Rtd Financial Advisors, Inc. Purchases in Q2 2025

Rtd Financial Advisors, Inc.

  • $781 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
50.4K
+ 314.88%
$228.54 - $279.83 $11.5M - $14.1M
66.3K $18.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.07K
+ 6.31%
$272.36 - $339.57 $1.65M - $2.06M
102K $34.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
25.2K
+ 48.86%
$141.87 - $164.49 $3.58M - $4.15M
76.9K $12.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.22K
+ 24.2%
$216.28 - $284.39 $1.56M - $2.05M
37.1K $10.5M
IVE
Ishares S&P 500 Value ETF

ETFs
8.49K
+ 11.93%
$168.34 - $195.42 $1.43M - $1.66M
79.6K $15.6M
VB
Vanguard Small Cap ETF

ETFs
6.43K
+ 36.78%
$193.73 - $237.37 $1.25M - $1.53M
23.9K $5.67M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.17K
+ 3.16%
$104.23 - $134.39 $226K - $291K
70.8K $9.52M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8.62K
+ 8.12%
$75.29 - $91.16 $649K - $785K
115K $10.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.06K
+ 13.39%
$82.96 - $110.1 $419K - $557K
42.8K $4.71M
VBR
Vanguard Small Cap Value ETF

ETFs
3.66K
+ 10.33%
$162.76 - $195.77 $595K - $716K
39.1K $7.62M
VUG
Vanguard Growth ETF

ETFs
1.77K
+ 64.15%
$329.49 - $438.4 $584K - $777K
4.54K $1.99M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.34K
+ 19.86%
$219.76 - $276.94 $514K - $648K
14.1K $3.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.8K
+ 52.5%
$34.72 - $42.74 $617K - $759K
51.6K $2.21M
VTV
Vanguard Value ETF

ETFs
4.57K
+ 46.55%
$153.67 - $176.74 $702K - $808K
14.4K $2.54M
VEA
Vanguard Ftse Developed Market

ETFs
2.3K
+ 4.46%
$45.65 - $57.01 $105K - $131K
53.8K $3.07M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.27K
New
$86.93 - $109.64 $284K - $359K
3.27K $358K
AOA
Ishares Tr Core Aggressive All

ETFs
1.14K
+ 4.11%
$69.46 - $83.4 $79.4K - $95.3K
29K $2.42M
VV
Vanguard Large Cap ETF

ETFs
350
+ 5.56%
$228.25 - $285.3 $79.9K - $99.9K
6.64K $1.89M
IEFA
Ishares Tr

ETFs
3.45K
New
$67.83 - $84.09 $234K - $290K
3.45K $287K
GE
General Electric CO

Industrials
1K
New
$166.81 - $257.39 $167K - $258K
1K $257K
SPY
Spdr S&P 500 ETF Trust

ETFs
106
+ 3.34%
$496.48 - $617.85 $52.6K - $65.5K
3.28K $2.03M
IEMG
Ishares Inc

ETFs
4.24K
New
N/A
4.24K $227K
BAC
Bank Of America Corp

Financial Services
4.38K
New
$34.39 - $47.46 $151K - $208K
4.38K $207K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.21K
+ 4.07%
$34.28 - $41.6 $41.3K - $50.1K
30.8K $1.28M
NUSC
Nuveen Esg Small Cap ETF

ETFs
895
+ 5.18%
$33.38 - $40.81 $29.9K - $36.5K
18.2K $739K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
712
+ 7.82%
$47.46 - $55.3 $33.8K - $39.4K
9.81K $540K
VT
Vanguard Total World Stk Index

ETFs
114
+ 6.28%
$103.16 - $128.52 $11.8K - $14.7K
1.93K $247K
VIG
Vanguard Dividend Appreciation

ETFs
145
+ 3.18%
N/A
4.7K $855K
AOM
Ishares Tr Core Moderate Alloc

ETFs
8
+ 0.09%
$41.55 - $46.04 $332 - $368
8.77K $403K
AOK
Ishares Tr Core Conservative A

ETFs
103
+ 1.14%
$36.09 - $39.07 $3.72K - $4.02K
9.1K $355K
JNJ
Johnson & Johnson

Healthcare
28
+ 1.25%
$146.36 - $159.82 $4.1K - $4.47K
2.27K $346K
BMY
Bristol Myers Squibb CO

Healthcare
3.59K
+ 16.89%
$44.12 - $59.6 $158K - $214K
24.8K $1.15M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rtd Financial Advisors, Inc. Portfolio

Follow Rtd Financial Advisors, Inc. 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 Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email