Pacific Sage Partners, LLC Incresed Positions in Q2 2025

Pacific Sage Partners, LLC

  • $503 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Global X Fds
63.3K
+ 229.47%
N/A
90.9K $9.13B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
37.8K
+ 116.71%
$99.1 - $99.49 $3.74M - $3.76M
70.1K $6.97B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.89K
+ 11.12%
$320.42 - $424.58 $926K - $1.23M
28.9K $12.3B
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
19.8K
+ 5.09%
$36.23 - $44.97 $718K - $891K
409K $18.4B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
53.1K
+ 11.52%
$22.92 - $28.05 $1.22M - $1.49M
514K $14.4B
Global X Fds
45.2K
+ 26.68%
N/A
215K $10.8B
DFAS
Dimensional ETF Tr U S Small C

ETFs
16.7K
+ 14.3%
$52.31 - $63.72 $871K - $1.06M
133K $8.48B
IWD
Ishares Russell 1000 Val ETF

ETFs
2.81K
+ 1.99%
$166.82 - $194.23 $469K - $546K
144K $28B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.4K
+ 2.5%
$50.08 - $63.14 $170K - $215K
140K $8.81B
NVDA
Nvidia Corp

Technology
592
+ 2.49%
$94.31 - $157.99 $55.8K - $93.5K
24.3K $3.85B
NFLX
Netflix Inc

Communication Services
7
+ 0.47%
$855.86 - $1339.13 $5.99K - $9.37K
1.49K $2B
TSLA
Tesla, Inc.

Consumer Cyclical
195
+ 2.47%
$221.86 - $362.89 $43.3K - $70.8K
8.09K $2.57B
PANW
Palo Alto Networks Inc

Technology
18
+ 0.14%
$152.44 - $204.64 $2.74K - $3.68K
12.7K $2.6B
AMAT
Applied Materials Inc

Technology
30
+ 0.34%
$126.95 - $183.52 $3.81K - $5.51K
8.9K $1.63B
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.16%
$144.7 - $178.6 $2.46K - $3.04K
10.7K $1.89B
VEA
Vanguard Ftse Developed Market

ETFs
2.74K
+ 34.56%
$45.65 - $57.01 $125K - $156K
10.7K $608M
CSCO
Cisco Systems, Inc.

Technology
156
+ 0.94%
$53.19 - $69.38 $8.3K - $10.8K
16.7K $1.16B
AVDV
American Centy ETF Tr Avantis

ETFs
1.01K
+ 19.44%
$61.76 - $79.32 $62.2K - $79.9K
6.19K $490M
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.57%
$81.79 - $99.98 $5.32K - $6.5K
11.5K $1.12B
XCEM
Columbia ETF Tr Ii

ETFs
1.71K
+ 23.09%
$26.68 - $34.18 $45.5K - $58.3K
9.09K $311M
GE
General Electric CO

Industrials
41
+ 3.48%
$166.81 - $257.39 $6.84K - $10.6K
1.22K $314M
BAC
Bank Of America Corp

Financial Services
154
+ 1.36%
$34.39 - $47.46 $5.3K - $7.31K
11.5K $544M
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 2.75%
$210.28 - $289.91 $5.89K - $8.12K
1.05K $304M
VTV
Vanguard Value ETF

ETFs
227
+ 7.34%
$153.67 - $176.74 $34.9K - $40.1K
3.32K $587M
HON
Honeywell International Inc

Industrials
30
+ 1.49%
$182.86 - $232.88 $5.49K - $6.99K
2.05K $476M
NEM
Newmont Corp

Basic Materials
1
+ 0.02%
$44.18 - $59.46 $44.2 - $59.5
4.64K $270M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
277
+ 12.18%
$90.56 - $109.49 $25.1K - $30.3K
2.55K $279M
ADBE
Adobe Inc.

Technology
12
+ 0.12%
$340.0 - $420.68 $4.08K - $5.05K
10.4K $4.04B
UPS
United Parcel Service Inc

Industrials
524
+ 27.98%
$91.92 - $110.2 $48.2K - $57.7K
2.4K $242M
NKE
Nike, Inc.

Consumer Cyclical
103
+ 2.79%
$53.27 - $72.04 $5.49K - $7.42K
3.79K $269M
WFC
Wells Fargo & Company

Financial Services
77
+ 2.35%
$60.98 - $80.12 $4.7K - $6.17K
3.35K $268M
LUMN
Lumen Technologies, Inc.

Communication Services
4.48K
+ 23.26%
$3.07 - $4.51 $13.7K - $20.2K
23.7K $104M
ABT
Abbott Laboratories

Healthcare
110
+ 3.24%
$123.95 - $138.08 $13.6K - $15.2K
3.51K $477M
CRM
Salesforce, Inc.

Technology
31
+ 1.75%
$236.26 - $291.15 $7.32K - $9.03K
1.8K $492M
T
At&T Inc.

Communication Services
7
+ 0.03%
$26.33 - $28.94 $184 - $203
22.5K $652M
BITF
Bitfarms LTD

Financial Services
4.55K
+ 6.01%
$0.68 - $1.16 $3.09K - $5.28K
80.3K $67.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
560
+ 6.4%
$24.32 - $27.87 $13.6K - $15.6K
9.32K $247M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.04%
$335.24 - $380.78 $670 - $762
5.68K $2.08B
DHR
Danaher Corp

Healthcare
16
+ 0.98%
$174.64 - $205.16 $2.79K - $3.28K
1.65K $327M
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 1.29%
$210.83 - $235.28 $4.01K - $4.47K
1.49K $330M
VZ
Verizon Communications Inc

Communication Services
139
+ 1.41%
$41.67 - $45.62 $5.79K - $6.34K
10K $433M
ABBV
Abb Vie Inc.

Healthcare
42
+ 3.64%
$170.16 - $206.27 $7.15K - $8.66K
1.2K $222M
PG
Procter & Gamble CO

Consumer Defensive
46
+ 1.21%
$157.66 - $172.39 $7.25K - $7.93K
3.86K $614M
JNJ
Johnson & Johnson

Healthcare
50
+ 1.18%
$146.36 - $159.82 $7.32K - $7.99K
4.28K $654M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 0.93%
$390.26 - $489.06 $2.73K - $3.42K
760 $308M
SBUX
Starbucks Corp

Consumer Cyclical
1.29K
+ 3.77%
$79.69 - $99.41 $103K - $128K
35.5K $3.25B
PGR
Progressive Corp

Financial Services
26
+ 0.36%
$255.27 - $288.74 $6.64K - $7.51K
7.29K $1.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.41%
$483.48 - $539.8 $6.77K - $7.56K
3.43K $1.66B
AAPL
Apple Inc.

Technology
150
+ 0.46%
$172.42 - $223.89 $25.9K - $33.6K
32.9K $6.75B
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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