Rather & Kittrell, Inc. Incresed Positions in Q2 2025

Rather & Kittrell, Inc.

  • $452 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
46.4K
+ 2.38%
$24.94 - $31.15 $1.16M - $1.45M
2M $62M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
86K
+ 7.99%
$41.1 - $42.37 $3.53M - $3.64M
1.16M $49.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.3K
+ 2.59%
$23.4 - $29.68 $546K - $692K
925K $27.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
64K
+ 12.34%
$24.21 - $29.47 $1.55M - $1.89M
583K $17.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
41.5K
+ 4.52%
$47.09 - $48.01 $1.95M - $1.99M
960K $46.1M
MLM
Martin Marietta Materials Inc

Basic Materials
67
+ 0.21%
$452.51 - $568.19 $30.3K - $38.1K
31.5K $17.3M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.45K
+ 0.52%
$25.93 - $32.91 $63.6K - $80.7K
471K $15.5M
PGR
Progressive Corp

Financial Services
3.84K
+ 225.59%
$255.27 - $288.74 $981K - $1.11M
5.55K $1.48M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
15K
+ 1.95%
$46.77 - $47.89 $700K - $717K
783K $37.1M
DFAU
Dimensional ETF Tr

ETFs
2.67K
+ 2.31%
$34.04 - $42.36 $91K - $113K
118K $5.01M
MSFT
Microsoft Corp

Technology
76
+ 2.26%
$354.56 - $497.45 $26.9K - $37.8K
3.43K $1.71M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.81K
+ 38.54%
$23.66 - $29.99 $185K - $234K
28.1K $841K
VMC
Vulcan Materials CO

Basic Materials
52
+ 0.7%
$226.49 - $276.01 $11.8K - $14.4K
7.46K $1.95M
VUG
Vanguard Growth ETF

ETFs
4
+ 0.16%
$329.49 - $438.4 $1.32K - $1.75K
2.46K $1.08M
AVGO
Broadcom Inc.

Technology
23
+ 1.74%
$146.29 - $275.65 $3.36K - $6.34K
1.34K $370K
FHN
First Horizon Corp

Financial Services
31
+ 0.04%
$16.21 - $21.2 $503 - $657
76.1K $1.61M
ORCL
Oracle Corp

Technology
16
+ 0.96%
$122.82 - $218.63 $1.97K - $3.5K
1.69K $368K
CGGR
Capital Group Growth ETF Shs C

ETFs
78
+ 0.39%
$30.53 - $40.65 $2.38K - $3.17K
20K $812K
WMT
Walmart Inc.

Consumer Defensive
76
+ 0.71%
$81.79 - $99.98 $6.22K - $7.6K
10.8K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.63%
$498.8 - $620.9 $5.49K - $6.83K
1.77K $1.1M
CGDV
Capital Group Divid Value ETF

ETFs
136
+ 0.69%
$31.93 - $39.49 $4.34K - $5.37K
20K $788K
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 2.22%
$210.28 - $289.91 $6.73K - $9.28K
1.47K $427K
PRF
Invesco Exchange Traded Fd Tr

ETFs
131
+ 0.37%
$35.77 - $42.27 $4.69K - $5.54K
35.4K $1.5M
CGXU
Capital Group Intl Focus Equit

ETFs
430
+ 2.62%
$21.44 - $27.35 $9.22K - $11.8K
16.9K $457K
CSCO
Cisco Systems, Inc.

Technology
114
+ 2.74%
$53.19 - $69.38 $6.06K - $7.91K
4.28K $297K
CGUS
Capital Group Core Equity ETF
80
+ 0.8%
$29.93 - $36.93 $2.39K - $2.95K
10.1K $371K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 5.46%
$908.13 - $1056.85 $17.3K - $20.1K
367 $363K
VTV
Vanguard Value ETF

ETFs
5
+ 0.08%
$153.67 - $176.74 $768 - $884
5.9K $1.04M
QCOM
Qualcomm Inc

Technology
6
+ 0.32%
$124.66 - $159.48 $748 - $957
1.86K $295K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
78
+ 0.51%
$82.21 - $83.12 $6.41K - $6.48K
15.3K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.23%
$335.24 - $380.78 $2.01K - $2.28K
2.58K $947K
UCBI
United Community Banks Inc

Financial Services
7
+ 0.04%
N/A
18.8K $549K
KO
Coca Cola CO

Consumer Defensive
51
+ 1.59%
$68.37 - $73.9 $3.49K - $3.77K
3.25K $230K
Dimensional ETF Trust
68.9K
+ 10.3%
N/A
738K $0
Dimensional ETF Trust
69.8K
+ 17.16%
N/A
477K $0
Blackrock Inc
3
+ 0.73%
N/A
414 $0
OKTA
Okta, Inc.

Technology
2
+ 0.07%
$91.24 - $127.3 $182 - $255
2.74K $273K
VZ
Verizon Communications Inc

Communication Services
84
+ 0.88%
$41.67 - $45.62 $3.5K - $3.83K
9.62K $416K
JNJ
Johnson & Johnson

Healthcare
35
+ 1.17%
$146.36 - $159.82 $5.12K - $5.59K
3.02K $461K
TIP
Ishares Tr Tips Bd ETF

ETFs
203
+ 0.38%
$107.93 - $110.97 $21.9K - $22.5K
54.1K $5.95M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.62K
+ 1.01%
$20.99 - $23.93 $181K - $206K
865K $20.3M
VDE
Vanguard Energy ETF

ETFs
7
+ 0.08%
$105.87 - $130.56 $741 - $914
9.26K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 0.16%
$210.83 - $235.28 $3.37K - $3.76K
10.2K $2.27M
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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