Pettinga Financial Advisors, LLC Sells in Q1 2025

Pettinga Financial Advisors, LLC

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-117K
- 61.13%
$96.1 - $106.37 $11.2M - $12.4M
74.4K $7.44M
IVV
Ishares Core S&P 500 ETF

ETFs
-12.2K
- 17.38%
$554.06 - $615.85 $6.78M - $7.53M
58.1K $32.7M
EFV
Msci Eafe Value ETF

ETFs
-168K
- 48.93%
$51.88 - $60.73 $8.73M - $10.2M
176K $10.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-39K
- 88.56%
$85.29 - $92.57 $3.33M - $3.61M
5.04K $459K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-46.8K
- 27.61%
$54.25 - $57.64 $2.54M - $2.7M
123K $6.76M
ORCC
Owl Rock Capital Corp

Financial Services
-151K
- 42.59%
N/A
203K $2.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.41K
- 16.03%
$468.34 - $539.52 $1.13M - $1.3M
12.6K $5.93M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.32K
- 1.85%
$140.44 - $166.79 $185K - $219K
69.9K $9.82M
AAPL
Apple Inc.

Technology
-72
- 0.15%
$209.68 - $247.1 $15.1K - $17.8K
47.1K $10.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.37K
- 1.47%
$102.49 - $119.96 $141K - $165K
92.1K $9.63M
XLV
Select Sector Spdr Fund Health

ETFs
-8.74K
- 29.16%
$137.61 - $149.68 $1.2M - $1.31M
21.2K $3.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13.6K
- 70.29%
$44.72 - $46.25 $608K - $628K
5.74K $264K
MBB
Ishares Tr

ETFs
-7.44K
- 13.35%
$90.37 - $94.08 $672K - $700K
48.3K $4.53M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-5.32K
- 4.24%
$27.56 - $32.1 $147K - $171K
120K $3.38M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-704
- 3.73%
$408.78 - $448.82 $288K - $316K
18.2K $7.63M
MSFT
Microsoft Corp

Technology
-77
- 1.0%
$375.39 - $447.2 $28.9K - $34.4K
7.64K $2.87M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.79K
- 4.43%
$126.11 - $135.06 $478K - $512K
81.8K $10.5M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-2.72K
- 14.67%
$120.5 - $145.97 $327K - $396K
15.8K $2.08M
XLE
Energy Sector Spdr

ETFs
-7.32K
- 17.68%
$85.7 - $93.96 $628K - $688K
34.1K $3.19M
ET
Energy Transfer LP

Energy
-14.6K
- 52.6%
$17.26 - $21.08 $252K - $308K
13.2K $244K
KBE
Spdr S&P Bank ETF

ETFs
-4.9K
- 46.85%
$51.28 - $59.92 $251K - $294K
5.56K $294K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-245
- 0.85%
$81.1 - $94.7 $19.9K - $23.2K
28.7K $2.32M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
-14.8K
- 18.64%
$19.17 - $20.25 $283K - $299K
64.5K $1.25M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.26K
- 23.37%
$149.27 - $169.4 $188K - $213K
4.12K $622K
CPER
United States Copper Index Fun

ETFs
-12.8K
- 47.51%
$25.32 - $32.75 $323K - $418K
14.1K $445K
EPD
Enterprise Products Partners L.P.

Energy
-8.2K
- 44.81%
$31.75 - $34.14 $260K - $280K
10.1K $344K
DFAE
Dimensional ETF Tr

ETFs
-12K
- 7.7%
$24.64 - $26.86 $295K - $321K
143K $3.71M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-10.2K
- 40.04%
$19.51 - $20.4 $200K - $209K
15.3K $306K
AMZN
Amazon Com Inc

Consumer Cyclical
-140
- 2.55%
$190.26 - $242.06 $26.6K - $33.9K
5.35K $1.02M
EMB
Ishares Tr

ETFs
-2.21K
- 13.47%
$88.64 - $92.03 $196K - $204K
14.2K $1.29M
AVGO
Broadcom Inc.

Technology
-32
- 1.21%
$167.43 - $244.7 $5.36K - $7.83K
2.61K $437K
XOM
Exxon Mobil Corp

Energy
-1.77K
- 36.97%
$105.44 - $118.93 $186K - $210K
3.01K $357K
VIG
Vanguard Dividend Appreciation

ETFs
-825
- 9.13%
N/A
8.21K $1.49M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-841
- 10.49%
$62.43 - $84.12 $52.5K - $70.7K
7.18K $467K
ONB
Old National Bancorp

Financial Services
-4.28K
- 7.59%
$20.11 - $24.45 $86.1K - $105K
52.1K $1.1M
GOOGL
Alphabet Inc.

Communication Services
-19
- 0.9%
$154.33 - $206.19 $2.93K - $3.92K
2.1K $324K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-9.25K
- 25.74%
$8.58 - $8.9 $79.4K - $82.3K
26.7K $234K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-4.71K
- 24.43%
$14.39 - $15.91 $67.8K - $74.9K
14.6K $223K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-265
- 8.12%
$120.24 - $134.3 $31.9K - $35.6K
3K $365K
IWM
Ishares Russell 2000 ETF

ETFs
-50
- 2.82%
$198.1 - $229.79 $9.91K - $11.5K
1.73K $344K
SIL
Global X Silver Miners ETF

ETFs
-3.91K
- 26.02%
$31.91 - $40.68 $125K - $159K
11.1K $438K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-12.3K
- 28.01%
$34.58 - $45.97 $426K - $566K
31.7K $1.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1K
- 14.22%
$42.5 - $46.71 $42.5K - $46.7K
6.03K $273K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-800
- 12.85%
$59.6 - $67.2 $47.7K - $53.8K
5.43K $346K
KMI
Kinder Morgan, Inc.

Energy
-1.25K
- 10.79%
$26.1 - $31.22 $32.6K - $39K
10.3K $294K
EPI
Wisdomtree Tr India Earnings F

ETFs
-200
- 3.05%
$40.08 - $45.85 $8.02K - $9.17K
6.35K $277K
PPLT
Abrdn Platinum ETF Trust

ETFs
-45
- 0.53%
N/A
8.46K $759K
UGA
United States Gasoline Fund, LP

ETFs
-350
- 2.09%
$58.56 - $68.15 $20.5K - $23.9K
16.4K $1.06M
Blackrock ETF Trust Ii
-396
- 0.96%
N/A
41K $0
Activity Summary
Buys All Purchases 57 New Holdings 15 Increased Positions 42 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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