High Falls Advisors, Inc Purchases in Q1 2025

High Falls Advisors, Inc

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
87.8K
+ 655.12%
$97.25 - $104.79 $8.53M - $9.2M
101K $10.5M
OEF
Ishares S&P 100 ETF

ETFs
23.7K
+ 320.1%
N/A
31.1K $8.28M
IVE
Ishares S&P 500 Value ETF

ETFs
31.4K
+ 42.84%
$185.78 - $198.58 $5.84M - $6.24M
105K $20M
IAU
Ishares Gold Trust

ETFs
56.9K
+ 94.36%
$49.74 - $58.96 $2.83M - $3.36M
117K $6.91M
IEMG
Ishares Inc

ETFs
71.5K
+ 81.15%
N/A
160K $8.56M
HEFA
Ishares Currency Hedged Msci E

ETFs
92.3K
New
$34.83 - $37.52 $3.22M - $3.46M
92.3K $3.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
23.3K
+ 16.65%
$168.16 - $186.21 $3.92M - $4.34M
163K $27.9M
MUB
Ishares National Muni Bond ETF

ETFs
11K
+ 16.74%
$104.71 - $107.69 $1.16M - $1.19M
77K $8.12M
EMB
Ishares Tr

ETFs
10.2K
+ 36.6%
$88.64 - $92.03 $906K - $941K
38.1K $3.46M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.51K
New
$51.39 - $57.43 $335K - $374K
6.51K $361K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.29K
New
$64.88 - $72.1 $278K - $309K
4.29K $282K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.55K
+ 34.77%
$87.68 - $94.52 $224K - $241K
9.89K $926K
IBHE
Ishares Ibonds 2025 Term High

ETFs
11.1K
New
$23.16 - $23.32 $257K - $259K
11.1K $258K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
11K
New
$22.42 - $23.22 $246K - $255K
11K $253K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10.8K
New
$23.13 - $23.41 $249K - $252K
10.8K $250K
V
Visa Inc.

Financial Services
97
+ 1.57%
$306.92 - $362.71 $29.8K - $35.2K
6.29K $2.2M
IBM
International Business Machines Corp

Technology
942
New
$217.4 - $264.74 $205K - $249K
942 $234K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.18K
New
$100.59 - $103.47 $220K - $226K
2.18K $225K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.14K
New
$42.93 - $44.71 $221K - $230K
5.14K $225K
XLV
Select Sector Spdr Fund Health

ETFs
1.5K
New
$137.61 - $149.68 $206K - $224K
1.5K $218K
WEC
Wec Energy Group, Inc.

Utilities
1.99K
New
$92.12 - $108.98 $183K - $217K
1.99K $216K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
407
New
$442.66 - $534.52 $180K - $218K
407 $216K
IEFA
Ishares Tr

ETFs
2.49K
+ 48.58%
$69.57 - $78.65 $173K - $196K
7.62K $576K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.21K
New
$22.46 - $23.26 $207K - $214K
9.21K $213K
VZ
Verizon Communications Inc

Communication Services
4.5K
New
$37.81 - $46.49 $170K - $209K
4.5K $203K
GE
General Electric CO

Industrials
1.01K
New
$168.59 - $212.13 $171K - $215K
1.01K $202K
IWF
Ishares Russell 1000 Gr ETF

ETFs
652
+ 46.64%
$360.07 - $417.26 $235K - $272K
2.05K $740K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.38K
+ 17.72%
$46.18 - $47.84 $156K - $162K
22.4K $1.07M
MTB
M&T Bank Corp

Financial Services
1.01K
+ 67.56%
$170.47 - $201.98 $172K - $204K
2.51K $447K
GLDM
World Gold Trust

ETFs
1.61K
+ 36.5%
$52.19 - $61.89 $83.9K - $99.5K
6.01K $371K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.88K
+ 8.43%
$22.25 - $23.0 $131K - $135K
75.6K $1.74M
XOM
Exxon Mobil Corp

Energy
138
+ 1.69%
$105.44 - $118.93 $14.6K - $16.4K
8.3K $986K
PAYX
Paychex Inc

Industrials
8
+ 0.12%
$136.06 - $154.52 $1.09K - $1.24K
6.75K $1.04M
VGT
Vanguard Information Technolog

ETFs
243
+ 35.37%
$542.38 - $646.34 $132K - $157K
930 $504K
ABBV
Abb Vie Inc.

Healthcare
57
+ 3.16%
$169.2 - $216.66 $9.64K - $12.3K
1.86K $390K
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 0.95%
$225.19 - $279.95 $14.4K - $17.9K
6.81K $1.67M
LLY
Eli Lilly & CO

Healthcare
22
+ 3.89%
$725.72 - $929.72 $16K - $20.5K
587 $484K
CGUS
Capital Group Core Equity ETF
1.95K
+ 14.89%
$33.08 - $36.62 $64.4K - $71.3K
15K $501K
JNJ
Johnson & Johnson

Healthcare
36
+ 2.08%
$142.06 - $167.7 $5.11K - $6.04K
1.76K $292K
ICVT
Ishares Tr Convertible Bond Et

ETFs
550
+ 9.78%
$83.18 - $89.27 $45.7K - $49.1K
6.17K $515K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.77K
+ 22.98%
$33.98 - $39.84 $60.2K - $70.6K
9.48K $324K
CGDV
Capital Group Divid Value ETF

ETFs
850
+ 9.91%
$34.95 - $37.36 $29.7K - $31.8K
9.43K $336K
IWP
Ishares Russell Mid Cap Growth

ETFs
428
+ 18.85%
$114.9 - $139.6 $49.2K - $59.7K
2.7K $316K
HYDB
Ishares Tr Edge High Yield Def

ETFs
578
+ 4.08%
$46.82 - $47.8 $27.1K - $27.6K
14.8K $694K
PG
Procter & Gamble CO

Consumer Defensive
127
+ 8.32%
$158.56 - $176.26 $20.1K - $22.4K
1.65K $281K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10
+ 0.2%
$68.32 - $75.06 $683 - $751
5.01K $374K
META
Meta Platforms, Inc.

Communication Services
48
+ 12.4%
$576.36 - $736.67 $27.7K - $35.4K
435 $250K
HDV
Ishares Core High Dividend ETF

ETFs
14
+ 0.69%
$110.86 - $121.12 $1.55K - $1.7K
2.05K $248K
STEW
Boulder Growth & Income Fund

Financial Services
127
+ 1.0%
$15.76 - $17.3 $2K - $2.2K
12.9K $222K
Activity Summary
Buys All Purchases 74 New Holdings 18 Increased Positions 56 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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