Fundamentun, LLC Purchases in Q1 2025

Fundamentun, LLC

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
949K
New
$48.06 - $53.73 $45.6M - $51M
949K $46.3M
RECS
Columbia ETF Tr I

ETFs
484K
+ 34.32%
$32.64 - $36.08 $15.8M - $17.5M
1.89M $62.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
306K
+ 34.67%
$27.01 - $28.54 $8.25M - $8.72M
1.19M $33.2M
UBER
Uber Technologies, Inc

Technology
78K
+ 140.84%
$63.17 - $81.49 $4.93M - $6.35M
133K $9.71M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
121K
+ 9.9%
$40.79 - $42.32 $4.94M - $5.13M
1.35M $56.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
105K
+ 30.94%
$56.17 - $59.71 $5.91M - $6.28M
445K $25.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.88K
+ 16.99%
$442.66 - $534.52 $2.6M - $3.14M
40.5K $21.5M
HEQT
Simplify Exchange Traded Fds H
197K
New
$28.48 - $30.52 $5.61M - $6.02M
197K $5.63M
MRK
Merck & Co., Inc.

Healthcare
66.7K
+ 147.44%
$83.01 - $101.02 $5.54M - $6.74M
112K $10.1M
BALT
Innovator Etfs Tr
170K
New
$31.31 - $31.89 $5.33M - $5.43M
170K $5.34M
SLB
Schlumberger Limited

Energy
103K
+ 235.97%
$38.4 - $43.74 $3.96M - $4.51M
147K $6.14M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
172K
New
$24.5 - $24.95 $4.22M - $4.3M
172K $4.26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
189K
New
$21.23 - $23.75 $4.01M - $4.49M
189K $4.07M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
120K
+ 6.71%
$24.73 - $25.62 $2.97M - $3.08M
1.91M $48.8M
DFAU
Dimensional ETF Tr

ETFs
104K
New
$37.84 - $42.29 $3.92M - $4.38M
104K $3.98M
ABBV
Abb Vie Inc.

Healthcare
12.9K
+ 103.38%
$169.2 - $216.66 $2.19M - $2.8M
25.4K $5.33M
TDVG
T Rowe Price Exchange Traded F

Technology
72.2K
New
$39.23 - $42.13 $2.83M - $3.04M
72.2K $2.91M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
47.2K
+ 5.64%
$78.0 - $84.37 $3.68M - $3.98M
885K $70.7M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
51.4K
+ 6.15%
$43.76 - $45.31 $2.25M - $2.33M
887K $39.9M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
99.1K
New
$28.22 - $30.06 $2.8M - $2.98M
99.1K $2.83M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
72.7K
+ 31.55%
$29.06 - $32.62 $2.11M - $2.37M
303K $9.52M
C
Citigroup Inc

Financial Services
36.7K
+ 36.89%
$67.23 - $84.63 $2.46M - $3.1M
136K $9.66M
VTI
Vanguard Total Stock Market Et

ETFs
10K
+ 98.3%
$271.18 - $303.12 $2.72M - $3.04M
20.2K $5.56M
CVX
Chevron Corp

Energy
11.3K
+ 37.21%
$146.71 - $167.97 $1.66M - $1.9M
41.6K $6.96M
CTA
Simplify Exch Traded Fds Simpl

ETFs
85.7K
New
$27.81 - $30.21 $2.38M - $2.59M
85.7K $2.54M
SLV
I Shares Silver Trust

ETFs
81.6K
New
$26.93 - $31.32 $2.2M - $2.55M
81.6K $2.53M
UNH
Unitedhealth Group Inc

Healthcare
3.86K
+ 23.75%
$461.52 - $548.18 $1.78M - $2.12M
20.1K $10.5M
ARGT
Global X Msci Argentina ETF

ETFs
28.5K
New
$78.45 - $89.29 $2.23M - $2.54M
28.5K $2.3M
AMGN
Amgen Inc

Healthcare
4.25K
+ 24.82%
$258.59 - $327.36 $1.1M - $1.39M
21.4K $6.66M
LQD
Ishares Iboxx $ Investment Gra

ETFs
15.1K
+ 5.35%
$105.1 - $109.61 $1.59M - $1.65M
297K $32.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
10.2K
+ 32.55%
$307.43 - $357.48 $3.14M - $3.65M
41.6K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
7.02K
+ 15.32%
$225.19 - $279.95 $1.58M - $1.97M
52.9K $13M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23.9K
+ 4.74%
$48.43 - $49.9 $1.16M - $1.19M
529K $26.4M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
62.7K
New
$26.05 - $30.88 $1.63M - $1.93M
62.7K $1.93M
TTEK
Tetra Tech Inc

Industrials
76.3K
+ 227.37%
$28.26 - $42.58 $2.16M - $3.25M
110K $3.21M
META
Meta Platforms, Inc.

Communication Services
3.66K
+ 17.19%
$576.36 - $736.67 $2.11M - $2.69M
24.9K $14.4M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
43.9K
New
$38.5 - $43.78 $1.69M - $1.92M
43.9K $1.8M
FCX
Freeport Mcmoran Inc

Basic Materials
45.5K
+ 238.49%
$34.5 - $43.01 $1.57M - $1.96M
64.5K $2.44M
EPI
Wisdomtree Tr India Earnings F

ETFs
39K
New
$40.08 - $45.85 $1.56M - $1.79M
39K $1.7M
MSFT
Microsoft Corp

Technology
13.5K
+ 18.4%
$375.39 - $447.2 $5.08M - $6.05M
87.1K $32.7M
FCG
First Tr Exchange Traded Fd

ETFs
66.6K
New
$22.37 - $27.09 $1.49M - $1.81M
66.6K $1.66M
PINK
Simplify Exchange Traded Fds S

ETFs
56.1K
New
$28.87 - $31.11 $1.62M - $1.74M
56.1K $1.64M
XOM
Exxon Mobil Corp

Energy
10.3K
+ 31.9%
$105.44 - $118.93 $1.09M - $1.23M
42.8K $5.08M
ABT
Abbott Laboratories

Healthcare
11.2K
+ 228.36%
$111.1 - $140.22 $1.25M - $1.57M
16.1K $2.14M
DGRO
Ishares Core Dividend Growth E

ETFs
24.2K
+ 14.01%
$60.46 - $64.42 $1.47M - $1.56M
197K $12.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
34.2K
+ 6.23%
$39.61 - $42.65 $1.36M - $1.46M
584K $23.8M
FIW
First Trust Water ETF

ETFs
15.1K
New
$99.48 - $106.74 $1.5M - $1.61M
15.1K $1.52M
PPA
Invesco Exchange Traded Fd Tr

ETFs
12.9K
New
$113.59 - $123.29 $1.46M - $1.59M
12.9K $1.5M
PAVE
Global X Fds Us Infrastructure

ETFs
38.3K
New
$37.31 - $43.82 $1.43M - $1.68M
38.3K $1.44M
Activity Summary
Buys All Purchases 248 New Holdings 72 Increased Positions 176 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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