Toroso Investments, LLC Purchases in Q2 2025

Toroso Investments, LLC

  • $13.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SEIC
Sei Investments CO

Financial Services
84.1K
New
$66.45 - $89.86 $5.59M - $7.56M
84.1K $7.56M
WETF
Wisdom Tree Investments, Inc.

Financial Services
1.36M
New
N/A
1.36M $7.42M
IWM
Ishares Russell 2000 ETF

ETFs
33.5K
+ 493.16%
$174.82 - $215.79 $5.86M - $7.24M
40.3K $8.7M
CUBI
Customers Bancorp, Inc.

Financial Services
94.1K
+ 45.27%
$42.75 - $58.98 $4.02M - $5.55M
302K $17.7M
ASM
Avino Silver & Gold Mines LTD

Basic Materials
385K
+ 11.59%
$1.46 - $3.71 $562K - $1.43M
3.71M $13.4M
ADBE
Adobe Inc.

Technology
17.7K
+ 30.93%
$340.0 - $420.68 $6.03M - $7.46M
75.1K $29M
BVN
Buenaventura Mining CO Inc

Basic Materials
303K
+ 11.84%
$12.94 - $16.96 $3.91M - $5.13M
2.86M $46.9M
OPRA
Opera LTD

Communication Services
156K
+ 12.07%
$13.79 - $19.1 $2.15M - $2.98M
1.45M $27.4M
FLEE
Franklin Templeton ETF Tr

ETFs
194K
+ 298.46%
$27.51 - $34.48 $5.34M - $6.69M
259K $8.68M
VGT
Vanguard Information Technolog

ETFs
7.4K
+ 53.34%
$470.37 - $663.28 $3.48M - $4.91M
21.3K $14.1M
MU
Micron Technology Inc

Technology
1.98K
+ 1.22%
$64.72 - $127.91 $128K - $253K
164K $20.2M
CMPO
Compo Secure, Inc.

Industrials
86.2K
+ 5.74%
$9.65 - $14.46 $832K - $1.25M
1.59M $22.4M
OSTK
Overstock.Com, Inc

Consumer Cyclical
233K
+ 6.87%
N/A
3.63M $92.8M
CSCO
Cisco Systems, Inc.

Technology
40.9K
+ 10.76%
$53.19 - $69.38 $2.18M - $2.84M
422K $29.2M
GME
Game Stop Corp.

Consumer Cyclical
170K
+ 23.68%
$21.1 - $35.01 $3.58M - $5.94M
886K $21.6M
FOUR
Shift4 Payments, Inc.

Technology
52.8K
+ 275.06%
$72.5 - $99.11 $3.83M - $5.23M
72K $7.14M
PJT
Pjt Partners Inc.

Financial Services
13.2K
+ 10.74%
$125.44 - $166.41 $1.66M - $2.2M
136K $22.5M
FISV
Fiserv Inc

Technology
43.9K
+ 77.04%
N/A
101K $12.6M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
83.9K
+ 308.81%
N/A
111K $6.93M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
198K
+ 140.72%
$24.61 - $25.89 $4.88M - $5.13M
339K $8.72M
INTU
Intuit Inc

Technology
4.28K
+ 42.6%
$544.07 - $787.63 $2.33M - $3.37M
14.3K $11.3M
SPGI
S&P Global Inc.

Financial Services
6.84K
+ 9.61%
$438.31 - $527.29 $3M - $3.61M
78K $41.1M
FCFS
First Cash Holdings, Inc.

Financial Services
9.96K
+ 4.11%
$118.0 - $137.63 $1.17M - $1.37M
252K $34M
WULF
Terawulf Inc.

Financial Services
150K
+ 5.96%
$2.24 - $4.53 $337K - $681K
2.67M $11.7M
DIS
Walt Disney CO

Communication Services
19.7K
+ 23.41%
$81.72 - $124.01 $1.61M - $2.44M
104K $12.9M
DPZ
Dominos Pizza Inc

Consumer Cyclical
9.79K
+ 194.09%
$430.72 - $497.52 $4.22M - $4.87M
14.8K $6.69M
CSWI
Csw Industrials, Inc.

