Stage Harbor Financial, LLC Reduced Holdings in Q2 2025

Stage Harbor Financial, LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-18.5K
- 10.75%
$102.31 - $105.8 $1.9M - $1.96M
154K $16.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.15K
- 32.78%
$498.8 - $620.9 $1.07M - $1.33M
4.4K $2.73B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.7K
- 26.42%
$320.42 - $424.58 $1.51M - $2M
13.1K $5.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.63K
- 75.65%
$456.74 - $568.03 $742K - $923K
523 $297M
BNDX
Vanguard Total International B

ETFs
-6.89K
- 58.95%
$48.77 - $49.55 $336K - $341K
4.8K $237M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-2.78K
- 49.93%
$86.58 - $104.98 $241K - $292K
2.79K $293M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.55K
- 10.45%
$72.02 - $73.82 $255K - $262K
30.4K $2.24B
V
Visa Inc.

Financial Services
-503
- 31.58%
$308.27 - $373.31 $155K - $188K
1.09K $387M
IVE
Ishares S&P 500 Value ETF

ETFs
-842
- 25.5%
$168.34 - $195.42 $142K - $165K
2.46K $481M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.4K
- 1.25%
$48.13 - $49.85 $67.4K - $69.8K
111K $5.44B
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.16K
- 25.02%
$30.28 - $36.05 $65.4K - $77.9K
6.47K $233M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-296
- 8.6%
$85.42 - $94.39 $25.3K - $27.9K
3.15K $295M
VBR
Vanguard Small Cap Value ETF

ETFs
-316
- 7.86%
$162.76 - $195.77 $51.4K - $61.9K
3.7K $722M
VTV
Vanguard Value ETF

ETFs
-409
- 2.49%
$153.67 - $176.74 $62.9K - $72.3K
16K $2.84B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-145
- 6.09%
$152.42 - $182.82 $22.1K - $26.5K
2.24K $409M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-445
- 6.17%
$39.89 - $49.46 $17.8K - $22K
6.77K $335M
AMZN
Amazon Com Inc

Consumer Cyclical
-292
- 9.84%
$167.32 - $223.3 $48.9K - $65.2K
2.68K $587M
BA
Boeing CO

Industrials
-64
- 5.28%
$136.59 - $217.51 $8.74K - $13.9K
1.15K $241M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-236
- 6.11%
$104.23 - $134.39 $24.6K - $31.7K
3.62K $487M
TSLA
Tesla, Inc.

Consumer Cyclical
-48
- 4.29%
$221.86 - $362.89 $10.6K - $17.4K
1.07K $340M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-250
- 6.9%
$180.84 - $240.32 $45.2K - $60.1K
3.37K $811M
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 0.38%
$243.75 - $303.93 $3.17K - $3.95K
3.42K $1.04B
VB
Vanguard Small Cap ETF

ETFs
-887
- 4.33%
$193.73 - $237.37 $172K - $211K
19.6K $4.64B
NFLX
Netflix Inc

Communication Services
-7
- 2.32%
$855.86 - $1339.13 $5.99K - $9.37K
295 $395M
META
Meta Platforms, Inc.

Communication Services
-17
- 2.02%
$484.66 - $738.09 $8.24K - $12.5K
826 $610M
MSFT
Microsoft Corp

Technology
-262
- 12.31%
$354.56 - $497.45 $92.9K - $130K
1.87K $929M
FNDF
Schwab Fundamental Intl Large

ETFs
-70
- 0.17%
$32.25 - $40.02 $2.26K - $2.8K
40.4K $1.62B
FNDX
Schwab Fundamental U S Large C

ETFs
-534
- 0.3%
$20.84 - $24.54 $11.1K - $13.1K
180K $4.43B
EFV
Msci Eafe Value ETF

ETFs
-1.52K
- 1.57%
$52.4 - $64.65 $79.4K - $97.9K
94.8K $6.02B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.21K
- 1.4%
$49.48 - $61.22 $59.8K - $74K
85.1K $5.19B
Activity Summary
Buys All Purchases 15 New Holdings 4 Increased Positions 11 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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