Htg Investment Advisors, Inc. Purchases and Sells in Q2 2025

Htg Investment Advisors, Inc.

$269 Billion
Q2 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	22.5K + 12.2%	$81.38 - $100.82 $1.83M - $2.26M	207K $20.8B
DFIC	16.5K + 2.45%	$24.94 - $31.15 $411K - $514K	691K $21.5B
AVDE	9.66K + 3.67%	$59.32 - $74.36 $573K - $718K	272K $20.2B
DFAC	7.98K + 1.06%	$29.12 - $35.84 $232K - $286K	762K $27.3B
J P MORGAN EXCHANGE TRADED F	21.1K + 9.51%	N/A	243K $15.2B
DFAU	31.3K + 21.59%	$34.04 - $42.36 $1.06M - $1.32M	176K $7.46B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	1.6K New	$126.09 - $154.15 $202K - $247K	1.6K $244M
VGT	363 New	$470.37 - $663.28 $171K - $241K	363 $241M
AVGO	838 New	$146.29 - $275.65 $123K - $231K	838 $231M
DFSU	5.78K New	N/A	5.78K $227M
IDXX	404 New	$361.04 - $536.34 $146K - $217K	404 $217M
EMR	1.54K New	$94.15 - $133.33 $145K - $205K	1.54K $205M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-631 - 4.93%	$172.42 - $223.89 $109K - $141K	12.2K $2.5B
PG	-12 - 0.17%	$157.66 - $172.39 $1.89K - $2.07K	6.86K $1.09B
VZ	-435 - 8.04%	$41.67 - $45.62 $18.1K - $19.8K	4.98K $215M
TKO GROUP HOLDINGS INC	-385 - 21.14%	N/A	1.44K $261M
PM	-154 - 11.07%	$149.23 - $184.95 $23K - $28.5K	1.24K $225M
VEA	-19 - 0.16%	$45.65 - $57.01 $867 - $1.08K	11.7K $667M

Activity Summary All Purchases 36 New Holdings 7 Increased Positions 29 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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