Tag Stone Capital, Inc. Incresed Positions 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
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
VTV
Vanguard Value ETF

ETFs
3.89K
+ 25.42%
$153.67 - $176.74 $598K - $688K
19.2K $3.39M
VONG
Vanguard Russell 1000 Growth E

ETFs
150
+ 0.4%
$82.51 - $109.2 $12.4K - $16.4K
37.8K $4.13M
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
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
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.71K
+ 43.51%
$24.94 - $31.15 $167K - $209K
22.1K $687K
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
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
VIG
Vanguard Dividend Appreciation

ETFs
933
+ 16.92%
N/A
6.45K $1.17M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
231
+ 1.38%
$57.14 - $72.68 $13.2K - $16.8K
17K $1.23M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.16K
+ 47.97%
$35.9 - $43.76 $114K - $138K
9.76K $421K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
417
+ 1.14%
$34.72 - $42.74 $14.5K - $17.8K
37K $1.58M
EL
Estee Lauder Companies Inc

Consumer Defensive
563
+ 8.68%
$50.06 - $80.8 $28.2K - $45.5K
7.05K $569K
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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
21
+ 0.56%
$104.23 - $134.39 $2.19K - $2.82K
3.75K $504K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.1K
+ 14.9%
$63.54 - $68.5 $70.1K - $75.6K
8.5K $573K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
140
+ 0.32%
$67.03 - $80.35 $9.38K - $11.2K
44.3K $3.53M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.01K
+ 10.57%
$23.2 - $29.84 $23.4K - $30.1K
10.6K $315K
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.13%
$92.79 - $134.29 $464 - $671
3.79K $503K
PGR
Progressive Corp

Financial Services
593
+ 10.1%
$255.27 - $288.74 $151K - $171K
6.47K $1.73M
IJS
Ishares S&P Smallcap 600 Value

ETFs
494
+ 7.56%
$83.54 - $100.04 $41.3K - $49.4K
7.03K $699K
LRGF
Ishares Tr

ETFs
53
+ 0.6%
$51.37 - $64.13 $2.72K - $3.4K
8.88K $569K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
634
+ 5.12%
$102.02 - $103.5 $64.7K - $65.6K
13K $1.34M
LLY
Eli Lilly & CO

Healthcare
101
+ 19.42%
$713.71 - $898.95 $72.1K - $90.8K
621 $484K
IBM
International Business Machines Corp

Technology
1
+ 0.08%
$221.03 - $294.78 $221 - $295
1.19K $349K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
364
+ 0.79%
$51.1 - $53.29 $18.6K - $19.4K
46.4K $2.47M
VTWO
Vanguard Russell 2000 ETF

ETFs
24
+ 0.29%
$70.56 - $87.22 $1.69K - $2.09K
8.17K $712K
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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