High Falls Advisors, Inc Incresed Positions in Q3 2025

High Falls Advisors, Inc

  • $439 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
28.3K
+ 67.72%
N/A
70K $18.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
72.7K
+ 15.22%
$54.35 - $59.32 $3.95M - $4.32M
551K $32.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.68K
+ 2.9%
$620.67 - $670.08 $1.04M - $1.12M
59.5K $39.8M
IAU
Ishares Gold Trust

ETFs
41K
+ 48.86%
$61.62 - $72.77 $2.53M - $2.99M
125K $9.09M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
31.7K
+ 23.07%
$98.52 - $103.93 $3.13M - $3.3M
169K $17.4M
AAPL
Apple Inc.

Technology
866
+ 1.49%
$202.38 - $256.87 $175K - $222K
58.8K $15M
IVE
Ishares S&P 500 Value ETF

ETFs
4.36K
+ 3.86%
$194.44 - $206.51 $847K - $900K
117K $24.2M
IEMG
Ishares Inc

ETFs
26.7K
+ 8.94%
N/A
325K $17.5M
CAT
Caterpillar Inc

Industrials
356
+ 7.14%
$390.92 - $477.15 $139K - $170K
5.34K $2.55M
PLTR
Palantir Technologies Inc.

Technology
2.08K
+ 54.3%
$130.68 - $186.97 $271K - $388K
5.9K $1.08M
MUB
Ishares National Muni Bond ETF

ETFs
2.66K
+ 4.52%
$103.24 - $106.68 $275K - $284K
61.6K $6.56M
FSEC
Fidel Merrimack Str Tr

ETFs
6.16K
+ 110.75%
$43.0 - $44.55 $265K - $275K
11.7K $517K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
507
+ 2.95%
$134.94 - $145.86 $68.4K - $74K
17.7K $2.57M
MBB
Ishares Tr

ETFs
468
+ 0.33%
$92.46 - $95.73 $43.3K - $44.8K
143K $13.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.9K
+ 13.93%
$22.64 - $23.22 $201K - $207K
72.8K $1.68M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10
+ 0.25%
$224.68 - $282.71 $2.25K - $2.83K
4.01K $1.12M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 21.09%
$94.4 - $104.27 $142K - $157K
8.62K $888K
FDEV
Fidelity International Multifa

ETFs
5.51K
+ 57.34%
$31.72 - $33.63 $175K - $185K
15.1K $501K
GLW
Corning Inc

Technology
3
+ 0.05%
$51.6 - $82.03 $155 - $246
5.78K $474K
IWF
Ishares Russell 1000 Gr ETF

ETFs
78
+ 2.83%
$420.11 - $472.68 $32.8K - $36.9K
2.83K $1.33M
MSFT
Microsoft Corp

Technology
6
+ 0.08%
$491.09 - $535.64 $2.95K - $3.21K
7.35K $3.81M
EMB
Ishares Tr

ETFs
418
+ 1.1%
$91.52 - $95.59 $38.3K - $40K
38.3K $3.64M
FDMO
Fidelity Covington Tr Momentum

ETFs
976
+ 25.04%
$75.0 - $83.29 $73.2K - $81.3K
4.87K $405K
GOOGL
Alphabet Inc.

Communication Services
71
+ 5.68%
$174.36 - $254.72 $12.4K - $18.1K
1.32K $320K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$175.16 - $255.24 $175 - $255
1.36K $332K
V
Visa Inc.

Financial Services
510
+ 8.05%
$332.09 - $358.86 $169K - $183K
6.85K $2.34M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.12%
$184.85 - $231.54 $370 - $463
1.65K $382K
GLD
Spdr Gold Trust

ETFs
46
+ 3.97%
$300.96 - $355.47 $13.8K - $16.4K
1.21K $428K
ICVT
Ishares Tr Convertible Bond Et

ETFs
288
+ 7.2%
$89.29 - $100.17 $25.7K - $28.8K
4.29K $428K
AOA
Ishares Tr Core Aggressive All

ETFs
108
+ 0.95%
$82.71 - $88.14 $8.93K - $9.52K
11.5K $1.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
162
+ 7.85%
$192.76 - $203.86 $31.2K - $33K
2.23K $453K
META
Meta Platforms, Inc.

Communication Services
70
+ 15.7%
$695.21 - $791.73 $48.7K - $55.4K
516 $378K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
893
+ 14.68%
$45.26 - $46.63 $40.4K - $41.6K
6.98K $322K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
21
+ 2.87%
$275.84 - $326.36 $5.79K - $6.85K
753 $245K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
717
+ 12.12%
$46.84 - $48.45 $33.6K - $34.7K
6.63K $318K
FLRG
Fidelity Covington Tr U S Mult

ETFs
536
+ 8.2%
$35.68 - $38.45 $19.1K - $20.6K
7.07K $271K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
661
+ 6.74%
$44.82 - $46.28 $29.6K - $30.6K
10.5K $482K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.11%
$410.74 - $499.21 $411 - $499
885 $441K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1.36K
+ 9.62%
$23.14 - $23.23 $31.4K - $31.5K
15.4K $358K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.06%
$108.46 - $120.63 $217 - $241
3.2K $379K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
81
+ 1.93%
$67.21 - $72.65 $5.44K - $5.88K
4.28K $310K
CGGO
Capital Group Global Growth Eq

ETFs
216
+ 2.56%
$31.71 - $34.17 $6.85K - $7.38K
8.65K $295K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.05%
$62.09 - $66.51 $248 - $266
8.13K $530K
WEC
Wec Energy Group, Inc.

Utilities
12
+ 0.6%
$103.66 - $114.59 $1.24K - $1.38K
2.01K $230K
IWP
Ishares Russell Mid Cap Growth

ETFs
61
+ 2.15%
$137.51 - $145.26 $8.39K - $8.86K
2.89K $411K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.17%
$181.56 - $190.33 $545 - $571
1.8K $341K
HDV
Ishares Core High Dividend ETF

ETFs
16
+ 0.78%
$118.16 - $123.66 $1.89K - $1.98K
2.08K $254K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
44
+ 0.26%
$102.4 - $103.88 $4.51K - $4.57K
16.7K $1.73M
STEW
Boulder Growth & Income Fund

Financial Services
122
+ 0.94%
$17.4 - $18.57 $2.12K - $2.27K
13.1K $238K
Activity Summary
Buys All Purchases 74 New Holdings 12 Increased Positions 62 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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