Jim Saulnier & Associates, LLC Purchases in Q1 2025

Jim Saulnier & Associates, LLC

  • $129 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Instl Index Fd
51.8K
New
N/A
51.8K $3.91B
AOR
Ishares Tr Core Growth Allocat

ETFs
41.1K
+ 20.09%
$56.63 - $59.39 $2.33M - $2.44M
246K $14.2B
AOA
Ishares Tr Core Aggressive All

ETFs
29.7K
+ 37.31%
$75.7 - $80.01 $2.25M - $2.38M
109K $8.37B
Pgim Rock ETF Tr
63.5K
+ 526.02%
N/A
75.6K $2.08B
Pgim Rock ETF Tr
48.6K
New
N/A
48.6K $1.32B
Aim ETF Products Trust
36K
New
N/A
36K $1.1B
Pgim Rock ETF Tr
37.8K
New
N/A
37.8K $1.05B
VEA
Vanguard Ftse Developed Market

ETFs
9.96K
+ 7.75%
$47.4 - $52.99 $472K - $528K
139K $7.04B
Calamos ETF Tr
36.8K
New
N/A
36.8K $890M
AAPL
Apple Inc.

Technology
3.15K
+ 181.22%
$209.68 - $247.1 $660K - $777K
4.88K $1.08B
Calamos ETF Tr
23.7K
New
N/A
23.7K $566M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.8K
+ 10.52%
$73.78 - $76.59 $354K - $367K
50.4K $3.86B
IBMP
Ishares Tr Ibonds December 202

ETFs
15.9K
New
$25.1 - $25.34 $399K - $403K
15.9K $402M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.5K
New
$25.08 - $25.39 $339K - $344K
13.5K $342M
GVI
Ishares Tr

ETFs
2.63K
+ 7.84%
$103.49 - $106.02 $272K - $279K
36.2K $3.84B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.48K
+ 8.86%
$37.07 - $40.63 $240K - $263K
79.7K $3.14B
Ishares Tr
11.4K
New
N/A
11.4K $296M
Ishares Tr
11.2K
New
N/A
11.2K $296M
Calamos ETF Tr
10.9K
New
N/A
10.9K $257M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
11.4K
New
$19.55 - $20.33 $224K - $233K
11.4K $233M
Aim ETF Products Trust
6.7K
+ 53.68%
N/A
19.2K $595M
IXUS
Ishares Tr

ETFs
2.95K
New
$65.06 - $72.31 $192K - $213K
2.95K $206M
Ishares Tr
6.57K
+ 51.47%
N/A
19.3K $508M
ILCV
Ishares Morningstar Value ETF

ETFs
1.55K
+ 3.91%
$79.37 - $85.24 $123K - $132K
41.2K $3.36B
Aim ETF Products Trust
4.4K
+ 45.99%
N/A
14K $427M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.3K
+ 8.34%
$22.11 - $22.43 $117K - $119K
68.9K $1.54B
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
4.07K
+ 21.8%
N/A
22.7K $729M
MSFT
Microsoft Corp

Technology
462
+ 36.9%
$375.39 - $447.2 $173K - $207K
1.71K $644M
Pgim Rock ETF Tr
4.32K
+ 20.43%
N/A
25.5K $676M
Pgim Rock ETF Tr
4.4K
+ 6.23%
N/A
75.1K $1.99B
VTI
Vanguard Total Stock Market Et

ETFs
696
+ 11.49%
$271.18 - $303.12 $189K - $211K
6.75K $1.86B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.24K
+ 7.19%
N/A
18.4K $1.18B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.19K
+ 4.43%
$71.9 - $77.57 $85.5K - $92.2K
28K $2.08B
Pgim Rock ETF Tr
4.33K
+ 5.01%
N/A
90.7K $2.4B
AMZN
Amazon Com Inc

Consumer Cyclical
600
+ 43.32%
$190.26 - $242.06 $114K - $145K
1.99K $378M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
778
+ 10.84%
$66.9 - $71.57 $52K - $55.7K
7.96K $560M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
643
+ 3.79%
$76.94 - $78.28 $49.5K - $50.3K
17.6K $1.38B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.64K
+ 2.3%
$21.77 - $22.25 $35.6K - $36.4K
72.7K $1.62B
VNQ
Vanguard Specialized Funds Van

ETFs
521
+ 8.65%
$85.55 - $94.34 $44.6K - $49.2K
6.54K $592M
Aim ETF Products Trust
1.61K
+ 24.91%
N/A
8.09K $266M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
592
+ 5.71%
$52.31 - $54.02 $31K - $32K
11K $592M
NVBT
Aim ETF Prods Tr Allianzim U S
1.56K
+ 17.0%
N/A
10.7K $342M
IVV
Ishares Core S&P 500 ETF

ETFs
152
+ 8.66%
$554.06 - $615.85 $84.2K - $93.6K
1.91K $1.07B
Aim ETF Products Trust
1.72K
+ 7.23%
N/A
25.6K $773M
RWO
Spdr Dow Jones Global Real Est

ETFs
531
+ 7.68%
$41.41 - $45.24 $22K - $24K
7.44K $325M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
717
+ 3.84%
$72.01 - $79.94 $51.6K - $57.3K
19.4K $1.44B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.12%
$87.68 - $94.52 $263 - $284
2.43K $228M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
273
+ 0.66%
$22.77 - $22.94 $6.22K - $6.26K
41.9K $962M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
187
+ 1.62%
$21.16 - $21.77 $3.96K - $4.07K
11.7K $256M
Activity Summary
Buys All Purchases 66 New Holdings 14 Increased Positions 52 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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