High Falls Advisors, Inc Reduced Holdings in Q1 2025

High Falls Advisors, Inc

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-12.2K
- 10.35%
$554.06 - $615.85 $6.73M - $7.49M
105K $59.2M
EFG
Msci Eafe Growth ETF

ETFs
-101K
- 46.22%
$96.1 - $106.37 $9.74M - $10.8M
118K $11.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-72.6K
- 93.11%
$85.29 - $92.57 $6.2M - $6.72M
5.38K $489K
EFV
Msci Eafe Value ETF

ETFs
-98K
- 24.27%
$51.88 - $60.73 $5.09M - $5.95M
306K $18M
MBB
Ishares Tr

ETFs
-29.3K
- 16.84%
$90.37 - $94.08 $2.64M - $2.75M
144K $13.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-40.7K
- 19.69%
$54.25 - $57.64 $2.21M - $2.35M
166K $9.15M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-6.92K
- 26.26%
$120.24 - $134.3 $832K - $929K
19.4K $2.37M
MSFT
Microsoft Corp

Technology
-929
- 11.2%
$375.39 - $447.2 $349K - $415K
7.36K $2.76M
NVDA
Nvidia Corp

Technology
-1.24K
- 5.79%
$106.98 - $149.43 $133K - $186K
20.2K $2.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-263
- 2.7%
$468.34 - $539.52 $123K - $142K
9.49K $4.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.57K
- 3.76%
$49.25 - $50.66 $176K - $181K
91.3K $4.53M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.19K
- 17.26%
$105.1 - $109.61 $231K - $240K
10.5K $1.14M
AVGO
Broadcom Inc.

Technology
-75
- 2.48%
$167.43 - $244.7 $12.6K - $18.4K
2.94K $492K
SPY
Spdr S&P 500 ETF Trust

ETFs
-37
- 0.64%
$551.42 - $612.93 $20.4K - $22.7K
5.75K $3.22M
SUB
Ishares Short Term National Mu

ETFs
-1.48K
- 26.56%
$105.3 - $106.24 $155K - $157K
4.08K $430K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.66K
- 16.73%
$57.21 - $65.8 $94.7K - $109K
8.24K $480K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.24K
- 8.14%
$128.74 - $138.67 $160K - $172K
14K $1.9M
IEF
Ishares Barclays

ETFs
-1.26K
- 18.74%
$91.17 - $95.39 $115K - $120K
5.46K $520K
IXN
Ishares Global Information Tec

ETFs
-261
- 4.97%
$75.73 - $88.4 $19.8K - $23.1K
4.99K $377K
WMT
Walmart Inc.

Consumer Defensive
-476
- 8.52%
$84.5 - $105.05 $40.2K - $50K
5.11K $448K
IXUS
Ishares Tr

ETFs
-950
- 23.3%
$65.06 - $72.31 $61.8K - $68.7K
3.13K $218K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-113
- 3.26%
$102.49 - $119.96 $11.6K - $13.6K
3.36K $351K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-286
- 14.19%
$120.29 - $134.6 $34.4K - $38.5K
1.73K $211K
GOOG
Alphabet Inc.

Communication Services
-2
- 0.15%
$156.06 - $207.71 $312 - $415
1.36K $212K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-200
- 5.26%
$81.62 - $96.63 $16.3K - $19.3K
3.6K $299K
DVY
Ishares Tr

ETFs
-483
- 4.2%
$128.58 - $138.1 $62.1K - $66.7K
11K $1.48M
DGRO
Ishares Core Dividend Growth E

ETFs
-505
- 10.39%
$60.46 - $64.42 $30.5K - $32.5K
4.36K $269K
AOR
Ishares Tr Core Growth Allocat

ETFs
-447
- 2.54%
$56.63 - $59.39 $25.3K - $26.5K
17.2K $989K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-24.3K
- 1.94%
$44.72 - $46.25 $1.09M - $1.13M
1.23M $56.7M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-2
- 0.05%
$59.79 - $67.15 $120 - $134
4.12K $249K
AOA
Ishares Tr Core Aggressive All

ETFs
-58
- 0.54%
$75.7 - $80.01 $4.39K - $4.64K
10.7K $818K
Blackrock ETF Trust Ii
-2.52K
- 1.34%
N/A
186K $0
HYGW
Ishares Tr High Yield Corporat
-2.68K
- 18.79%
N/A
11.6K $0
Blackrock ETF Trust Ii
-7.19K
- 64.78%
N/A
3.91K $0
XLF
Financial Sector Spdr

ETFs
-84
- 1.1%
$47.32 - $52.19 $3.97K - $4.38K
7.54K $375K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-33
- 1.53%
$107.24 - $116.37 $3.54K - $3.84K
2.12K $246K
HEZU
Ishares Currency Hedged Msci E

ETFs
-235
- 3.74%
$35.85 - $40.72 $8.42K - $9.57K
6.04K $235K
IEV
Ishares Tr Europe ETF

ETFs
-1.22K
- 8.43%
$51.89 - $60.68 $63.3K - $74K
13.3K $771K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.76K
- 5.98%
$26.71 - $31.58 $47.1K - $55.7K
27.7K $840K
KO
Coca Cola CO

Consumer Defensive
-32
- 0.65%
$60.81 - $72.32 $1.95K - $2.31K
4.9K $351K
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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