Tilson Financial Group, Inc. Incresed Positions in Q2 2025

Tilson Financial Group, Inc.

  • $265 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.3K
+ 3.25%
$329.49 - $438.4 $757K - $1.01M
72.9K $32M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.87K
+ 11.41%
$82.96 - $110.1 $736K - $977K
86.6K $9.54M
MUB
Ishares National Muni Bond ETF

ETFs
21.7K
+ 67.07%
$102.31 - $105.8 $2.22M - $2.29M
53.9K $5.64M
IVE
Ishares S&P 500 Value ETF

ETFs
8.98K
+ 47.8%
$168.34 - $195.42 $1.51M - $1.75M
27.8K $5.42M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.1K
+ 1.06%
$52.31 - $63.72 $162K - $197K
295K $18.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.81K
+ 47.26%
$90.56 - $109.49 $798K - $965K
27.5K $3M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.6K
+ 1.8%
$23.2 - $29.84 $60.4K - $77.7K
147K $4.38M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.84K
+ 54.45%
$55.54 - $69.09 $324K - $403K
16.6K $1.14M
MSFT
Microsoft Corp

Technology
195
+ 8.22%
$354.56 - $497.45 $69.1K - $97K
2.57K $1.28M
IVV
Ishares Core S&P 500 ETF

ETFs
413
+ 38.93%
$498.8 - $620.9 $206K - $256K
1.47K $915K
META
Meta Platforms, Inc.

Communication Services
50
+ 10.0%
$484.66 - $738.09 $24.2K - $36.9K
550 $406K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.14K
+ 11.87%
$43.63 - $45.4 $93.2K - $97K
20.1K $900K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
676
+ 0.2%
$28.21 - $28.85 $19.1K - $19.5K
347K $9.97M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
899
+ 1.64%
$47.02 - $47.83 $42.3K - $43K
55.8K $2.67M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.34%
$210.28 - $289.91 $841 - $1.16K
1.19K $346K
IWM
Ishares Russell 2000 ETF

ETFs
8
+ 0.26%
$174.82 - $215.79 $1.4K - $1.73K
3.1K $668K
Dimensional ETF Trust
317
+ 6.88%
N/A
4.92K $330K
AAPL
Apple Inc.

Technology
780
+ 11.4%
$172.42 - $223.89 $134K - $175K
7.62K $1.56M
IWC
Russell Micro Cap ETF

ETFs
3
+ 0.16%
$97.43 - $127.66 $292 - $383
1.86K $238K
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.01%
$77.13 - $84.18 $154 - $168
14.5K $1.22M
IDCC
Inter Digital, Inc.

Communication Services
3
+ 0.3%
$183.37 - $234.7 $550 - $704
1K $225K
SUB
Ishares Short Term National Mu

ETFs
79
+ 1.17%
$104.77 - $106.34 $8.28K - $8.4K
6.81K $724K
PRF
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.42%
$35.77 - $42.27 $823 - $972
5.47K $231K
ICSH
Blackrock Ultra Short Term Bon

ETFs
131
+ 1.16%
$50.48 - $50.71 $6.61K - $6.64K
11.4K $580K
VGSH
Vanguard

ETFs
26
+ 0.59%
$58.32 - $58.95 $1.52K - $1.53K
4.46K $262K
DHS
Wisdomtree Tr U.S

ETFs
31
+ 0.9%
$87.71 - $98.37 $2.72K - $3.05K
3.49K $335K
PG
Procter & Gamble CO

Consumer Defensive
23
+ 1.58%
$157.66 - $172.39 $3.63K - $3.96K
1.48K $236K
JNJ
Johnson & Johnson

Healthcare
13
+ 0.85%
$146.36 - $159.82 $1.9K - $2.08K
1.55K $237K
CNOB
Connect One Bancorp, Inc.

Financial Services
230
+ 0.8%
$20.95 - $24.78 $4.82K - $5.7K
29K $672K
BMY
Bristol Myers Squibb CO

Healthcare
62
+ 1.01%
$44.12 - $59.6 $2.74K - $3.7K
6.19K $286K
XOM
Exxon Mobil Corp

Energy
139
+ 0.41%
$99.93 - $119.04 $13.9K - $16.5K
34.3K $3.7M
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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