Rational Advisors LLC Incresed Positions in Q2 2025

Rational Advisors LLC

  • $860 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
97K
+ 52.69%
$67.83 - $84.09 $6.58M - $8.16M
281K $23.5M
XLU
Utilities Sector Spdr

ETFs
63.4K
+ 14.16%
$73.09 - $82.77 $4.63M - $5.24M
511K $41.7M
META
Meta Platforms, Inc.

Communication Services
7.25K
+ 114.05%
$484.66 - $738.09 $3.51M - $5.35M
13.6K $10M
MBB
Ishares Tr

ETFs
44K
+ 97.65%
$91.41 - $94.22 $4.02M - $4.15M
89.1K $8.37M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
167K
+ 43.34%
$21.85 - $22.76 $3.64M - $3.79M
551K $12.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
400
+ 33.33%
$4164.15 - $5789.24 $1.67M - $2.32M
1.6K $9.26M
TDG
Trans Digm Group Inc

Industrials
2.14K
+ 305.14%
$1231.75 - $1520.64 $2.63M - $3.25M
2.84K $4.31M
MSFT
Microsoft Corp

Technology
3.39K
+ 35.57%
$354.56 - $497.45 $1.2M - $1.68M
12.9K $6.42M
CYBR
Cyber Ark Software Ltd.

Technology
4.3K
+ 44.33%
$305.98 - $406.88 $1.32M - $1.75M
14K $5.7M
V
Visa Inc.

Financial Services
6.43K
+ 309.63%
$308.27 - $373.31 $1.98M - $2.4M
8.51K $3.02M
PGR
Progressive Corp

Financial Services
7K
+ 140.0%
$255.27 - $288.74 $1.79M - $2.02M
12K $3.2M
UBER
Uber Technologies, Inc

Technology
14.5K
+ 96.93%
$64.62 - $93.3 $940K - $1.36M
29.5K $2.76M
KO
Coca Cola CO

Consumer Defensive
22.1K
+ 102.69%
$68.37 - $73.9 $1.51M - $1.63M
43.6K $3.08M
MELI
Mercadolibre Inc

Consumer Cyclical
350
+ 46.67%
$1794.73 - $2613.63 $628K - $915K
1.1K $2.87M
LYV
Live Nation Entertainment, Inc.

Communication Services
4.67K
+ 24.79%
$118.81 - $151.28 $555K - $707K
23.5K $3.56M
KKR
Kkr & Co. Inc.

Financial Services
5K
+ 22.57%
$92.79 - $134.29 $464K - $671K
27.2K $3.61M
NVDA
Nvidia Corp

Technology
3.67K
+ 41.57%
$94.31 - $157.99 $346K - $580K
12.5K $1.97M
APO
Apollo Global Management, Inc.

Financial Services
5.34K
+ 24.4%
$108.68 - $145.07 $581K - $775K
27.2K $3.87M
AAPL
Apple Inc.

Technology
4.97K
+ 34.53%
$172.42 - $223.89 $857K - $1.11M
19.4K $3.97M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18.5K
+ 2733.33%
$87.84 - $1441.89 $1.62M - $26.6M
19.1K $1.72M
BX
Blackstone Inc.

Financial Services
3.82K
+ 20.67%
$120.07 - $151.11 $459K - $578K
22.3K $3.34M
WMT
Walmart Inc.

Consumer Defensive
1.78K
+ 4.14%
$81.79 - $99.98 $145K - $178K
44.7K $4.37M
TSLA
Tesla, Inc.

Consumer Cyclical
808
+ 37.48%
$221.86 - $362.89 $179K - $293K
2.96K $941K
JPM
Jpmorgan Chase & CO

Financial Services
883
+ 31.82%
$210.28 - $289.91 $186K - $256K
3.66K $1.06M
VGT
Vanguard Information Technolog

ETFs
381
+ 112.39%
$470.37 - $663.28 $179K - $253K
720 $477K
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 2.57%
$908.13 - $1056.85 $96.3K - $112K
4.22K $4.18M
HD
Home Depot, Inc.

Consumer Cyclical
214
+ 9.46%
$335.24 - $380.78 $71.7K - $81.5K
2.48K $908K
EQIX
Equinix Inc

Real Estate
88
+ 18.76%
$740.07 - $914.43 $65.1K - $80.5K
557 $443K
QCOM
Qualcomm Inc

Technology
225
+ 6.42%
$124.66 - $159.48 $28K - $35.9K
3.73K $594K
ABBV
Abb Vie Inc.

Healthcare
534
+ 28.91%
$170.16 - $206.27 $90.9K - $110K
2.38K $441K
SPG
Simon Property Group Inc

Real Estate
221
+ 9.49%
$140.37 - $171.44 $31K - $37.9K
2.55K $409K
PLD
Prologis, Inc.

Real Estate
303
+ 8.53%
$89.76 - $112.34 $27.2K - $34K
3.85K $405K
Okta Inc
1.06M
+ 16.71%
N/A
7.4M $0
American Wtr Cap Corp
1.46M
+ 26.26%
N/A
7.02M $0
Apollo Global Mgmt Inc
35K
+ 43.32%
N/A
116K $0
Bank America Corp
400
+ 5.23%
N/A
8.05K $0
Uber Technologies Inc
900K
+ 13.98%
N/A
7.34M $0
Ares Management Corporation
44K
+ 61.03%
N/A
116K $0
Etsy Inc
1.19M
+ 17.37%
N/A
8.04M $0
Wells Fargo CO New
400
+ 5.13%
N/A
8.2K $0
Shift4 Pmts Inc
970K
+ 16.07%
N/A
7.01M $0
UNP
Union Pacific Corp

Industrials
12
+ 1.7%
$208.27 - $238.46 $2.5K - $2.86K
716 $164K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.46K
+ 0.48%
$51.14 - $57.0 $126K - $140K
514K $29.2M
XOM
Exxon Mobil Corp

Energy
685
+ 7.57%
$99.93 - $119.04 $68.5K - $81.5K
9.73K $1.05M
SLB
Schlumberger Limited

Energy
2.31K
+ 16.76%
$31.95 - $42.2 $73.7K - $97.4K
16.1K $543K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
8.47K
+ 0.77%
$18.11 - $18.97 $153K - $161K
1.1M $20.8M
Activity Summary
Buys All Purchases 133 New Holdings 86 Increased Positions 47 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rational Advisors LLC Portfolio

Follow Rational 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 Rational Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rational Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email