Plum Street Advisors, LLC Reduced Holdings in Q1 2025

Plum Street Advisors, LLC

  • $208 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-16.8K
- 54.82%
$32.74 - $36.2 $551K - $610K
13.9K $485M
VBR
Vanguard Small Cap Value ETF

ETFs
-210
- 0.53%
$183.02 - $207.75 $38.4K - $43.6K
39.6K $7.38B
IDXX
Idexx Laboratories Inc

Healthcare
-833
- 63.35%
$406.29 - $469.04 $338K - $391K
482 $202M
SPY
Spdr S&P 500 ETF Trust

ETFs
-76
- 0.52%
$551.42 - $612.93 $41.9K - $46.6K
14.7K $8.2B
SHV
Ishares Tr

ETFs
-3.35K
- 28.01%
$110.11 - $110.51 $369K - $370K
8.61K $951M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-12.1K
- 17.8%
$24.6 - $24.99 $299K - $303K
56.1K $1.4B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-306
- 3.12%
$302.31 - $337.54 $92.5K - $103K
9.49K $2.91B
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 0.62%
$554.06 - $615.85 $24.4K - $27.1K
7.02K $3.94B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.96K
- 10.49%
$71.17 - $73.66 $210K - $218K
25.2K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
-8
- 0.24%
$190.26 - $242.06 $1.52K - $1.94K
3.39K $646M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.03K
- 2.35%
$49.25 - $50.66 $50.8K - $52.3K
42.8K $2.13B
NVDA
Nvidia Corp

Technology
-62
- 2.86%
$106.98 - $149.43 $6.63K - $9.26K
2.11K $228M
IWR
Ishares Russell Mid Cap ETF

ETFs
-45
- 0.26%
$82.81 - $92.93 $3.73K - $4.18K
17K $1.44B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-998
- 19.15%
$74.85 - $84.89 $74.7K - $84.7K
4.21K $344M
VEA
Vanguard Ftse Developed Market

ETFs
-10K
- 6.45%
$47.4 - $52.99 $474K - $530K
145K $7.37B
SUB
Ishares Short Term National Mu

ETFs
-386
- 5.52%
$105.3 - $106.24 $40.6K - $41K
6.61K $697M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-936
- 4.93%
$73.78 - $76.59 $69.1K - $71.7K
18K $1.38B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-111
- 2.12%
$189.39 - $204.09 $21K - $22.7K
5.13K $981M
IVE
Ishares S&P 500 Value ETF

ETFs
-139
- 1.67%
$185.78 - $198.58 $25.8K - $27.6K
8.2K $1.56B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.47K
- 3.94%
$25.69 - $26.89 $37.7K - $39.4K
35.8K $962M
IEMG
Ishares Inc

ETFs
-83
- 0.95%
N/A
8.65K $467M
IAUM
I Shares Gold Trust Micro

ETFs
-1.74K
- 13.25%
$26.29 - $31.17 $45.7K - $54.2K
11.4K $355M
IEFA
Ishares Tr

ETFs
-35
- 1.1%
$69.57 - $78.65 $2.43K - $2.75K
3.14K $237M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-65
- 0.39%
$42.5 - $46.71 $2.76K - $3.04K
16.4K $744M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.16K
- 4.73%
$60.63 - $68.55 $131K - $148K
43.5K $2.88B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.2K
- 1.32%
$18.36 - $20.51 $40.3K - $45K
165K $3.26B
IAU
Ishares Gold Trust

ETFs
-20.8K
- 13.25%
$49.74 - $58.96 $1.03M - $1.23M
136K $8.03B
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 29 Reductions 28 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Plum Street Advisors, LLC Portfolio

Follow Plum Street Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plum Street Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plum Street Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email