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

Taylor, Cottrill, Erickson & Associates, Inc.

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-891
- 1.23%
$483.48 - $539.8 $431K - $481K
71.4K $34.7M
MUB
Ishares National Muni Bond ETF

ETFs
-23.3K
- 69.81%
$102.31 - $105.8 $2.38M - $2.46M
10.1K $1.05M
NYF
Ishares New York Muni Bond ETF

ETFs
-21.9K
- 20.08%
$51.29 - $53.06 $1.13M - $1.16M
87.3K $4.55M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-921
- 0.17%
$24.32 - $27.87 $22.4K - $25.7K
539K $14.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.45K
- 27.51%
$47.02 - $47.83 $303K - $308K
17K $812K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.6K
- 2.91%
$121.58 - $136.74 $194K - $218K
53.3K $7.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.93K
- 19.55%
$96.84 - $99.46 $187K - $192K
7.94K $788K
IWN
Ishares Russell2000 Val ETF

ETFs
-2.12K
- 7.93%
$131.84 - $157.76 $279K - $334K
24.6K $3.88M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.53K
- 13.72%
$82.21 - $83.12 $126K - $127K
9.61K $796K
AAPL
Apple Inc.

Technology
-171
- 4.74%
$172.42 - $223.89 $29.5K - $38.3K
3.44K $705K
Vanguard Shrt Tax Exempt
-3.75K
- 17.75%
N/A
17.4K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-103
- 1.96%
$35.35 - $42.68 $3.64K - $4.4K
5.16K $219K
AMZN
Amazon Com Inc

Consumer Cyclical
-5
- 0.21%
$167.32 - $223.3 $837 - $1.12K
2.4K $526K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-600
- 7.1%
$224.16 - $285.86 $134K - $172K
7.86K $2.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-16
- 0.45%
$272.36 - $339.57 $4.36K - $5.43K
3.54K $1.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.08K
- 3.72%
$54.19 - $67.22 $58.3K - $72.3K
27.8K $1.87M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-188
- 0.7%
$72.61 - $88.75 $13.7K - $16.7K
26.6K $2.36M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-509
- 0.49%
$19.1 - $23.83 $9.72K - $12.1K
104K $2.48M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.35K
- 2.48%
$72.96 - $90.39 $171K - $212K
92.4K $8.26M
IWP
Ishares Russell Mid Cap Growth

ETFs
-74
- 0.09%
$104.34 - $138.68 $7.72K - $10.3K
78.5K $10.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-504
- 1.02%
$320.42 - $424.58 $161K - $214K
48.9K $20.7M
VUG
Vanguard Growth ETF

ETFs
-994
- 1.92%
$329.49 - $438.4 $328K - $436K
50.7K $22.2M
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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