Five Oceans Advisors Reduced Holdings in Q2 2025

Five Oceans Advisors

  • $205 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-169
- 0.56%
$172.42 - $223.89 $29.1K - $37.8K
30.2K $6.19M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-42.5K
- 16.09%
$24.94 - $31.15 $1.06M - $1.32M
221K $6.88M
UNH
Unitedhealth Group Inc

Healthcare
-172
- 11.53%
$274.35 - $599.47 $47.2K - $103K
1.32K $411K
TM
Toyota Motor Corp

Consumer Cyclical
-1.64K
- 30.91%
$158.63 - $195.39 $260K - $321K
3.67K $632K
NVO
Novo Nordisk A S

Healthcare
-4.26K
- 21.29%
$58.08 - $81.05 $248K - $346K
15.8K $1.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.12K
- 28.22%
$108.12 - $135.04 $121K - $151K
2.85K $384K
TXN
Texas Instruments Inc

Technology
-486
- 26.11%
N/A
1.38K $267K
LLY
Eli Lilly & CO

Healthcare
-44
- 3.51%
$713.71 - $898.95 $31.4K - $39.6K
1.21K $943K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-45
- 7.67%
$390.26 - $489.06 $17.6K - $22K
542 $219K
MRK
Merck & Co., Inc.

Healthcare
-327
- 10.68%
$73.47 - $87.12 $24K - $28.5K
2.74K $216K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.45K
- 13.12%
$39.89 - $49.46 $97.7K - $121K
16.2K $801K
VTV
Vanguard Value ETF

ETFs
-290
- 18.78%
$153.67 - $176.74 $44.6K - $51.3K
1.25K $221K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-25
- 1.94%
$212.1 - $244.27 $5.3K - $6.11K
1.27K $276K
FDX
Fedex Corp

Industrials
-88
- 8.54%
$198.07 - $245.17 $17.4K - $21.6K
943 $214K
TRGP
Targa Resources Corp.

Energy
-4
- 0.32%
$157.32 - $205.72 $629 - $823
1.24K $216K
BNDX
Vanguard Total International B

ETFs
-670
- 8.79%
$48.77 - $49.55 $32.7K - $33.2K
6.95K $344K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1K
- 3.94%
$12.23 - $15.46 $12.3K - $15.5K
24.4K $368K
PFE
Pfizer Inc

Healthcare
-537
- 6.05%
$21.59 - $24.84 $11.6K - $13.3K
8.35K $202K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-149
- 22.75%
$320.42 - $424.58 $47.7K - $63.3K
506 $213K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.19%
$421.16 - $509.5 $421 - $510
523 $232K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-523
- 4.04%
$41.1 - $42.37 $21.5K - $22.2K
12.4K $524K
ACN
Accenture PLC

Technology
-2
- 0.18%
$279.23 - $323.21 $558 - $646
1.09K $325K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.39K
- 3.11%
$10.79 - $14.14 $15K - $19.6K
43.1K $591K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.88K
- 16.63%
$23.2 - $29.84 $43.6K - $56.1K
9.43K $281K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-162
- 3.46%
$72.02 - $73.82 $11.7K - $12K
4.52K $332K
MFG
Mizuho Financial Group Inc

Financial Services
-2.09K
- 4.05%
$4.25 - $5.66 $8.88K - $11.8K
49.5K $275K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-211
- 3.12%
$49.57 - $50.27 $10.5K - $10.6K
6.56K $329K
DFAT
Dimensional ETF Tr U S Target

ETFs
-595
- 5.84%
$44.8 - $53.97 $26.7K - $32.1K
9.59K $517K
WFC
Wells Fargo & Company

Financial Services
-505
- 11.94%
$60.98 - $80.12 $30.8K - $40.5K
3.72K $298K
NMR
Nomura Holdings Inc

Financial Services
-1.4K
- 9.4%
$4.95 - $6.6 $6.93K - $9.25K
13.5K $88K
MUB
Ishares National Muni Bond ETF

ETFs
-7
- 0.35%
$102.31 - $105.8 $716 - $741
1.98K $207K
GBIL
Goldman Sachs Access Treasury

ETFs
-2
- 0.06%
$99.83 - $100.19 $200 - $200
3.37K $337K
ADBE
Adobe Inc.

Technology
-6
- 0.86%
$340.0 - $420.68 $2.04K - $2.52K
693 $268K
Lam Research Corp
-1
- 0.03%
N/A
3.28K $0
EMB
Ishares Tr

ETFs
-39
- 1.42%
$86.54 - $92.62 $3.38K - $3.61K
2.71K $250K
QCOM
Qualcomm Inc

Technology
-14
- 0.73%
$124.66 - $159.48 $1.75K - $2.23K
1.9K $303K
UBS
Ubs Group Ag

Financial Services
-526
- 5.66%
$26.12 - $33.82 $13.7K - $17.8K
8.77K $296K
MPC
Marathon Petroleum Corp

Energy
-104
- 6.82%
$118.55 - $170.08 $12.3K - $17.7K
1.42K $235K
DFAI
Dimensional ETF Tr

ETFs
-626
- 4.44%
$28.02 - $34.71 $17.5K - $21.7K
13.5K $466K
BMO
Bank Of Montreal

Financial Services
-114
- 3.73%
$87.54 - $110.63 $9.98K - $12.6K
2.94K $325K
IWS
Ishares Russell Midcap Value E

ETFs
-25
- 0.35%
$110.58 - $132.14 $2.76K - $3.3K
7.14K $943K
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 1.59%
$908.13 - $1056.85 $20.9K - $24.3K
1.42K $1.41M
AMAT
Applied Materials Inc

Technology
-17
- 0.94%
$126.95 - $183.52 $2.16K - $3.12K
1.79K $328K
AMD
Advanced Micro Devices Inc

Technology
-22
- 1.12%
$78.21 - $143.81 $1.72K - $3.16K
1.95K $276K
IBM
International Business Machines Corp

Technology
-16
- 0.66%
$221.03 - $294.78 $3.54K - $4.72K
2.42K $713K
VEA
Vanguard Ftse Developed Market

ETFs
-712
- 2.03%
$45.65 - $57.01 $32.5K - $40.6K
34.4K $1.96M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-535
- 0.51%
$23.4 - $29.68 $12.5K - $15.9K
104K $3.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-491
- 3.28%
$167.32 - $223.3 $82.2K - $110K
14.5K $3.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.1K
- 1.91%
$17.76 - $22.1 $72.8K - $90.6K
210K $4.65M
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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