Helium Advisors LLC Purchases in Q1 2025

Helium Advisors LLC

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
80K
+ 121.34%
$50.48 - $51.04 $4.04M - $4.09M
146K $7.4B
MSFT
Microsoft Corp

Technology
11.2K
+ 143.69%
$375.39 - $447.2 $4.22M - $5.02M
19K $7.15B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
51.3K
+ 21.91%
$50.39 - $50.66 $2.58M - $2.6M
285K $14.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.5K
+ 60.3%
$56.17 - $59.71 $1.43M - $1.52M
67.8K $3.87B
IEFA
Ishares Tr

ETFs
6.59K
+ 6.55%
$69.57 - $78.65 $458K - $518K
107K $8.11B
GLD
Spdr Gold Trust

ETFs
946
+ 9.46%
$243.19 - $288.14 $230K - $273K
10.9K $3.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
627
+ 14.06%
$442.66 - $534.52 $278K - $335K
5.09K $2.71B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11K
New
$51.45 - $58.51 $567K - $645K
11K $571M
IVV
Ishares Core S&P 500 ETF

ETFs
1.14K
+ 17.06%
$554.06 - $615.85 $629K - $699K
7.79K $4.38B
XLP
Consumer Staples Sector Spdr

ETFs
3.96K
+ 14.16%
N/A
31.9K $2.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.08K
+ 23.13%
$468.34 - $539.52 $508K - $585K
5.77K $2.71B
JNJ
Johnson & Johnson

Healthcare
1.34K
New
$142.06 - $167.7 $190K - $224K
1.34K $221M
XLV
Select Sector Spdr Fund Health

ETFs
1.18K
+ 30.86%
$137.61 - $149.68 $163K - $177K
5.02K $732M
IJAN
Innovator Etfs Tr Intl Dev Pwr
6.39K
New
N/A
6.39K $204M
NEE
Nextera Energy Inc

Utilities
2.86K
New
$66.96 - $76.16 $192K - $218K
2.86K $203M
America Movil Sab De Cv
12K
New
N/A
12K $170M
IEMG
Ishares Inc

ETFs
2.72K
+ 67.71%
N/A
6.73K $363M
IAU
Ishares Gold Trust

ETFs
955
+ 10.63%
$49.74 - $58.96 $47.5K - $56.3K
9.94K $586M
CVX
Chevron Corp

Energy
246
+ 7.84%
$146.71 - $167.97 $36.1K - $41.3K
3.38K $566M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
766
+ 72.95%
$165.25 - $224.62 $127K - $172K
1.82K $301M
PML
Pimco Municipal Income Fund Ii

Financial Services
11.5K
New
$8.04 - $8.62 $92.6K - $99.3K
11.5K $93.3M
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.86K
+ 22.88%
$35.54 - $37.44 $101K - $107K
15.3K $549M
PAVE
Global X Fds Us Infrastructure

ETFs
2.44K
+ 41.47%
$37.31 - $43.82 $91.1K - $107K
8.33K $314M
TLT
Ishares Barclays 20+ Year Trea

ETFs
441
+ 5.26%
$85.29 - $92.57 $37.6K - $40.8K
8.83K $804M
XOM
Exxon Mobil Corp

Energy
112
+ 2.7%
$105.44 - $118.93 $11.8K - $13.3K
4.26K $507M
DFAE
Dimensional ETF Tr

ETFs
1.92K
+ 16.11%
$24.64 - $26.86 $47.3K - $51.6K
13.8K $358M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.42%
$169.2 - $216.66 $1.18K - $1.52K
1.67K $350M
CAT
Caterpillar Inc

Industrials
201
+ 34.96%
$326.75 - $407.63 $65.7K - $81.9K
776 $256M
VTV
Vanguard Value ETF

ETFs
43
+ 0.54%
$167.73 - $179.21 $7.21K - $7.71K
8.08K $1.4B
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
5.45K
+ 4.58%
$10.14 - $10.47 $55.3K - $57.1K
124K $1.26B
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$217.4 - $264.74 $217 - $265
1.04K $258M
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.19%
$225.19 - $279.95 $1.8K - $2.24K
4.11K $1.01B
O
Realty Income Corp

Real Estate
100
+ 2.47%
$51.67 - $58.49 $5.17K - $5.85K
4.15K $241M
AVGO
Broadcom Inc.

Technology
530
+ 45.81%
$167.43 - $244.7 $88.7K - $130K
1.69K $282M
SUB
Ishares Short Term National Mu

ETFs
62
+ 1.32%
$105.3 - $106.24 $6.53K - $6.59K
4.75K $502M
XLF
Financial Sector Spdr

ETFs
5
+ 0.12%
$47.32 - $52.19 $237 - $261
4.34K $216M
COF
Capital One Financial Corp

Financial Services
23
+ 2.0%
$163.87 - $209.82 $3.77K - $4.83K
1.17K $210M
GLDG
Gold Mining Inc.

Basic Materials
5K
+ 50.0%
$0.77 - $0.9 $3.85K - $4.5K
15K $12.8M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
26
+ 0.71%
$93.32 - $95.35 $2.43K - $2.48K
3.68K $345M
FPE
First Tr Pfd Secs & Income ETF

ETFs
217
+ 1.43%
$17.53 - $17.87 $3.8K - $3.88K
15.4K $270M
PSA
Public Storage

Real Estate
2
+ 0.27%
$288.99 - $313.98 $578 - $628
753 $225M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 4.73%
$524.81 - $672.19 $11K - $14.1K
465 $254M
FTSL
First Trust Senior Ln Fund

ETFs
147
+ 1.24%
$45.65 - $46.48 $6.71K - $6.83K
12K $549M
HYLS
First Tr Tactical High Yield L

ETFs
26
+ 0.51%
$40.95 - $41.77 $1.06K - $1.09K
5.16K $212M
OKE
Oneok Inc

Energy
2
+ 0.08%
$89.57 - $109.85 $179 - $220
2.4K $238M
MUB
Ishares National Muni Bond ETF

ETFs
16
+ 0.38%
$104.71 - $107.69 $1.68K - $1.72K
4.23K $446M
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.37%
$251.87 - $277.95 $1.01K - $1.11K
1.08K $279M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.33K
+ 4.78%
$507.05 - $563.67 $676K - $752K
29.2K $15B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
367
+ 2.56%
$16.57 - $18.85 $6.08K - $6.92K
14.7K $245M
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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