Lgl Partners, LLC Reduced Holdings in Q1 2025

Lgl Partners, LLC

  • $200 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-463K
- 99.61%
$507.05 - $563.67 $235M - $261M
1.81K $928K
IVV
Ishares Core S&P 500 ETF

ETFs
-66.9K
- 60.97%
$554.06 - $615.85 $37.1M - $41.2M
42.8K $24.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-208K
- 67.12%
$60.46 - $64.42 $12.6M - $13.4M
102K $6.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.1K
- 10.89%
$551.42 - $612.93 $6.65M - $7.4M
98.7K $55.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11.6K
- 36.23%
$468.34 - $539.52 $5.44M - $6.27M
20.5K $9.59M
AAPL
Apple Inc.

Technology
-20.4K
- 94.86%
$209.68 - $247.1 $4.28M - $5.04M
1.11K $245K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.7K
- 8.34%
$102.49 - $119.96 $1.3M - $1.53M
140K $14.6M
MUB
Ishares National Muni Bond ETF

ETFs
-25.8K
- 90.56%
$104.71 - $107.69 $2.7M - $2.77M
2.69K $283K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-38.6K
- 69.19%
$59.61 - $66.71 $2.3M - $2.57M
17.2K $1.04M
MSFT
Microsoft Corp

Technology
-3.1K
- 63.63%
$375.39 - $447.2 $1.16M - $1.38M
1.77K $664K
VIG
Vanguard Dividend Appreciation

ETFs
-4.97K
- 24.02%
N/A
15.7K $2.86M
EEM
Ishares Msci Emerging Markets

ETFs
-29.2K
- 12.96%
$40.81 - $45.34 $1.19M - $1.32M
196K $8.56M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.6K
- 65.89%
$247.97 - $296.33 $646K - $772K
1.35K $339K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6.42K
- 34.98%
$81.1 - $94.7 $520K - $608K
11.9K $967K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.78K
- 26.45%
$121.0 - $142.28 $457K - $537K
10.5K $1.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.91K
- 6.28%
$95.85 - $99.25 $567K - $587K
88.2K $8.73M
VEA
Vanguard Ftse Developed Market

ETFs
-9.99K
- 17.41%
$47.4 - $52.99 $474K - $530K
47.4K $2.41M
IWM
Ishares Russell 2000 ETF

ETFs
-199
- 1.66%
$198.1 - $229.79 $39.4K - $45.7K
11.8K $2.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-13.4K
- 9.99%
$74.85 - $84.89 $999K - $1.13M
120K $9.83M
DVY
Ishares Tr

ETFs
-2.39K
- 7.36%
$128.58 - $138.1 $307K - $330K
30.1K $4.04M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-2.08K
- 41.84%
$104.87 - $112.53 $218K - $234K
2.89K $317K
Ishares Bitcoin Trust ETF
-400
- 7.91%
N/A
4.66K $0
Ea Series Trust
-376K
- 97.66%
N/A
9K $0
2023 ETF Series Trust Ii
-83.9K
- 33.78%
N/A
164K $0
PTCT
Ptc Therapeutics, Inc.

Healthcare
-16
- 0.13%
$41.81 - $57.17 $669 - $915
12K $611K
GLD
Spdr Gold Trust

ETFs
-12
- 0.41%
$243.19 - $288.14 $2.92K - $3.46K
2.92K $841K
Activity Summary
Buys All Purchases 23 New Holdings 6 Increased Positions 17 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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