Esg Planning Reduced Holdings in Q2 2025

Esg Planning

  • $175 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-97.5K
- 47.16%
$102.31 - $105.8 $9.97M - $10.3M
109K $11.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-11.8K
- 12.22%
$91.23 - $97.27 $1.07M - $1.14M
84.5K $8.22M
VHT
Vanguard Health Care ETF

ETFs
-2.61K
- 21.72%
$236.71 - $261.92 $619K - $685K
9.42K $2.34M
MRK
Merck & Co., Inc.

Healthcare
-5.2K
- 13.86%
$73.47 - $87.12 $382K - $453K
32.3K $2.56M
UNP
Union Pacific Corp

Industrials
-519
- 16.39%
$208.27 - $238.46 $108K - $124K
2.65K $609K
VAW
Vanguard Materials ETF

ETFs
-713
- 18.41%
$163.82 - $196.64 $117K - $140K
3.16K $615K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.92K
- 2.5%
$37.08 - $42.26 $71.1K - $81.1K
74.9K $3.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-235
- 7.9%
$210.83 - $235.28 $49.5K - $55.3K
2.74K $607K
DHR
Danaher Corp

Healthcare
-177
- 5.67%
$174.64 - $205.16 $30.9K - $36.3K
2.94K $581K
GLD
Spdr Gold Trust

ETFs
-655
- 7.49%
$273.71 - $316.29 $179K - $207K
8.09K $2.47M
VDC
Vanguard Consumer Staples ETF

ETFs
-31
- 0.21%
$204.89 - $224.73 $6.35K - $6.97K
14.9K $3.25M
VCR
Vanguard Consumer Discretionar

ETFs
-1.54K
- 9.85%
$290.42 - $364.35 $446K - $559K
14.1K $5.09M
MA
Mastercard Inc

Financial Services
-30
- 1.01%
$479.92 - $590.74 $14.4K - $17.7K
2.94K $1.65M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-323
- 0.74%
$32.61 - $38.62 $10.5K - $12.5K
43.6K $1.66M
APP
App Lovin Corp

Technology
-177
- 4.86%
$219.37 - $417.89 $38.8K - $74K
3.46K $1.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.73K
- 4.7%
$54.19 - $67.22 $202K - $251K
75.6K $5.08M
VIS
Vanguard Industrial ETF

ETFs
-106
- 0.68%
$220.04 - $280.07 $23.3K - $29.7K
15.4K $4.31M
CRWD
Crowd Strike Holdings, Inc.

Technology
-190
- 4.28%
$321.63 - $509.31 $61.1K - $96.8K
4.25K $2.17M
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 0.07%
$167.32 - $223.3 $2.84K - $3.8K
24.9K $5.46M
VGT
Vanguard Information Technolog

ETFs
-631
- 5.2%
$470.37 - $663.28 $297K - $419K
11.5K $7.64M
NVDA
Nvidia Corp

Technology
-142
- 0.09%
$94.31 - $157.99 $13.4K - $22.4K
154K $24.3M
Activity Summary
Buys All Purchases 36 New Holdings 12 Increased Positions 24 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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