High Falls Advisors, Inc Reduced Holdings in Q2 2025

High Falls Advisors, Inc

  • $419 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-47.4K
- 45.05%
$498.8 - $620.9 $23.7M - $29.4M
57.9K $35.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-150K
- 90.53%
$50.08 - $63.14 $7.53M - $9.49M
15.7K $993K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-113K
- 9.18%
$45.12 - $46.23 $5.1M - $5.22M
1.12M $51.7M
MUB
Ishares National Muni Bond ETF

ETFs
-18.1K
- 23.48%
$102.31 - $105.8 $1.85M - $1.91M
58.9K $6.16M
IAU
Ishares Gold Trust

ETFs
-33.3K
- 28.4%
$56.1 - $64.74 $1.87M - $2.16M
84K $5.24M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.7K
- 35.19%
$105.23 - $109.61 $389K - $406K
6.81K $746K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-11.8K
- 15.53%
$22.54 - $23.17 $265K - $272K
63.9K $1.47M
PAYX
Paychex Inc

Industrials
-1.06K
- 15.74%
$137.01 - $159.78 $146K - $170K
5.69K $827K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.02K
- 37.49%
$83.97 - $92.85 $169K - $187K
3.36K $296K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-3.96K
- 17.66%
$46.39 - $47.84 $184K - $190K
18.5K $883K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.17K
- 35.21%
$78.98 - $90.1 $172K - $196K
4K $360K
XOM
Exxon Mobil Corp

Energy
-507
- 6.11%
$99.93 - $119.04 $50.7K - $60.4K
7.79K $839K
ABBV
Abb Vie Inc.

Healthcare
-214
- 11.49%
$170.16 - $206.27 $36.4K - $44.1K
1.65K $306K
SUB
Ishares Short Term National Mu

ETFs
-692
- 16.96%
$104.77 - $106.34 $72.5K - $73.6K
3.39K $360K
IEF
Ishares Barclays

ETFs
-724
- 13.26%
$93.15 - $96.56 $67.4K - $69.9K
4.74K $453K
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.08K
- 12.12%
$53.36 - $61.57 $111K - $128K
15.1K $929K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.26K
- 11.64%
$108.06 - $135.3 $245K - $306K
17.2K $2.32M
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.3%
$157.66 - $172.39 $788 - $862
1.65K $262K
DVY
Ishares Tr

ETFs
-4
- 0.04%
$118.37 - $134.86 $473 - $539
11K $1.46M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-400
- 11.11%
$73.7 - $90.98 $29.5K - $36.4K
3.2K $291K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-165
- 4.91%
$90.56 - $109.49 $14.9K - $18.1K
3.19K $348K
HYGW
Ishares Tr High Yield Corporat
-45
- 0.39%
N/A
11.5K $0
Blackrock ETF Trust Ii
-2.96K
- 1.59%
N/A
183K $0
XLF
Financial Sector Spdr

ETFs
-236
- 3.13%
$43.92 - $52.37 $10.4K - $12.4K
7.31K $382K
CGDV
Capital Group Divid Value ETF

ETFs
-429
- 4.55%
$31.93 - $39.49 $13.7K - $16.9K
9K $355K
IXUS
Ishares Tr

ETFs
-13
- 0.42%
$62.37 - $77.63 $811 - $1.01K
3.12K $240K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-122
- 3.37%
$63.36 - $80.23 $7.73K - $9.79K
3.5K $281K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-108
- 1.31%
$51.16 - $62.02 $5.53K - $6.7K
8.13K $504K
IXN
Ishares Global Information Tec

ETFs
-414
- 8.3%
$65.81 - $92.34 $27.2K - $38.2K
4.58K $422K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-36
- 1.77%
$468.22 - $566.51 $16.9K - $20.4K
2K $1.13M
EMB
Ishares Tr

ETFs
-292
- 0.77%
$86.54 - $92.62 $25.3K - $27K
37.9K $3.51M
TSLA
Tesla, Inc.

Consumer Cyclical
-75
- 5.84%
$221.86 - $362.89 $16.6K - $27.2K
1.21K $384K
IEV
Ishares Tr Europe ETF

ETFs
-76
- 0.57%
$51.8 - $64.59 $3.94K - $4.91K
13.2K $833K
HON
Honeywell International Inc

Industrials
-1
- 0.02%
$182.86 - $232.88 $183 - $233
4.01K $933K
AMZN
Amazon Com Inc

Consumer Cyclical
-56
- 1.27%
$167.32 - $223.3 $9.37K - $12.5K
4.35K $954K
ORCL
Oracle Corp

Technology
-496
- 12.18%
$122.82 - $218.63 $60.9K - $108K
3.58K $781K
AVGO
Broadcom Inc.

Technology
-44
- 1.49%
$146.29 - $275.65 $6.44K - $12.1K
2.9K $799K
EFG
Msci Eafe Growth ETF

ETFs
-6.79K
- 5.75%
$89.8 - $112.0 $609K - $760K
111K $12.4M
NVDA
Nvidia Corp

Technology
-1.39K
- 6.89%
$94.31 - $157.99 $131K - $220K
18.8K $2.97M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.64K
- 5.01%
$180.84 - $240.32 $296K - $393K
31K $7.45M
MSFT
Microsoft Corp

Technology
-14
- 0.19%
$354.56 - $497.45 $4.96K - $6.96K
7.35K $3.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
-37.1K
- 12.83%
$82.96 - $110.1 $3.08M - $4.08M
252K $27.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.86K
- 10.43%
$122.57 - $173.27 $841K - $1.19M
58.9K $10.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.26K
- 0.77%
$152.42 - $182.82 $191K - $229K
162K $29.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-9.87K
- 2.02%
$43.53 - $54.46 $430K - $537K
478K $26M
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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