Stage Harbor Financial, LLC Purchases and Sells in Q1 2025

Stage Harbor Financial, LLC

$118 Billion
Q1 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	56.4K + 12.97%	N/A	491K $15B
EFV	7.84K + 8.86%	$51.88 - $60.73 $407K - $476K	96.3K $5.68B
MORGAN STANLEY ETF TRUST	15K + 93.46%	N/A	31.1K $1.58B
DIMENSIONAL ETF TRUST	12.2K + 188.39%	N/A	18.7K $940M
VBR	2.82K + 234.83%	$183.02 - $207.75 $516K - $585K	4.02K $749M
VTI	1.92K + 127.09%	$271.18 - $303.12 $520K - $582K	3.43K $943M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VSS	3.86K New	$110.75 - $119.78 $427K - $462K	3.86K $446M
QUAL	2.38K New	$168.16 - $186.21 $400K - $443K	2.38K $407M
VWO	7.21K New	$42.5 - $46.71 $307K - $337K	7.21K $326M
USMV	3.44K New	$87.68 - $94.52 $302K - $325K	3.44K $322M
DFNM	4.61K New	$47.35 - $48.24 $218K - $222K	4.61K $219M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-24 - 0.13%	$360.07 - $417.26 $8.64K - $10K	17.8K $6.43B
IVV	-551 - 7.77%	$554.06 - $615.85 $305K - $339K	6.54K $3.68B
VB	-267 - 1.29%	$217.89 - $252.64 $58.2K - $67.5K	20.5K $4.54B
MUB	-2.28K - 1.3%	$104.71 - $107.69 $238K - $245K	172K $18.2B
NVDA	-1.54K - 20.18%	$106.98 - $149.43 $165K - $230K	6.1K $661M
TSLA	-173 - 13.39%	$222.15 - $428.22 $38.4K - $74.1K	1.12K $290M

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stage Harbor Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stage Harbor Financial, LLC with notifications on news.