Pacific Sage Partners, LLC Reduced Holdings in Q2 2025

Pacific Sage Partners, LLC

  • $503 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-309K
- 39.31%
$58.32 - $58.95 $18M - $18.2M
477K $28B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-85.2K
- 3.14%
$24.54 - $25.07 $2.09M - $2.14M
2.63M $65.8B
CVX
Chevron Corp

Energy
-968
- 13.38%
$133.73 - $168.51 $129K - $163K
6.27K $897M
XOM
Exxon Mobil Corp

Energy
-1.11K
- 11.26%
$99.93 - $119.04 $111K - $132K
8.72K $940M
AMGN
Amgen Inc

Healthcare
-64
- 1.21%
$262.28 - $309.85 $16.8K - $19.8K
5.25K $1.47B
V
Visa Inc.

Financial Services
-377
- 8.14%
$308.27 - $373.31 $116K - $141K
4.25K $1.51B
LLY
Eli Lilly & CO

Healthcare
-23
- 1.65%
$713.71 - $898.95 $16.4K - $20.7K
1.37K $1.07B
MCD
Mcdonalds Corp

Consumer Cyclical
-81
- 5.08%
$285.55 - $321.23 $23.1K - $26K
1.51K $442M
PCAR
Paccar Inc

Industrials
-131
- 0.93%
$86.4 - $99.09 $11.3K - $13K
14K $1.33B
FDX
Fedex Corp

Industrials
-81
- 7.01%
$198.07 - $245.17 $16K - $19.9K
1.08K $244M
CMCSA
Comcast Corp

Communication Services
-244
- 2.9%
$32.84 - $36.72 $8.01K - $8.96K
8.18K $292M
DBO
Invesco Db Oil Fund

ETFs
-351
- 2.85%
$11.91 - $14.79 $4.18K - $5.19K
12K $158M
INTC
Intel Corp

Technology
-360
- 1.99%
$18.13 - $22.69 $6.53K - $8.17K
17.7K $398M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-16.3K
- 5.55%
$26.18 - $30.91 $426K - $503K
277K $8.33B
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-56
- 1.1%
$61.48 - $65.6 $3.44K - $3.67K
5.03K $322M
IBM
International Business Machines Corp

Technology
-159
- 10.59%
$221.03 - $294.78 $35.1K - $46.9K
1.34K $396M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-80
- 0.39%
$20.42 - $25.3 $1.63K - $2.02K
20.4K $517M
PI
Impinj Inc

Technology
-4
- 0.18%
$62.54 - $125.05 $250 - $500
2.25K $250M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.12%
$496.48 - $617.85 $496 - $618
833 $515M
Ishares Bitcoin Trust ETF
-121
- 2.59%
N/A
4.55K $279M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-26
- 2.19%
$416.06 - $551.64 $10.8K - $14.3K
1.16K $639M
DIS
Walt Disney CO

Communication Services
-65
- 1.3%
$81.72 - $124.01 $5.31K - $8.06K
4.92K $610M
FFIV
F5, Inc.

Technology
-183
- 2.52%
$239.25 - $295.9 $43.8K - $54.1K
7.08K $2.08B
PHYS
Sprott Physical Gold Trust

Financial Services
-6.83K
- 2.09%
$22.82 - $26.29 $156K - $180K
320K $8.12B
GOOG
Alphabet Inc.

Communication Services
-32
- 0.26%
$146.58 - $180.01 $4.69K - $5.76K
12.1K $2.14B
META
Meta Platforms, Inc.

Communication Services
-8
- 0.46%
$484.66 - $738.09 $3.88K - $5.9K
1.74K $1.28B
BA
Boeing CO

Industrials
-79
- 0.89%
$136.59 - $217.51 $10.8K - $17.2K
8.76K $1.83B
DISV
Dimensional ETF Tr Dimensional

ETFs
-17.8K
- 6.32%
$25.93 - $32.91 $462K - $587K
264K $8.7B
ORCL
Oracle Corp

Technology
-194
- 1.08%
$122.82 - $218.63 $23.8K - $42.4K
17.8K $3.89B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.13K
- 1.73%
$167.32 - $223.3 $189K - $252K
64.1K $14.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-70.9K
- 4.09%
$17.76 - $22.1 $1.26M - $1.57M
1.66M $36.8B
MSFT
Microsoft Corp

Technology
-2.65K
- 1.37%
$354.56 - $497.45 $938K - $1.32M
190K $94.7B
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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