Pax Financial Group, LLC Sells in Q2 2025

Pax Financial Group, LLC

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-37.6K
- 49.89%
$498.8 - $620.9 $18.7M - $23.3M
37.7K $23.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-89.1K
- 14.7%
$45.12 - $46.23 $4.02M - $4.12M
517K $23.9M
AAPL
Apple Inc.

Technology
-15.5K
- 43.79%
$172.42 - $223.89 $2.67M - $3.46M
19.8K $4.07M
BOND
Pimco Active Bond Exchange Tra

ETFs
-32.8K
- 20.19%
$89.87 - $92.93 $2.95M - $3.05M
130K $12M
CORP
Pimco Investment Grade Corp Bd

ETFs
-25.5K
- 39.83%
$94.14 - $97.31 $2.4M - $2.48M
38.6K $3.75M
HEFA
Ishares Currency Hedged Msci E

ETFs
-61.3K
- 72.93%
$32.11 - $38.21 $1.97M - $2.34M
22.8K $863K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-123K
- 21.17%
$27.43 - $34.32 $3.38M - $4.23M
459K $15.7M
FTNT
Fortinet, Inc.

Technology
-23.2K
- 41.69%
$84.71 - $108.69 $1.96M - $2.52M
32.4K $3.42M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-52.2K
- 12.44%
$23.33 - $24.01 $1.22M - $1.25M
367K $8.82M
GOOGL
Alphabet Inc.

Communication Services
-7.92K
- 36.33%
$144.7 - $178.6 $1.15M - $1.42M
13.9K $2.45M
VUG
Vanguard Growth ETF

ETFs
-3.08K
- 43.14%
$329.49 - $438.4 $1.01M - $1.35M
4.06K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.81K
- 39.98%
$167.32 - $223.3 $971K - $1.3M
8.71K $1.91M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-34K
- 48.23%
$24.54 - $25.07 $834K - $852K
36.5K $913K
JKHY
Henry Jack & Associates Inc

Technology
-4.41K
- 27.68%
$163.54 - $186.02 $721K - $820K
11.5K $2.08M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-15.5K
- 20.96%
$50.34 - $51.86 $778K - $802K
58.3K $3M
ISMD
Northern Lts Fd Tr Iv

ETFs
-30.6K
- 13.67%
$29.72 - $35.6 $910K - $1.09M
193K $6.87M
MBB
Ishares Tr

ETFs
-8.28K
- 11.08%
$91.41 - $94.22 $757K - $780K
66.5K $6.24M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.73K
- 19.0%
$100.04 - $100.54 $574K - $576K
24.4K $2.46M
BIBL
Northern Lts Fd Tr Iv

ETFs
-20.3K
- 19.83%
$33.5 - $41.33 $679K - $837K
81.9K $3.39M
VTV
Vanguard Value ETF

ETFs
-2.99K
- 40.87%
$153.67 - $176.74 $460K - $529K
4.33K $765K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.53K
- 45.17%
$221.86 - $362.89 $562K - $919K
3.07K $976K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-9.39K
- 17.13%
$49.18 - $50.17 $462K - $471K
45.4K $2.28M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-23.9K
- 18.24%
$32.66 - $40.75 $781K - $974K
107K $4.34M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-4.35K
- 31.11%
$87.19 - $111.51 $379K - $485K
9.63K $1.06M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-11.8K
- 7.38%
$45.11 - $52.34 $533K - $619K
148K $7.76M
WAL
Western Alliance Bancorporation

Financial Services
-5.54K
- 31.47%
$61.0 - $79.94 $338K - $443K
12.1K $941K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-15.7K
- 38.18%
$33.86 - $45.77 $532K - $719K
25.4K $1.16M
V
Visa Inc.

Financial Services
-1.17K
- 36.8%
$308.27 - $373.31 $360K - $436K
2.01K $712K
GRMN
Garmin LTD

Technology
-1.59K
- 30.82%
$173.63 - $218.07 $275K - $346K
3.56K $742K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-529
- 21.96%
$483.48 - $539.8 $256K - $286K
1.88K $913K
CINF
Cincinnati Financial Corp

Financial Services
-2.52K
- 29.55%
$126.6 - $151.6 $319K - $382K
6.01K $895K
MINO
Pimco ETF Tr Municipal Income

ETFs
-7.03K
- 15.44%
$43.42 - $45.15 $305K - $317K
38.5K $1.7M
CPRT
Copart Inc

Consumer Cyclical
-4.55K
- 31.94%
$47.72 - $63.84 $217K - $290K
9.69K $475K
JNJ
Johnson & Johnson

Healthcare
-1.73K
- 39.25%
$146.36 - $159.82 $253K - $277K
2.68K $409K
MSI
Motorola Solutions, Inc.

Technology
-693
- 53.23%
$394.72 - $440.39 $274K - $305K
609 $256K
SWKS
Skyworks Solutions, Inc.

Technology
-7.05K
- 30.88%
$49.2 - $74.95 $347K - $528K
15.8K $1.18M
ACN
Accenture PLC

Technology
-793
- 20.53%
$279.23 - $323.21 $221K - $256K
3.07K $917K
MA
Mastercard Inc

Financial Services
-570
- 21.68%
$479.92 - $590.74 $274K - $337K
2.06K $1.16M
COST
Costco Wholesale Corp

Consumer Defensive
-354
- 23.11%
$908.13 - $1056.85 $321K - $374K
1.18K $1.17M
SBUX
Starbucks Corp

Consumer Cyclical
-2.42K
- 26.61%
$79.69 - $99.41 $193K - $241K
6.68K $611K
LLY
Eli Lilly & CO

Healthcare
-293
- 26.71%
$713.71 - $898.95 $209K - $263K
804 $626K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-2.87K
- 11.69%
$94.78 - $95.97 $272K - $275K
21.6K $2.07M
RE
Everest Re Group LTD

Financial Services
-749
- 30.03%
N/A
1.75K $646K
META
Meta Platforms, Inc.

Communication Services
-1.11K
- 33.03%
$484.66 - $738.09 $537K - $817K
2.25K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
-589
- 36.72%
$496.48 - $617.85 $292K - $364K
1.02K $627K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.55K
- 29.53%
$146.74 - $176.07 $227K - $273K
3.69K $599K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.53K
- 43.32%
$45.2 - $46.6 $250K - $258K
7.24K $335K
SCHO
Schwab Short Term Us Treasury

ETFs
-10.4K
- 44.11%
$24.19 - $24.45 $252K - $255K
13.2K $322K
DHI
Horton D R Inc

Consumer Cyclical
-2.06K
- 31.65%
$115.1 - $129.63 $237K - $266K
4.44K $572K
Activity Summary
Buys All Purchases 64 New Holdings 27 Increased Positions 37 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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