Marotta Asset Management Purchases and Sells in Q2 2025

Marotta Asset Management

$497 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	286K + 99.48%	$24.19 - $24.45 $6.91M - $6.99M	573K $14M
SCHP	218K + 88.91%	$26.18 - $26.93 $5.71M - $5.87M	463K $12.4M
FTEC	22K + 126.08%	$139.8 - $197.22 $3.07M - $4.33M	39.4K $7.77M
FHLC	76.3K + 189.87%	$61.03 - $67.59 $4.66M - $5.16M	116K $7.45M
XCEM	8.55K + 0.98%	$26.68 - $34.18 $228K - $292K	877K $30M
SCHZ	135K + 93.23%	$22.68 - $23.28 $3.05M - $3.13M	279K $6.46M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AG	76.5K New	$5.24 - $8.55 $401K - $654K	76.5K $632K
IVV	405 New	$498.8 - $620.9 $202K - $251K	405 $251K
AVGO	803 New	$146.29 - $275.65 $117K - $221K	803 $221K
FUTY	4.13K New	$47.29 - $53.34 $195K - $220K	4.13K $217K
EQT	3.6K New	$46.11 - $60.44 $166K - $218K	3.6K $210K
VXF	1.09K New	$150.43 - $192.71 $163K - $209K	1.09K $208K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VDC	-21.4K - 22.4%	$204.89 - $224.73 $4.39M - $4.81M	74.2K $16.2M
VOE	-16.6K - 6.99%	$141.87 - $164.49 $2.35M - $2.73M	220K $36.3M
SCHE	-51.4K - 24.85%	$24.38 - $30.18 $1.25M - $1.55M	155K $4.68M
VTIP	-20.8K - 3.22%	$49.57 - $50.27 $1.03M - $1.05M	626K $31.5M
EWD	-30K - 13.92%	$37.07 - $46.35 $1.11M - $1.39M	186K $8.49M
BNDX	-18.5K - 3.12%	$48.77 - $49.55 $902K - $917K	575K $28.4M

Activity Summary All Purchases 29 New Holdings 8 Increased Positions 21 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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