Rtd Financial Advisors, Inc. Purchases in Q1 2025

Rtd Financial Advisors, Inc.

  • $743 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
16K
New
$251.87 - $277.95 $4.03M - $4.44M
16K $4.11M
XOM
Exxon Mobil Corp

Energy
13.4K
+ 173.54%
$105.44 - $118.93 $1.41M - $1.59M
21.1K $2.51M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.68K
+ 28.82%
$237.72 - $276.98 $1.59M - $1.85M
29.8K $7.28M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
26.8K
+ 42.94%
$45.92 - $47.58 $1.23M - $1.27M
89.1K $4.23M
EFV
Msci Eafe Value ETF

ETFs
3.47K
+ 2.06%
$51.88 - $60.73 $180K - $210K
172K $10.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10.2K
+ 6.02%
$59.28 - $66.1 $602K - $672K
179K $11.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.25K
+ 3.36%
$106.22 - $111.09 $451K - $472K
131K $14.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.07K
+ 4.9%
$182.82 - $196.21 $744K - $799K
87.2K $16.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.19K
+ 3.24%
$42.5 - $46.71 $390K - $429K
293K $13.3M
GTO
Invesco Actively Managed ETF T

ETFs
2.55K
+ 0.3%
$45.9 - $47.37 $117K - $121K
852K $40M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
26.8K
+ 4.72%
$23.43 - $24.23 $627K - $648K
594K $14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.69K
New
$50.48 - $51.04 $388K - $392K
7.69K $389K
MUB
Ishares National Muni Bond ETF

ETFs
4.48K
+ 2.3%
$104.71 - $107.69 $469K - $483K
199K $21M
DUK
Duke Energy Corp

Utilities
2.1K
New
$105.87 - $121.97 $223K - $256K
2.1K $256K
LLY
Eli Lilly & CO

Healthcare
280
New
$725.72 - $929.72 $203K - $260K
280 $231K
VEA
Vanguard Ftse Developed Market

ETFs
940
+ 1.86%
$47.4 - $52.99 $44.6K - $49.8K
51.5K $2.64M
IWS
Ishares Russell Midcap Value E

ETFs
6.12K
+ 3.75%
$122.59 - $135.24 $750K - $828K
169K $21.3M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
New
$158.56 - $176.26 $190K - $211K
1.2K $203K
IBM
International Business Machines Corp

Technology
814
New
$217.4 - $264.74 $177K - $215K
814 $202K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
260
+ 0.86%
$75.32 - $84.77 $19.6K - $22K
30.6K $2.5M
AOA
Ishares Tr Core Aggressive All

ETFs
1.87K
+ 7.2%
$75.7 - $80.01 $142K - $150K
27.8K $2.13M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.89K
+ 6.91%
$56.63 - $59.39 $107K - $112K
29.3K $1.68M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
3.01K
+ 13.18%
$33.28 - $36.41 $100K - $110K
25.9K $877K
VB
Vanguard Small Cap ETF

ETFs
1.68K
+ 10.63%
$217.89 - $252.64 $366K - $424K
17.5K $3.88M
CVX
Chevron Corp

Energy
61
+ 2.17%
$146.71 - $167.97 $8.95K - $10.2K
2.87K $480K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.38K
+ 13.3%
$247.97 - $296.33 $343K - $410K
11.8K $2.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
782
+ 2.37%
$37.07 - $40.63 $29K - $31.8K
33.8K $1.33M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
219
+ 0.84%
$32.74 - $36.2 $7.17K - $7.93K
26.3K $918K
MCD
Mcdonalds Corp

Consumer Cyclical
57
+ 5.47%
$279.74 - $321.29 $15.9K - $18.3K
1.1K $343K
WTRG
Essential Utilities, Inc.

Utilities
147
+ 2.07%
$33.49 - $40.57 $4.92K - $5.96K
7.25K $286K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2.34K
+ 12.53%
$41.78 - $50.35 $97.8K - $118K
21K $901K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16
+ 0.3%
$95.85 - $99.25 $1.53K - $1.59K
5.43K $535K
ZTS
Zoetis Inc.

Healthcare
45
+ 3.37%
$156.48 - $175.67 $7.04K - $7.91K
1.38K $227K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22
+ 0.65%
$81.83 - $82.73 $1.8K - $1.82K
3.42K $283K
VT
Vanguard Total World Stk Index

ETFs
52
+ 2.95%
$115.08 - $123.97 $5.98K - $6.45K
1.82K $210K
HYG
Ishares Tr

ETFs
34
+ 0.93%
$78.51 - $80.11 $2.67K - $2.72K
3.7K $291K
AOK
Ishares Tr Core Conservative A

ETFs
7
+ 0.08%
$36.86 - $38.15 $258 - $267
9K $338K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.02%
$90.0 - $96.32 $90 - $96.3
4.91K $452K
MSFT
Microsoft Corp

Technology
201
+ 11.55%
$375.39 - $447.2 $75.5K - $89.9K
1.94K $728K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.78K
+ 6.38%
$38.41 - $44.06 $68.2K - $78.2K
29.6K $1.16M
NUSC
Nuveen Esg Small Cap ETF

ETFs
694
+ 4.19%
$37.9 - $43.9 $26.3K - $30.5K
17.3K $664K
MRK
Merck & Co., Inc.

Healthcare
30
+ 0.84%
$83.01 - $101.02 $2.49K - $3.03K
3.6K $323K
PFE
Pfizer Inc

Healthcare
636
+ 1.22%
$25.01 - $27.13 $15.9K - $17.3K
52.7K $1.34M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
51
+ 0.42%
$120.24 - $134.3 $6.13K - $6.85K
12.1K $1.47M
AAPL
Apple Inc.

Technology
583
+ 6.46%
$209.68 - $247.1 $122K - $144K
9.61K $2.13M
VBR
Vanguard Small Cap Value ETF

ETFs
1.58K
+ 4.66%
$183.02 - $207.75 $289K - $328K
35.4K $6.57M
IJS
Ishares S&P Smallcap 600 Value

ETFs
667
+ 0.74%
$96.3 - $112.23 $64.2K - $74.9K
90.6K $8.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.9K
+ 2.72%
$57.21 - $65.8 $1.14M - $1.31M
751K $43.8M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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