Jim Saulnier & Associates, LLC Incresed Positions in Q2 2025

Jim Saulnier & Associates, LLC

  • $147 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
37.6K
+ 34.33%
$69.46 - $83.4 $2.61M - $3.13M
147K $12.3B
AOR
Ishares Tr Core Growth Allocat

ETFs
37.1K
+ 15.08%
$53.36 - $61.57 $1.98M - $2.28M
283K $17.4B
Pgim Rock ETF Tr
55.8K
+ 74.37%
N/A
131K $3.73B
Vanguard Instl Index Fd
16.3K
+ 31.49%
N/A
68.1K $5.14B
Pgim Rock ETF Tr
31.8K
+ 46.93%
N/A
99.4K $2.86B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.1K
+ 27.69%
$22.3 - $22.57 $425K - $431K
88K $1.98B
Pgim Rock ETF Tr
12.3K
+ 24.75%
N/A
61.9K $1.72B
Aim ETF Products Trust
7.74K
+ 66.47%
N/A
19.4K $617M
VTI
Vanguard Total Stock Market Et

ETFs
238
+ 3.52%
$243.75 - $303.93 $58K - $72.3K
6.99K $2.12B
MSFT
Microsoft Corp

Technology
66
+ 3.85%
$354.56 - $497.45 $23.4K - $32.8K
1.78K $885M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
10.5K
+ 89.67%
$21.57 - $21.99 $227K - $232K
22.3K $488M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
5.44K
+ 23.95%
N/A
28.2K $940M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.04%
$456.74 - $568.03 $457 - $568
2.52K $1.43B
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 1.47%
$498.8 - $620.9 $14K - $17.4K
1.94K $1.2B
Aim ETF Products Trust
1.94K
+ 13.87%
N/A
15.9K $511M
IVW
Ishares S&P 500 Growth ETF

ETFs
16
+ 0.39%
$82.96 - $110.1 $1.33K - $1.76K
4.08K $450M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.1K
+ 7.39%
$22.81 - $22.97 $70.7K - $71.2K
45K $1.03B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
419
+ 2.28%
$17.76 - $22.1 $7.44K - $9.26K
18.8K $416M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.18%
$210.28 - $289.91 $421 - $580
1.11K $323M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.14%
$320.42 - $424.58 $320 - $425
720 $306M
Ishares Tr
1.54K
+ 3.62%
N/A
44K $1.15B
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.13%
$193.73 - $237.37 $387 - $475
1.55K $368M
Ishares Tr
865
+ 7.6%
N/A
12.2K $318M
NVO
Novo Nordisk A S

Healthcare
230
+ 3.64%
$58.08 - $81.05 $13.4K - $18.6K
6.54K $452M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.45%
$152.93 - $181.74 $918 - $1.09K
1.35K $246M
Ishares Tr
379
+ 2.93%
N/A
13.3K $352M
Ishares Tr
356
+ 1.84%
N/A
19.7K $517M
RPV
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.58%
$81.66 - $93.76 $1.47K - $1.69K
3.12K $293M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
115
+ 1.0%
$20.04 - $20.55 $2.3K - $2.36K
11.6K $237M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
83
+ 0.61%
$24.88 - $25.41 $2.07K - $2.11K
13.6K $346M
IBMP
Ishares Tr Ibonds December 202

ETFs
96
+ 0.6%
$24.98 - $25.35 $2.4K - $2.43K
16K $405M
Ishares Tr
119
+ 1.0%
N/A
12K $317M
Ishares Tr
159
+ 1.41%
N/A
11.4K $299M
Ishares Tr
183
+ 1.04%
N/A
17.7K $454M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
114
+ 1.06%
$23.29 - $23.38 $2.66K - $2.67K
10.8K $253M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.16%
$85.42 - $94.39 $342 - $378
2.44K $229M
MUB
Ishares National Muni Bond ETF

ETFs
59
+ 1.03%
$102.31 - $105.8 $6.04K - $6.24K
5.8K $605M
ET
Energy Transfer LP

Energy
213
+ 1.81%
$15.65 - $18.93 $3.33K - $4.03K
12K $218M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$172.42 - $223.89 $172 - $224
4.88K $1B
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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