Ridgeline Wealth, LLC Sells in Q2 2025

Ridgeline Wealth, LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-240K
- 82.4%
$81.38 - $100.82 $19.5M - $24.2M
51.3K $5.17B
American Centy ETF Tr
-173K
- 95.17%
N/A
8.81K $574M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-43.8K
- 95.14%
$100.35 - $100.71 $4.39M - $4.41M
2.24K $225M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.48K
- 31.42%
$152.42 - $182.82 $1.14M - $1.37M
16.3K $2.98B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-15.9K
- 16.54%
$53.65 - $67.02 $850K - $1.06M
80K $5.36B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.88K
- 46.86%
$60.34 - $74.89 $295K - $366K
5.54K $415M
EFG
Msci Eafe Growth ETF

ETFs
-3.88K
- 28.36%
$89.8 - $112.0 $348K - $434K
9.79K $1.1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.89K
- 47.93%
$85.42 - $94.39 $247K - $273K
3.14K $295M
PULS
Pgim ETF Tr

ETFs
-5.39K
- 14.27%
$49.39 - $49.76 $266K - $268K
32.4K $1.61B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-7.84K
- 43.56%
$26.69 - $33.44 $209K - $262K
10.2K $334M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-3.11K
- 33.08%
$49.98 - $50.26 $155K - $156K
6.29K $315M
AAPL
Apple Inc.

Technology
-293
- 11.45%
$172.42 - $223.89 $50.5K - $65.6K
2.27K $465M
OEF
Ishares S&P 100 ETF

ETFs
-2.1K
- 12.9%
N/A
14.1K $4.31B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.96K
- 9.72%
$22.68 - $23.28 $67.1K - $68.9K
27.5K $638M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-1.83K
- 9.64%
$33.42 - $40.68 $61.1K - $74.4K
17.1K $696M
IVV
Ishares Core S&P 500 ETF

ETFs
-65
- 15.08%
$498.8 - $620.9 $32.4K - $40.4K
366 $227M
IFRA
Ishares Tr

ETFs
-621
- 11.55%
$40.97 - $49.19 $25.4K - $30.5K
4.76K $234M
IVW
Ishares S&P 500 Growth ETF

ETFs
-395
- 17.54%
$82.96 - $110.1 $32.8K - $43.5K
1.86K $204M
EFV
Msci Eafe Value ETF

ETFs
-3.3K
- 7.23%
$52.4 - $64.65 $173K - $213K
42.3K $2.68B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-32
- 0.32%
$45.12 - $46.23 $1.44K - $1.48K
10K $463M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-306
- 10.68%
$86.12 - $108.35 $26.4K - $33.2K
2.56K $277M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-2K
- 9.35%
$26.0 - $32.29 $51.9K - $64.5K
19.4K $626M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.3K
- 8.92%
$23.4 - $29.68 $53.8K - $68.3K
23.5K $697M
Dimensional ETF Trust
-286
- 0.63%
N/A
45.1K $1.21B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-41
- 2.63%
$272.36 - $339.57 $11.2K - $13.9K
1.52K $515M
MSFT
Microsoft Corp

Technology
-50
- 6.99%
$354.56 - $497.45 $17.7K - $24.9K
665 $331M
IEV
Ishares Tr Europe ETF

ETFs
-395
- 1.61%
$51.8 - $64.59 $20.5K - $25.5K
24.2K $1.53B
IGM
Ishares Expanded Tech Sector E

ETFs
-5
- 0.08%
$79.8 - $112.34 $399 - $562
5.95K $668M
IYW
Ishares Dj Us Tech ETF

ETFs
-718
- 6.85%
$122.57 - $173.27 $88K - $124K
9.76K $1.69B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-122
- 0.47%
$108.06 - $135.3 $13.2K - $16.5K
25.9K $3.51B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13.8K
- 6.3%
$58.41 - $72.69 $806K - $1M
205K $14.9B
Activity Summary
Buys All Purchases 11 New Holdings 4 Increased Positions 7 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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