Moller Financial Services Purchases and Sells in Q2 2025

Moller Financial Services

$452 Million
Q2 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	19.4K + 16.73%	$193.73 - $237.37 $3.76M - $4.6M	135K $32.1M
FNDA	169K + 15.15%	$23.85 - $28.69 $4.03M - $4.84M	1.28M $36.8M
GUNR	44.7K + 4.17%	$33.77 - $41.16 $1.51M - $1.84M	1.12M $44.8M
VNQI	20.3K + 5.04%	$37.77 - $46.15 $768K - $938K	424K $19.6M
IVV	922 + 2.33%	$498.8 - $620.9 $460K - $572K	40.4K $25.1M
FNDX	62.6K + 7.71%	$20.84 - $24.54 $1.3M - $1.54M	874K $21.4M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	6.81K New	$50.36 - $50.68 $343K - $345K	6.81K $345K
AMAT	1.64K New	$126.95 - $183.52 $209K - $302K	1.64K $300K
AAPL	1.43K New	$172.42 - $223.89 $246K - $319K	1.43K $292K
GS	379 New	$462.22 - $707.75 $175K - $268K	379 $268K
MSFT	490 New	$354.56 - $497.45 $174K - $244K	490 $243K
SPLG	2.98K New	$58.41 - $72.69 $174K - $217K	2.98K $216K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	-4.68K - 43.75%	$114.78 - $133.31 $537K - $623K	6.01K $801K
VTEB	-4.89K - 1.34%	$48.13 - $49.85 $235K - $244K	361K $17.7M
SPY	-467 - 40.57%	$496.48 - $617.85 $232K - $289K	684 $422K
PG	-245 - 2.93%	$157.66 - $172.39 $38.6K - $42.2K	8.13K $1.29M
PSX	-348 - 16.6%	$92.87 - $125.73 $32.3K - $43.8K	1.75K $208K
RWR	-116 - 0.82%	$86.33 - $99.71 $10K - $11.6K	14.1K $1.36M

Activity Summary All Purchases 43 New Holdings 7 Increased Positions 36 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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