Tag Stone Capital, Inc. Purchases in Q2 2025

Tag Stone Capital, Inc.

  • $219 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.8K
+ 688.41%
$100.35 - $100.71 $2.49M - $2.5M
28.4K $2.86M
AMZN
Amazon Com Inc

Consumer Cyclical
1.7K
+ 2.74%
$167.32 - $223.3 $284K - $379K
63.8K $14M
IVV
Ishares Core S&P 500 ETF

ETFs
64
+ 0.19%
$498.8 - $620.9 $31.9K - $39.7K
34.5K $21.4M
SPYG
Spdr Portfolio

ETFs
3.46K
+ 3.01%
$71.83 - $95.32 $248K - $330K
118K $11.3M
NVDA
Nvidia Corp

Technology
4.33K
+ 25.61%
$94.31 - $157.99 $409K - $685K
21.3K $3.36M
AVGO
Broadcom Inc.

Technology
5.45K
New
$146.29 - $275.65 $797K - $1.5M
5.45K $1.5M
VGT
Vanguard Information Technolog

ETFs
1.77K
New
$470.37 - $663.28 $833K - $1.18M
1.77K $1.18M
IWP
Ishares Russell Mid Cap Growth

ETFs
852
+ 2.02%
$104.34 - $138.68 $88.9K - $118K
43.1K $5.97M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
13.5K
+ 305.58%
$59.24 - $71.39 $801K - $965K
17.9K $1.28M
DFAT
Dimensional ETF Tr U S Target

ETFs
10K
+ 11.47%
$44.8 - $53.97 $449K - $541K
97.4K $5.26M
VONG
Vanguard Russell 1000 Growth E

ETFs
150
+ 0.4%
$82.51 - $109.2 $12.4K - $16.4K
37.8K $4.13M
IEFA
Ishares Tr

ETFs
1.47K
+ 2.29%
$67.83 - $84.09 $99.4K - $123K
65.3K $5.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.3K
New
$47.46 - $55.3 $491K - $572K
10.3K $570K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.38K
New
$82.17 - $99.96 $442K - $538K
5.38K $528K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.23K
+ 7.18%
$45.11 - $52.34 $326K - $378K
108K $5.64M
AXP
American Express CO

Financial Services
53
+ 0.55%
$231.39 - $318.98 $12.3K - $16.9K
9.76K $3.11M
AAPL
Apple Inc.

Technology
2.8K
+ 55.61%
$172.42 - $223.89 $483K - $627K
7.84K $1.61M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.9K
New
$34.34 - $40.99 $374K - $447K
10.9K $443K
GOOGL
Alphabet Inc.

Communication Services
517
+ 3.2%
$144.7 - $178.6 $74.8K - $92.3K
16.7K $2.94M
COST
Costco Wholesale Corp

Consumer Defensive
158
+ 2.69%
$908.13 - $1056.85 $143K - $167K
6.03K $5.96M
MSFT
Microsoft Corp

Technology
202
+ 9.43%
$354.56 - $497.45 $71.6K - $100K
2.35K $1.17M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.47K
+ 5.3%
$141.87 - $164.49 $208K - $241K
29.2K $4.8M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 106.6%
$101.93 - $128.63 $229K - $289K
4.35K $559K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2K
+ 4.35%
$52.31 - $63.72 $104K - $127K
47.9K $3.05M
LRCX
Lam Research Corp

Technology
3K
New
$59.09 - $97.34 $177K - $292K
3K $292K
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.71K
+ 43.51%
$24.94 - $31.15 $167K - $209K
22.1K $687K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
8.62K
New
$22.25 - $28.0 $192K - $241K
8.62K $241K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.14K
New
$82.32 - $112.47 $176K - $241K
2.14K $240K
TSLA
Tesla, Inc.

Consumer Cyclical
705
New
$221.86 - $362.89 $156K - $256K
705 $223K
ORCL
Oracle Corp

Technology
1.01K
New
$122.82 - $218.63 $124K - $221K
1.01K $220K
IGV
Ishares Expanded Tech Software

ETFs
1.99K
New
$80.15 - $109.5 $160K - $218K
1.99K $218K
JPM
Jpmorgan Chase & CO

Financial Services
321
+ 12.18%
$210.28 - $289.91 $67.5K - $93.1K
2.96K $856K
META
Meta Platforms, Inc.

Communication Services
11
+ 0.9%
$484.66 - $738.09 $5.33K - $8.12K
1.24K $914K
SNPS
Synopsys Inc

Technology
400
New
$380.9 - $517.66 $152K - $207K
400 $205K
DFAR
Dimensional ETF Tr Dimensional

ETFs
9.08K
+ 25.32%
$20.99 - $23.93 $191K - $217K
44.9K $1.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.11%
$320.42 - $424.58 $961 - $1.27K
2.81K $1.19M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
714
+ 3.75%
$72.61 - $88.75 $51.8K - $63.4K
19.7K $1.75M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
231
+ 1.38%
$57.14 - $72.68 $13.2K - $16.8K
17K $1.23M
VIG
Vanguard Dividend Appreciation

ETFs
933
+ 16.92%
N/A
6.45K $1.17M
SHOP
Shopify Inc.

Technology
1.45K
New
$76.89 - $115.35 $111K - $167K
1.45K $167K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.16K
+ 47.97%
$35.9 - $43.76 $114K - $138K
9.76K $421K
EL
Estee Lauder Companies Inc

Consumer Defensive
563
+ 8.68%
$50.06 - $80.8 $28.2K - $45.5K
7.05K $569K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
417
+ 1.14%
$34.72 - $42.74 $14.5K - $17.8K
37K $1.58M
BAC
Bank Of America Corp

Financial Services
1.12K
+ 7.79%
$34.39 - $47.46 $38.5K - $53.2K
15.5K $733K
IJK
Ishares S&P Midcap 400 Growth

ETFs
6
+ 0.04%
$73.7 - $90.98 $442 - $546
16.3K $1.49M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
502
+ 0.38%
$77.94 - $79.5 $39.1K - $39.9K
132K $10.5M
SCHW
Schwab Charles Corp

Financial Services
20
+ 0.3%
$69.06 - $91.24 $1.38K - $1.82K
6.68K $609K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
700
+ 1.38%
$36.25 - $42.28 $25.4K - $29.6K
51.3K $2.17M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
653
+ 6.79%
$66.87 - $79.47 $43.7K - $51.9K
10.3K $816K
Activity Summary
Buys All Purchases 87 New Holdings 17 Increased Positions 70 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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