Rodgers & Associates, LTD Purchases and Sells in Q1 2025

Rodgers & Associates, LTD

$818 Million
Q1 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	20K + 9.98%	$77.7 - $78.94 $1.56M - $1.58M	221K $17.4M
VEA	16.5K + 5.63%	$47.4 - $52.99 $783K - $876K	310K $15.8M
USRT	26.2K + 8.81%	$55.14 - $60.29 $1.44M - $1.58M	323K $18.6M
SPDW	21.8K + 6.37%	$33.84 - $37.77 $737K - $823K	364K $13.2M
VNQ	12.2K + 6.13%	$85.55 - $94.34 $1.04M - $1.15M	211K $19.1M
SPSB	26.4K + 1.68%	$29.82 - $30.1 $787K - $795K	1.6M $48.1M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	411 New	$551.42 - $612.93 $227K - $252K	411 $229K
IGRO	3.06K New	$66.91 - $73.87 $205K - $226K	3.06K $221K
EFA	2.62K New	$74.85 - $84.89 $196K - $222K	2.62K $213K
IJR	1.98K New	$102.49 - $119.96 $203K - $237K	1.98K $206K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-1.2K - 0.95%	$360.07 - $417.26 $432K - $501K	124K $44.9M
SPYG	-6.74K - 1.44%	$80.05 - $92.39 $539K - $623K	462K $37.2M
IVW	-5.15K - 3.04%	$92.45 - $106.69 $476K - $550K	164K $15.3M
NVDA	-1.66K - 14.72%	$106.98 - $149.43 $177K - $248K	9.61K $1.04M
LOW	-644 - 4.04%	$222.66 - $268.42 $143K - $173K	15.3K $3.57M
MSFT	-240 - 5.5%	$375.39 - $447.2 $90.1K - $107K	4.13K $1.55M

Activity Summary All Purchases 55 New Holdings 4 Increased Positions 51 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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