High Falls Advisors, Inc Purchases in Q2 2025

High Falls Advisors, Inc

  • $419 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
133K
+ 43.53%
$52.4 - $64.65 $6.98M - $8.61M
439K $27.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
168K
New
$50.09 - $51.09 $8.43M - $8.6M
168K $8.6M
IEMG
Ishares Inc

ETFs
139K
+ 87.18%
N/A
299K $16M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
36.3K
+ 35.93%
$97.29 - $105.63 $3.54M - $3.84M
137K $14M
OEF
Ishares S&P 100 ETF

ETFs
10.6K
+ 34.15%
N/A
41.8K $11.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
50K
+ 54.75%
$48.13 - $49.85 $2.41M - $2.49M
141K $6.93M
IVE
Ishares S&P 500 Value ETF

ETFs
8.16K
+ 7.79%
$168.34 - $195.42 $1.37M - $1.6M
113K $22.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
14.5K
+ 664.54%
$102.02 - $103.5 $1.48M - $1.5M
16.7K $1.72M
IBM
International Business Machines Corp

Technology
3K
+ 318.68%
$221.03 - $294.78 $664K - $885K
3.94K $1.16M
PLTR
Palantir Technologies Inc.

Technology
3.83K
New
$74.01 - $144.25 $283K - $552K
3.83K $521K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9.81K
New
$43.65 - $45.44 $428K - $446K
9.81K $445K
IWF
Ishares Russell 1000 Gr ETF

ETFs
702
+ 34.24%
$320.42 - $424.58 $225K - $298K
2.75K $1.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
87
+ 1.51%
$496.48 - $617.85 $43.2K - $53.8K
5.84K $3.61M
JPM
Jpmorgan Chase & CO

Financial Services
132
+ 1.94%
$210.28 - $289.91 $27.8K - $38.3K
6.94K $2.01M
VV
Vanguard Large Cap ETF

ETFs
1.1K
New
$228.25 - $285.3 $251K - $314K
1.1K $314K
FCPI
Fidelity Covington Tr Stocks F

ETFs
6.75K
New
$38.29 - $46.65 $258K - $315K
6.75K $314K
FDEV
Fidelity International Multifa

ETFs
9.61K
New
$26.86 - $32.58 $258K - $313K
9.61K $313K
FNDF
Schwab Fundamental Intl Large

ETFs
7.66K
New
$32.25 - $40.02 $247K - $307K
7.66K $306K
IWB
Ishares Tr Russell 1000 ETF

ETFs
893
New
$272.36 - $339.57 $243K - $303K
893 $303K
FDG
American Centy ETF Tr Focused

ETFs
2.77K
New
$81.22 - $109.26 $225K - $302K
2.77K $302K
FDMO
Fidelity Covington Tr Momentum

ETFs
3.9K
New
$58.0 - $75.86 $226K - $296K
3.9K $295K
CAT
Caterpillar Inc

Industrials
12
+ 0.24%
$273.94 - $388.21 $3.29K - $4.66K
4.99K $1.94M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
5.92K
New
$45.68 - $47.4 $270K - $280K
5.92K $279K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.09K
New
$44.68 - $45.96 $272K - $280K
6.09K $278K
WMT
Walmart Inc.

Consumer Defensive
2.01K
+ 39.24%
$81.79 - $99.98 $164K - $201K
7.12K $695K
FSEC
Fidel Merrimack Str Tr

ETFs
5.57K
New
$42.41 - $44.36 $236K - $247K
5.57K $242K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.76K
New
$114.78 - $133.31 $202K - $235K
1.76K $234K
FLRG
Fidelity Covington Tr U S Mult

ETFs
6.53K
New
$29.74 - $35.95 $194K - $235K
6.53K $234K
VO
Vanguard Mid Cap ETF

ETFs
801
New
$228.54 - $279.83 $183K - $224K
801 $224K
GOOGL
Alphabet Inc.

Communication Services
1.25K
New
$144.7 - $178.6 $181K - $223K
1.25K $220K
HD
Home Depot, Inc.

Consumer Cyclical
590
New
$335.24 - $380.78 $198K - $225K
590 $216K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.37K
New
$73.02 - $90.22 $173K - $214K
2.37K $211K
JHMB
John Hancock Exchange Traded

ETFs
9.53K
New
$21.45 - $22.26 $204K - $212K
9.53K $208K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
732
New
$179.95 - $278.88 $132K - $204K
732 $204K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.78K
New
$35.35 - $42.68 $169K - $204K
4.78K $203K
VTV
Vanguard Value ETF

ETFs
1.13K
New
$153.67 - $176.74 $174K - $200K
1.13K $200K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.18K
+ 68.09%
$108.12 - $135.04 $127K - $159K
2.91K $392K
DGRO
Ishares Core Dividend Growth E

ETFs
2.55K
+ 58.6%
$55.22 - $63.94 $141K - $163K
6.91K $441K
IGM
Ishares Expanded Tech Sector E

ETFs
864
+ 30.18%
$79.8 - $112.34 $68.9K - $97.1K
3.73K $418K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
281
+ 6.3%
$113.67 - $150.4 $31.9K - $42.3K
4.74K $713K
AOA
Ishares Tr Core Aggressive All

ETFs
711
+ 6.64%
$69.46 - $83.4 $49.4K - $59.3K
11.4K $951K
VGT
Vanguard Information Technolog

ETFs
30
+ 3.23%
$470.37 - $663.28 $14.1K - $19.9K
960 $636K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.4K
+ 14.73%
$30.53 - $40.65 $42.7K - $56.8K
10.9K $442K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.32K
+ 4.78%
$26.69 - $33.44 $35.3K - $44.3K
29K $955K
IWD
Ishares Russell 1000 Val ETF

ETFs
537
+ 35.17%
$166.82 - $194.23 $89.6K - $104K
2.06K $400K
INTU
Intuit Inc

Technology
4
+ 0.71%
$544.07 - $787.63 $2.18K - $3.15K
570 $448K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
774
+ 18.05%
$58.41 - $72.69 $45.2K - $56.3K
5.06K $368K
CGUS
Capital Group Core Equity ETF
849
+ 5.65%
$29.93 - $36.93 $25.4K - $31.4K
15.9K $586K
META
Meta Platforms, Inc.

Communication Services
11
+ 2.53%
$484.66 - $738.09 $5.33K - $8.12K
446 $329K
Activity Summary
Buys All Purchases 85 New Holdings 28 Increased Positions 57 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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