Plum Street Advisors, LLC Sells in Q2 2025

Plum Street Advisors, LLC

  • $227 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-14K
- 10.29%
$56.1 - $64.74 $786K - $907K
122K $7.62B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-20.2K
- 2.13%
$22.68 - $23.28 $458K - $470K
929K $21.6B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.99K
- 6.97%
$48.13 - $49.85 $144K - $149K
39.9K $1.95B
AAPL
Apple Inc.

Technology
-66
- 0.84%
$172.42 - $223.89 $11.4K - $14.8K
7.82K $1.61B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.67K
- 8.38%
$77.94 - $79.5 $130K - $133K
18.2K $1.45B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.2K
- 8.94%
$26.18 - $26.93 $83.8K - $86.2K
32.6K $869M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-764
- 17.51%
$96.84 - $99.46 $74K - $76K
3.6K $357M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-1.48K
- 4.78%
$46.47 - $47.67 $69K - $70.7K
29.6K $1.41B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2.07K
- 3.68%
$24.66 - $25.17 $50.9K - $52K
54K $1.36B
SHV
Ishares Tr

ETFs
-308
- 3.58%
$110.06 - $110.46 $33.9K - $34K
8.3K $917M
IAUM
I Shares Gold Trust Micro

ETFs
-1.59K
- 13.96%
$29.65 - $34.24 $47.1K - $54.4K
9.8K $323M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-417
- 7.48%
$65.66 - $77.49 $27.4K - $32.3K
5.16K $391M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-96
- 0.53%
$75.05 - $77.34 $7.2K - $7.42K
17.9K $1.39B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-499
- 13.21%
$57.46 - $75.58 $28.7K - $37.7K
3.28K $248M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15
- 0.37%
$90.56 - $109.49 $1.36K - $1.64K
4K $437M
IWN
Ishares Russell2000 Val ETF

ETFs
-19
- 0.53%
$131.84 - $157.76 $2.5K - $3K
3.55K $559M
NVDA
Nvidia Corp

Technology
-503
- 23.86%
$94.31 - $157.99 $47.4K - $79.5K
1.61K $254M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-216
- 1.52%
$19.6 - $24.44 $4.23K - $5.28K
14K $341M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-30
- 0.18%
$34.17 - $42.88 $1.03K - $1.29K
16.4K $702M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-145
- 2.83%
$170.2 - $211.82 $24.7K - $30.7K
4.98K $1.06B
AVUV
American Centy ETF Tr Avantis

ETFs
-791
- 2.04%
$75.17 - $91.21 $59.5K - $72.1K
38K $3.46B
AMZN
Amazon Com Inc

Consumer Cyclical
-24
- 0.71%
$167.32 - $223.3 $4.02K - $5.36K
3.37K $739M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-355
- 3.74%
$272.36 - $339.57 $96.7K - $121K
9.13K $3.1B
NFLX
Netflix Inc

Communication Services
-22
- 4.04%
$855.86 - $1339.13 $18.8K - $29.5K
522 $699M
VTV
Vanguard Value ETF

ETFs
-337
- 0.42%
$153.67 - $176.74 $51.8K - $59.6K
80.2K $14.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-204
- 2.91%
$498.8 - $620.9 $102K - $127K
6.82K $4.23B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-18
- 0.01%
$17.76 - $22.1 $320 - $398
165K $3.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
-576
- 3.93%
$496.48 - $617.85 $286K - $356K
14.1K $8.7B
VEA
Vanguard Ftse Developed Market

ETFs
-2K
- 1.38%
$45.65 - $57.01 $91.1K - $114K
143K $8.15B
VB
Vanguard Small Cap ETF

ETFs
-70
- 0.12%
$193.73 - $237.37 $13.6K - $16.6K
56.3K $13.4B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-35.3K
- 4.73%
$23.87 - $29.82 $843K - $1.05M
710K $21.2B
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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