Oldfather Financial Services, LLC Sells in Q2 2025

Oldfather Financial Services, LLC

  • $291 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-219
- 1.56%
$483.48 - $539.8 $106K - $118K
13.8K $6.7M
AAPL
Apple Inc.

Technology
-359
- 2.93%
$172.42 - $223.89 $61.9K - $80.4K
11.9K $2.44M
UNP
Union Pacific Corp

Industrials
-390
- 9.27%
$208.27 - $238.46 $81.2K - $93K
3.82K $878K
JNJ
Johnson & Johnson

Healthcare
-17
- 0.22%
$146.36 - $159.82 $2.49K - $2.72K
7.68K $1.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.56K
- 12.17%
$24.32 - $27.87 $62.4K - $71.5K
18.5K $490K
MCD
Mcdonalds Corp

Consumer Cyclical
-79
- 3.21%
$285.55 - $321.23 $22.6K - $25.4K
2.38K $695K
PEP
Pepsico Inc

Consumer Defensive
-183
- 8.23%
$128.02 - $151.37 $23.4K - $27.7K
2.04K $269K
XOM
Exxon Mobil Corp

Energy
-68
- 1.77%
$99.93 - $119.04 $6.8K - $8.09K
3.76K $405K
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.91%
$170.16 - $206.27 $2.38K - $2.89K
1.53K $283K
VZ
Verizon Communications Inc

Communication Services
-6
- 0.06%
$41.67 - $45.62 $250 - $274
10.9K $470K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-15
- 0.65%
$91.43 - $91.74 $1.37K - $1.38K
2.29K $210K
MA
Mastercard Inc

Financial Services
-20
- 2.43%
$479.92 - $590.74 $9.6K - $11.8K
802 $450K
HYG
Ishares Tr

ETFs
-91
- 1.38%
$75.75 - $80.65 $6.89K - $7.34K
6.52K $525K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-334
- 5.2%
$39.89 - $49.46 $13.3K - $16.5K
6.08K $300K
IYW
Ishares Dj Us Tech ETF

ETFs
-322
- 14.84%
$122.57 - $173.27 $39.5K - $55.8K
1.85K $320K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-954
- 6.93%
$49.48 - $61.22 $47.2K - $58.4K
12.8K $780K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6
- 0.33%
$149.76 - $186.42 $899 - $1.12K
1.8K $335K
USB
Us Bancorp \De\

Financial Services
-439
- 2.84%
$36.4 - $45.76 $16K - $20.1K
15K $678K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-118
- 0.84%
$24.38 - $30.18 $2.88K - $3.56K
14K $420K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-867
- 3.01%
$17.76 - $22.1 $15.4K - $19.2K
28K $617K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.14K
- 3.36%
$51.16 - $62.02 $58.5K - $71K
32.9K $2.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.54K
- 2.81%
$22.92 - $28.05 $35.4K - $43.3K
53.5K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-41
- 3.03%
$416.06 - $551.64 $17.1K - $22.6K
1.31K $724K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-355
- 0.51%
$19.6 - $24.44 $6.96K - $8.68K
69.2K $1.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-235
- 3.58%
$498.8 - $620.9 $117K - $146K
6.34K $3.94M
MSFT
Microsoft Corp

Technology
-5
- 0.19%
$354.56 - $497.45 $1.77K - $2.49K
2.58K $1.28M
AXP
American Express CO

Financial Services
-4
- 0.05%
$231.39 - $318.98 $926 - $1.28K
7.51K $2.4M
VB
Vanguard Small Cap ETF

ETFs
-194
- 0.6%
$193.73 - $237.37 $37.6K - $46K
32K $7.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
-285
- 1.08%
$496.48 - $617.85 $141K - $176K
26K $16.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-182
- 0.71%
$320.42 - $421.7 $58.3K - $76.7K
25.5K $10.8M
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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