Sunesis Advisors, LLC Purchases and Sells in Q3 2025

Sunesis Advisors, LLC

$209 Million
Q3 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	5.82K + 2.2%	$303.93 - $329.86 $1.77M - $1.92M	271K $88.8M
VEA	81.3K + 49.49%	$56.02 - $60.3 $4.55M - $4.9M	245K $14.7M
AGG	14.9K + 9.99%	$97.75 - $100.75 $1.46M - $1.5M	164K $16.5M
IUSB	5.27K + 8.11%	$45.6 - $46.92 $240K - $247K	70.3K $3.28M
LLY	284 + 104.8%	$625.65 - $812.69 $178K - $231K	555 $423K

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	48K New	$72.57 - $74.72 $3.48M - $3.59M	48K $3.57M
CB	2.48K New	$265.99 - $289.59 $660K - $719K	2.48K $700K
EMR	2.79K New	$128.6 - $149.63 $359K - $418K	2.79K $366K
XOM	3.05K New	$105.83 - $117.22 $323K - $357K	3.05K $343K
IBM	926 New	$234.77 - $292.47 $217K - $271K	926 $261K
GD	729 New	$293.92 - $341.0 $214K - $249K	729 $248K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	-3.31K - 3.89%	$78.11 - $79.07 $259K - $262K	81.9K $6.46M
BIV	-3.34K - 3.87%	$76.16 - $78.59 $255K - $263K	82.9K $6.48M
MBB	-1.82K - 4.27%	$92.46 - $95.73 $168K - $174K	40.7K $3.87M
IAU	-8.27K - 22.67%	$61.62 - $72.77 $509K - $602K	28.2K $2.05M
BRK-B	-20 - 0.83%	$459.11 - $506.91 $9.18K - $10.1K	2.4K $1.21M
SCHD	-405 - 1.33%	$26.38 - $27.95 $10.7K - $11.3K	30K $819K

Activity Summary All Purchases 15 New Holdings 10 Increased Positions 5 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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