Haven Private, LLC Purchases in Q2 2025

Haven Private, LLC

  • $226 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
182K
+ 228.48%
$50.28 - $50.47 $9.16M - $9.19M
262K $13.2B
AAPL
Apple Inc.

Technology
26.2K
+ 215.23%
$172.42 - $223.89 $4.52M - $5.87M
38.4K $7.88B
LVHI
Franklin International Low Vol

ETFs
126K
+ 618.36%
$28.91 - $33.28 $3.64M - $4.19M
146K $4.76B
Vanguard Wellington Fd
31K
New
N/A
31K $3.13B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.6K
New
$141.37 - $228.57 $1.64M - $2.65M
11.6K $2.63B
MSFT
Microsoft Corp

Technology
3.2K
+ 72.82%
$354.56 - $497.45 $1.13M - $1.59M
7.59K $3.78B
NVDA
Nvidia Corp

Technology
8.98K
+ 76.17%
$94.31 - $157.99 $847K - $1.42M
20.8K $3.28B
IGF
Ishares Global Infrastructure

ETFs
32.8K
New
$50.55 - $59.83 $1.66M - $1.96M
32.8K $1.94B
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
46.3K
New
$36.58 - $40.39 $1.69M - $1.87M
46.3K $1.87B
AVDV
American Centy ETF Tr Avantis

ETFs
16.4K
+ 60.37%
$61.76 - $79.32 $1.01M - $1.3M
43.5K $3.45B
INCO
Columbia ETF Tr Ii Columbia In

ETFs
16.1K
+ 75.78%
$57.46 - $65.66 $925K - $1.06M
37.3K $2.42B
AVGO
Broadcom Inc.

Technology
1.37K
+ 19.35%
$146.29 - $275.65 $200K - $377K
8.44K $2.33B
Fidelity Wise Origin Bitcoin
2.31K
+ 6.17%
N/A
39.7K $3.73B
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
14.5K
New
$61.48 - $65.6 $890K - $950K
14.5K $926M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
8.26K
New
$100.45 - $111.8 $830K - $923K
8.26K $923M
META
Meta Platforms, Inc.

Communication Services
1.1K
+ 157.93%
$484.66 - $738.09 $531K - $809K
1.79K $1.32B
FXE
Invesco Currency Shares Euro Trust

ETFs
7.76K
New
$99.56 - $108.79 $772K - $844K
7.76K $844M
AVIV
American Centy ETF Tr Avantis
8.8K
+ 18.16%
$50.27 - $62.84 $443K - $553K
57.3K $3.56B
IWC
Russell Micro Cap ETF

ETFs
6.07K
New
$97.43 - $127.66 $592K - $775K
6.07K $775M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.47K
+ 222.02%
$483.48 - $539.8 $712K - $795K
2.14K $1.04B
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
8.5K
New
$68.28 - $72.03 $580K - $612K
8.5K $610M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
9.28K
New
$59.06 - $65.21 $548K - $605K
9.28K $605M
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
4.47K
New
$122.45 - $132.19 $547K - $591K
4.47K $591M
NFLX
Netflix Inc

Communication Services
148
+ 17.39%
$855.86 - $1339.13 $127K - $198K
999 $1.34B
GOOGL
Alphabet Inc.

Communication Services
2.45K
+ 67.57%
$144.7 - $178.6 $355K - $438K
6.09K $1.07B
CAT
Caterpillar Inc

Industrials
1.3K
New
$273.94 - $388.21 $355K - $503K
1.3K $503M
JPM
Jpmorgan Chase & CO

Financial Services
1.63K
New
$210.28 - $289.91 $343K - $473K
1.63K $473M
WMT
Walmart Inc.

Consumer Defensive
612
+ 1.53%
$81.79 - $99.98 $50.1K - $61.2K
40.7K $3.98B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
15.7K
New
$19.5 - $30.4 $306K - $477K
15.7K $459M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.99K
New
$99.37 - $134.05 $396K - $534K
3.99K $452M
Arm Holdings PLC
74
+ 0.94%
N/A
7.97K $1.29B
KLAC
Kla Corp

Technology
16
+ 0.84%
$576.53 - $902.94 $9.22K - $14.4K
1.91K $1.71B
AMAT
Applied Materials Inc

Technology
2.3K
New
$126.95 - $183.52 $291K - $421K
2.3K $420M
ZBRA
Zebra Technologies Corp

Technology
1.32K
New
$213.54 - $309.26 $281K - $407K
1.32K $405M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
28.9K
New
$10.79 - $14.14 $312K - $409K
28.9K $396M
HSBC
Hsbc Holdings PLC

Financial Services
6.29K
New
$46.68 - $61.09 $294K - $384K
6.29K $382M
PCT
Pure Cycle Technologies, Inc.

Industrials
9.45K
+ 27.14%
$5.57 - $14.12 $52.6K - $133K
44.3K $606M
SIVR
Abrdn Silver ETF Trust

ETFs
10.5K
New
$28.36 - $35.37 $297K - $370K
10.5K $360M
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
New
$221.86 - $362.89 $245K - $401K
1.11K $351M
TENB
Tenable Holdings, Inc.

Technology
10.3K
New
$30.45 - $35.17 $313K - $361K
10.3K $347M
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 16.27%
$146.58 - $180.01 $163K - $201K
7.96K $1.41B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
22.6K
New
$12.23 - $15.46 $276K - $349K
22.6K $341M
BCS
Barclays PLC

Financial Services
18K
New
$12.69 - $18.61 $228K - $334K
18K $334M
NVS
Novartis Ag

Healthcare
2.48K
+ 80.31%
$101.96 - $121.01 $253K - $300K
5.57K $674M
ETN
Eaton Corp PLC

Industrials
888
New
$246.52 - $356.99 $219K - $317K
888 $317M
LLY
Eli Lilly & CO

Healthcare
377
New
$713.71 - $898.95 $269K - $339K
377 $294M
OC
Owens Corning

Industrials
2.11K
New
$126.32 - $147.75 $266K - $311K
2.11K $290M
UBS
Ubs Group Ag

Financial Services
8.52K
New
$26.12 - $33.82 $222K - $288K
8.52K $288M
COST
Costco Wholesale Corp

Consumer Defensive
275
+ 113.64%
$908.13 - $1056.85 $250K - $291K
517 $512M
Activity Summary
Buys All Purchases 130 New Holdings 61 Increased Positions 69 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Haven Private, LLC Portfolio

Follow Haven Private, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Haven Private, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Haven Private, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email