Rational Advisors LLC Reduced Holdings in Q2 2025

Rational Advisors LLC

  • $860 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-40.6K
- 37.2%
$498.8 - $620.9 $20.3M - $25.2M
68.6K $42.6M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-326K
- 67.38%
$25.69 - $26.9 $8.38M - $8.77M
158K $4.19M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-222K
- 12.53%
$18.94 - $21.67 $4.21M - $4.81M
1.55M $32.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-22.9K
- 43.86%
$167.32 - $223.3 $3.82M - $5.1M
29.2K $6.42M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-42.3K
- 65.49%
$82.21 - $83.12 $3.48M - $3.52M
22.3K $1.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31.8K
- 3.99%
$96.84 - $99.46 $3.08M - $3.17M
765K $75.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-41.6K
- 3.87%
$72.02 - $73.82 $3M - $3.07M
1.03M $76M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-118K
- 3.83%
$24.98 - $25.66 $2.95M - $3.03M
2.97M $76M
NEE
Nextera Energy Inc

Utilities
-37.7K
- 76.51%
$64.11 - $75.0 $2.42M - $2.83M
11.6K $803K
IEF
Ishares Barclays

ETFs
-25.2K
- 83.31%
$93.15 - $96.56 $2.34M - $2.43M
5.04K $482K
MCD
Mcdonalds Corp

Consumer Cyclical
-5.79K
- 90.88%
$285.55 - $321.23 $1.65M - $1.86M
581 $169K
GOOGL
Alphabet Inc.

Communication Services
-12.7K
- 60.34%
$144.7 - $178.6 $1.83M - $2.26M
8.33K $1.47M
TW
Tradeweb Markets Inc.

Financial Services
-11.6K
- 44.27%
$125.37 - $149.02 $1.45M - $1.73M
14.6K $2.14M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-7.49K
- 0.91%
$55.32 - $65.02 $415K - $487K
817K $51.2M
VIG
Vanguard Dividend Appreciation

ETFs
-5.56K
- 2.37%
N/A
229K $41.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$725400.0 - $809350.0 $725K - $809K
1 $728K
ISRG
Intuitive Surgical Inc

Healthcare
-1.43K
- 95.2%
$451.58 - $565.94 $645K - $808K
72 $39K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.14K
- 43.66%
$483.48 - $539.8 $553K - $617K
1.48K $716K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-15.2K
- 3.69%
$41.1 - $42.37 $623K - $642K
396K $16.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-39.9K
- 3.65%
$22.4 - $23.8 $894K - $950K
1.05M $25.1M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.5K
- 8.33%
$119.13 - $135.03 $298K - $338K
27.5K $3.4M
XLP
Consumer Staples Sector Spdr

ETFs
-1.76K
- 11.2%
N/A
14K $1.06M
HSBC
Hsbc Holdings PLC

Financial Services
-2.31K
- 12.83%
$46.68 - $61.09 $108K - $141K
15.7K $955K
ITA
Ishares Tr

ETFs
-1.16K
- 24.02%
$135.31 - $188.64 $157K - $219K
3.68K $693K
INTC
Intel Corp

Technology
-817
- 4.63%
$18.13 - $22.69 $14.8K - $18.5K
16.8K $377K
XLI
Industrial Sector Spdr

ETFs
-979
- 13.08%
$116.42 - $147.52 $114K - $144K
6.51K $959K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-343
- 2.01%
$37.08 - $42.26 $12.7K - $14.5K
16.7K $692K
XLF
Financial Sector Spdr

ETFs
-1.45K
- 6.43%
$43.92 - $52.37 $63.6K - $75.8K
21.1K $1.1M
Nextera Energy Inc
-124K
- 62.54%
N/A
74.4K $0
Ppl Cap Fdg Inc
-2.13M
- 22.68%
N/A
7.26M $0
Alliant Energy Corp
-1.19M
- 14.66%
N/A
6.93M $0
Ventas Rlty LTD Partnership
-1.34M
- 21.04%
N/A
5.03M $0
NRG
Nrg Energy, Inc.

Utilities
-399
- 39.7%
$83.61 - $162.67 $33.4K - $64.9K
606 $97K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-863
- 9.94%
$42.95 - $53.21 $37.1K - $45.9K
7.82K $415K
IBM
International Business Machines Corp

Technology
-390
- 14.13%
$221.03 - $294.78 $86.2K - $115K
2.37K $698K
VST
Vistra Corp.

Utilities
-210
- 29.05%
$98.07 - $195.04 $20.6K - $41K
513 $99K
CEG
Constellation Energy Corp

Utilities
-83
- 21.01%
$170.96 - $322.76 $14.2K - $26.8K
312 $100K
CAT
Caterpillar Inc

Industrials
-324
- 12.67%
$273.94 - $388.21 $88.8K - $126K
2.23K $866K
XLC
Select Sector Spdr Tr Communic

ETFs
-564
- 8.05%
$86.13 - $108.53 $48.6K - $61.2K
6.44K $699K
PANW
Palo Alto Networks Inc

Technology
-222
- 9.82%
$152.44 - $204.64 $33.8K - $45.4K
2.04K $417K
XLY
Select Sector Spdr Consumer Di

ETFs
-147
- 4.43%
$176.34 - $218.59 $25.9K - $32.1K
3.18K $690K
GLW
Corning Inc

Technology
-786
- 6.95%
$39.07 - $52.59 $30.7K - $41.3K
10.5K $553K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-157
- 2.06%
$57.41 - $74.81 $9.01K - $11.7K
7.45K $553K
PLTR
Palantir Technologies Inc.

Technology
-724
- 9.25%
$74.01 - $144.25 $53.6K - $104K
7.1K $968K
SPY
Spdr S&P 500 ETF Trust

ETFs
-23
- 0.33%
$496.48 - $617.85 $11.4K - $14.2K
6.89K $4.26M
AVGO
Broadcom Inc.

Technology
-13
- 0.28%
$146.29 - $275.65 $1.9K - $3.58K
4.69K $1.29M
SPOT
Spotify Technology S.A.

Communication Services
-1K
- 16.88%
$503.3 - $775.9 $503K - $776K
4.93K $3.78M
NFLX
Netflix Inc

Communication Services
-592
- 16.42%
$855.86 - $1339.13 $507K - $793K
3.01K $4.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11K
- 4.52%
$58.41 - $72.69 $641K - $798K
232K $16.8M
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
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