Marotta Asset Management Sells in Q2 2025

Marotta Asset Management

  • $497 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
-21.4K
- 22.4%
$204.89 - $224.73 $4.39M - $4.81M
74.2K $16.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
-16.6K
- 6.99%
$141.87 - $164.49 $2.35M - $2.73M
220K $36.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-51.4K
- 24.85%
$24.38 - $30.18 $1.25M - $1.55M
155K $4.68M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-20.8K
- 3.22%
$49.57 - $50.27 $1.03M - $1.05M
626K $31.5M
EWD
Ishares Inc Msci Sweden ETF

ETFs
-30K
- 13.92%
$37.07 - $46.35 $1.11M - $1.39M
186K $8.49M
BNDX
Vanguard Total International B

ETFs
-18.5K
- 3.12%
$48.77 - $49.55 $902K - $917K
575K $28.4M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.85K
- 8.93%
$79.79 - $91.42 $387K - $443K
49.4K $4.37M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-7.84K
- 3.13%
N/A
242K $15.1M
META
Meta Platforms, Inc.

Communication Services
-1.54K
- 35.13%
$484.66 - $738.09 $744K - $1.13M
2.83K $2.09M
VGSH
Vanguard

ETFs
-7.13K
- 8.36%
$58.32 - $58.95 $416K - $420K
78.1K $4.59M
AAPL
Apple Inc.

Technology
-946
- 11.12%
$172.42 - $223.89 $163K - $212K
7.56K $1.55M
IXJ
Ishares Global Healthcare ETF

ETFs
-2.55K
- 10.92%
$82.3 - $90.02 $209K - $229K
20.8K $1.79M
FLGR
Franklin Templeton ETF Tr

ETFs
-36.8K
- 15.85%
$26.16 - $33.6 $962K - $1.24M
195K $6.53M
UNH
Unitedhealth Group Inc

Healthcare
-23
- 1.54%
$274.35 - $599.47 $6.31K - $13.8K
1.47K $458K
EWO
Ishares Inc Msci Austria ETF

ETFs
-58.3K
- 16.15%
$22.32 - $29.66 $1.3M - $1.73M
303K $8.89M
ACN
Accenture PLC

Technology
-872
- 35.64%
$279.23 - $323.21 $243K - $282K
1.58K $470K
JNJ
Johnson & Johnson

Healthcare
-1.53K
- 53.71%
$146.36 - $159.82 $224K - $245K
1.32K $201K
FLAU
Franklin Templeton ETF Tr

ETFs
-13.1K
- 29.54%
$24.52 - $31.58 $322K - $415K
31.3K $964K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-4.43K
- 7.59%
$140.84 - $163.09 $623K - $722K
53.9K $8.79M
JPM
Jpmorgan Chase & CO

Financial Services
-1.19K
- 46.1%
$210.28 - $289.91 $250K - $345K
1.39K $402K
TFC
Truist Financial Corp

Financial Services
-6.98K
- 16.54%
$34.79 - $42.99 $243K - $300K
35.2K $1.51M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.8K
- 8.21%
$66.87 - $79.47 $321K - $381K
53.6K $4.26M
UNP
Union Pacific Corp

Industrials
-881
- 46.74%
$208.27 - $238.46 $183K - $210K
1K $231K
AZN
Astrazeneca PLC

Healthcare
-2.33K
- 17.9%
$64.87 - $75.0 $151K - $174K
10.7K $745K
NSC
Norfolk Southern Corp

Industrials
-955
- 49.48%
$206.34 - $257.46 $197K - $246K
975 $249K
VTI
Vanguard Total Stock Market Et

ETFs
-1.86K
- 14.96%
$243.75 - $303.93 $453K - $565K
10.6K $3.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-389
- 24.84%
$496.48 - $617.85 $193K - $240K
1.18K $727K
NVO
Novo Nordisk A S

Healthcare
-2.01K
- 12.08%
$58.08 - $81.05 $117K - $163K
14.6K $1.01M
CVX
Chevron Corp

Energy
-513
- 22.08%
$133.73 - $168.51 $68.6K - $86.4K
1.81K $259K
ALC
Alcon Inc

Healthcare
-736
- 8.68%
$82.88 - $98.3 $61K - $72.3K
7.74K $683K
MCK
Mckesson Corp

Healthcare
-202
- 27.75%
$652.83 - $732.78 $132K - $148K
526 $385K
XOM
Exxon Mobil Corp

Energy
-412
- 8.99%
$99.93 - $119.04 $41.2K - $49K
4.17K $449K
IBM
International Business Machines Corp

Technology
-462
- 27.83%
$221.03 - $294.78 $102K - $136K
1.2K $353K
VTV
Vanguard Value ETF

ETFs
-1K
- 4.99%
$153.67 - $176.74 $154K - $177K
19.1K $3.38M
VFC
V F Corp

Consumer Cyclical
-71
- 0.48%
$9.74 - $16.39 $692 - $1.16K
14.8K $174K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.87%
$483.48 - $539.8 $4.83K - $5.4K
1.14K $555K
SNN
Smith & Nephew PLC

Healthcare
-2.42K
- 19.22%
$24.97 - $30.63 $60.5K - $74.2K
10.2K $312K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-1.25K
- 9.71%
$47.04 - $56.27 $59K - $70.6K
11.7K $638K
HLN
Haleon PLC

Healthcare
-3.6K
- 21.84%
$9.27 - $11.41 $33.4K - $41.1K
12.9K $133K
GOOGL
Alphabet Inc.

Communication Services
-529
- 19.42%
$144.7 - $178.6 $76.5K - $94.5K
2.2K $386K
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.16%
$372.27 - $452.69 $372 - $453
639 $248K
IWN
Ishares Russell2000 Val ETF

ETFs
-249
- 12.17%
$131.84 - $157.76 $32.8K - $39.3K
1.8K $283K
DUK
Duke Energy Corp

Utilities
-63
- 1.56%
$112.46 - $124.05 $7.08K - $7.82K
3.96K $467K
IWS
Ishares Russell Midcap Value E

ETFs
-285
- 14.98%
$110.58 - $132.14 $31.5K - $37.7K
1.62K $213K
BHC
Bausch Health Companies Inc.

Healthcare
-3.29K
- 18.93%
$4.32 - $6.66 $14.2K - $21.9K
14.1K $93K
GMAB
Genmab A/S

Healthcare
-1.45K
- 10.7%
$17.98 - $23.09 $26K - $33.4K
12.1K $249K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
-13.2K
- 7.48%
$39.39 - $46.07 $519K - $608K
163K $7.4M
KO
Coca Cola CO

Consumer Defensive
-53
- 0.77%
$68.37 - $73.9 $3.62K - $3.92K
6.81K $482K
NVS
Novartis Ag

Healthcare
-647
- 8.9%
$101.96 - $121.01 $66K - $78.3K
6.62K $801K
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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