Rockingstone Advisors LLC Sells in Q2 2025

Rockingstone Advisors LLC

  • $190 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-197K
- 58.84%
$50.36 - $50.68 $9.94M - $10M
138K $7B
IEF
Ishares Barclays

ETFs
-45.7K
- 81.41%
$93.15 - $96.56 $4.26M - $4.41M
10.4K $999M
VGSH
Vanguard

ETFs
-73.5K
- 40.28%
$58.32 - $58.95 $4.28M - $4.33M
109K $6.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.52K
- 38.08%
$496.48 - $617.85 $2.25M - $2.8M
7.36K $4.54B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.61K
- 28.28%
$483.48 - $539.8 $1.26M - $1.41M
6.63K $3.22B
AAPL
Apple Inc.

Technology
-5.92K
- 23.45%
$172.42 - $223.89 $1.02M - $1.33M
19.3K $3.97B
UNH
Unitedhealth Group Inc

Healthcare
-521
- 9.77%
$274.35 - $599.47 $143K - $312K
4.81K $1.5B
Linde PLC
-2.19K
- 26.24%
N/A
6.15K $2.89B
LLY
Eli Lilly & CO

Healthcare
-1.03K
- 27.67%
$713.71 - $898.95 $735K - $926K
2.69K $2.1B
NMFC
New Mountain Finance Corp

Financial Services
-72.8K
- 26.51%
$9.11 - $11.09 $663K - $807K
202K $2.13B
V
Visa Inc.

Financial Services
-2.43K
- 42.56%
$308.27 - $373.31 $749K - $907K
3.28K $1.16B
SPGI
S&P Global Inc.

Financial Services
-1.71K
- 23.96%
$438.31 - $527.29 $750K - $902K
5.43K $2.86B
ISRG
Intuitive Surgical Inc

Healthcare
-2.1K
- 25.75%
$451.58 - $565.94 $949K - $1.19M
6.06K $3.29B
VO
Vanguard Mid Cap ETF

ETFs
-3.74K
- 22.76%
$228.54 - $279.83 $855K - $1.05M
12.7K $3.55B
BA
Boeing CO

Industrials
-4.66K
- 63.17%
$136.59 - $217.51 $636K - $1.01M
2.72K $569M
TDG
Trans Digm Group Inc

Industrials
-692
- 22.93%
$1231.75 - $1520.64 $852K - $1.05M
2.33K $3.54B
XLF
Financial Sector Spdr

ETFs
-15K
- 25.69%
$43.92 - $52.37 $659K - $786K
43.4K $2.27B
GOOGL
Alphabet Inc.

Communication Services
-6.55K
- 25.36%
$144.7 - $178.6 $948K - $1.17M
19.3K $3.4B
PM
Philip Morris International Inc.

Consumer Defensive
-6.46K
- 25.66%
$149.23 - $184.95 $964K - $1.2M
18.7K $3.41B
EQT
Eqt Corp

Energy
-14.1K
- 25.9%
$46.11 - $60.44 $649K - $851K
40.3K $2.35B
XLV
Select Sector Spdr Fund Health

ETFs
-1.73K
- 6.89%
$128.77 - $144.3 $222K - $249K
23.3K $3.14B
AMZN
Amazon Com Inc

Consumer Cyclical
-5.31K
- 22.84%
$167.32 - $223.3 $889K - $1.19M
18K $3.94B
IWM
Ishares Russell 2000 ETF

ETFs
-3.72K
- 16.67%
$174.82 - $215.79 $650K - $803K
18.6K $4.01B
EEM
Ishares Msci Emerging Markets

ETFs
-9.88K
- 48.02%
$38.52 - $48.28 $381K - $477K
10.7K $516M
JPM
Jpmorgan Chase & CO

Financial Services
-3.54K
- 24.08%
$210.28 - $289.91 $744K - $1.03M
11.2K $3.24B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.68K
- 32.95%
$171.4 - $227.1 $458K - $607K
5.44K $1.24B
MKC
Mccormick & CO Inc

Consumer Defensive
-1.8K
- 6.76%
$71.11 - $82.25 $128K - $148K
24.8K $1.88B
PEP
Pepsico Inc

Consumer Defensive
-1.42K
- 22.29%
$128.02 - $151.37 $181K - $214K
4.93K $651M
UBER
Uber Technologies, Inc

Technology
-10.1K
- 29.97%
$64.62 - $93.3 $656K - $947K
23.7K $2.21B
NTRA
Natera, Inc.

Healthcare
-4.71K
- 23.48%
$132.23 - $171.87 $623K - $810K
15.4K $2.59B
META
Meta Platforms, Inc.

Communication Services
-1.8K
- 25.88%
$484.66 - $738.09 $871K - $1.33M
5.15K $3.8B
CNQ
Canadian Natural Resources LTD

Energy
-7.2K
- 11.96%
$25.14 - $34.01 $181K - $245K
53K $1.66B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.35K
- 25.23%
$96.84 - $99.46 $131K - $134K
4K $397M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.01K
- 13.65%
$105.23 - $109.61 $106K - $110K
6.38K $699M
XLY
Select Sector Spdr Consumer Di

ETFs
-820
- 19.25%
$176.34 - $218.59 $145K - $179K
3.44K $747M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-455
- 7.44%
$101.91 - $134.83 $46.4K - $61.3K
5.66K $712M
HD
Home Depot, Inc.

Consumer Cyclical
-248
- 9.27%
$335.24 - $380.78 $83.1K - $94.4K
2.43K $890M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-7.06K
- 11.19%
$62.73 - $78.42 $443K - $553K
56K $4.34B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.19K
- 22.93%
$72.02 - $73.82 $85.7K - $87.8K
4K $295M
VEA
Vanguard Ftse Developed Market

ETFs
-10.2K
- 12.57%
$45.65 - $57.01 $467K - $583K
71.2K $4.06B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-895
- 11.8%
$68.13 - $74.77 $61K - $66.9K
6.69K $487M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1K
- 6.98%
$51.14 - $57.0 $51.1K - $57K
13.3K $758M
IGV
Ishares Expanded Tech Software

ETFs
-7.12K
- 20.07%
$80.15 - $109.5 $570K - $779K
28.3K $3.1B
IBB
Ishares Biotechnology ETF

ETFs
-285
- 6.59%
$112.02 - $129.0 $31.9K - $36.8K
4.04K $511M
AGRO
Adecoagro S.A.

Consumer Defensive
-200
- 1.07%
$8.5 - $11.69 $1.7K - $2.34K
18.4K $169M
XLP
Consumer Staples Sector Spdr

ETFs
-325
- 5.89%
N/A
5.2K $421M
VNQ
Vanguard Specialized Funds Van

ETFs
-110
- 2.8%
$79.79 - $91.42 $8.78K - $10.1K
3.81K $339M
XLU
Utilities Sector Spdr

ETFs
-300
- 7.22%
$73.09 - $82.77 $21.9K - $24.8K
3.86K $315M
PFF
Ishares Trust Ishares Pfd And

ETFs
-345
- 0.9%
$29.0 - $30.68 $10K - $10.6K
38K $1.17B
Activity Summary
Buys All Purchases 19 New Holdings 6 Increased Positions 13 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rockingstone Advisors LLC Portfolio

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

News

Stay updated on Rockingstone Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email