Taylor, Cottrill, Erickson & Associates, Inc. Purchases in Q2 2025

Taylor, Cottrill, Erickson & Associates, Inc.

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
60.1K
+ 1219.37%
$48.46 - $50.2 $2.91M - $3.02M
65K $3.23M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
51.1K
+ 59.31%
$50.52 - $50.92 $2.58M - $2.6M
137K $6.99M
VEA
Vanguard Ftse Developed Market

ETFs
7.25K
+ 2.93%
$45.65 - $57.01 $331K - $413K
255K $14.5M
VB
Vanguard Small Cap ETF

ETFs
972
+ 1.23%
$193.73 - $237.37 $188K - $231K
80.3K $19M
VTV
Vanguard Value ETF

ETFs
3.06K
+ 3.8%
$153.67 - $176.74 $470K - $541K
83.6K $14.8M
VO
Vanguard Mid Cap ETF

ETFs
286
+ 0.93%
$228.54 - $279.83 $65.4K - $80K
31.1K $8.69M
VOT
Vanguard Mid Cap Growth Index

ETFs
772
+ 22.31%
$216.28 - $284.39 $167K - $220K
4.23K $1.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
21
+ 0.05%
$74.88 - $91.97 $1.57K - $1.93K
45.6K $4.19M
VBR
Vanguard Small Cap Value ETF

ETFs
80
+ 0.24%
$162.76 - $195.77 $13K - $15.7K
33.8K $6.58M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.34K
+ 27.44%
$45.9 - $47.2 $291K - $299K
29.4K $1.39M
VOE
Vanguard Mid Cap Value Index F

ETFs
953
+ 3.75%
$141.87 - $164.49 $135K - $157K
26.4K $4.33M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
5.33K
New
$37.93 - $47.69 $202K - $254K
5.33K $253K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.27K
New
$86.93 - $109.64 $198K - $249K
2.27K $249K
EUSB
Ishares Tr Esg Advanced Total

Technology
5.15K
New
$42.54 - $43.56 $219K - $224K
5.15K $224K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.01K
+ 1.8%
$77.94 - $79.5 $156K - $159K
113K $8.99M
MSFT
Microsoft Corp

Technology
2
+ 0.13%
$354.56 - $497.45 $709 - $995
1.53K $759K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.19K
+ 1.3%
$49.57 - $50.27 $109K - $110K
171K $8.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 7.66%
$456.74 - $568.03 $40.2K - $50K
1.24K $702K
MPC
Marathon Petroleum Corp

Energy
29
+ 0.57%
$118.55 - $170.08 $3.44K - $4.93K
5.1K $846K
VIG
Vanguard Dividend Appreciation

ETFs
489
+ 0.55%
N/A
89.8K $16.3M
VNQ
Vanguard Specialized Funds Van

ETFs
1.54K
+ 3.46%
$79.79 - $91.42 $122K - $140K
45.9K $4.09M
ICF
Ishares Tr

ETFs
500
+ 3.87%
$54.56 - $62.47 $27.3K - $31.2K
13.4K $820K
VGSH
Vanguard

ETFs
275
+ 7.55%
$58.32 - $58.95 $16K - $16.2K
3.92K $230K
Broadcom Inc
3
+ 0.23%
N/A
1.3K $0
Hypersolar Inc
147K
New
N/A
147K $0
LMAT
Lemaitre Vascular Inc

Healthcare
8
+ 0.24%
$77.89 - $92.6 $623 - $741
3.29K $273K
NWL
Newell Brands Inc.

Consumer Defensive
198
+ 1.31%
$4.48 - $6.27 $887 - $1.24K
15.4K $82K
MRK
Merck & Co., Inc.

Healthcare
21
+ 0.78%
$73.47 - $87.12 $1.54K - $1.83K
2.73K $216K
XOM
Exxon Mobil Corp

Energy
13
+ 0.19%
$99.93 - $119.04 $1.3K - $1.55K
6.98K $752K
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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