Grove Street Fiduciary, LLC Purchases in Q1 2025

Grove Street Fiduciary, LLC

  • $197 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
3.13K
New
$286.85 - $318.64 $898K - $997K
3.13K $956M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.06K
+ 0.19%
$25.69 - $26.89 $27.2K - $28.5K
548K $14.7B
ABBV
Abb Vie Inc.

Healthcare
2.75K
New
$169.2 - $216.66 $465K - $596K
2.75K $576M
XOM
Exxon Mobil Corp

Energy
3.53K
New
$105.44 - $118.93 $373K - $420K
3.53K $420M
ABT
Abbott Laboratories

Healthcare
2.77K
New
$111.1 - $140.22 $308K - $389K
2.77K $368M
FNDC
Schwab Fundamental Intl Small

ETFs
3.68K
+ 3.46%
$33.34 - $37.44 $123K - $138K
110K $3.98B
WM
Waste Management Inc

Industrials
1.49K
New
$200.54 - $233.78 $299K - $348K
1.49K $345M
IBM
International Business Machines Corp

Technology
1.1K
+ 44.82%
$217.4 - $264.74 $239K - $291K
3.55K $884M
MMM
3 M CO

Industrials
2.07K
New
$129.7 - $155.12 $268K - $321K
2.07K $304M
BR
Broadridge Financial Solutions, Inc.

Technology
1.22K
New
$221.46 - $244.83 $270K - $298K
1.22K $295M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.21K
New
$120.29 - $134.6 $265K - $297K
2.21K $269M
JNJ
Johnson & Johnson

Healthcare
1.61K
New
$142.06 - $167.7 $229K - $271K
1.61K $268M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.56K
+ 5.46%
$71.17 - $73.66 $182K - $188K
49.3K $3.62B
BX
Blackstone Inc.

Financial Services
1.8K
New
$136.53 - $186.74 $246K - $337K
1.8K $252M
BNDX
Vanguard Total International B

ETFs
6.6K
+ 2.12%
$48.33 - $49.5 $319K - $327K
317K $15.5B
VNQ
Vanguard Specialized Funds Van

ETFs
2.67K
New
$85.55 - $94.34 $228K - $252K
2.67K $242M
VGSH
Vanguard

ETFs
3.56K
+ 8.65%
$58.07 - $58.69 $207K - $209K
44.7K $2.62B
PM
Philip Morris International Inc.

Consumer Defensive
1.42K
New
$117.15 - $158.79 $166K - $225K
1.42K $225M
GE
General Electric CO

Industrials
799
+ 42.82%
$168.59 - $212.13 $135K - $169K
2.67K $534M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
875
New
$208.48 - $244.03 $182K - $214K
875 $214M
AMGN
Amgen Inc

Healthcare
671
New
$258.59 - $327.36 $174K - $220K
671 $209M
COST
Costco Wholesale Corp

Consumer Defensive
214
New
$890.62 - $1076.86 $191K - $230K
214 $202M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.09K
New
$24.05 - $24.86 $194K - $201K
8.09K $201M
AAPL
Apple Inc.

Technology
1.41K
+ 30.12%
$209.68 - $247.1 $296K - $349K
6.1K $1.35B
VEU
Vanguard Ftse All World Ex Us

ETFs
156
+ 0.45%
$56.51 - $62.98 $8.82K - $9.82K
34.7K $2.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.3K
+ 47.06%
$57.21 - $65.8 $132K - $151K
7.19K $419M
HD
Home Depot, Inc.

Consumer Cyclical
208
+ 18.15%
$347.25 - $424.87 $72.2K - $88.4K
1.35K $496M
GOOGL
Alphabet Inc.

Communication Services
398
+ 33.67%
$154.33 - $206.19 $61.4K - $82.1K
1.58K $244M
PG
Procter & Gamble CO

Consumer Defensive
19
+ 1.32%
$158.56 - $176.26 $3.01K - $3.35K
1.46K $249M
INQQ
Exchange Traded Concepts Tr In

ETFs
7K
+ 4.86%
$13.32 - $16.5 $93.2K - $115K
151K $2.17B
Activity Summary
Buys All Purchases 31 New Holdings 16 Increased Positions 15 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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