First Affirmative Financial Network Purchases in Q1 2025

First Affirmative Financial Network

  • $157 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
3.24K
+ 2.02%
$57.44 - $59.4 $186K - $192K
163K $9.68M
SPTS
Spdr Portfolio Short Term Trea

ETFs
9.42K
+ 4.44%
$28.92 - $29.24 $272K - $275K
222K $6.47M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.59K
New
$55.75 - $77.63 $200K - $279K
3.59K $278K
SPOT
Spotify Technology S.A.

Communication Services
487
New
$457.79 - $648.32 $223K - $316K
487 $267K
SONY
Sony Group Corp

Technology
10K
New
$19.88 - $25.64 $200K - $258K
10K $255K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.34K
New
$79.66 - $108.41 $186K - $254K
2.34K $253K
MCD
Mcdonalds Corp

Consumer Cyclical
801
New
$279.74 - $321.29 $224K - $257K
801 $250K
UMBF
Umb Financial Corp

Financial Services
2.43K
New
$98.0 - $122.56 $238K - $298K
2.43K $243K
NYF
Ishares New York Muni Bond ETF

ETFs
4.45K
New
$52.33 - $53.92 $233K - $240K
4.45K $234K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.77K
New
$46.15 - $63.53 $174K - $239K
3.77K $231K
PWR
Quanta Services, Inc.

Industrials
883
New
$236.71 - $358.03 $209K - $316K
883 $224K
MA
Mastercard Inc

Financial Services
231
+ 5.32%
$504.67 - $576.31 $117K - $133K
4.58K $2.51M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.84K
New
$94.68 - $131.34 $174K - $242K
1.84K $218K
CSCO
Cisco Systems, Inc.

Technology
2.54K
+ 12.13%
$58.74 - $64.87 $149K - $165K
23.5K $1.45M
VTR
Ventas, Inc.

Real Estate
3.02K
New
$56.9 - $70.47 $172K - $213K
3.02K $207K
NEM
Newmont Corp

Basic Materials
4.28K
New
$37.79 - $48.39 $162K - $207K
4.28K $206K
TEF
Telefonica S A

Communication Services
27.6K
+ 23.05%
$3.89 - $4.73 $108K - $131K
148K $687K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
11.6K
New
$16.82 - $20.0 $195K - $232K
11.6K $203K
AIG
American International Group, Inc.

Financial Services
2.31K
New
$70.5 - $86.94 $163K - $201K
2.31K $200K
PUK
Prudential PLC

Financial Services
4.62K
+ 27.61%
$14.54 - $21.92 $67.1K - $101K
21.3K $458K
SAP
Sap Se

Technology
101
+ 1.47%
$241.4 - $293.69 $24.4K - $29.7K
6.98K $1.87M
NVS
Novartis Ag

Healthcare
447
+ 5.19%
$97.14 - $115.57 $43.4K - $51.7K
9.06K $1.01M
KO
Coca Cola CO

Consumer Defensive
999
+ 12.56%
$60.81 - $72.32 $60.7K - $72.2K
8.95K $641K
RDY
Dr Reddys Laboratories LTD

Healthcare
11.1K
New
$12.53 - $15.81 $139K - $175K
11.1K $145K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
125
+ 12.64%
$402.49 - $513.76 $50.3K - $64.2K
1.11K $540K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
7.26K
+ 35.26%
$12.89 - $15.19 $93.6K - $110K
27.9K $414K
PG
Procter & Gamble CO

Consumer Defensive
661
+ 6.72%
$158.56 - $176.26 $105K - $117K
10.5K $1.79M
LLY
Eli Lilly & CO

Healthcare
55
+ 3.47%
$725.72 - $929.72 $39.9K - $51.1K
1.64K $1.35M
AWK
American Water Works Company, Inc.

Utilities
20
+ 0.41%
$121.01 - $149.31 $2.42K - $2.99K
4.91K $724K
UMC
United Microelectronics Corp

Technology
13.2K
+ 55.89%
$5.69 - $7.15 $75.3K - $94.7K
36.9K $264K
ING
Ing Groep Nv

Financial Services
2.47K
+ 15.84%
$15.51 - $20.74 $38.3K - $51.2K
18.1K $354K
AZN
Astrazeneca PLC

Healthcare
450
+ 4.84%
$65.37 - $77.96 $29.4K - $35.1K
9.74K $716K
O
Realty Income Corp

Real Estate
1.13K
+ 12.37%
$51.67 - $58.49 $58.4K - $66.2K
10.3K $595K
ICLN
Ishares

ETFs
7.56K
+ 6.8%
$10.94 - $11.86 $82.7K - $89.7K
119K $1.37M
EBR
Brazilian Electric Power CO

Utilities
6.39K
+ 16.27%
$5.56 - $7.41 $35.5K - $47.4K
45.7K $324K
SAN
Banco Santander, S.A.

Financial Services
7.77K
+ 36.01%
$4.46 - $7.14 $34.7K - $55.5K
29.3K $196K
TAXF
American Centy ETF Tr Diversif

ETFs
2.1K
+ 17.74%
$49.19 - $50.86 $103K - $107K
13.9K $688K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
552
+ 1.55%
$52.16 - $56.68 $28.8K - $31.3K
36.3K $2.02M
CHT
Chunghwa Telecom CO LTD

Communication Services
952
+ 3.06%
$36.78 - $39.46 $35K - $37.6K
32.1K $1.26M
VIV
Telefonica Brasil S.A.

Communication Services
6.05K
+ 26.61%
$7.5 - $9.4 $45.4K - $56.9K
28.8K $250K
NOK
Nokia Corp

Technology
7.11K
+ 15.3%
$4.43 - $5.42 $31.5K - $38.5K
53.6K $282K
TU
Telus Corp

Communication Services
3.24K
+ 8.58%
$13.63 - $16.07 $44.2K - $52.1K
41.1K $588K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
979
+ 6.16%
$9.49 - $14.83 $9.29K - $14.5K
16.9K $229K
ABEV
Ambev S.A.

Consumer Defensive
21.6K
+ 47.71%
$1.77 - $2.37 $38.3K - $51.3K
67K $156K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
565
+ 3.25%
$14.09 - $18.05 $7.96K - $10.2K
17.9K $320K
ICE
Intercontinental Exchange, Inc.

Financial Services
142
+ 8.37%
$142.8 - $176.36 $20.3K - $25K
1.84K $317K
NFLX
Netflix Inc

Communication Services
7
+ 0.52%
$828.4 - $1058.6 $5.8K - $7.41K
1.34K $1.25M
KMB
Kimberly Clark Corp

Consumer Defensive
37
+ 0.77%
$124.46 - $147.4 $4.61K - $5.45K
4.85K $690K
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 11.57%
$1739.0 - $2260.0 $24.3K - $31.6K
135 $263K
Activity Summary
Buys All Purchases 137 New Holdings 24 Increased Positions 113 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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