Trademark Financial Management, LLC Reduced Holdings in Q2 2025

Trademark Financial Management, LLC

  • $164 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-60.7K
- 55.14%
$47.46 - $55.3 $2.88M - $3.35M
49.4K $2.72B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-65.1K
- 75.72%
$38.18 - $45.52 $2.49M - $2.96M
20.9K $913M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-41.5K
- 83.49%
$34.67 - $41.47 $1.44M - $1.72M
8.21K $340M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-45.4K
- 69.59%
$32.61 - $38.62 $1.48M - $1.75M
19.8K $756M
AVUS
American Centy ETF Tr Avantis

ETFs
-7.39K
- 45.7%
$81.38 - $100.82 $601K - $745K
8.78K $885M
LVHI
Franklin International Low Vol

ETFs
-17.3K
- 61.31%
$28.91 - $33.28 $500K - $576K
10.9K $355M
IHDG
Wisdomtree Tr

ETFs
-10.2K
- 61.32%
$38.54 - $46.0 $393K - $469K
6.43K $290M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.55K
- 29.27%
N/A
11K $1.03B
CLOI
Vaneck ETF Tr

ETFs
-6.44K
- 7.24%
$51.16 - $53.02 $329K - $341K
82.5K $4.37B
IGHG
Proshares Investment Grade Int

ETFs
-4.25K
- 61.48%
$74.89 - $78.35 $318K - $333K
2.66K $209M
CGMS
Capital Grp Core Plus Income E
-7.88K
- 48.34%
N/A
8.42K $233M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.22K
- 19.95%
$320.42 - $424.58 $392K - $519K
4.9K $2.08B
MINO
Pimco ETF Tr Municipal Income

ETFs
-2.73K
- 15.75%
$43.42 - $45.15 $118K - $123K
14.6K $645M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.49K
- 19.14%
$50.28 - $50.47 $125K - $126K
10.5K $530M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-4.88K
- 38.46%
$24.57 - $29.72 $120K - $145K
7.81K $230M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.1K
- 23.76%
$108.12 - $135.04 $119K - $149K
3.53K $477M
VB
Vanguard Small Cap ETF

ETFs
-397
- 22.4%
$193.73 - $237.37 $76.9K - $94.2K
1.38K $326M
VUG
Vanguard Growth ETF

ETFs
-316
- 24.16%
$329.49 - $438.4 $104K - $139K
992 $435M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 7.73%
$483.48 - $539.8 $16.9K - $18.9K
418 $203M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-2.63K
- 19.08%
$11.34 - $12.35 $29.9K - $32.5K
11.2K $133M
XOM
Exxon Mobil Corp

Energy
-26
- 0.88%
$99.93 - $119.04 $2.6K - $3.1K
2.92K $315M
PG
Procter & Gamble CO

Consumer Defensive
-110
- 7.08%
$157.66 - $172.39 $17.3K - $19K
1.44K $230M
FVD
First Tr Value Line Divid Inde

ETFs
-522
- 3.78%
$40.62 - $45.12 $21.2K - $23.6K
13.3K $593M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-71
- 1.52%
$51.16 - $62.02 $3.63K - $4.4K
4.59K $284M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-107
- 2.87%
$60.34 - $74.89 $6.46K - $8.01K
3.62K $271M
IWY
Ishares Tr Russell 200 Growth

ETFs
-6
- 0.62%
$187.5 - $246.51 $1.13K - $1.48K
961 $237M
NVDA
Nvidia Corp

Technology
-540
- 17.27%
$94.31 - $157.99 $50.9K - $85.3K
2.59K $409M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.01K
- 4.61%
$41.45 - $54.46 $41.8K - $55K
20.9K $1.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
-36
- 1.85%
$496.48 - $617.85 $17.9K - $22.2K
1.92K $1.18B
AMZN
Amazon Com Inc

Consumer Cyclical
-108
- 2.09%
$167.32 - $223.3 $18.1K - $24.1K
5.06K $1.11B
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
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