Fermata Advisors, LLC Incresed Positions in Q1 2025

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
237
+ 96.34%
N/A
483 $0
Ishares Bitcoin Trust ETF
1.87K
+ 7.12%
N/A
28.1K $0
Invesco Galaxy Bitcoin ETF
275
+ 9.34%
N/A
3.22K $0
JGRO
J P Morgan Exchange Traded Fd
1.38K
+ 6.93%
N/A
21.2K $0
Pgim ETF Tr
248
+ 0.84%
N/A
29.8K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.13%
$39.4 - $42.61 $276 - $298
5.2K $208K
FMF
First Trust Managed Futures St

ETFs
342
+ 2.56%
$45.87 - $48.39 $15.7K - $16.5K
13.7K $631K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.46%
$169.43 - $182.84 $1.02K - $1.1K
1.32K $226K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
633
+ 1.66%
$26.82 - $28.5 $17K - $18K
38.8K $1.07M
AMAT
Applied Materials Inc

Technology
227
+ 8.56%
$145.06 - $195.51 $32.9K - $44.4K
2.88K $417K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
351
+ 3.22%
$31.77 - $36.65 $11.2K - $12.9K
11.2K $357K
LCID
Lucid Group, Inc.

Consumer Cyclical
2
+ 0.0%
$2.03 - $3.48 $4.06 - $6.96
47.8K $115K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.08%
$82.81 - $92.93 $497 - $558
7.93K $671K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.94%
$192.82 - $222.1 $3.86K - $4.44K
2.14K $413K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.8K
+ 7.51%
$49.34 - $55.91 $187K - $212K
54.4K $2.72M
PESI
Perma Fix Environmental Services Inc

Industrials
461
+ 3.09%
$6.96 - $11.37 $3.21K - $5.24K
15.4K $118K
VBR
Vanguard Small Cap Value ETF

ETFs
37
+ 0.81%
$183.02 - $207.75 $6.77K - $7.69K
4.63K $858K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.17K
+ 4.78%
$54.51 - $63.63 $63.8K - $74.4K
25.6K $1.43M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.41K
+ 2.4%
$44.7 - $49.05 $108K - $118K
103K $4.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
38
+ 1.2%
$551.42 - $612.93 $21K - $23.3K
3.22K $1.8M
RECS
Columbia ETF Tr I

ETFs
1.91K
+ 1.9%
$32.64 - $36.08 $62.3K - $68.9K
102K $3.38M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.05K
+ 6.31%
$27.56 - $32.1 $222K - $259K
136K $3.81M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8
+ 0.02%
$64.88 - $72.1 $519 - $577
32.6K $2.13M
GOOG
Alphabet Inc.

Communication Services
259
+ 2.72%
$156.06 - $207.71 $40.4K - $53.8K
9.77K $1.53M
MSFT
Microsoft Corp

Technology
83
+ 0.72%
$375.39 - $447.2 $31.2K - $37.1K
11.6K $4.35M
Activity Summary
Buys All Purchases 167 New Holdings 41 Increased Positions 126 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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