Painted Porch Advisors LLC Sells in Q2 2025

Painted Porch Advisors LLC

  • $244 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-10
- 8.0%
$919.93 - $1101.66 $9.2K - $11K
115 $120M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-80
- 8.95%
$212.1 - $244.27 $17K - $19.5K
814 $178M
PLTR
Palantir Technologies Inc.

Technology
-200
- 66.67%
$74.01 - $144.25 $14.8K - $28.9K
100 $13.6M
PSA
Public Storage

Real Estate
-32
- 8.77%
$266.31 - $309.77 $8.52K - $9.91K
333 $97.7M
MMS
Maximus, Inc.

Industrials
-95
- 9.14%
$65.54 - $76.8 $6.23K - $7.3K
944 $66.3M
BAC
Bank Of America Corp

Financial Services
-284
- 69.78%
$34.39 - $47.46 $9.77K - $13.5K
123 $5.82M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-206
- 9.32%
$41.42 - $46.68 $8.53K - $9.62K
2K $91.3M
PII
Polaris Inc.

Consumer Cyclical
-250
- 71.43%
$31.97 - $42.61 $7.99K - $10.7K
100 $4.07M
CRVL
Corvel Corp

Financial Services
-47
- 9.36%
$102.11 - $118.66 $4.8K - $5.58K
455 $46.8M
DUK
Duke Energy Corp

Utilities
-50
- 6.34%
$112.46 - $124.05 $5.62K - $6.2K
739 $87.2M
MA
Mastercard Inc

Financial Services
-45
- 3.73%
$479.92 - $590.74 $21.6K - $26.6K
1.16K $654M
SHOP
Shopify Inc.

Technology
-99
- 51.03%
$76.89 - $115.35 $7.61K - $11.4K
95 $11M
SPGI
S&P Global Inc.

Financial Services
-22
- 9.52%
$438.31 - $527.29 $9.64K - $11.6K
209 $110M
JKHY
Henry Jack & Associates Inc

Technology
-57
- 8.56%
$163.54 - $186.02 $9.32K - $10.6K
609 $110M
WY
Weyerhaeuser CO

Real Estate
-229
Closed
$24.69 - $29.48 $5.65K - $6.75K
0 $0
QCOM
Qualcomm Inc

Technology
-43
Closed
$124.66 - $159.48 $5.36K - $6.86K
0 $0
ILCB
Ishares Morningstar U.S. Equit

ETFs
-96
- 44.04%
$68.63 - $85.78 $6.59K - $8.23K
122 $10.5M
INGR
Ingredion Inc

Consumer Defensive
-40
- 9.39%
$123.22 - $140.95 $4.93K - $5.64K
386 $52.3M
ONON
On Holding Ag

Consumer Cyclical
-140
Closed
$37.65 - $60.68 $5.27K - $8.5K
0 $0
SCHO
Schwab Short Term Us Treasury

ETFs
-256
- 8.6%
$24.19 - $24.45 $6.19K - $6.26K
2.72K $66.3M
O
Realty Income Corp

Real Estate
-105
Closed
$52.27 - $58.52 $5.49K - $6.14K
0 $0
BARK
Bark, Inc.

Consumer Cyclical
-4.29K
Closed
$0.81 - $1.42 $3.47K - $6.09K
0 $0
EWD
Ishares Inc Msci Sweden ETF

ETFs
-141
Closed
$37.07 - $46.35 $5.23K - $6.54K
0 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-504
- 55.14%
$10.8 - $16.92 $5.44K - $8.53K
410 $5.63M
AAON
Aaon, Inc.

Industrials
-48
- 10.13%
$71.78 - $106.87 $3.45K - $5.13K
426 $31.4M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-496
Closed
$9.19 - $10.76 $4.56K - $5.34K
0 $0
NUE
Nucor Corp

Basic Materials
-45
Closed
$103.22 - $131.43 $4.64K - $5.91K
0 $0
SHV
Ishares Tr

ETFs
-48
Closed
$110.06 - $110.46 $5.28K - $5.3K
0 $0
SPYG
Spdr Portfolio

ETFs
-71
- 60.68%
$71.83 - $95.32 $5.1K - $6.77K
46 $4.41M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-230
- 5.07%
$24.54 - $25.07 $5.64K - $5.77K
4.31K $108M
XLF
Financial Sector Spdr

ETFs
-100
Closed
$43.92 - $52.37 $4.39K - $5.24K
0 $0
GM
General Motors CO

Consumer Cyclical
-101
Closed
$42.48 - $50.46 $4.29K - $5.1K
0 $0
COCO
Vita Coco Company, Inc.

Consumer Defensive
-106
- 9.36%
$27.0 - $37.18 $2.86K - $3.94K
1.03K $37M
PFE
Pfizer Inc

Healthcare
-183
- 98.92%
$21.59 - $24.84 $3.95K - $4.55K
2 $59K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
-558
Closed
$7.84 - $9.79 $4.37K - $5.46K
0 $0
Global X Superdividend Reit ETF
-216
Closed
N/A
0 $0
Liberty Media Corp Del Com Lbty Liv S A
-64
Closed
N/A
0 $0
ATR
Aptargroup, Inc.

Healthcare
-26
- 12.81%
$133.66 - $158.53 $3.48K - $4.12K
177 $27.7M
WPC
W. P. Carey Inc.

Real Estate
-65
Closed
$56.12 - $64.53 $3.65K - $4.19K
0 $0
KHC
Kraft Heinz CO

Consumer Defensive
-128
Closed
$25.61 - $30.81 $3.28K - $3.94K
0 $0
ENZL
Ishares Tr Msci New Zealand Et

ETFs
-87
Closed
$39.39 - $46.07 $3.43K - $4.01K
0 $0
PPL
Ppl Corp

Utilities
-96
Closed
$33.45 - $36.5 $3.21K - $3.5K
0 $0
QLYS
Qualys, Inc.

Technology
-28
- 12.61%
$115.21 - $142.87 $3.23K - $4K
194 $27.7M
HERO
Global X Fds Video Games & Esp

ETFs
-136
Closed
$23.12 - $32.73 $3.14K - $4.45K
0 $0
VDE
Vanguard Energy ETF

ETFs
-25
Closed
$105.87 - $130.56 $2.65K - $3.26K
0 $0
PBE
Invesco Exchange Traded Fd Tr

ETFs
-49
Closed
$56.01 - $65.43 $2.74K - $3.21K
0 $0
EWJ
Ishares Msci Japan ETF

ETFs
-49
- 49.49%
$61.32 - $75.28 $3K - $3.69K
50 $3.72M
MDT
Medtronic PLC

Healthcare
-25
- 9.51%
$80.68 - $88.86 $2.02K - $2.22K
238 $20.7M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-158
Closed
$15.54 - $23.35 $2.46K - $3.69K
0 $0
Activity Summary
Buys All Purchases 100 New Holdings 28 Increased Positions 72 Sells All Sells 224 Reductions 132 Sold out 92 Options Calls 0 Puts 0
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