Industrials
15.8K
+ 44.3%
$254.34 - $336.43 $4.01M - $5.31M
51.4K $14.7M
DASH
Door Dash, Inc.

Communication Services
13.3K
+ 78.22%
$163.16 - $246.51 $2.16M - $3.27M
30.2K $7.45M
HUBS
Hubspot Inc

Technology
7.88K
+ 270.82%
$487.07 - $672.24 $3.84M - $5.3M
10.8K $6.01M
VOT
Vanguard Mid Cap Growth Index

ETFs
10.9K
+ 34.88%
$216.28 - $284.39 $2.35M - $3.09M
42K $12M
MLI
Mueller Industries Inc

Industrials
43.6K
+ 25.38%
$68.45 - $79.6 $2.98M - $3.47M
215K $17.1M
PGR
Progressive Corp

Financial Services
23.7K
+ 15.87%
$255.27 - $288.74 $6.05M - $6.85M
173K $46.2M
RDNT
Rad Net, Inc.

Healthcare
92
+ 0.02%
$47.36 - $61.14 $4.36K - $5.62K
526K $30M
ONTO
Onto Innovation Inc.

Technology
50.3K
+ 78.38%
$88.5 - $133.37 $4.45M - $6.71M
115K $11.6M
SHOP
Shopify Inc.

Technology
24K
+ 47.95%
$76.89 - $115.35 $1.85M - $2.77M
74.2K $8.55M
CARR
Carrier Global Corp

Industrials
31.8K
+ 22.04%
$55.55 - $75.83 $1.77M - $2.41M
176K $12.9M
SNOW
Snowflake Inc.

Technology
2.25K
+ 5.41%
$130.53 - $223.77 $294K - $503K
43.9K $9.82M
VERX
Vertex, Inc.

Technology
103K
+ 34.49%
$33.45 - $41.87 $3.43M - $4.3M
400K $14.1M
AMCR
Amcor PLC

Consumer Cyclical
404K
+ 286.28%
$8.57 - $9.81 $3.46M - $3.96M
545K $5.01M
TIP
Ishares Tr Tips Bd ETF

ETFs
33.2K
+ 190.4%
$107.93 - $110.97 $3.59M - $3.69M
50.7K $5.58M
NRG
Nrg Energy, Inc.

Utilities
17.9K
+ 167.25%
$83.61 - $162.67 $1.5M - $2.92M
28.7K $4.6M
XLF
Financial Sector Spdr

ETFs
66.6K
+ 283.57%
$43.92 - $52.37 $2.93M - $3.49M
90.1K $4.72M
ADI
Analog Devices Inc

Technology
6.83K
+ 13.2%
$164.6 - $238.02 $1.12M - $1.63M
58.5K $13.9M
BA
Boeing CO

Industrials
381
+ 0.45%
$136.59 - $217.51 $52K - $82.9K
85.8K $18M
NET
Cloudflare, Inc.

Technology
11.3K
+ 83.89%
$97.08 - $195.83 $1.09M - $2.21M
24.7K $4.83M
SCHP
Schwab Strategic Us Tips ETF

ETFs
126K
+ 23.87%
$26.18 - $26.93 $3.31M - $3.4M
655K $17.5M
INDA
Ishares Msci India Index Fund

ETFs
58.5K
New
$49.13 - $55.86 $2.87M - $3.27M
58.5K $3.26M
WELL
Welltower Inc.

Real Estate
20.5K
+ 11.39%
$136.49 - $155.22 $2.8M - $3.19M
201K $30.9M
PFE
Pfizer Inc

Healthcare
143K
+ 59.5%
$21.59 - $24.84 $3.09M - $3.55M
384K $9.3M
Activity Summary
Buys All Purchases 1147 New Holdings 237 Increased Positions 910 Sells All Sells 618 Reductions 618 Sold out 0 Options Calls 83 Puts 33
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