Taylor, Cottrill, Erickson & Associates, Inc. Reduced Holdings in Q1 2025

Taylor, Cottrill, Erickson & Associates, Inc.

  • $278 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.25K
- 6.18%
$360.07 - $417.26 $1.17M - $1.36M
49.4K $17.8M
VUG
Vanguard Growth ETF

ETFs
-298
- 0.57%
$369.1 - $427.61 $110K - $127K
51.7K $19.2M
VB
Vanguard Small Cap ETF

ETFs
-2.21K
- 2.71%
$217.89 - $252.64 $480K - $557K
79.3K $17.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-50.6K
- 8.57%
$27.01 - $28.54 $1.37M - $1.45M
540K $15.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
-487
- 0.62%
$114.9 - $139.6 $56K - $68K
78.6K $9.24M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.84K
- 5.17%
$183.02 - $207.75 $336K - $381K
33.7K $6.27M
VO
Vanguard Mid Cap ETF

ETFs
-2.17K
- 6.6%
$251.87 - $277.95 $548K - $604K
30.8K $7.96M
VIG
Vanguard Dividend Appreciation

ETFs
-3.32K
- 3.59%
N/A
89.3K $16.3M
VTV
Vanguard Value ETF

ETFs
-4.9K
- 5.73%
$167.73 - $179.21 $822K - $878K
80.6K $13.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-47
- 0.18%
$149.27 - $169.4 $7.02K - $7.96K
26.7K $4.04M
NYF
Ishares New York Muni Bond ETF

ETFs
-3.53K
- 3.13%
$52.33 - $53.92 $184K - $190K
109K $5.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.72K
- 21.56%
$95.85 - $99.25 $260K - $269K
9.88K $976K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.43K
- 45.73%
$40.03 - $46.81 $177K - $207K
5.26K $214K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-142
- 0.53%
$80.73 - $94.96 $11.5K - $13.5K
26.8K $2.22M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.01K
- 15.31%
$81.83 - $82.73 $165K - $167K
11.1K $921K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.67K
- 4.64%
$128.74 - $138.67 $344K - $371K
54.9K $7.45M
IWR
Ishares Russell Mid Cap ETF

ETFs
-29
- 0.06%
$82.81 - $92.93 $2.4K - $2.69K
45.6K $3.88M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.24K
- 7.06%
$49.25 - $50.66 $110K - $113K
29.4K $1.46M
MUB
Ishares National Muni Bond ETF

ETFs
-710
- 2.09%
$104.71 - $107.69 $74.3K - $76.5K
33.3K $3.51M
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 0.22%
$198.1 - $229.79 $2.18K - $2.53K
5.04K $1.01M
ABBV
Abb Vie Inc.

Healthcare
-700
- 42.17%
$169.2 - $216.66 $118K - $152K
960 $201K
VOE
Vanguard Mid Cap Value Index F

ETFs
-265
- 1.03%
$156.61 - $168.02 $41.5K - $44.5K
25.4K $4.08M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 0.25%
$302.31 - $337.54 $2.72K - $3.04K
3.56K $1.09M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.3K
- 2.85%
$85.55 - $94.34 $111K - $123K
44.4K $4.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
-224
- 3.27%
$182.82 - $196.21 $41K - $44K
6.63K $1.25M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.5K
- 1.33%
$77.7 - $78.94 $117K - $119K
111K $8.77M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-165
- 0.7%
$47.33 - $47.92 $7.81K - $7.91K
23.4K $1.12M
Vanguard Shrt Tax Exempt
-3.72K
- 14.95%
N/A
21.1K $0
Broadcom Inc
-595
- 31.46%
N/A
1.3K $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.07K
- 2.35%
$48.43 - $49.9 $197K - $203K
169K $8.43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.35K
- 2.42%
$74.85 - $84.89 $176K - $199K
94.7K $7.74M
VEA
Vanguard Ftse Developed Market

ETFs
-2.64K
- 1.05%
$47.4 - $52.99 $125K - $140K
248K $12.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.3K
- 6.83%
$442.66 - $534.52 $2.35M - $2.83M
72.3K $38.5M
Activity Summary
Buys All Purchases 19 New Holdings 5 Increased Positions 14 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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