Toroso Investments, LLC Purchases in Q2 2025

Toroso Investments, LLC

  • $13.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYD
Vaneck High Yield Muni ETF

ETFs
63.7K
New
$49.08 - $51.35 $3.13M - $3.27M
63.7K $3.2M
BITO
Proshares Tr Bitcoin Strategy

ETFs
105K
+ 38.24%
$16.69 - $23.43 $1.76M - $2.47M
381K $8.2M
SBUX
Starbucks Corp

Consumer Cyclical
35.8K
+ 97.57%
$79.69 - $99.41 $2.85M - $3.56M
72.5K $6.65M
VUG
Vanguard Growth ETF

ETFs
5.72K
+ 96.22%
$329.49 - $438.4 $1.89M - $2.51M
11.7K $5.11M
NVT
N Vent Electric PLC

Industrials
7.88K
+ 7.55%
$45.2 - $73.35 $356K - $578K
112K $8.22M
SCHW
Schwab Charles Corp

Financial Services
13.7K
+ 11.83%
$69.06 - $91.24 $943K - $1.25M
129K $11.8M
ROK
Rockwell Automation, Inc

Industrials
5.93K
+ 60.31%
$218.97 - $332.17 $1.3M - $1.97M
15.8K $5.24M
NDAQ
Nasdaq, Inc.

Financial Services
26K
+ 95.16%
$66.4 - $89.42 $1.73M - $2.32M
53.3K $4.77M
LOW
Lowes Companies Inc

Consumer Cyclical
13.9K
+ 37.78%
$210.83 - $235.28 $2.93M - $3.27M
50.7K $11.3M
XLK
Technology Sector Spdr

ETFs
10.5K
New
$179.73 - $253.23 $1.89M - $2.66M
10.5K $2.66M
CRM
Salesforce, Inc.

Technology
7.67K
+ 6.28%
$236.26 - $291.15 $1.81M - $2.23M
130K $35.4M
USAS
Americas Gold & Silver Corp

Basic Materials
2M
+ 56.03%
$0.41 - $0.84 $820K - $1.68M
5.57M $4.51M
SYF
Synchrony Financial

Financial Services
28K
+ 56.33%
$43.81 - $66.74 $1.23M - $1.87M
77.7K $5.19M
SCHG
Schwab Strategic Tr Us Large C

ETFs
86.5K
New
$22.27 - $29.21 $1.93M - $2.53M
86.5K $2.53M
IAUX
I 80 Gold Corp.
4.19M
New
$0.49 - $0.72 $2.05M - $3.02M
4.19M $2.51M
XLV
Select Sector Spdr Fund Health

ETFs
18.6K
+ 595.01%
$128.77 - $144.3 $2.4M - $2.68M
21.7K $2.93M
LUV
Southwest Airlines CO

Industrials
76.7K
+ 163.05%
$24.04 - $34.36 $1.84M - $2.63M
124K $4.01M
JNJ
Johnson & Johnson

Healthcare
31.7K
+ 17.03%
$146.36 - $159.82 $4.64M - $5.07M
218K $33.3M
HUM
Humana Inc

Healthcare
11.1K
+ 73.16%
$224.93 - $295.04 $2.5M - $3.27M
26.3K $6.42M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
53.4K
+ 87.42%
$35.35 - $42.68 $1.89M - $2.28M
114K $4.88M
DDOG
Datadog, Inc.

Technology
4.89K
+ 9.99%
$87.0 - $134.33 $426K - $657K
53.9K $7.24M
SPOT
Spotify Technology S.A.

Communication Services
1.83K
+ 41.77%
$503.3 - $775.9 $922K - $1.42M
6.22K $4.77M
FYBR
Frontier Communications Parent, Inc.

Communication Services
64.1K
New
$35.51 - $36.83 $2.28M - $2.36M
64.1K $2.33M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
201K
New
$10.59 - $11.48 $2.12M - $2.3M
201K $2.3M
NTAP
Net App, Inc.

Technology
13.6K
+ 30.32%
$76.1 - $106.55 $1.03M - $1.45M
58.4K $6.22M
STX
Seagate Technology Holdings PLC

Technology
7.76K
+ 39.99%
$66.54 - $144.33 $516K - $1.12M
27.2K $3.92M
HYLB
Xtrackers Usd High Yield Corp

ETFs
61.2K
New
$34.72 - $36.92 $2.12M - $2.26M
61.2K $2.26M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
242K
New
$8.39 - $9.19 $2.03M - $2.22M
242K $2.2M
KFY
Korn Ferry

Industrials
447
+ 0.12%
$59.48 - $74.54 $26.6K - $33.3K
388K $28.5M
URI
United Rentals, Inc.

Industrials
2.09K
+ 48.8%
$551.94 - $753.4 $1.15M - $1.57M
6.37K $4.8M
AKAM
Akamai Technologies Inc

Technology
23.1K
+ 245.73%
N/A
32.5K $2.96M
ABC
Amerisourcebergen Corp

Healthcare
11.3K
+ 87.92%
N/A
24.1K $4.46M
CAH
Cardinal Health Inc

Healthcare
8.97K
+ 47.89%
$125.0 - $168.0 $1.12M - $1.51M
27.7K $4.65M
RTX
Raytheon Technologies Corp

Industrials
11K
+ 32.31%
$113.75 - $148.48 $1.25M - $1.63M
44.9K $6.56M
EL
Estee Lauder Companies Inc

Consumer Defensive
20.6K
+ 76.26%
$50.06 - $80.8 $1.03M - $1.66M
47.5K $3.84M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.04K
+ 673.38%
$1561.69 - $1966.55 $1.62M - $2.04M
1.19K $2.33M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.33K
+ 74.8%
$272.36 - $339.57 $1.45M - $1.81M
12.5K $4.23M
WSM
Williams Sonoma Inc

Consumer Cyclical
12.1K
+ 216.39%
$137.62 - $174.44 $1.67M - $2.11M
17.7K $2.89M
GILD
Gilead Sciences, Inc.

Healthcare
19.5K
+ 13.68%
$96.91 - $113.0 $1.89M - $2.2M
162K $18M
APG
A Pi Group Corp

Industrials
20.1K
+ 31.87%
$32.2 - $51.23 $646K - $1.03M
83K $4.23M
FNV
Franco Nevada Corp

Basic Materials
2.35K
+ 0.94%
$143.04 - $178.17 $336K - $419K
253K $41.5M
IDXX
Idexx Laboratories Inc

Healthcare
1.85K
+ 21.92%
$361.04 - $536.34 $668K - $992K
10.3K $5.52M
AVDX
Avid Xchange Holdings, Inc.

Technology
200K
New
$7.21 - $9.8 $1.44M - $1.96M
200K $1.95M
MCHP
Microchip Technology Inc

Technology
13.8K
+ 31.44%
$35.34 - $71.6 $486K - $986K
57.6K $4.05M
SSO
Proshares Ultra S&P 500

ETFs
19.6K
New
$64.8 - $97.72 $1.27M - $1.92M
19.6K $1.92M
ZS
Zscaler, Inc.

Technology
3.77K
+ 59.75%
$174.67 - $315.32 $659K - $1.19M
10.1K $3.17M
BSX
Boston Scientific Corp

Healthcare
11.3K
+ 10.81%
$89.7 - $107.41 $1.01M - $1.21M
116K $12.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.33K
+ 1.81%
$151.62 - $183.47 $354K - $428K
131K $24M
CNC
Centene Corp

Healthcare
38K
+ 87.92%
$53.4 - $64.29 $2.03M - $2.45M
81.3K $4.41M
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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