Financial Consulate, Inc Purchases and Sells in Q2 2025

Financial Consulate, Inc

$486 Million
Q2 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	980K + 109.5%	$29.36 - $35.56 $28.8M - $34.8M	1.87M $66.6M
SCHX	585K + 14.21%	$19.6 - $24.44 $11.5M - $14.3M	4.7M $115M
DFAS	43K + 12.13%	$52.31 - $63.72 $2.25M - $2.74M	398K $25.3M
FLQM	26.7K + 8.02%	$46.92 - $55.01 $1.25M - $1.47M	360K $19.5M
GMF	3.65K + 4.2%	$101.11 - $126.55 $369K - $462K	90.7K $11.5M
VTIP	20.3K + 4.52%	$49.57 - $50.27 $1M - $1.02M	468K $23.5M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIHP	833K New	$24.32 - $29.74 $20.2M - $24.8M	833K $24.6M
FNDF	188K New	$32.25 - $40.02 $6.06M - $7.52M	188K $7.52M
MFUS	63.5K New	$44.56 - $53.45 $2.83M - $3.4M	63.5K $3.4M
VGT	2K New	$470.37 - $663.28 $940K - $1.33M	2K $1.33M
ITOT	9.02K New	$108.12 - $135.04 $975K - $1.22M	9.02K $1.22M
BRK-B	2.19K New	$483.48 - $539.8 $1.06M - $1.18M	2.19K $1.06M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDB	-214K - 13.08%	$20.36 - $23.98 $4.36M - $5.14M	1.42M $34.1M
DFAT	-71.5K - 52.65%	$44.8 - $53.97 $3.2M - $3.86M	64.3K $3.47M
MFDX	-224K - 12.09%	$28.94 - $35.94 $6.48M - $8.05M	1.63M $58.5M
AGG	-820 - 13.61%	$96.84 - $99.46 $79.4K - $81.6K	5.2K $516K
SCHZ	-2.29K - 10.67%	$22.68 - $23.28 $51.9K - $53.3K	19.2K $443K
TURN	-7.31K - 1.95%	$3.5 - $4.12 $25.6K - $30.1K	367K $1.46M

Activity Summary All Purchases 24 New Holdings 13 Increased Positions 11 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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