Trademark Financial Management, LLC Purchases in Q2 2025

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
94.9K
+ 151.02%
$45.9 - $47.2 $4.35M - $4.48M
158K $7.42B
IVV
Ishares Core S&P 500 ETF

ETFs
3.9K
+ 12.17%
$498.8 - $620.9 $1.94M - $2.42M
35.9K $22.3B
DFIV
Dimensional ETF Tr

ETFs
77K
+ 142.04%
$34.67 - $43.21 $2.67M - $3.33M
131K $5.62B
MGV
Vanguard Mega Cap Value

ETFs
24K
+ 52.69%
$114.87 - $131.25 $2.75M - $3.15M
69.5K $9.11B
Victory Portfolios Ii
89.1K
+ 172.97%
N/A
141K $4.97B
CWS
Advisorshares Tr Advisorshares

ETFs
41.9K
+ 184.45%
$59.37 - $70.0 $2.49M - $2.94M
64.7K $4.53B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
51.9K
+ 114.46%
$39.69 - $51.24 $2.06M - $2.66M
97.3K $4.99B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
27.4K
+ 936.92%
$85.42 - $94.39 $2.34M - $2.59M
30.4K $2.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.88K
+ 12.69%
$416.06 - $551.64 $781K - $1.04M
16.7K $9.2B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
52.8K
+ 270.13%
$30.96 - $40.6 $1.63M - $2.14M
72.3K $2.92B
Pacer Fds Tr
34.9K
+ 48.59%
N/A
107K $3.74B
IYF
Ishares Tr

ETFs
9.69K
+ 283.58%
$99.23 - $120.99 $962K - $1.17M
13.1K $1.59B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.7K
+ 32.2%
$58.41 - $72.69 $683K - $850K
48K $3.49B
MSFT
Microsoft Corp

Technology
1.36K
+ 45.07%
$354.56 - $497.45 $483K - $677K
4.38K $2.18B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
18.2K
New
$46.92 - $55.01 $852K - $999K
18.2K $986M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
24.3K
New
$26.27 - $28.07 $637K - $681K
24.3K $681M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.29K
+ 6.38%
$86.93 - $109.64 $199K - $251K
38.1K $4.18B
AVDV
American Centy ETF Tr Avantis

ETFs
8.02K
New
$61.76 - $79.32 $495K - $636K
8.02K $636M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
6.63K
New
N/A
6.63K $598M
AVDE
American Centy ETF Tr Avantis

ETFs
6.98K
+ 127.79%
$59.32 - $74.36 $414K - $519K
12.4K $921M
Pimco ETF Tr
20.5K
New
N/A
20.5K $543M
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 0.43%
$243.75 - $303.93 $17.3K - $21.6K
16.6K $5.05B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.52K
New
$57.46 - $75.58 $375K - $493K
6.52K $493M
AVSU
American Centy ETF Tr Avantis

ETFs
2.16K
+ 4.88%
$55.22 - $68.6 $119K - $148K
46.4K $3.18B
Bny Mellon ETF Trust
9.85K
New
N/A
9.85K $387M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.39K
New
$82.21 - $83.12 $361K - $365K
4.39K $364M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.19K
New
$82.32 - $112.47 $262K - $358K
3.19K $358M
AVSD
American Centy ETF Tr Avantis

ETFs
2.43K
+ 10.09%
$53.85 - $67.74 $131K - $165K
26.5K $1.79B
USTB
Victory Portfolios Ii Victorys

ETFs
5.43K
+ 16.22%
$50.21 - $50.82 $273K - $276K
38.9K $1.98B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
510
+ 3.72%
$70.54 - $93.95 $36K - $47.9K
14.2K $1.34B
Global X Fds
4.3K
New
N/A
4.3K $259M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.11K
New
$49.57 - $50.27 $253K - $257K
5.11K $257M
VO
Vanguard Mid Cap ETF

ETFs
890
New
$228.54 - $279.83 $203K - $249K
890 $249M
VIG
Vanguard Dividend Appreciation

ETFs
950
+ 21.01%
N/A
5.47K $1.12B
PVAL
Putnam ETF Tr Putnam Focused L
4.34K
+ 19.0%
$33.6 - $40.23 $146K - $175K
27.2K $1.09B
IAU
Ishares Gold Trust

ETFs
670
+ 1.26%
$56.1 - $64.74 $37.6K - $43.4K
54K $3.37B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
10.7K
+ 55.18%
$18.65 - $19.82 $200K - $212K
30.1K $597M
Morgan Stanley ETF Trust
3.92K
+ 6.56%
N/A
63.7K $3.24B
USRT
Ishares Core U.S. Reit ETF

ETFs
3.4K
+ 26.28%
$50.37 - $57.97 $171K - $197K
16.3K $923M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
158
+ 4.36%
$171.4 - $227.1 $27.1K - $35.9K
3.78K $859M
AAPL
Apple Inc.

Technology
785
+ 43.23%
$172.42 - $223.89 $135K - $176K
2.6K $534M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.58K
+ 7.43%
N/A
37.3K $873M
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 8.08%
$908.13 - $1056.85 $59.9K - $69.8K
883 $874M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
991
+ 3.7%
$36.02 - $41.92 $35.7K - $41.5K
27.8K $1.16B
AVSE
American Centy ETF Tr Avantis

ETFs
258
+ 3.54%
$45.56 - $58.63 $11.8K - $15.1K
7.55K $442M
VRIG
Invesco Actively Managed ETF F

ETFs
2.59K
+ 9.06%
$24.89 - $25.14 $64.4K - $65.1K
31.2K $781M
Bny Mellon ETF Trust Ii
1.33K
+ 13.72%
N/A
11.1K $294M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
379
+ 9.94%
$98.34 - $98.77 $37.3K - $37.4K
4.19K $414M
FGLD
Franklin Templeton Holdings Trust
537
+ 8.57%
N/A
6.8K $299M
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email