Fundamentun, LLC Incresed Positions in Q1 2025

Fundamentun, LLC

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
MRK
Merck & Co., Inc.

Healthcare
66.7K
+ 147.44%
$83.01 - $101.02 $5.54M - $6.74M
112K $10.1M
QLC
Flexshares Tr Us Quality Large

ETFs
71K
+ 1889.59%
$62.78 - $69.86 $4.46M - $4.96M
74.7K $4.77M
SLB
Schlumberger Limited

Energy
103K
+ 235.97%
$38.4 - $43.74 $3.96M - $4.51M
147K $6.14M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
120K
+ 6.71%
$24.73 - $25.62 $2.97M - $3.08M
1.91M $48.8M
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
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
UNH
Unitedhealth Group Inc

Healthcare
3.86K
+ 23.75%
$461.52 - $548.18 $1.78M - $2.12M
20.1K $10.5M
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
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
FCX
Freeport Mcmoran Inc

Basic Materials
45.5K
+ 238.49%
$34.5 - $43.01 $1.57M - $1.96M
64.5K $2.44M
MSFT
Microsoft Corp

Technology
13.5K
+ 18.4%
$375.39 - $447.2 $5.08M - $6.05M
87.1K $32.7M
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
LLY
Eli Lilly & CO

Healthcare
1.27K
+ 18.11%
$725.72 - $929.72 $922K - $1.18M
8.28K $6.84M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
30.8K
+ 18.96%
$51.3 - $56.76 $1.58M - $1.75M
193K $10.2M
NVO
Novo Nordisk A S

Healthcare
32.6K
+ 63.24%
$69.3 - $90.95 $2.26M - $2.96M
84K $5.84M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
39K
+ 22.13%
$28.37 - $29.61 $1.11M - $1.15M
215K $6.31M
ADBE
Adobe Inc.

Technology
5.66K
+ 40.58%
$377.84 - $464.11 $2.14M - $2.63M
19.6K $7.52M
DFIP
Dimensional ETF Tr Inflation P

ETFs
19K
+ 6.15%
$40.27 - $42.11 $763K - $798K
327K $13.8M
GD
General Dynamics Corp

Industrials
4.1K
+ 23.12%
$241.94 - $272.58 $992K - $1.12M
21.8K $5.95M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
23.8K
+ 3.59%
$49.42 - $50.43 $1.18M - $1.2M
688K $34.4M
PG
Procter & Gamble CO

Consumer Defensive
6.06K
+ 16.95%
$158.56 - $176.26 $961K - $1.07M
41.8K $7.13M
RTX
Raytheon Technologies Corp

Industrials
3.23K
+ 8.61%
$114.1 - $135.66 $369K - $439K
40.8K $5.41M
PEP
Pepsico Inc

Consumer Defensive
6.99K
+ 56.08%
$142.64 - $156.42 $997K - $1.09M
19.4K $2.92M
JNJ
Johnson & Johnson

Healthcare
4.28K
+ 29.39%
$142.06 - $167.7 $608K - $718K
18.9K $3.13M
NEE
Nextera Energy Inc

Utilities
14K
+ 23.91%
$66.96 - $76.16 $936K - $1.06M
72.4K $5.14M
PSX
Phillips 66

Energy
5.76K
+ 24.09%
$113.93 - $131.55 $656K - $758K
29.7K $3.67M
BKNG
Booking Holdings Inc.

Consumer Cyclical
334
+ 20.02%
$4295.4 - $5141.88 $1.43M - $1.72M
2K $9.22M
NVDA
Nvidia Corp

Technology
41.6K
+ 30.05%
$106.98 - $149.43 $4.45M - $6.22M
180K $19.5M
ELV
Elevance Health, Inc.

Healthcare
1.99K
+ 324.67%
$365.9 - $436.25 $727K - $867K
2.6K $1.13M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
27.8K
+ 4.63%
$25.35 - $27.46 $705K - $763K
628K $16.6M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
43.8K
+ 15.49%
$20.04 - $20.39 $878K - $894K
327K $6.61M
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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