K2 Financial Inc. Purchases in Q1 2025

K2 Financial Inc.

  • $102 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
8.91K
+ 4.51%
$47.4 - $52.99 $423K - $472K
207K $10.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.47K
+ 10.24%
$42.5 - $46.71 $360K - $395K
91.1K $3.95B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.93K
+ 10.96%
$49.25 - $50.66 $390K - $402K
80.2K $3.88B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.95K
+ 6.53%
$48.43 - $49.9 $191K - $197K
64.3K $3.2B
BNDX
Vanguard Total International B

ETFs
3.49K
+ 4.76%
$48.33 - $49.5 $169K - $173K
76.8K $3.78B
IDEV
Ishares Core Msci Intl Develop

ETFs
1.78K
+ 13.92%
$63.77 - $71.36 $114K - $127K
14.6K $996M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
461
+ 2.48%
$107.24 - $116.37 $49.4K - $53.6K
19.1K $2.16B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.06K
+ 5.3%
$22.98 - $24.13 $70.2K - $73.8K
60.8K $1.47B
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.32%
$279.74 - $321.29 $3.36K - $3.86K
3.78K $1.17B
SCHO
Schwab Short Term Us Treasury

ETFs
3.26K
+ 6.69%
$24.1 - $24.34 $78.7K - $79.4K
52K $1.27B
BND
Vanguard Bd Index Fd Inc Total

ETFs
595
+ 1.49%
$71.17 - $73.66 $42.3K - $43.8K
40.4K $2.92B
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
605
+ 4.52%
$39.53 - $46.13 $23.9K - $27.9K
14K $611M
Simplify Exchange Traded Fun
1.34K
+ 5.55%
N/A
25.6K $1.27B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.79K
+ 6.71%
$22.46 - $23.26 $62.7K - $64.9K
44.4K $1.01B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
320
+ 7.33%
$69.81 - $78.9 $22.3K - $25.2K
4.68K $376M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.51K
+ 17.56%
$37.07 - $40.63 $55.9K - $61.2K
10.1K $381M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.48K
+ 5.01%
$23.32 - $23.84 $128K - $131K
115K $2.63B
SCHC
Schwab Strategic Tr Intl Small

ETFs
607
+ 4.84%
$33.57 - $37.22 $20.4K - $22.6K
13.2K $480M
NOC
Northrop Grumman Corp

Industrials
4
+ 0.42%
$433.45 - $513.82 $1.73K - $2.06K
955 $507M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
174
+ 0.6%
$76.94 - $78.28 $13.4K - $13.6K
29K $2.27B
IEMG
Ishares Inc

ETFs
496
+ 2.38%
N/A
21.3K $1.11B
DFIV
Dimensional ETF Tr

ETFs
213
+ 1.93%
$35.33 - $40.77 $7.53K - $8.68K
11.2K $433M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
885
+ 3.65%
N/A
25.2K $1.57B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
3.23K
+ 7.41%
$33.91 - $36.36 $109K - $117K
46.8K $1.53B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
611
+ 10.71%
$51.52 - $52.37 $31.5K - $32K
6.32K $329M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
10.9K
+ 12.24%
$31.66 - $34.73 $345K - $379K
100K $2.98B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
277
+ 2.4%
$87.68 - $94.52 $24.3K - $26.2K
11.8K $1.04B
DFAI
Dimensional ETF Tr

ETFs
210
+ 2.47%
$28.88 - $32.4 $6.06K - $6.8K
8.73K $270M
MBB
Ishares Tr

ETFs
100
+ 1.15%
$90.37 - $94.08 $9.04K - $9.41K
8.79K $807M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
59
+ 0.96%
$33.84 - $37.77 $2K - $2.23K
6.22K $225M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
197
+ 4.05%
$50.39 - $50.66 $9.93K - $9.98K
5.06K $256M
Global X Fds
95
+ 1.46%
N/A
6.61K $663M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
264
+ 1.16%
$28.65 - $30.72 $7.56K - $8.11K
23.1K $665M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
92
+ 3.67%
$110.75 - $120.15 $10.2K - $11.1K
2.6K $285M
RSP
Invesco S&P 500 Equal Weight E

ETFs
736
+ 10.19%
$169.43 - $182.84 $125K - $135K
7.96K $1.27B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
837
+ 3.76%
$20.7 - $21.15 $17.3K - $17.7K
23.1K $473M
HYD
Vaneck High Yield Muni ETF

ETFs
652
+ 3.63%
$50.79 - $52.53 $33.1K - $34.2K
18.6K $921M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
95
+ 3.37%
$106.46 - $114.75 $10.1K - $10.9K
2.92K $295M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.22K
+ 16.9%
$24.91 - $29.02 $180K - $210K
49.9K $1.15B
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.25K
+ 6.06%
$32.57 - $35.82 $73.3K - $80.7K
39.4K $1.21B
SCHA
Schwab Strategic Tr Us Small C

ETFs
24.5K
+ 18.14%
$23.16 - $27.04 $568K - $663K
160K $3.41B
DFAS
Dimensional ETF Tr U S Small C

ETFs
275
+ 4.25%
$58.81 - $68.2 $16.2K - $18.8K
6.75K $368M
CVX
Chevron Corp

Energy
18
+ 0.67%
$146.71 - $167.97 $2.64K - $3.02K
2.71K $363M
VTV
Vanguard Value ETF

ETFs
418
+ 3.32%
$167.73 - $179.21 $70.1K - $74.9K
13K $2.07B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.71K
+ 5.83%
$25.58 - $29.24 $43.6K - $49.9K
31K $741M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
10K
+ 12.85%
$35.37 - $41.21 $354K - $412K
87.9K $2.9B
DFUS
Dimensional ETF Tr U S Equity

ETFs
662
+ 3.07%
$59.61 - $66.71 $39.5K - $44.2K
22.2K $1.23B
SCHX
Schwab Strategic Tr Us Large C

ETFs
35.3K
+ 10.2%
$21.75 - $24.28 $767K - $856K
381K $7.73B
Activity Summary
Buys All Purchases 49 New Holdings 0 Increased Positions 49 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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