Rtd Financial Advisors, Inc. Sells in Q2 2025

Rtd Financial Advisors, Inc.

  • $781 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-161K
- 21.43%
$51.16 - $62.02 $8.23M - $9.98M
590K $36.6M
IWS
Ishares Russell Midcap Value E

ETFs
-28.8K
- 16.99%
$110.58 - $132.14 $3.18M - $3.8M
141K $18.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-30.2K
- 36.37%
$79.79 - $91.42 $2.41M - $2.76M
52.8K $4.7M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-90.3K
- 15.2%
$22.81 - $23.8 $2.06M - $2.15M
504K $11.7M
MUB
Ishares National Muni Bond ETF

ETFs
-16.1K
- 8.05%
$102.31 - $105.8 $1.64M - $1.7M
183K $19.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-53.7K
- 19.94%
$104.34 - $138.68 $5.6M - $7.45M
216K $29.9M
XOM
Exxon Mobil Corp

Energy
-13.4K
- 63.44%
$99.93 - $119.04 $1.34M - $1.59M
7.71K $830K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-18.1K
- 2.7%
$72.02 - $73.82 $1.3M - $1.33M
651K $47.9M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-23.2K
- 26.0%
$46.41 - $47.7 $1.07M - $1.1M
65.9K $3.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
-7.42K
- 8.51%
$166.82 - $194.23 $1.24M - $1.44M
79.8K $15.5M
GTO
Invesco Actively Managed ETF T

ETFs
-8.73K
- 1.02%
$45.73 - $47.2 $399K - $412K
843K $39.5M
AAPL
Apple Inc.

Technology
-53
- 0.55%
$172.42 - $223.89 $9.14K - $11.9K
9.56K $1.96M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-4.72K
- 22.47%
$37.77 - $48.45 $178K - $229K
16.3K $789K
XLV
Select Sector Spdr Fund Health

ETFs
-243
- 5.08%
$128.77 - $144.3 $31.3K - $35.1K
4.54K $611K
CVX
Chevron Corp

Energy
-61
- 2.12%
$133.73 - $168.51 $8.16K - $10.3K
2.81K $402K
PFE
Pfizer Inc

Healthcare
-711
- 1.35%
$21.59 - $24.84 $15.4K - $17.7K
52K $1.26M
NEE
Nextera Energy Inc

Utilities
-825
- 7.53%
$64.11 - $75.0 $52.9K - $61.9K
10.1K $703K
AOR
Ishares Tr Core Growth Allocat

ETFs
-3.05K
- 10.42%
$53.36 - $61.57 $163K - $188K
26.2K $1.62M
MRK
Merck & Co., Inc.

Healthcare
-123
- 3.42%
$73.47 - $87.12 $9.04K - $10.7K
3.48K $275K
MCD
Mcdonalds Corp

Consumer Cyclical
-57
- 5.18%
$285.55 - $321.23 $16.3K - $18.3K
1.04K $304K
LLY
Eli Lilly & CO

Healthcare
-20
- 7.14%
$713.71 - $898.95 $14.3K - $18K
260 $202K
WTRG
Essential Utilities, Inc.

Utilities
-147
- 2.03%
$36.92 - $41.39 $5.43K - $6.08K
7.1K $263K
UNP
Union Pacific Corp

Industrials
-21
- 1.37%
$208.27 - $238.46 $4.37K - $5.01K
1.51K $348K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-794
- 7.1%
$36.02 - $41.92 $28.6K - $33.3K
10.4K $435K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-405
- 11.44%
$70.44 - $86.87 $28.5K - $35.2K
3.14K $272K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-237
- 3.74%
$33.46 - $41.33 $7.93K - $9.8K
6.11K $252K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-200
- 5.15%
$72.96 - $90.39 $14.6K - $18.1K
3.68K $329K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-727
- 13.86%
$70.54 - $93.95 $51.3K - $68.3K
4.52K $424K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.03K
- 3.98%
$30.28 - $36.05 $31.2K - $37.1K
24.8K $894K
WMT
Walmart Inc.

Consumer Defensive
-60
- 2.49%
$81.79 - $99.98 $4.91K - $6K
2.35K $230K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.05K
- 8.65%
$108.06 - $135.3 $113K - $141K
11K $1.49M
IBM
International Business Machines Corp

Technology
-15
- 1.84%
$221.03 - $294.78 $3.32K - $4.42K
799 $235K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.71K
- 1.89%
$83.54 - $100.04 $143K - $171K
88.9K $8.84M
XLK
Technology Sector Spdr

ETFs
-138
- 8.41%
$179.73 - $253.23 $24.8K - $34.9K
1.5K $380K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.08K
- 6.81%
$73.02 - $90.22 $152K - $188K
28.5K $2.54M
VEU
Vanguard Ftse All World Ex Us

ETFs
-145
- 1.36%
$54.19 - $67.22 $7.86K - $9.75K
10.5K $706K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-522
- 1.99%
$30.87 - $39.17 $16.1K - $20.4K
25.8K $1.01M
MSFT
Microsoft Corp

Technology
-269
- 13.86%
$354.56 - $497.45 $95.4K - $134K
1.67K $831K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-27
- 0.05%
$66.87 - $79.47 $1.81K - $2.15K
55.7K $4.42M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.31K
- 0.95%
$36.25 - $42.28 $83.8K - $97.8K
242K $10.2M
VTI
Vanguard Total Stock Market Et

ETFs
-78
- 1.22%
$243.75 - $303.93 $19K - $23.7K
6.33K $1.92M
IWN
Ishares Russell2000 Val ETF

ETFs
-972
- 1.65%
$131.84 - $157.76 $128K - $153K
57.9K $9.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-960
- 0.7%
$19.1 - $23.83 $18.3K - $22.9K
136K $3.24M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.3K
- 4.88%
$39.89 - $49.46 $571K - $708K
279K $13.8M
EEM
Ishares Msci Emerging Markets

ETFs
-1.02K
- 0.8%
$38.52 - $48.28 $39.4K - $49.3K
127K $6.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.43K
- 3.74%
$22.27 - $29.21 $143K - $188K
166K $4.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.1K
- 4.71%
$19.6 - $24.44 $374K - $467K
387K $9.45M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.38K
- 2.34%
$108.87 - $133.04 $259K - $317K
99.5K $13.2M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-3.3K
- 2.16%
$46.22 - $57.51 $152K - $190K
149K $8.56M
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
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