Toroso Investments, LLC New Holdings in Q1 2025

Toroso Investments, LLC

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
634K
New
$105.24 - $117.4 $66.8M - $74.5M
634K $67.5M
SCHQ
Schwab Strategic Tr Long Term

ETFs
764K
New
$30.72 - $33.22 $23.5M - $25.4M
764K $25M
SCHP
Schwab Strategic Us Tips ETF

ETFs
529K
New
$25.69 - $26.89 $13.6M - $14.2M
529K $14.2M
PHYS
Sprott Physical Gold Trust

Financial Services
590K
New
$20.25 - $24.06 $11.9M - $14.2M
590K $14.2M
EDV
Vanguard Extended Duration Tre

ETFs
180K
New
$65.05 - $73.43 $11.7M - $13.2M
180K $12.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
468K
New
$25.54 - $27.64 $12M - $12.9M
468K $12.8M
VGLT
Vanguard Long Term Treasury Et

ETFs
221K
New
$53.99 - $58.43 $12M - $12.9M
221K $12.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
512K
New
$24.05 - $24.86 $12.3M - $12.7M
512K $12.7M
BRP
Brp Group, Inc.

Financial Services
288K
New
N/A
288K $11.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
120K
New
$91.45 - $91.75 $11M - $11M
120K $11M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
82.3K
New
$99.16 - $99.52 $8.16M - $8.19M
82.3K $8.19M
VGT
Vanguard Information Technolog

ETFs
13.9K
New
$542.38 - $646.34 $7.53M - $8.97M
13.9K $7.53M
PICK
Ishares Inc Msci Global Select

ETFs
198K
New
$34.93 - $38.35 $6.93M - $7.61M
198K $7.12M
CHWY
Chewy, Inc.

Consumer Cyclical
212K
New
$31.83 - $39.8 $6.75M - $8.44M
212K $6.89M
SMR
Nuscale Power Corp

Industrials
459K
New
$14.16 - $29.08 $6.5M - $13.3M
459K $6.5M
IEF
Ishares Barclays

ETFs
62.3K
New
$91.17 - $95.39 $5.68M - $5.94M
62.3K $5.94M
SHV
Ishares Tr

ETFs
48.3K
New
$110.11 - $110.51 $5.32M - $5.33M
48.3K $5.33M
RH
Rh

Consumer Cyclical
21.3K
New
$216.63 - $454.52 $4.61M - $9.68M
21.3K $4.99M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
49.6K
New
$68.32 - $75.06 $3.39M - $3.72M
49.6K $3.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
64.7K
New
$54.25 - $57.64 $3.51M - $3.73M
64.7K $3.56M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
70.2K
New
$50.48 - $51.04 $3.54M - $3.58M
70.2K $3.56M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
141K
New
$24.88 - $26.85 $3.5M - $3.78M
141K $3.56M
FLJP
Franklin Templeton ETF Tr

ETFs
121K
New
$27.82 - $30.67 $3.36M - $3.7M
121K $3.55M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
260K
New
$13.05 - $13.97 $3.4M - $3.64M
260K $3.55M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
131K
New
$18.17 - $22.43 $2.38M - $2.94M
131K $2.81M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
24.6K
New
$97.25 - $104.79 $2.39M - $2.57M
24.6K $2.55M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
56K
New
$44.65 - $46.38 $2.5M - $2.6M
56K $2.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
61.1K
New
$40.03 - $46.81 $2.44M - $2.86M
61.1K $2.49M
KIE
Spdr S&P Insurance ETF

ETFs
38.1K
New
$54.24 - $60.81 $2.07M - $2.32M
38.1K $2.31M
MLPX
Global X Mlp & Energy Infrastr

ETFs
35K
New
$59.6 - $67.2 $2.08M - $2.35M
35K $2.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.12K
New
$302.31 - $337.54 $2.15M - $2.4M
7.12K $2.19M
ITA
Ishares Tr

ETFs
14K
New
$144.84 - $159.5 $2.02M - $2.23M
14K $2.14M
ISRA
Vaneck ETF Tr Israel ETF

ETFs
48.6K
New
$42.18 - $47.24 $2.05M - $2.29M
48.6K $2.05M
FLEE
Franklin Templeton ETF Tr

ETFs
65K
New
$27.52 - $32.21 $1.79M - $2.09M
65K $2.01M
BROS
Dutch Bros Inc.

Consumer Cyclical
28.9K
New
$55.77 - $85.37 $1.61M - $2.47M
28.9K $1.79M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
27.2K
New
N/A
27.2K $1.69M
XT
Ishares Tr Exponential Technol

ETFs
28.9K
New
$57.56 - $64.0 $1.66M - $1.85M
28.9K $1.66M
BSM
Black Stone Minerals, L.P.

Energy
107K
New
$14.48 - $15.59 $1.55M - $1.67M
107K $1.64M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
19.1K
New
$65.49 - $74.67 $1.25M - $1.43M
19.1K $1.37M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
54.9K
New
$20.83 - $23.69 $1.14M - $1.3M
54.9K $1.23M
MHO
M/I Homes, Inc.

Consumer Cyclical
10.7K
New
$113.46 - $138.33 $1.21M - $1.47M
10.7K $1.22M
MTDR
Matador Resources CO

Energy
23.7K
New
$44.79 - $63.77 $1.06M - $1.51M
23.7K $1.21M
ENFN
Enfusion, Inc.

Technology
108K
New
$9.85 - $11.5 $1.06M - $1.24M
108K $1.2M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
20.8K
New
N/A
20.8K $1.16M
CORT
Corcept Therapeutics Inc

Healthcare
10K
New
$49.85 - $114.22 $500K - $1.15M
10K $1.15M
OGE
Oge Energy Corp.

Utilities
24.6K
New
$39.76 - $46.32 $979K - $1.14M
24.6K $1.13M
TS
Tenaris Sa

Energy
24.7K
New
$35.73 - $40.28 $884K - $997K
24.7K $967K
MAT
Mattel Inc

Consumer Cyclical
49.7K
New
$17.73 - $21.94 $881K - $1.09M
49.7K $965K
XLC
Select Sector Spdr Tr Communic

ETFs
9.52K
New
$94.84 - $105.31 $903K - $1M
9.52K $918K
Activity Summary
Buys All Purchases 877 New Holdings 201 Increased Positions 676 Sells All Sells 820 Reductions 820 Sold out 0 Options Calls 68 Puts 32
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