Lutz Financial Services LLC Purchases and Sells in Q1 2025

Lutz Financial Services LLC

$1.22 Billion
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	33.1K + 2.95%	$71.17 - $73.66 $2.35M - $2.44M	1.15M $84.7M
SCHP	58K + 3.18%	$25.69 - $26.89 $1.49M - $1.56M	1.88M $50.6M
MBB	26.6K + 5.84%	$90.37 - $94.08 $2.4M - $2.5M	482K $45.2M
VTEB	72.5K + 5.18%	$49.25 - $50.66 $3.57M - $3.67M	1.47M $73.1M
DFIC	44.9K + 6.45%	$25.54 - $28.79 $1.15M - $1.29M	742K $20.6M
VCSH	7.14K + 1.06%	$77.7 - $78.94 $555K - $564K	681K $53.8M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
SPAB	9.88K New	$24.73 - $25.62 $244K - $253K	9.88K $252K
EFV	3.65K New	$51.88 - $60.73 $190K - $222K	3.65K $215K
JNJ	1.21K New	$142.06 - $167.7 $172K - $203K	1.21K $201K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-4.15K - 1.68%	$507.05 - $563.67 $2.1M - $2.34M	244K $125M
MUB	-22.1K - 6.95%	$104.71 - $107.69 $2.31M - $2.37M	295K $31.1M
SPY	-989 - 1.33%	$551.42 - $612.93 $545K - $606K	73.5K $41.1M
IJR	-446 - 0.24%	$102.49 - $119.96 $45.7K - $53.5K	187K $19.5M
DFAS	-3.2K - 1.39%	$58.81 - $68.2 $188K - $218K	226K $13.5M
SCHM	-18.6K - 3.29%	$25.58 - $29.24 $475K - $543K	547K $14.3M

Activity Summary All Purchases 32 New Holdings 4 Increased Positions 28 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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