Jim Saulnier & Associates, LLC Incresed Positions in Q1 2025

Jim Saulnier & Associates, LLC

  • $129 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VEA
Vanguard Ftse Developed Market

ETFs
9.96K
+ 7.75%
$47.4 - $52.99 $472K - $528K
139K $7.04B
AAPL
Apple Inc.

Technology
3.15K
+ 181.22%
$209.68 - $247.1 $660K - $777K
4.88K $1.08B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.8K
+ 10.52%
$73.78 - $76.59 $354K - $367K
50.4K $3.86B
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
Aim ETF Products Trust
6.7K
+ 53.68%
N/A
19.2K $595M
Ishares Tr
6.57K
+ 51.47%
N/A
19.3K $508M
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
RPV
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.75%
$89.33 - $95.17 $2.05K - $2.19K
3.11K $287M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.18%
$225.19 - $279.95 $450 - $560
1.11K $273M
VGSH
Vanguard

ETFs
34
+ 0.67%
$58.07 - $58.69 $1.97K - $2K
5.08K $298M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
74
+ 0.69%
$23.29 - $23.38 $1.72K - $1.73K
10.7K $251M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.45%
$169.43 - $182.84 $1.02K - $1.1K
1.35K $234M
Ishares Tr
95
+ 0.26%
N/A
37.2K $932M
ET
Energy Transfer LP

Energy
186
+ 1.6%
$17.26 - $21.08 $3.21K - $3.92K
11.8K $219M
ISCG
Ishares Morningstar Small Cap

ETFs
254
+ 4.97%
$44.44 - $52.05 $11.3K - $13.2K
5.37K $242M
ISCV
Ishares Morningstar Small Cap

ETFs
412
+ 4.04%
$58.11 - $66.0 $23.9K - $27.2K
10.6K $629M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
917
+ 4.42%
$69.69 - $79.99 $63.9K - $73.4K
21.7K $1.55B
ISCB
International Speedway Corp

ETFs
441
+ 4.24%
$53.73 - $61.7 $23.7K - $27.2K
10.8K $587M
VB
Vanguard Small Cap ETF

ETFs
9
+ 0.58%
$217.89 - $252.64 $1.96K - $2.27K
1.55K $344M
IVW
Ishares S&P 500 Growth ETF

ETFs
19
+ 0.47%
$92.45 - $106.69 $1.76K - $2.03K
4.07K $378M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.47K
+ 3.66%
$76.17 - $85.05 $112K - $125K
41.6K $3.22B
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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