Rossby Financial, Lcc Purchases in Q1 2025

Rossby Financial, Lcc

  • $237 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Calvert International Responsible Index ETF
93.5K
New
N/A
93.5K $5.59B
SHV
Ishares Tr

ETFs
37.3K
New
$110.11 - $110.51 $4.11M - $4.12M
37.3K $4.12B
IEF
Ishares Barclays

ETFs
41.3K
New
$91.17 - $95.39 $3.76M - $3.94M
41.3K $3.93B
IWY
Ishares Tr Russell 200 Growth

ETFs
14.4K
New
$210.19 - $243.33 $3.02M - $3.5M
14.4K $3.06B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
41.8K
New
$50.48 - $51.04 $2.11M - $2.13M
41.8K $2.11B
Calvert Us Large Cap Core Responsible Index ETF
36.8K
+ 37.38%
N/A
135K $9.21B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
34.5K
+ 70.3%
$61.55 - $71.27 $2.12M - $2.46M
83.6K $5.1B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
18.8K
New
$91.45 - $91.75 $1.72M - $1.72M
18.8K $1.72B
VDC
Vanguard Consumer Staples ETF

ETFs
5.22K
+ 26.21%
$206.54 - $226.16 $1.08M - $1.18M
25.2K $5.48B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15K
+ 24.07%
$73.78 - $76.59 $1.1M - $1.15M
77.1K $5.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.7K
New
$50.39 - $50.66 $1.1M - $1.1M
21.7K $1.1B
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
35.9K
+ 20.03%
$23.56 - $24.16 $845K - $867K
215K $5.16B
JOE
St Joe CO

Real Estate
16.6K
New
$43.61 - $49.45 $725K - $822K
16.6K $709M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.51K
+ 94.57%
$100.32 - $100.76 $653K - $656K
13.4K $1.35B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13.6K
New
$45.92 - $47.58 $624K - $647K
13.6K $642M
CAT
Caterpillar Inc

Industrials
2.21K
+ 187.15%
$326.75 - $407.63 $723K - $902K
3.4K $1.04B
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 82.56%
$576.36 - $736.67 $699K - $893K
2.68K $1.47B
ZECP
Zacks Tr Earnings Constant Por

ETFs
19.4K
New
$29.24 - $32.07 $566K - $621K
19.4K $569M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
25K
+ 181.4%
$18.36 - $20.51 $459K - $513K
38.8K $791M
KLAC
Kla Corp

Technology
759
New
$636.62 - $777.63 $483K - $590K
759 $527M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.99K
New
$132.75 - $177.12 $397K - $530K
2.99K $503M
SYF
Synchrony Financial

Financial Services
9.53K
New
$51.9 - $70.63 $494K - $673K
9.53K $490M
SONY
Sony Group Corp

Technology
18.4K
New
$19.88 - $25.64 $366K - $472K
18.4K $460M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.62K
+ 173.47%
$95.85 - $99.25 $442K - $458K
7.28K $718M
FOXA
Fox Corp

Communication Services
9.22K
New
$47.9 - $58.0 $441K - $535K
9.22K $455M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.93K
New
$49.78 - $53.19 $444K - $475K
8.93K $436M
ETN
Eaton Corp PLC

Industrials
1.5K
New
$271.83 - $371.23 $409K - $558K
1.5K $434M
LLY
Eli Lilly & CO

Healthcare
421
+ 85.4%
$725.72 - $929.72 $306K - $391K
914 $808M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
+ 49.56%
$442.66 - $534.52 $275K - $332K
1.87K $995M
PG
Procter & Gamble CO

Consumer Defensive
2.8K
+ 62.39%
$158.56 - $176.26 $444K - $493K
7.28K $1.17B
INSW
International Seaways, Inc.

Energy
12.4K
New
$32.85 - $41.61 $406K - $514K
12.4K $419M
VGT
Vanguard Information Technolog

ETFs
748
New
$542.38 - $646.34 $406K - $483K
748 $409M
NVDA
Nvidia Corp

Technology
5.95K
+ 51.5%
$106.98 - $149.43 $636K - $889K
17.5K $1.94B
MO
Altria Group, Inc.

Consumer Defensive
5.93K
+ 96.22%
$50.81 - $60.02 $301K - $356K
12.1K $705M
GOOG
Alphabet Inc.

Communication Services
3.6K
+ 45.42%
$156.06 - $207.71 $561K - $747K
11.5K $1.89B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.5K
+ 11.83%
$22.42 - $23.22 $325K - $337K
137K $3.14B
T
At&T Inc.

Communication Services
8.75K
+ 30.91%
$21.56 - $28.28 $189K - $247K
37K $993M
NOW
Service Now, Inc.

Technology
367
New
$783.83 - $1170.39 $288K - $430K
367 $347M
CSCO
Cisco Systems, Inc.

Technology
5.97K
New
$58.74 - $64.87 $351K - $387K
5.97K $339M
HCA
Hca Healthcare, Inc.

Healthcare
1.03K
New
$296.7 - $345.55 $304K - $355K
1.03K $336M
VST
Vistra Corp.

Utilities
2.64K
New
$108.49 - $191.89 $287K - $507K
2.64K $335M
XOM
Exxon Mobil Corp

Energy
3.02K
+ 50.49%
$105.44 - $118.93 $318K - $359K
9K $977M
SNPS
Synopsys Inc

Technology
726
New
$428.58 - $551.54 $311K - $400K
726 $324M
CHKP
Check Point Software Technologies LTD

Technology
1.55K
New
$179.88 - $231.31 $280K - $359K
1.55K $321M
PSLV
Sprott Physical Silver Trust

Financial Services
4.14K
+ 2.23%
$9.86 - $11.68 $40.8K - $48.3K
190K $2.11B
KGC
Kinross Gold Corp

Basic Materials
21.3K
New
$9.69 - $12.61 $206K - $269K
21.3K $309M
IWF
Ishares Russell 1000 Gr ETF

ETFs
846
New
$360.07 - $417.26 $305K - $353K
846 $309M
KO
Coca Cola CO

Consumer Defensive
3.39K
+ 50.56%
$60.81 - $72.32 $206K - $245K
10.1K $726M
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 41.35%
$225.19 - $279.95 $273K - $339K
4.14K $1.01B
Activity Summary
Buys All Purchases 974 New Holdings 878 Increased Positions 96 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 10 Puts 1
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