Sfe Investment Counsel Sells in Q2 2025

Sfe Investment Counsel

  • $543 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.94K
- 56.1%
$498.8 - $620.9 $1.96M - $2.44M
3.08K $1.91M
F
Ford Motor CO

Consumer Cyclical
-207K
- 69.62%
$8.69 - $10.85 $1.8M - $2.24M
90.2K $978K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-80.1K
- 49.15%
$22.87 - $23.14 $1.83M - $1.85M
82.9K $1.91M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-16.7K
- 80.85%
$97.68 - $121.38 $1.63M - $2.03M
3.96K $480K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-22.4K
- 31.32%
$51.14 - $57.0 $1.15M - $1.28M
49.2K $2.79M
IEF
Ishares Barclays

ETFs
-13.2K
- 60.59%
$93.15 - $96.56 $1.23M - $1.28M
8.6K $823K
BMY
Bristol Myers Squibb CO

Healthcare
-12K
- 31.65%
$44.12 - $59.6 $528K - $713K
25.8K $1.2M
JNJ
Johnson & Johnson

Healthcare
-3.68K
- 11.61%
$146.36 - $159.82 $539K - $588K
28K $4.28M
CVX
Chevron Corp

Energy
-1.96K
- 11.55%
$133.73 - $168.51 $262K - $330K
15K $2.15M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-12.8K
- 45.98%
$42.51 - $43.7 $546K - $561K
15.1K $658K
THO
Thor Industries Inc

Consumer Cyclical
-7.74K
- 47.66%
$64.83 - $89.72 $502K - $695K
8.5K $755K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-390
- 7.65%
$483.48 - $539.8 $189K - $211K
4.71K $2.29M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-12.1K
- 60.44%
N/A
7.9K $249K
EIX
Edison International

Utilities
-3.69K
- 17.38%
$48.32 - $59.92 $178K - $221K
17.5K $903K
ROP
Roper Technologies Inc

Industrials
-198
- 1.93%
$519.19 - $590.78 $103K - $117K
10.1K $5.71M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-11.4K
- 19.43%
$20.66 - $20.74 $235K - $236K
47.1K $974K
T
At&T Inc.

Communication Services
-8.43K
- 14.89%
$26.33 - $28.94 $222K - $244K
48.2K $1.39M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-8.56K
- 2.63%
$22.66 - $23.41 $194K - $200K
317K $7.4M
SYY
Sysco Corp

Consumer Defensive
-1.36K
- 20.76%
$68.0 - $75.91 $92.7K - $103K
5.2K $393K
AZN
Astrazeneca PLC

Healthcare
-1.04K
- 14.55%
$64.87 - $75.0 $67.2K - $77.7K
6.09K $425K
PG
Procter & Gamble CO

Consumer Defensive
-350
- 14.8%
$157.66 - $172.39 $55.2K - $60.3K
2.02K $321K
CMF
Ishares California Muni Bond E

ETFs
-1.29K
- 17.43%
$54.52 - $56.7 $70.2K - $73K
6.1K $339K
XOM
Exxon Mobil Corp

Energy
-215
- 8.89%
$99.93 - $119.04 $21.5K - $25.6K
2.2K $237K
V
Visa Inc.

Financial Services
-126
- 15.56%
$308.27 - $373.31 $38.8K - $47K
684 $242K
SBUX
Starbucks Corp

Consumer Cyclical
-170
- 5.36%
$79.69 - $99.41 $13.5K - $16.9K
3K $274K
IAU
Ishares Gold Trust

ETFs
-1.07K
- 9.92%
$56.1 - $64.74 $60K - $69.3K
9.72K $605K
TXN
Texas Instruments Inc

Technology
-123
- 7.09%
N/A
1.61K $313K
CME
Cme Group Inc.

Financial Services
-121
- 11.43%
$252.37 - $290.71 $30.5K - $35.2K
938 $258K
HD
Home Depot, Inc.

Consumer Cyclical
-45
- 5.13%
$335.24 - $380.78 $15.1K - $17.1K
832 $305K
Ge Vernova Inc
-445
- 6.56%
N/A
6.33K $0
Brookfield Corp
-1.84K
- 32.68%
N/A
3.79K $0
MA
Mastercard Inc

Financial Services
-16
- 1.67%
$479.92 - $590.74 $7.68K - $9.45K
940 $528K
VRME
Verify Me, Inc.

Industrials
-3.33K
- 2.56%
$0.59 - $0.82 $1.96K - $2.73K
127K $95K
ISRG
Intuitive Surgical Inc

Healthcare
-25
- 4.53%
$451.58 - $565.94 $11.3K - $14.1K
527 $286K
PM
Philip Morris International Inc.

Consumer Defensive
-188
- 9.13%
$149.23 - $184.95 $28.1K - $34.8K
1.87K $340K
LRGF
Ishares Tr

ETFs
-286
- 4.96%
$51.37 - $64.13 $14.7K - $18.3K
5.48K $351K
DRI
Darden Restaurants Inc

Consumer Cyclical
-35
- 0.89%
$186.58 - $225.78 $6.53K - $7.9K
3.91K $852K
SHOP
Shopify Inc.

Technology
-30
- 1.4%
$76.89 - $115.35 $2.31K - $3.46K
2.12K $244K
CLH
Clean Harbors Inc

Industrials
-35
- 0.79%
$182.1 - $233.5 $6.37K - $8.17K
4.39K $1.02M
DE
Deere & CO

Industrials
-127
- 2.14%
$412.99 - $531.48 $52.4K - $67.5K
5.82K $2.96M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.15K
- 16.47%
$328.01 - $475.68 $376K - $545K
5.81K $2.72M
HON
Honeywell International Inc

Industrials
-1K
- 4.7%
$182.86 - $232.88 $183K - $234K
20.4K $4.74M
CSCO
Cisco Systems, Inc.

Technology
-2.42K
- 3.88%
$53.19 - $69.38 $129K - $168K
60.1K $4.17M
COST
Costco Wholesale Corp

Consumer Defensive
-90
- 0.84%
$908.13 - $1056.85 $81.7K - $95.1K
10.7K $10.5M
XYL
Xylem Inc.

Industrials
-9
- 0.02%
$102.86 - $129.5 $926 - $1.17K
43K $5.56M
TTEK
Tetra Tech Inc

Industrials
-2.59K
- 3.06%
$28.01 - $36.25 $72.4K - $93.7K
81.9K $2.94M
GE
General Electric CO

Industrials
-1.16K
- 7.79%
$166.81 - $257.39 $193K - $298K
13.7K $3.52M
GOOG
Alphabet Inc.

Communication Services
-562
- 1.35%
$146.58 - $180.01 $82.4K - $101K
41.2K $7.31M
IBM
International Business Machines Corp

Technology
-1.45K
- 4.0%
$221.03 - $294.78 $321K - $428K
34.9K $10.3M
Activity Summary
Buys All Purchases 82 New Holdings 12 Increased Positions 70 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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