River Street Advisors LLC Reduced Holdings in Q1 2025

River Street Advisors LLC

  • $202 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-1.48K
- 23.63%
$271.83 - $371.23 $402K - $549K
4.78K $1.3B
COST
Costco Wholesale Corp

Consumer Defensive
-732
- 34.5%
$890.62 - $1076.86 $652K - $788K
1.39K $1.31B
TSLA
Tesla, Inc.

Consumer Cyclical
-100
- 4.89%
$222.15 - $428.22 $22.2K - $42.8K
1.94K $504M
SPY
Spdr S&P 500 ETF Trust

ETFs
-126
- 2.71%
$551.42 - $612.93 $69.5K - $77.2K
4.52K $2.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-183
- 16.7%
$507.05 - $563.67 $92.8K - $103K
913 $469M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-321
- 1.31%
$40.03 - $46.81 $12.8K - $15K
24.2K $986M
IVW
Ishares S&P 500 Growth ETF

ETFs
-620
- 11.0%
$92.45 - $106.69 $57.3K - $66.1K
5.02K $466M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-6.67K
- 12.24%
$63.07 - $73.5 $421K - $490K
47.8K $3.36B
SHOP
Shopify Inc.

Technology
-10
- 0.12%
$90.59 - $129.31 $906 - $1.29K
8.22K $785M
HON
Honeywell International Inc

Industrials
-12
- 0.2%
$202.75 - $226.52 $2.43K - $2.72K
5.96K $1.26B
GOOG
Alphabet Inc.

Communication Services
-10
- 0.41%
$156.06 - $207.71 $1.56K - $2.08K
2.42K $378M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.28K
- 15.52%
$55.41 - $60.74 $70.8K - $77.6K
6.96K $393M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-376
- 7.86%
$81.62 - $96.63 $30.7K - $36.3K
4.41K $367M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-57
- 6.97%
$522.96 - $601.18 $29.8K - $34.3K
761 $406M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-1.38K
- 0.69%
$23.19 - $23.5 $32.1K - $32.5K
200K $4.63B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-265
- 8.35%
$117.4 - $131.02 $31.1K - $34.7K
2.91K $348M
DFS
Discover Financial Services

Financial Services
-138
- 1.49%
$152.99 - $203.25 $21.1K - $28K
9.15K $1.56B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-800
- 20.02%
$61.23 - $63.33 $49K - $50.7K
3.2K $201M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-434
- 5.17%
$126.11 - $135.06 $54.7K - $58.6K
7.96K $1.03B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.19K
- 3.48%
$32.5 - $33.3 $71.2K - $73K
60.8K $2.02B
PEG
Public Service Enterprise Group Inc

Utilities
-73
- 0.5%
$78.2 - $90.39 $5.71K - $6.6K
14.5K $1.19B
IWM
Ishares Russell 2000 ETF

ETFs
-8
- 0.58%
$198.1 - $229.79 $1.58K - $1.84K
1.37K $274M
VGIT
Vanguard Intermediate Term Tre

ETFs
-488
- 10.27%
$57.44 - $59.4 $28K - $29K
4.26K $253M
CMCSA
Comcast Corp

Communication Services
-57
- 0.42%
$33.19 - $38.23 $1.89K - $2.18K
13.5K $500M
VIG
Vanguard Dividend Appreciation

ETFs
-17
- 0.7%
N/A
2.42K $469M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-826
- 0.28%
$19.42 - $19.54 $16K - $16.1K
294K $5.73B
FISV
Fiserv Inc

Technology
-50
- 2.94%
N/A
1.65K $365M
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.07%
$158.56 - $176.26 $793 - $881
7.14K $1.22B
XLV
Select Sector Spdr Fund Health

ETFs
-35
- 1.18%
$137.61 - $149.68 $4.82K - $5.24K
2.93K $428M
ENB
Enbridge Inc

Energy
-134
- 0.61%
$41.54 - $45.45 $5.57K - $6.09K
21.8K $968M
SBUX
Starbucks Corp

Consumer Cyclical
-149
- 1.15%
$91.75 - $115.81 $13.7K - $17.3K
12.8K $1.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 1.53%
$442.66 - $534.52 $17.7K - $21.4K
2.57K $1.37B
Activity Summary
Buys All Purchases 88 New Holdings 9 Increased Positions 79 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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