA
Mastercard Inc

Financial Services
701
+ 30.87%
$504.67 - $576.31 $354K - $404K
2.97K $1.63M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
11.7K
+ 36.44%
$34.23 - $36.9 $402K - $433K
43.9K $1.57M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.02K
+ 29.94%
$308.86 - $455.36 $316K - $466K
4.44K $1.57M
V
Visa Inc.

Financial Services
635
+ 14.23%
$306.92 - $362.71 $195K - $230K
5.1K $1.79M
VGT
Vanguard Information Technolog

ETFs
2.13K
+ 21.27%
$542.38 - $646.34 $1.16M - $1.38M
12.1K $6.59M
VOX
Vanguard Communication Service

ETFs
2.32K
+ 29.25%
$147.73 - $169.24 $343K - $393K
10.3K $1.52M
UNP
Union Pacific Corp

Industrials
858
+ 37.16%
$225.21 - $254.42 $193K - $218K
3.17K $748K
VAW
Vanguard Materials ETF

ETFs
1.15K
+ 42.02%
$185.71 - $202.46 $213K - $232K
3.87K $731K
XLK
Technology Sector Spdr

ETFs
1.69K
+ 32.92%
$206.38 - $242.18 $348K - $408K
6.8K $1.4M
GOOGL
Alphabet Inc.

Communication Services
5.28K
+ 29.17%
$154.33 - $206.19 $814K - $1.09M
23.4K $3.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
348
+ 39.95%
$497.6 - $606.74 $173K - $211K
1.22K $606K
HON
Honeywell International Inc

Industrials
876
+ 33.32%
$202.75 - $226.52 $178K - $198K
3.51K $742K
EQIX
Equinix Inc

Real Estate
376
+ 29.94%
$803.0 - $959.97 $302K - $361K
1.63K $1.33M
DHR
Danaher Corp

Healthcare
959
+ 44.38%
$201.62 - $250.59 $193K - $240K
3.12K $639K
LOW
Lowes Companies Inc

Consumer Cyclical
666
+ 28.87%
$222.66 - $268.42 $148K - $179K
2.97K $693K
IGV
Ishares Expanded Tech Software

ETFs
1.9K
+ 30.28%
$88.3 - $107.83 $168K - $205K
8.19K $728K
MSFT
Microsoft Corp

Technology
601
+ 15.23%
$375.39 - $447.2 $226K - $269K
4.55K $1.71M
AMZN
Amazon Com Inc

Consumer Cyclical
2.79K
+ 12.63%
$190.26 - $242.06 $531K - $676K
24.9K $4.74M
AAPL
Apple Inc.

Technology
2.27K
+ 8.37%
$209.68 - $247.1 $476K - $561K
29.4K $6.52M
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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