Lion Street Advisors, LLC Purchases in Q2 2025

Lion Street Advisors, LLC

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.28K
+ 13.37%
$416.06 - $551.64 $949K - $1.26M
19.3K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.79K
+ 22.34%
$456.74 - $568.03 $1.28M - $1.59M
15.3K $8.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.89K
+ 13.27%
$72.96 - $90.39 $357K - $442K
41.7K $3.73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.85K
New
$152.93 - $181.74 $589K - $700K
3.85K $700K
SOXX
Ishares Semiconductor ETF

ETFs
2.4K
New
$154.86 - $239.07 $372K - $574K
2.4K $573K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.2K
+ 13.2%
$24.32 - $27.87 $759K - $870K
268K $7.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
479
+ 10.68%
$496.48 - $617.85 $238K - $296K
4.97K $3.07M
PULS
Pgim ETF Tr

ETFs
11.1K
+ 8.48%
$49.39 - $49.76 $548K - $552K
142K $7.06M
AVUS
American Centy ETF Tr Avantis

ETFs
2.91K
+ 10.83%
$81.38 - $100.82 $236K - $293K
29.8K $3M
VO
Vanguard Mid Cap ETF

ETFs
691
+ 4.92%
$228.54 - $279.83 $158K - $193K
14.7K $4.12M
EFV
Msci Eafe Value ETF

ETFs
6.93K
+ 76.32%
$52.4 - $64.65 $363K - $448K
16K $1.02M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.5K
+ 82.68%
$29.52 - $35.31 $370K - $442K
27.7K $976K
VTI
Vanguard Total Stock Market Et

ETFs
377
+ 3.32%
$243.75 - $303.93 $91.9K - $115K
11.7K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
414
+ 5.49%
$210.28 - $289.91 $87.1K - $120K
7.96K $2.31M
TT
Trane Technologies PLC

Industrials
6
+ 0.15%
$315.21 - $437.41 $1.89K - $2.62K
4K $1.75M
DGRO
Ishares Core Dividend Growth E

ETFs
5.77K
New
$55.22 - $63.94 $319K - $369K
5.77K $368K
IEMG
Ishares Inc

ETFs
6.73K
+ 148.72%
N/A
11.3K $604K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
845
+ 81.41%
$483.48 - $539.8 $409K - $456K
1.88K $914K
OEF
Ishares S&P 100 ETF

ETFs
1.34K
New
N/A
1.34K $357K
GOOG
Alphabet Inc.

Communication Services
1.24K
+ 24.31%
$146.58 - $180.01 $182K - $224K
6.35K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
1.48K
+ 209.34%
$274.35 - $599.47 $406K - $887K
2.19K $682K
WHR
Whirlpool Corp

Consumer Cyclical
2.03K
+ 23.42%
$75.71 - $101.42 $153K - $205K
10.7K $1.08M
RDVY
First Trust Rising Dividend Ac

ETFs
2.99K
+ 10.98%
$51.6 - $62.74 $154K - $187K
30.2K $1.89M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.82K
New
$50.09 - $51.09 $291K - $297K
5.82K $297K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
798
+ 29.33%
$180.84 - $240.32 $144K - $192K
3.52K $845K
BAPR
Innovator U.S. Equity Buffer E

ETFs
6.51K
New
$38.86 - $45.19 $253K - $294K
6.51K $294K
CRM
Salesforce, Inc.

Technology
1.05K
New
$236.26 - $291.15 $247K - $304K
1.05K $284K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.03K
+ 19.04%
$33.13 - $40.67 $167K - $204K
31.4K $1.28M
IVE
Ishares S&P 500 Value ETF

ETFs
1.29K
+ 31.65%
$168.34 - $195.42 $216K - $251K
5.35K $1.05M
WDAY
Workday, Inc.

Technology
1.1K
New
$210.47 - $274.71 $232K - $303K
1.1K $264K
ORCL
Oracle Corp

Technology
1.2K
New
$122.82 - $218.63 $148K - $263K
1.2K $263K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.62K
+ 132.89%
$97.29 - $105.63 $255K - $277K
4.6K $466K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.16K
+ 15.16%
$82.96 - $110.1 $96.2K - $128K
8.81K $969K
GOOGL
Alphabet Inc.

Communication Services
312
+ 3.38%
$144.7 - $178.6 $45.1K - $55.7K
9.53K $1.68M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.21K
+ 23.8%
$43.53 - $54.46 $140K - $175K
16.7K $908K
UBER
Uber Technologies, Inc

Technology
2.55K
New
$64.62 - $93.3 $165K - $238K
2.55K $238K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
5.21K
New
$36.01 - $45.69 $188K - $238K
5.21K $238K
NET
Cloudflare, Inc.

Technology
1.15K
New
$97.08 - $195.83 $112K - $225K
1.15K $225K
WFC
Wells Fargo & Company

Financial Services
2.82K
New
$60.98 - $80.12 $172K - $226K
2.82K $225K
GS
Goldman Sachs Group Inc

Financial Services
85
+ 8.42%
$462.22 - $707.75 $39.3K - $60.2K
1.09K $774K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.71K
+ 10.62%
$59.8 - $60.07 $222K - $223K
38.7K $2.31M
KCE
Spdr S&P Capital Markets ETF

ETFs
1.49K
New
$108.52 - $144.93 $162K - $217K
1.49K $216K
TSLA
Tesla, Inc.

Consumer Cyclical
290
+ 13.84%
$221.86 - $362.89 $64.3K - $105K
2.39K $757K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.39K
New
$75.29 - $91.16 $180K - $217K
2.39K $214K
RTX
Raytheon Technologies Corp

Industrials
1.44K
New
$113.75 - $148.48 $163K - $213K
1.44K $209K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.68K
New
$98.58 - $123.6 $165K - $207K
1.68K $207K
VZ
Verizon Communications Inc

Communication Services
4.79K
New
$41.67 - $45.62 $200K - $218K
4.79K $207K
ARES
Ares Management Corp

Financial Services
1.19K
New
$118.04 - $175.83 $140K - $209K
1.19K $205K
AMAT
Applied Materials Inc

Technology
1.12K
New
$126.95 - $183.52 $142K - $205K
1.12K $204K
Activity Summary
Buys All Purchases 129 New Holdings 25 Increased Positions 104 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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