Rational Advisors LLC Sells in Q1 2025

Rational Advisors LLC

  • $851 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-176K
- 16.28%
$44.7 - $49.05 $7.86M - $8.62M
904K $41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-23.2K
- 8.73%
$192.82 - $222.1 $4.47M - $5.15M
243K $46.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-78.7K
- 8.99%
$95.85 - $99.25 $7.54M - $7.81M
797K $78.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-106K
- 9.02%
$71.17 - $73.66 $7.58M - $7.84M
1.07M $78.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-304K
- 8.97%
$24.73 - $25.62 $7.52M - $7.79M
3.09M $78.8M
XLU
Utilities Sector Spdr

ETFs
-78.1K
- 14.86%
$74.7 - $80.27 $5.83M - $6.27M
447K $35.3M
GOOGL
Alphabet Inc.

Communication Services
-13.2K
- 38.6%
$154.33 - $206.19 $2.04M - $2.72M
21K $3.25M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-500
- 29.41%
$4295.4 - $5141.88 $2.15M - $2.57M
1.2K $5.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-36.6K
- 6.68%
$56.17 - $59.71 $2.06M - $2.19M
512K $29.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-19K
- 7.27%
$64.88 - $72.1 $1.24M - $1.37M
243K $16M
PGR
Progressive Corp

Financial Services
-9.15K
- 64.66%
$235.61 - $291.22 $2.16M - $2.66M
5K $1.42M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.08K
- 3.83%
$190.26 - $242.06 $395K - $503K
52.1K $9.91M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-69.8K
- 6.0%
$19.04 - $20.15 $1.33M - $1.41M
1.09M $20.8M
AAPL
Apple Inc.

Technology
-5.12K
- 26.23%
$209.68 - $247.1 $1.07M - $1.27M
14.4K $3.2M
WMT
Walmart Inc.

Consumer Defensive
-17K
- 28.36%
$84.5 - $105.05 $1.44M - $1.78M
42.9K $3.77M
MELI
Mercadolibre Inc

Consumer Cyclical
-1K
- 57.14%
$1739.0 - $2260.0 $1.74M - $2.26M
750 $1.46M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-40K
- 8.86%
$40.79 - $42.32 $1.63M - $1.69M
411K $17.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-275
- 0.67%
$507.05 - $563.67 $139K - $155K
40.8K $21M
KKR
Kkr & Co. Inc.

Financial Services
-2.9K
- 11.58%
$108.17 - $167.07 $314K - $485K
22.2K $2.56M
BX
Blackstone Inc.

Financial Services
-1.9K
- 9.31%
$136.53 - $186.74 $259K - $355K
18.5K $2.59M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-45K
- 8.51%
$25.83 - $27.09 $1.16M - $1.22M
484K $12.9M
MSFT
Microsoft Corp

Technology
-991
- 9.43%
$375.39 - $447.2 $372K - $443K
9.52K $3.57M
NVDA
Nvidia Corp

Technology
-3.86K
- 30.44%
$106.98 - $149.43 $413K - $577K
8.83K $956K
VGT
Vanguard Information Technolog

ETFs
-1.09K
- 76.21%
$542.38 - $646.34 $589K - $702K
339 $183K
LYV
Live Nation Entertainment, Inc.

Communication Services
-5.5K
- 22.59%
$115.79 - $154.66 $637K - $851K
18.9K $2.46M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-37.3K
- 8.83%
$21.77 - $22.56 $811K - $840K
385K $8.64M
META
Meta Platforms, Inc.

Communication Services
-633
- 9.05%
$576.36 - $736.67 $365K - $466K
6.36K $3.66M
TSLA
Tesla, Inc.

Consumer Cyclical
-319
- 12.89%
$222.15 - $428.22 $70.9K - $137K
2.16K $558K
MBB
Ishares Tr

ETFs
-5.03K
- 10.04%
$90.37 - $94.08 $454K - $473K
45.1K $4.23M
IBM
International Business Machines Corp

Technology
-1.59K
- 36.6%
$217.4 - $264.74 $346K - $422K
2.76K $686K
V
Visa Inc.

Financial Services
-904
- 30.33%
$306.92 - $362.71 $277K - $328K
2.08K $727K
LLY
Eli Lilly & CO

Healthcare
-285
- 40.25%
$725.72 - $929.72 $207K - $265K
423 $349K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-886
- 25.29%
$442.66 - $534.52 $392K - $474K
2.62K $1.39M
PLD
Prologis, Inc.

Real Estate
-1.94K
- 35.37%
$103.59 - $124.04 $201K - $241K
3.55K $396K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-286
- 3.62%
$65.15 - $91.81 $18.6K - $26.3K
7.61K $496K
ABBV
Abb Vie Inc.

Healthcare
-1.32K
- 41.64%
$169.2 - $216.66 $223K - $286K
1.85K $386K
VST
Vistra Corp.

Utilities
-1.15K
- 61.42%
$108.49 - $191.89 $125K - $221K
723 $84K
PLTR
Palantir Technologies Inc.

Technology
-3.01K
- 27.79%
$64.98 - $124.62 $196K - $375K
7.83K $660K
CYBR
Cyber Ark Software Ltd.

Technology
-600
- 5.83%
$312.8 - $414.31 $188K - $249K
9.7K $3.28M
NRG
Nrg Energy, Inc.

Utilities
-1.66K
- 62.22%
$84.82 - $113.33 $140K - $188K
1.01K $95K
HD
Home Depot, Inc.

Consumer Cyclical
-204
- 8.27%
$347.25 - $424.87 $70.8K - $86.7K
2.26K $829K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.12K
- 13.73%
$94.84 - $105.31 $106K - $117K
7.01K $675K
PANW
Palo Alto Networks Inc

Technology
-161
- 6.65%
$167.82 - $208.28 $27K - $33.5K
2.26K $385K
Tyler Tex Indpt Sch Dist
-3.42M
- 50.74%
N/A
3.32M $0
Ford Mtr CO
-1.88M
- 47.12%
N/A
2.11M $0
Shift4 Pmts Inc
-1.76M
- 22.58%
N/A
6.04M $0
Apollo Global Mgmt Inc
-19.1K
- 19.12%
N/A
80.8K $0
NFLX
Netflix Inc

Communication Services
-95
- 2.57%
$828.4 - $1058.6 $78.7K - $101K
3.61K $3.36M
Activity Summary
Buys All Purchases 56 New Holdings 26 Increased Positions 30 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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