Tag Stone Capital, Inc. Incresed Positions in Q1 2025

Tag Stone Capital, Inc.

  • $197 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
74.5K
+ 87.81%
$49.25 - $50.66 $3.67M - $3.78M
159K $7.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
386
+ 1.74%
$442.66 - $534.52 $171K - $206K
22.5K $12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.8K
+ 448.97%
$51.52 - $52.37 $1.12M - $1.14M
26.6K $1.39M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.8K
+ 30.65%
$50.82 - $52.7 $549K - $569K
46K $2.42M
PGR
Progressive Corp

Financial Services
2
+ 0.03%
$235.61 - $291.22 $471 - $582
5.87K $1.66M
VTV
Vanguard Value ETF

ETFs
1.06K
+ 7.4%
$167.73 - $179.21 $177K - $189K
15.3K $2.64M
MSFT
Microsoft Corp

Technology
769
+ 55.97%
$375.39 - $447.2 $289K - $344K
2.14K $804K
AMGN
Amgen Inc

Healthcare
27
+ 0.73%
$258.59 - $327.36 $6.98K - $8.84K
3.74K $1.16M
UNP
Union Pacific Corp

Industrials
76
+ 0.53%
$225.21 - $254.42 $17.1K - $19.3K
14.5K $3.43M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.25K
+ 17.09%
$25.54 - $28.79 $57.5K - $64.8K
15.4K $428K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
484
+ 4.07%
$100.59 - $103.47 $48.7K - $50.1K
12.4K $1.28M
META
Meta Platforms, Inc.

Communication Services
170
+ 16.07%
$576.36 - $736.67 $98K - $125K
1.23K $707K
VIG
Vanguard Dividend Appreciation

ETFs
442
+ 8.71%
N/A
5.51K $1M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.48K
+ 7.42%
$22.35 - $24.52 $55.4K - $60.8K
35.9K $852K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.59K
+ 1.6%
$49.78 - $53.19 $79.1K - $84.5K
101K $5.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
61
+ 0.83%
$56.12 - $68.15 $3.42K - $4.16K
7.4K $502K
EEM
Ishares Msci Emerging Markets

ETFs
889
+ 11.26%
$40.81 - $45.34 $36.3K - $40.3K
8.78K $383K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
690
+ 1.38%
$39.96 - $43.3 $27.6K - $29.9K
50.6K $2.09M
IBM
International Business Machines Corp

Technology
5
+ 0.42%
$217.4 - $264.74 $1.09K - $1.32K
1.19K $294K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.19%
$725.72 - $929.72 $726 - $930
520 $429K
DFIS
Dimensional ETF Tr Dimensional

ETFs
431
+ 4.72%
$23.92 - $26.89 $10.3K - $11.6K
9.56K $247K
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 0.1%
$112.81 - $126.16 $2.14K - $2.4K
19.3K $2.35M
VOE
Vanguard Mid Cap Value Index F

ETFs
325
+ 1.19%
$156.61 - $168.02 $50.9K - $54.6K
27.7K $4.45M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23
+ 0.65%
$73.78 - $76.59 $1.7K - $1.76K
3.57K $272K
JEPI
J P Morgan Exchange Traded Fd

ETFs
114
+ 1.81%
$56.17 - $59.71 $6.4K - $6.81K
6.43K $367K
SUB
Ishares Short Term National Mu

ETFs
23
+ 0.39%
$105.3 - $106.24 $2.42K - $2.44K
5.91K $624K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
76
+ 1.14%
$36.63 - $37.45 $2.78K - $2.85K
6.72K $247K
PEP
Pepsico Inc

Consumer Defensive
5
+ 0.2%
$142.64 - $156.42 $713 - $782
2.53K $379K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
83
+ 2.27%
$69.69 - $79.99 $5.78K - $6.64K
3.74K $267K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
246
+ 2.62%
$75.47 - $84.24 $18.6K - $20.7K
9.62K $741K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.48%
$110.9 - $132.93 $1.11K - $1.33K
2.11K $239K
ESAB
Esab Corp

Industrials
3
+ 0.06%
$115.08 - $131.54 $345 - $395
5.25K $611K
LRGF
Ishares Tr

ETFs
25
+ 0.28%
$56.95 - $63.95 $1.42K - $1.6K
8.83K $510K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
31
+ 0.38%
$117.4 - $131.02 $3.64K - $4.06K
8.23K $985K
IJS
Ishares S&P Smallcap 600 Value

ETFs
188
+ 2.96%
$96.3 - $112.23 $18.1K - $21.1K
6.54K $637K
IWF
Ishares Russell 1000 Gr ETF

ETFs
153
+ 5.76%
$360.07 - $417.26 $55.1K - $63.8K
2.81K $1.01M
EL
Estee Lauder Companies Inc

Consumer Defensive
33
+ 0.51%
$64.26 - $85.48 $2.12K - $2.82K
6.49K $428K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 0.11%
$121.0 - $142.28 $726 - $854
5.32K $662K
VTWO
Vanguard Russell 2000 ETF

ETFs
24
+ 0.3%
$80.08 - $92.93 $1.92K - $2.23K
8.15K $657K
IJK
Ishares S&P Midcap 400 Growth

ETFs
156
+ 0.97%
$81.62 - $96.63 $12.7K - $15.1K
16.3K $1.36M
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.13%
$108.17 - $167.07 $541 - $835
3.78K $437K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
182
+ 0.97%
$80.73 - $94.96 $14.7K - $17.3K
19K $1.58M
AXP
American Express CO

Financial Services
240
+ 2.54%
$255.39 - $325.87 $61.3K - $78.2K
9.7K $2.61M
VBK
Vanguard Small Cap Growth ETF

ETFs
111
+ 0.92%
$247.97 - $296.33 $27.5K - $32.9K
12.2K $3.06M
VONG
Vanguard Russell 1000 Growth E

ETFs
287
+ 0.77%
$92.71 - $107.38 $26.6K - $30.8K
37.7K $3.5M
SPYG
Spdr Portfolio

ETFs
2.02K
+ 1.8%
$80.05 - $92.39 $162K - $187K
115K $9.22M
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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