Nautilus Advisors LLC Reduced Holdings in Q2 2025

Nautilus Advisors LLC

  • $136 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
-22.3K
- 53.79%
N/A
19.1K $508M
JPIE
J P Morgan Exchange Traded Fd
-12.1K
- 69.39%
$45.12 - $46.32 $544K - $559K
5.32K $246M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.84K
- 51.06%
$51.14 - $57.0 $452K - $504K
8.48K $482M
VNLA
Janus Henderson Short Duration

ETFs
-8.66K
- 25.38%
$48.74 - $49.2 $422K - $426K
25.5K $1.25B
Capital Group Core Balanced
-12.5K
- 27.19%
N/A
33.5K $1.12B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.98K
- 27.82%
$100.04 - $100.54 $298K - $300K
7.74K $778M
Simplify Exchange Traded Fun
-3.55K
- 15.88%
N/A
18.8K $941M
BMY
Bristol Myers Squibb CO

Healthcare
-149
- 1.54%
$44.12 - $59.6 $6.57K - $8.88K
9.5K $440M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.7K
- 14.24%
$47.09 - $48.01 $127K - $130K
16.3K $781M
Goldman Sachs ETF Tr
-2.46K
- 29.71%
N/A
5.82K $290M
REVG
Rev Group, Inc.

Industrials
-15K
- 37.5%
$28.82 - $47.59 $432K - $714K
25K $1.19B
AMGN
Amgen Inc

Healthcare
-40
- 1.86%
$262.28 - $309.85 $10.5K - $12.4K
2.11K $589M
KMB
Kimberly Clark Corp

Consumer Defensive
-55
- 1.72%
$126.84 - $145.22 $6.98K - $7.99K
3.14K $405M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-423
- 12.91%
$152.93 - $181.74 $64.7K - $76.9K
2.85K $519M
Tcw ETF Trust
-1.29K
- 15.46%
N/A
7.06K $278M
FDX
Fedex Corp

Industrials
-125
- 12.44%
$198.07 - $245.17 $24.8K - $30.6K
880 $200M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-674
- 11.36%
$47.46 - $55.3 $32K - $37.3K
5.26K $290M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.33K
- 7.32%
$45.88 - $54.4 $61.2K - $72.6K
16.9K $919M
MINO
Pimco ETF Tr Municipal Income

ETFs
-425
- 6.72%
$43.42 - $45.15 $18.5K - $19.2K
5.9K $261M
QCOM
Qualcomm Inc

Technology
-454
- 5.0%
$124.66 - $159.48 $56.6K - $72.4K
8.63K $1.37B
CRM
Salesforce, Inc.

Technology
-188
- 2.66%
$236.26 - $291.15 $44.4K - $54.7K
6.87K $1.87B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-222
- 2.24%
$24.32 - $27.87 $5.4K - $6.19K
9.7K $257M
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 3.47%
$335.24 - $380.78 $12.7K - $14.5K
1.06K $387M
MDT
Medtronic PLC

Healthcare
-8
- 0.2%
$80.68 - $88.86 $645 - $711
3.93K $342M
KO
Coca Cola CO

Consumer Defensive
-46
- 0.58%
$68.37 - $73.9 $3.15K - $3.4K
7.89K $558M
WM
Waste Management Inc

Industrials
-5
- 0.23%
$216.47 - $242.1 $1.08K - $1.21K
2.18K $498M
Blackrock Inc
-10
- 3.7%
N/A
260 $273M
MA
Mastercard Inc

Financial Services
-10
- 1.86%
$479.92 - $590.74 $4.8K - $5.91K
528 $297M
TROW
Price T Rowe Group Inc

Financial Services
-155
- 2.34%
$80.27 - $98.06 $12.4K - $15.2K
6.46K $623M
CGXU
Capital Group Intl Focus Equit

ETFs
-600
- 4.37%
$21.44 - $27.35 $12.9K - $16.4K
13.1K $356M
XLC
Select Sector Spdr Tr Communic

ETFs
-100
- 3.54%
$86.13 - $108.53 $8.61K - $10.9K
2.73K $296M
VO
Vanguard Mid Cap ETF

ETFs
-61
- 3.02%
$228.54 - $279.83 $13.9K - $17.1K
1.96K $548M
JNJ
Johnson & Johnson

Healthcare
-35
- 0.75%
$146.36 - $159.82 $5.12K - $5.59K
4.6K $703M
Ishares Bitcoin Trust ETF
-600
- 11.0%
N/A
4.85K $297M
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 1.98%
$221.86 - $362.89 $5.55K - $9.07K
1.24K $393M
SHOP
Shopify Inc.

Technology
-100
- 2.55%
$76.89 - $115.35 $7.69K - $11.5K
3.82K $441M
CARR
Carrier Global Corp

Industrials
-363
- 3.36%
$55.55 - $75.83 $20.2K - $27.5K
10.5K $765M
IBM
International Business Machines Corp

Technology
-17
- 0.77%
$221.03 - $294.78 $3.76K - $5.01K
2.2K $649M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 0.44%
$908.13 - $1056.85 $9.99K - $11.6K
2.48K $2.46B
TDVG
T Rowe Price Exchange Traded F

Technology
-270
- 0.44%
$36.12 - $42.38 $9.75K - $11.4K
61.5K $2.61B
VUG
Vanguard Growth ETF

ETFs
-25
- 0.79%
$329.49 - $438.4 $8.24K - $11K
3.14K $1.38B
META
Meta Platforms, Inc.

Communication Services
-9
- 0.6%
$484.66 - $738.09 $4.36K - $6.64K
1.48K $1.09B
AMAT
Applied Materials Inc

Technology
-101
- 1.41%
$126.95 - $183.52 $12.8K - $18.5K
7.08K $1.3B
AMZN
Amazon Com Inc

Consumer Cyclical
-922
- 2.53%
$167.32 - $223.3 $154K - $206K
35.5K $7.78B
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 50 Reductions 45 Sold out 5 Options Calls 0 Puts 0
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