Htg Investment Advisors, Inc. Purchases in Q2 2025

Htg Investment Advisors, Inc.

  • $269 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
22.5K
+ 12.2%
$81.38 - $100.82 $1.83M - $2.26M
207K $20.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.5K
+ 2.45%
$24.94 - $31.15 $411K - $514K
691K $21.5B
AVDE
American Centy ETF Tr Avantis

ETFs
9.66K
+ 3.67%
$59.32 - $74.36 $573K - $718K
272K $20.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
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
Dimensional ETF Tr

ETFs
31.3K
+ 21.59%
$34.04 - $42.36 $1.06M - $1.32M
176K $7.46B
AVEM
American Centy ETF Tr Avantis

ETFs
12.4K
+ 21.79%
$53.08 - $68.54 $658K - $849K
69.2K $4.74B
VUG
Vanguard Growth ETF

ETFs
552
+ 3.61%
$329.49 - $438.4 $182K - $242K
15.9K $6.95B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.7K
+ 41.21%
$72.02 - $73.82 $1.06M - $1.09M
50.5K $3.71B
VTV
Vanguard Value ETF

ETFs
3.23K
+ 5.89%
$153.67 - $176.74 $497K - $571K
58.1K $10.3B
VUSB
Vanguard Bd Index Fds
10.3K
+ 13.4%
N/A
87.1K $4.35B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4K
+ 6.12%
$51.16 - $62.02 $205K - $248K
69.4K $4.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.86K
+ 3.51%
$96.84 - $99.46 $374K - $384K
114K $11.3B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.52K
+ 25.49%
$49.57 - $50.27 $323K - $328K
32.1K $1.61B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.2K
+ 8.67%
$48.46 - $50.2 $349K - $361K
90.2K $4.48B
MSFT
Microsoft Corp

Technology
88
+ 4.28%
$354.56 - $497.45 $31.2K - $43.8K
2.14K $1.07B
AVRE
American Centy ETF Tr Avantis
5.02K
+ 8.18%
$38.75 - $44.92 $194K - $225K
66.3K $2.93B
VT
Vanguard Total World Stk Index

ETFs
578
+ 3.78%
$103.16 - $128.52 $59.6K - $74.3K
15.9K $2.04B
MMM
3 M CO

Industrials
1.6K
New
$126.09 - $154.15 $202K - $247K
1.6K $244M
XLK
Technology Sector Spdr

ETFs
415
+ 14.19%
$179.73 - $253.23 $74.6K - $105K
3.34K $846M
VGT
Vanguard Information Technolog

ETFs
363
New
$470.37 - $663.28 $171K - $241K
363 $241M
AVGO
Broadcom Inc.

Technology
838
New
$146.29 - $275.65 $123K - $231K
838 $231M
DFSU
Dimensional ETF Tr Dimen Us Su
5.78K
New
N/A
5.78K $227M
IDXX
Idexx Laboratories Inc

Healthcare
404
New
$361.04 - $536.34 $146K - $217K
404 $217M
EMR
Emerson Electric CO

Industrials
1.54K
New
$94.15 - $133.33 $145K - $205K
1.54K $205M
DFAS
Dimensional ETF Tr U S Small C

ETFs
340
+ 0.79%
$52.31 - $63.72 $17.8K - $21.7K
43.1K $2.75B
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 1.03%
$167.32 - $223.3 $6.69K - $8.93K
3.92K $860M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.57%
$496.48 - $617.85 $4.96K - $6.18K
1.78K $1.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
155
+ 28.34%
$483.48 - $539.8 $74.9K - $83.7K
702 $341M
CNDT
Conduent Inc

Technology
13.5K
New
$1.97 - $2.81 $26.5K - $37.9K
13.5K $35.6M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.22%
$113.75 - $148.48 $455 - $594
1.85K $270M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
82
+ 2.58%
$121.58 - $136.74 $9.97K - $11.2K
3.27K $443M
JNJ
Johnson & Johnson

Healthcare
181
+ 12.12%
$146.36 - $159.82 $26.5K - $28.9K
1.68K $256M
XOM
Exxon Mobil Corp

Energy
342
+ 4.79%
$99.93 - $119.04 $34.2K - $40.7K
7.49K $807M
CVX
Chevron Corp

Energy
11
+ 0.23%
$133.73 - $168.51 $1.47K - $1.85K
4.84K $693M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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