High Falls Advisors, Inc Incresed Positions 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
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
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
CAT
Caterpillar Inc

Industrials
12
+ 0.24%
$273.94 - $388.21 $3.29K - $4.66K
4.99K $1.94M
WMT
Walmart Inc.

Consumer Defensive
2.01K
+ 39.24%
$81.79 - $99.98 $164K - $201K
7.12K $695K
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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
686
+ 10.54%
$49.48 - $61.22 $33.9K - $42K
7.2K $438K
IWP
Ishares Russell Mid Cap Growth

ETFs
134
+ 4.97%
$104.34 - $138.68 $14K - $18.6K
2.83K $392K
IEFA
Ishares Tr

ETFs
132
+ 1.73%
$67.83 - $84.09 $8.95K - $11.1K
7.75K $647K
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.99K
+ 26.91%
$22.98 - $23.27 $68.6K - $69.5K
14.1K $327K
GE
General Electric CO

Industrials
26
+ 2.57%
$166.81 - $257.39 $4.34K - $6.69K
1.04K $267K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
668
+ 6.75%
$85.42 - $94.39 $57.1K - $63.1K
10.6K $991K
DE
Deere & CO

Industrials
1
+ 0.07%
$412.99 - $531.48 $413 - $531
1.45K $736K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.06%
$224.16 - $285.86 $224 - $286
1.67K $476K
GLW
Corning Inc

Technology
209
+ 3.75%
$39.07 - $52.59 $8.17K - $11K
5.78K $304K
V
Visa Inc.

Financial Services
46
+ 0.73%
$308.27 - $373.31 $14.2K - $17.2K
6.34K $2.25M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.78K
+ 16.49%
$22.57 - $23.23 $40.1K - $41.3K
12.6K $291K
VIG
Vanguard Dividend Appreciation

ETFs
180
+ 11.58%
N/A
1.74K $316K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
77
+ 1.87%
$53.69 - $67.27 $4.13K - $5.18K
4.2K $282K
XLU
Utilities Sector Spdr

ETFs
118
+ 2.55%
$73.09 - $82.77 $8.62K - $9.77K
4.75K $388K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.57%
$430.82 - $486.45 $2.15K - $2.43K
884 $409K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.22%
$152.93 - $181.74 $612 - $727
1.8K $326K
HEZU
Ishares Currency Hedged Msci E

ETFs
80
+ 1.32%
$34.68 - $41.63 $2.77K - $3.33K
6.12K $251K
PEG
Public Service Enterprise Group Inc

Utilities
16
+ 0.45%
$77.13 - $84.18 $1.23K - $1.35K
3.54K $298K
STEW
Boulder Growth & Income Fund

Financial Services
124
+ 0.96%
$15.52 - $17.85 $1.92K - $2.21K
13K $229K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.06%
$121.58 - $136.74 $1.09K - $1.23K
14K $1.9M
Blackrock ETF Trust Ii
1.64K
+ 41.9%
N/A
5.55K $0
Blackrock ETF Trust Ii
7.89K
+ 46.35%
N/A
24.9K $0
Blackrock ETF Trust
307K
+ 1398.88%
N/A
329K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
52
+ 1.04%
$68.13 - $74.77 $3.54K - $3.89K
5.07K $368K
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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