Portland Financial Advisors Inc Purchases in Q2 2025

Portland Financial Advisors Inc

  • $41.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Rbb Fd Inc
4.4K
New
N/A
4.4K $221M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.51K
New
$58.63 - $59.9 $206K - $210K
3.51K $210M
USB
Us Bancorp \De\

Financial Services
4.49K
New
$36.4 - $45.76 $163K - $206K
4.49K $203M
VO
Vanguard Mid Cap ETF

ETFs
116
+ 1.52%
$228.54 - $279.83 $26.5K - $32.5K
7.75K $2.17B
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.43K
+ 20.49%
$29.82 - $30.19 $162K - $164K
31.9K $964M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.01K
+ 10.35%
$62.73 - $78.42 $63.5K - $79.4K
10.8K $836M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.06K
+ 5.78%
$34.72 - $42.74 $36.8K - $45.3K
19.4K $829M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
395
+ 7.43%
$65.04 - $82.18 $25.7K - $32.5K
5.71K $470M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
510
+ 7.62%
$58.41 - $72.69 $29.8K - $37.1K
7.2K $523M
VEU
Vanguard Ftse All World Ex Us

ETFs
490
+ 8.95%
$54.19 - $67.22 $26.6K - $32.9K
5.96K $401M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.68K
+ 19.58%
$32.62 - $33.58 $54.6K - $56.2K
10.2K $344M
VEA
Vanguard Ftse Developed Market

ETFs
380
+ 7.33%
$45.65 - $57.01 $17.3K - $21.7K
5.56K $317M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
105
+ 1.13%
$39.89 - $49.46 $4.19K - $5.19K
9.4K $465M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
25
+ 0.41%
$42.95 - $53.21 $1.07K - $1.33K
6.11K $325M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
769
+ 6.35%
$50.1 - $51.02 $38.5K - $39.2K
12.9K $657M
VDC
Vanguard Consumer Staples ETF

ETFs
175
+ 16.51%
$204.89 - $224.73 $35.9K - $39.3K
1.24K $270M
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.23K
+ 3.12%
$30.29 - $30.83 $37.1K - $37.8K
40.4K $1.25B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
380
+ 3.47%
$40.82 - $43.14 $15.5K - $16.4K
11.3K $488M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
316
+ 1.55%
$102.02 - $103.5 $32.2K - $32.7K
20.8K $2.14B
VZ
Verizon Communications Inc

Communication Services
745
+ 12.38%
$41.67 - $45.62 $31K - $34K
6.77K $293M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
220
+ 1.21%
$22.4 - $23.8 $4.93K - $5.24K
18.5K $439M
OHI
Omega Healthcare Investors Inc

Real Estate
455
+ 0.89%
$35.55 - $39.05 $16.2K - $17.8K
51.7K $1.9B
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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