Financial Consulate, Inc Purchases and Sells in Q1 2025

Financial Consulate, Inc

$379 Million
Q1 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MFDX	655K + 54.73%	$29.14 - $32.97 $19.1M - $21.6M	1.85M $59.2M
SCHX	360K + 9.59%	$21.75 - $24.28 $7.84M - $8.75M	4.12M $90.9M
VTIP	13.3K + 3.05%	$48.43 - $49.9 $643K - $662K	448K $22.4M
SCHD	2.44K + 0.31%	$27.01 - $28.54 $65.8K - $69.5K	779K $21.8M
GMF	3.34K + 3.99%	$110.75 - $120.15 $369K - $401K	87K $10.1M
FLQM	14.3K + 4.49%	$51.3 - $56.76 $734K - $812K	333K $17.6M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAS	355K New	$58.81 - $68.2 $20.9M - $24.2M	355K $21.2M
DFAT	136K New	$50.44 - $58.1 $6.85M - $7.89M	136K $6.99M
TURN	375K New	$3.53 - $4.12 $1.32M - $1.54M	375K $1.49M
VTI	2.3K New	$271.18 - $303.12 $622K - $696K	2.3K $630K
DIGITALOCEAN HLDGS INC	864K New	N/A	864K $0

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	-844K - 31.16%	$18.36 - $20.51 $15.5M - $17.3M	1.87M $36.9M
DUHP	-116K - 11.51%	$32.57 - $35.82 $3.79M - $4.17M	895K $29.6M
FNDB	-4.22K - 0.26%	$22.52 - $24.48 $94.9K - $103K	1.64M $37.7M
AGG	-4.05K - 40.18%	$95.85 - $99.25 $388K - $401K	6.02K $595K
IVV	-384 - 8.75%	$554.06 - $615.85 $213K - $236K	4K $2.25M
SCHR	-3.23K - 3.48%	$24.05 - $24.86 $77.6K - $80.2K	89.6K $2.23M

Activity Summary All Purchases 18 New Holdings 5 Increased Positions 13 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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