Helium Advisors LLC Reduced Holdings in Q1 2025

Helium Advisors LLC

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.04K
- 9.3%
$209.68 - $247.1 $637K - $751K
29.6K $6.58B
GBIL
Goldman Sachs Access Treasury

ETFs
-14.2K
- 13.82%
$99.85 - $100.19 $1.41M - $1.42M
88.3K $8.84B
POCT
Innovator U.S. Equity Power Bu

ETFs
-13K
- 46.3%
$38.53 - $40.49 $500K - $525K
15K $584M
AMZN
Amazon Com Inc

Consumer Cyclical
-447
- 3.89%
$190.26 - $242.06 $85K - $108K
11K $2.1B
TSLA
Tesla, Inc.

Consumer Cyclical
-431
- 27.61%
$222.15 - $428.22 $95.7K - $185K
1.13K $293M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-6.71K
- 21.75%
$35.21 - $37.69 $236K - $253K
24.2K $861M
GOOG
Alphabet Inc.

Communication Services
-62
- 0.91%
$156.06 - $207.71 $9.68K - $12.9K
6.77K $1.06B
GOOGL
Alphabet Inc.

Communication Services
-47
- 0.7%
$154.33 - $206.19 $7.25K - $9.69K
6.66K $1.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.02K
- 12.97%
$102.49 - $119.96 $104K - $122K
6.82K $713M
Siriusxm Holdings Inc
-5.63K
- 7.36%
N/A
70.9K $1.6B
ET
Energy Transfer LP

Energy
-2.27K
- 8.89%
$17.26 - $21.08 $39.2K - $47.9K
23.3K $433M
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 2.51%
$347.25 - $424.87 $17K - $20.8K
1.9K $697M
META
Meta Platforms, Inc.

Communication Services
-80
- 5.35%
$576.36 - $736.67 $46.1K - $58.9K
1.41K $815M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2
- 0.02%
$120.29 - $134.6 $241 - $269
8.99K $1.1B
Innovator Etfs Trust
-868
- 9.34%
N/A
8.42K $391M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-2.54K
- 11.21%
$24.29 - $25.89 $61.7K - $65.8K
20.1K $509M
BAC
Bank Of America Corp

Financial Services
-786
- 12.28%
$39.61 - $47.74 $31.1K - $37.5K
5.61K $234M
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 6.22%
$551.42 - $612.93 $21.5K - $23.9K
588 $329M
WMT
Walmart Inc.

Consumer Defensive
-204
- 4.56%
$84.5 - $105.05 $17.2K - $21.4K
4.27K $375M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-797
- 3.51%
$48.31 - $49.23 $38.5K - $39.2K
21.9K $1.08B
IVE
Ishares S&P 500 Value ETF

ETFs
-24
- 0.48%
$185.78 - $198.58 $4.46K - $4.77K
4.98K $950M
MA
Mastercard Inc

Financial Services
-23
- 5.07%
$504.67 - $576.31 $11.6K - $13.3K
431 $236M
NFLX
Netflix Inc

Communication Services
-14
- 5.04%
$828.4 - $1058.6 $11.6K - $14.8K
264 $246M
SBUX
Starbucks Corp

Consumer Cyclical
-153
- 6.59%
$91.75 - $115.81 $14K - $17.7K
2.17K $213M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-225
- 3.59%
$41.61 - $44.72 $9.36K - $10.1K
6.04K $262M
T
At&T Inc.

Communication Services
-1.73K
- 18.37%
$21.56 - $28.28 $37.4K - $49K
7.7K $218M
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 2.76%
$890.62 - $1076.86 $29.4K - $35.5K
1.16K $1.1B
DVY
Ishares Tr

ETFs
-116
- 1.67%
$128.58 - $138.1 $14.9K - $16K
6.84K $918M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.71K
- 23.0%
$34.58 - $45.97 $59.2K - $78.7K
5.73K $264M
VSAT
Viasat Inc

Technology
-4.55K
- 11.88%
$7.51 - $11.81 $34.2K - $53.7K
33.7K $352M
MO
Altria Group, Inc.

Consumer Defensive
-196
- 3.75%
$50.81 - $60.02 $9.96K - $11.8K
5.02K $302M
SHEL
Shell PLC

Energy
-85
- 2.42%
$62.84 - $73.29 $5.34K - $6.23K
3.43K $252M
HDV
Ishares Core High Dividend ETF

ETFs
-131
- 2.41%
$110.86 - $121.12 $14.5K - $15.9K
5.29K $641M
V
Visa Inc.

Financial Services
-142
- 1.69%
$306.92 - $362.71 $43.6K - $51.5K
8.26K $2.89B
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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