Fermata Advisors, LLC Purchases and Sells in Q1 2025

Fermata Advisors, LLC

$495 Million
Q1 2025

Top Buys

Incresed Positions

126 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	43.8K + 19.04%	$28.88 - $32.4 $1.26M - $1.42M	274K $8.62M
SCHG	61.4K + 137.96%	$24.91 - $29.02 $1.53M - $1.78M	106K $2.65M
SCHR	52.7K + 287.66%	$24.05 - $24.81 $1.27M - $1.31M	71K $1.76M
MBB	12.3K + 94.81%	$90.37 - $94.08 $1.11M - $1.16M	25.3K $2.37M
XMMO	9.51K + 293.58%	$110.9 - $132.93 $1.05M - $1.26M	12.7K $1.44M
IGEB	21.7K + 125.92%	$43.76 - $45.31 $949K - $983K	38.9K $1.75M

New Holdings

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAAU	313K New	$26.05 - $30.45 $8.16M - $9.54M	313K $9.54M
LVHI	226K New	$30.53 - $32.85 $6.89M - $7.42M	226K $7.34M
AFIF	772K New	$9.15 - $9.25 $7.06M - $7.14M	772K $7.12M
TIPX	342K New	$18.46 - $19.15 $6.31M - $6.55M	342K $6.55M
FNDE	103K New	$28.11 - $32.0 $2.89M - $3.29M	103K $3.17M
CMA	17.6K New	$56.11 - $68.38 $989K - $1.21M	17.6K $1.04M

Top Sells

Reduced Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	-596K - 61.8%	$44.41 - $45.98 $26.5M - $27.4M	368K $16.8M
XMHQ	-72.1K - 70.99%	$89.18 - $104.04 $6.43M - $7.5M	29.4K $2.69M
IVV	-9.29K - 14.8%	$554.06 - $615.85 $5.15M - $5.72M	53.5K $29.9M
IWF	-6.08K - 10.61%	$360.07 - $417.26 $2.19M - $2.54M	51.2K $18.5M
JPIE	-78.6K - 86.49%	$45.46 - $46.18 $3.57M - $3.63M	12.3K $565K
QQQ	-3.17K - 8.54%	$468.34 - $539.52 $1.48M - $1.71M	33.9K $15.9M

Activity Summary All Purchases 167 New Holdings 41 Increased Positions 126 All Sells 107 Reductions 107 Sold out 0 Calls 0 Puts 0

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