Marquette Asset Management, LLC Sells in Q1 2025

Marquette Asset Management, LLC

  • $566 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-30.7K
- 0.76%
$24.91 - $29.02 $766K - $892K
4M $100M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-87.3K
- 20.79%
$95.85 - $99.25 $8.37M - $8.67M
333K $32.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.93K
- 1.56%
$360.07 - $417.26 $694K - $804K
122K $43.8M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-16.4K
- 2.22%
$37.33 - $45.03 $613K - $740K
725K $27.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.89K
- 2.74%
$51.45 - $58.51 $303K - $344K
209K $10.8M
VO
Vanguard Mid Cap ETF

ETFs
-857
- 0.68%
$251.87 - $277.95 $216K - $238K
126K $32.4M
IWM
Ishares Russell 2000 ETF

ETFs
-2.4K
- 10.83%
$198.1 - $229.79 $475K - $551K
19.8K $3.96M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.6K
- 3.47%
$56.17 - $59.71 $595K - $632K
295K $16.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.86K
- 19.96%
$82.81 - $92.93 $568K - $638K
27.5K $2.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.43K
- 0.56%
$23.16 - $27.04 $33.1K - $38.7K
256K $6M
VUG
Vanguard Growth ETF

ETFs
-240
- 5.01%
$369.1 - $427.61 $88.6K - $103K
4.55K $1.69M
VB
Vanguard Small Cap ETF

ETFs
-356
- 4.98%
$217.89 - $252.64 $77.6K - $89.9K
6.79K $1.5M
AAPL
Apple Inc.

Technology
-340
- 8.13%
$209.68 - $247.1 $71.3K - $84K
3.84K $853K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-464
- 1.09%
$37.35 - $43.35 $17.3K - $20.1K
42.3K $1.6M
ACN
Accenture PLC

Technology
-235
- 27.98%
$300.91 - $398.25 $70.7K - $93.6K
605 $188K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-725
- 14.61%
$77.33 - $90.16 $56.1K - $65.4K
4.24K $331K
IWD
Ishares Russell 1000 Val ETF

ETFs
-651
- 1.54%
$182.82 - $196.21 $119K - $128K
41.6K $7.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-75
- 12.0%
$497.6 - $606.74 $37.3K - $45.5K
550 $273K
ITW
Illinois Tool Works Inc

Industrials
-175
- 17.16%
$244.9 - $274.48 $42.9K - $48K
845 $209K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-471
- 11.21%
$57.21 - $65.8 $26.9K - $31K
3.73K $217K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.13%
$551.42 - $612.93 $1.1K - $1.23K
1.51K $846K
FDX
Fedex Corp

Industrials
-5
- 0.62%
$230.33 - $281.53 $1.15K - $1.41K
805 $196K
VV
Vanguard Large Cap ETF

ETFs
-10
- 1.4%
$253.32 - $282.66 $2.53K - $2.83K
706 $180K
XEL
Xcel Energy Inc

Utilities
-249
- 10.83%
$63.37 - $72.1 $15.8K - $18K
2.05K $145K
USB
Us Bancorp \De\

Financial Services
-1
- 0.06%
$40.92 - $50.9 $40.9 - $50.9
1.73K $73K
VTV
Vanguard Value ETF

ETFs
-11
- 2.02%
$167.73 - $179.21 $1.85K - $1.97K
534 $91K
UNP
Union Pacific Corp

Industrials
-15
- 3.38%
$225.21 - $254.42 $3.38K - $3.82K
429 $101K
CHD
Church & Dwight CO Inc

Consumer Defensive
-100
- 4.11%
$101.42 - $113.2 $10.1K - $11.3K
2.34K $257K
UNH
Unitedhealth Group Inc

Healthcare
-3
- 1.01%
$461.52 - $548.18 $1.38K - $1.64K
295 $154K
USTB
Victory Portfolios Ii Victorys

ETFs
-3.78K
- 0.67%
$50.08 - $50.71 $190K - $192K
559K $28.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-88
- 0.08%
$18.36 - $20.51 $1.62K - $1.8K
111K $2.21M
DFAE
Dimensional ETF Tr

ETFs
-862
- 0.13%
$24.64 - $26.86 $21.2K - $23.2K
668K $17.3M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-241
- 0.04%
$25.44 - $27.95 $6.13K - $6.74K
643K $17.4M
DFAI
Dimensional ETF Tr

ETFs
-7.3K
- 0.34%
$28.88 - $32.4 $211K - $236K
2.14M $67.2M
Activity Summary
Buys All Purchases 34 New Holdings 19 Increased Positions 15 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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