Highland Financial Advisors, LLC Purchases in Q1 2025

Highland Financial Advisors, LLC

  • $277 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XJR
Ishares Tresg Screened S&P Sma

ETFs
30K
New
$36.7 - $42.78 $1.1M - $1.28M
30K $1.12M
USXF
Ishares Esg Advanced Msci Usa

Technology
22.6K
+ 229.83%
$46.38 - $52.65 $1.05M - $1.19M
32.4K $1.51M
AVIG
American Centy ETF Tr Avantis

ETFs
11.9K
+ 2.41%
$40.06 - $41.55 $475K - $493K
504K $20.8M
VGT
Vanguard Information Technolog

ETFs
1.43K
+ 365.56%
$543.24 - $646.34 $778K - $926K
1.83K $991K
VONE
Vanguard Russell 1000 ETF

ETFs
2.14K
New
$250.16 - $278.79 $535K - $596K
2.14K $539K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.74K
New
$96.93 - $109.51 $363K - $410K
3.74K $364K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.51K
+ 2.52%
$100.34 - $100.68 $252K - $253K
102K $10.3M
XCEM
Columbia ETF Tr Ii

ETFs
9.12K
+ 6.0%
$29.18 - $30.72 $266K - $280K
161K $4.77M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.06K
+ 58.44%
$77.33 - $90.16 $314K - $366K
11K $859K
VTI
Vanguard Total Stock Market Et

ETFs
2.41K
+ 9.47%
$271.18 - $303.12 $654K - $731K
27.9K $7.62M
DFAU
Dimensional ETF Tr

ETFs
42.4K
+ 6.66%
$37.84 - $42.29 $1.6M - $1.79M
679K $25.9M
SMIN
Ishares Msci India Small Cap I

ETFs
6.21K
+ 19.92%
$61.54 - $77.16 $382K - $479K
37.4K $2.54M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
512
+ 8.01%
$45.92 - $47.58 $23.5K - $24.4K
6.9K $326K
DFAE
Dimensional ETF Tr

ETFs
460
+ 1.84%
$24.64 - $26.86 $11.3K - $12.4K
25.5K $661K
SDG
Ishares Trust Ishares Msci Glo

ETFs
287
+ 9.42%
$69.64 - $76.33 $20K - $21.9K
3.33K $242K
VTV
Vanguard Value ETF

ETFs
110
+ 3.98%
$167.73 - $179.21 $18.5K - $19.7K
2.87K $490K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.81K
+ 6.14%
$24.91 - $29.02 $194K - $227K
135K $3.37M
AVSU
American Centy ETF Tr Avantis

ETFs
1.4K
+ 1.4%
$61.4 - $69.08 $85.7K - $96.4K
101K $6.29M
AVUS
American Centy ETF Tr Avantis

ETFs
11.1K
+ 4.04%
$90.7 - $101.57 $1M - $1.12M
284K $26.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.2K
+ 3.71%
$64.88 - $72.1 $1.12M - $1.24M
481K $31.5M
AVUV
American Centy ETF Tr Avantis

ETFs
9.59K
+ 5.87%
$84.95 - $100.62 $815K - $965K
173K $15.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.91K
+ 4.66%
$192.82 - $222.1 $1.14M - $1.31M
133K $25.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.18K
+ 1.47%
$92.71 - $107.38 $295K - $342K
220K $20.4M
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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