Littlejohn Financial Services, Inc. Reduced Holdings in Q2 2025

Littlejohn Financial Services, Inc.

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-92.5K
- 91.23%
$152.93 - $181.74 $14.1M - $16.8M
8.89K $1.62B
UNH
Unitedhealth Group Inc

Healthcare
-3.44K
- 83.16%
$274.35 - $599.47 $945K - $2.06M
697 $217M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.39K
- 80.36%
$221.86 - $362.89 $752K - $1.23M
829 $263M
SLB
Schlumberger Limited

Energy
-1.65K
- 3.5%
$31.95 - $42.2 $52.7K - $69.5K
45.5K $1.54B
CHD
Church & Dwight CO Inc

Consumer Defensive
-412
- 1.87%
$91.57 - $110.76 $37.7K - $45.6K
21.6K $2.07B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.13K
- 10.32%
$51.14 - $57.0 $211K - $235K
35.9K $2.04B
XYLD
Global X Fds S&P 500 Covered C

ETFs
-5.49K
- 9.3%
$35.62 - $39.64 $195K - $217K
53.5K $2.08B
DPZ
Dominos Pizza Inc

Consumer Cyclical
-336
- 7.77%
$430.72 - $497.52 $145K - $167K
3.99K $1.8B
MCD
Mcdonalds Corp

Consumer Cyclical
-116
- 1.75%
$285.55 - $321.23 $33.1K - $37.3K
6.53K $1.91B
IBHE
Ishares Ibonds 2025 Term High

ETFs
-5.84K
- 19.06%
$22.98 - $23.27 $134K - $136K
24.8K $576M
GOOGL
Alphabet Inc.

Communication Services
-1.02K
- 35.99%
$144.7 - $178.6 $147K - $181K
1.81K $318M
VTI
Vanguard Total Stock Market Et

ETFs
-961
- 15.55%
$243.75 - $303.93 $234K - $292K
5.22K $1.59B
WM
Waste Management Inc

Industrials
-216
- 1.95%
$216.47 - $242.1 $46.8K - $52.3K
10.9K $2.49B
CB
Chubb LTD

Financial Services
-58
- 1.54%
$274.32 - $302.46 $15.9K - $17.5K
3.7K $1.07B
SPY
Spdr S&P 500 ETF Trust

ETFs
-124
- 16.17%
$496.48 - $617.85 $61.6K - $76.6K
643 $397M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-1.28K
- 9.49%
$21.56 - $22.54 $27.7K - $28.9K
12.2K $276M
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 1.97%
$908.13 - $1056.85 $18.2K - $21.1K
995 $985M
BA
Boeing CO

Industrials
-10
- 0.69%
$136.59 - $217.51 $1.37K - $2.18K
1.43K $300M
Blackrock Inc
-103
- 5.95%
N/A
1.63K $1.71B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-384
- 0.9%
$45.88 - $54.4 $17.6K - $20.9K
42.4K $2.31B
CAT
Caterpillar Inc

Industrials
-288
- 5.22%
$273.94 - $388.21 $78.9K - $112K
5.23K $2.03B
AMZN
Amazon Com Inc

Consumer Cyclical
-24
- 0.23%
$167.32 - $223.3 $4.02K - $5.36K
10.6K $2.32B
ITA
Ishares Tr

ETFs
-3.28K
- 10.34%
$135.31 - $188.64 $444K - $619K
28.5K $5.37B
MSFT
Microsoft Corp

Technology
-279
- 3.81%
$354.56 - $497.45 $98.9K - $139K
7.04K $3.5B
Activity Summary
Buys All Purchases 30 New Holdings 12 Increased Positions 18 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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