Rodgers & Associates, LTD Purchases and Sells in Q2 2025

Rodgers & Associates, LTD

$908 Million
Q2 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	11.4K + 9.18%	$320.42 - $424.58 $3.66M - $4.85M	136K $57.7M
SPYG	25.3K + 5.46%	$71.83 - $95.32 $1.81M - $2.41M	488K $46.5M
IWP	772 + 0.18%	$104.34 - $138.68 $80.6K - $107K	421K $58.4M
VBR	13.9K + 4.59%	$162.76 - $195.77 $2.26M - $2.72M	317K $61.8M
VBK	6.81K + 5.43%	$219.76 - $276.94 $1.5M - $1.89M	132K $36.6M
VOT	3.24K + 3.54%	$216.28 - $284.39 $700K - $920K	94.6K $26.9M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	669 New	$416.06 - $551.64 $278K - $369K	669 $369K
SUB	3.2K New	$104.77 - $106.34 $335K - $340K	3.2K $340K
XLK	1.32K New	$179.73 - $253.23 $237K - $334K	1.32K $333K
VOO	481 New	$456.74 - $568.03 $220K - $273K	481 $273K
IJH	3.93K New	$51.16 - $62.02 $201K - $244K	3.93K $243K
VTWG	1.14K New	$163.6 - $208.47 $187K - $238K	1.14K $238K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PRF	-51.1K - 16.73%	$35.77 - $42.27 $1.83M - $2.16M	254K $10.7M
SPSB	-32.4K - 2.03%	$29.82 - $30.19 $966K - $978K	1.56M $47.2M
LOW	-625 - 4.08%	$210.83 - $235.28 $132K - $147K	14.7K $3.26M
ACGL	-2K - 17.86%	$84.99 - $96.82 $170K - $194K	9.2K $837K
TMO	-23 - 4.43%	$390.26 - $489.06 $8.98K - $11.2K	496 $201K
VONV	-850 - 13.54%	$73.19 - $85.21 $62.2K - $72.4K	5.43K $462K

Activity Summary All Purchases 53 New Holdings 9 Increased Positions 44 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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