Mather Group, Llc. Reduced Holdings in Q2 2025

Mather Group, Llc.

  • $9.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-9.95M
- 98.1%
$39.44 - $49.12 $392M - $489M
193K $9.34M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-10M
- 98.98%
$25.27 - $27.01 $253M - $271M
103K $2.79M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-9.57M
- 83.85%
$23.2 - $29.84 $222M - $286M
1.84M $55M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.36M
- 96.3%
$49.73 - $51.44 $67.4M - $69.7M
52.1K $2.68M
VBK
Vanguard Small Cap Growth ETF

ETFs
-191K
- 23.82%
$219.76 - $276.94 $42M - $53M
612K $169M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-508K
- 85.23%
$24.14 - $25.43 $12.3M - $12.9M
88.1K $2.18M
AAPL
Apple Inc.

Technology
-42.3K
- 18.34%
$172.42 - $223.89 $7.29M - $9.46M
188K $38.6M
MUB
Ishares National Muni Bond ETF

ETFs
-76.6K
- 41.48%
$102.31 - $105.8 $7.83M - $8.1M
108K $11.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-110K
- 11.25%
$48.13 - $49.85 $5.28M - $5.47M
865K $42.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-155K
- 90.91%
$27.29 - $29.28 $4.22M - $4.53M
15.5K $453K
VGIT
Vanguard Intermediate Term Tre

ETFs
-59.1K
- 11.46%
$58.63 - $59.9 $3.46M - $3.54M
457K $27.3M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-42.1K
- 24.99%
$43.63 - $45.4 $1.84M - $1.91M
126K $5.65M
XOM
Exxon Mobil Corp

Energy
-5.42K
- 5.77%
$99.93 - $119.04 $541K - $645K
88.4K $9.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49
- 0.15%
$483.48 - $539.8 $23.7K - $26.5K
31.8K $15.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.25K
- 2.31%
$285.55 - $321.23 $357K - $402K
53K $15.5M
UNH
Unitedhealth Group Inc

Healthcare
-606
- 13.47%
$274.35 - $599.47 $166K - $363K
3.89K $1.21M
AFL
Aflac Inc

Financial Services
-751
- 0.53%
$99.77 - $112.45 $74.9K - $84.4K
141K $14.8M
LLY
Eli Lilly & CO

Healthcare
-604
- 7.21%
$713.71 - $898.95 $431K - $543K
7.77K $6.06M
VGLT
Vanguard Long Term Treasury Et

ETFs
-10.3K
- 7.01%
$53.66 - $58.71 $552K - $604K
136K $7.66M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.2K
- 4.99%
$72.02 - $73.82 $804K - $825K
213K $15.6M
ATO
Atmos Energy Corp

Utilities
-4.7K
- 4.93%
$145.06 - $162.66 $682K - $764K
90.5K $14M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-30.9K
- 16.66%
$24.66 - $25.17 $762K - $777K
154K $3.89M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-32K
- 5.14%
$36.25 - $42.28 $1.16M - $1.35M
591K $25M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-13.2K
- 26.28%
$46.77 - $47.89 $616K - $631K
36.9K $1.75M
BDX
Becton Dickinson & CO

Healthcare
-1.59K
- 25.53%
$165.15 - $226.42 $263K - $360K
4.64K $799K
CVX
Chevron Corp

Energy
-1.15K
- 7.02%
$133.73 - $168.51 $154K - $194K
15.2K $2.18M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-11.7K
- 12.31%
$47.89 - $48.65 $559K - $568K
83.2K $4.05M
MRK
Merck & Co., Inc.

Healthcare
-880
- 2.07%
$73.47 - $87.12 $64.7K - $76.7K
41.6K $3.29M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-705
- 30.49%
$390.26 - $489.06 $275K - $345K
1.61K $651K
HRL
Hormel Foods Corp

Consumer Defensive
-5.18K
- 1.11%
$29.11 - $31.44 $151K - $163K
460K $13.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.26K
- 50.38%
$50.08 - $63.14 $464K - $584K
9.12K $575K
DHR
Danaher Corp

Healthcare
-2.07K
- 65.01%
$174.64 - $205.16 $362K - $425K
1.11K $220K
DOW
Dow Inc.

Basic Materials
-9.31K
- 47.73%
$25.81 - $34.89 $240K - $325K
10.2K $269K
VIG
Vanguard Dividend Appreciation

ETFs
-2.07K
- 3.3%
N/A
60.6K $11M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-7.86K
- 30.73%
$47.02 - $47.83 $370K - $376K
17.7K $848K
FDX
Fedex Corp

Industrials
-1.25K
- 24.46%
$198.07 - $245.17 $247K - $305K
3.85K $874K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-11.8K
- 9.85%
$72.61 - $88.75 $853K - $1.04M
108K $9.55M
AMGN
Amgen Inc

Healthcare
-343
- 4.4%
$262.28 - $309.85 $90K - $106K
7.45K $2.08M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-15.8K
- 0.41%
$44.68 - $45.96 $707K - $728K
3.84M $176M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-14.1K
- 6.98%
$22.54 - $23.17 $318K - $327K
188K $4.32M
PGR
Progressive Corp

Financial Services
-365
- 2.96%
$255.27 - $288.74 $93.2K - $105K
12K $3.2M
CINF
Cincinnati Financial Corp

Financial Services
-2.82K
- 2.59%
$126.6 - $151.6 $357K - $427K
106K $15.8M
PFE
Pfizer Inc

Healthcare
-10.5K
- 47.41%
$21.59 - $24.84 $227K - $261K
11.7K $282K
GIS
General Mills Inc

Consumer Defensive
-1.98K
- 9.31%
$50.37 - $60.97 $99.7K - $121K
19.3K $999K
HD
Home Depot, Inc.

Consumer Cyclical
-736
- 4.62%
$335.24 - $380.78 $247K - $280K
15.2K $5.57M
EOG
Eog Resources Inc

Energy
-1.55K
- 19.16%
$104.61 - $129.97 $162K - $201K
6.53K $781K
LOW
Lowes Companies Inc

Consumer Cyclical
-478
- 4.19%
$210.83 - $235.28 $101K - $112K
10.9K $2.42M
TXN
Texas Instruments Inc

Technology
-1.11K
- 15.59%
N/A
6.02K $1.17M
SBUX
Starbucks Corp

Consumer Cyclical
-1.47K
- 12.08%
$79.69 - $99.41 $117K - $146K
10.7K $981K
Activity Summary
Buys All Purchases 255 New Holdings 6 Increased Positions 249 Sells All Sells 294 Reductions 294 Sold out 0 Options Calls 0 Puts 4
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