Trademark Financial Management, LLC Sells in Q1 2025

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-22.8K
- 17.17%
$53.6 - $58.97 $1.22M - $1.34M
110K $6.03B
AVUS
American Centy ETF Tr Avantis

ETFs
-8.83K
- 35.31%
$90.7 - $101.57 $800K - $896K
16.2K $1.49B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-520
- 3.39%
$468.34 - $539.52 $244K - $281K
14.8K $6.94B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.53K
- 29.57%
N/A
15.6K $1.37B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-6.39K
- 64.29%
$85.06 - $87.69 $543K - $560K
3.55K $302M
VUG
Vanguard Growth ETF

ETFs
-1.13K
- 46.37%
$369.1 - $427.61 $417K - $484K
1.31K $485M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-15K
- 18.71%
$34.23 - $36.9 $514K - $554K
65.2K $2.33B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.51K
- 4.04%
$96.93 - $109.51 $146K - $165K
35.9K $3.51B
AVSU
American Centy ETF Tr Avantis

ETFs
-3.14K
- 6.64%
$61.4 - $69.08 $193K - $217K
44.2K $2.76B
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-9.47K
- 59.04%
$38.5 - $43.78 $365K - $415K
6.57K $270M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-12.6K
- 12.8%
$41.61 - $44.72 $525K - $564K
86K $3.72B
Pacer Fds Tr
-8.05K
- 10.08%
N/A
71.7K $2.21B
IYF
Ishares Tr

ETFs
-2.51K
- 42.33%
$107.69 - $119.37 $270K - $299K
3.42K $386M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-3.89K
- 7.27%
$38.04 - $43.22 $148K - $168K
49.7K $1.95B
MSFT
Microsoft Corp

Technology
-239
- 7.33%
$375.39 - $447.2 $89.7K - $107K
3.02K $1.13B
T Rowe Price ETF Inc
-6.21K
- 34.51%
N/A
11.8K $380M
AMZN
Amazon Com Inc

Consumer Cyclical
-87
- 1.65%
$190.26 - $242.06 $16.6K - $21.1K
5.17K $984M
TSME
Thrivent ETF Tr Small Mid Cap
-1.48K
- 4.8%
N/A
29.4K $978M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-6.58K
- 34.14%
$25.98 - $28.41 $171K - $187K
12.7K $349M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-493
- 3.47%
$77.67 - $90.15 $38.3K - $44.4K
13.7K $1.07B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-927
- 22.42%
$102.49 - $119.96 $95K - $111K
3.21K $335M
AAPL
Apple Inc.

Technology
-270
- 12.94%
$209.68 - $247.1 $56.6K - $66.7K
1.82K $403M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.71K
- 11.58%
$50.29 - $50.5 $85.8K - $86.2K
13K $656M
NVDA
Nvidia Corp

Technology
-31
- 0.98%
$106.98 - $149.43 $3.32K - $4.63K
3.13K $339M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-243
- 4.99%
$120.29 - $134.6 $29.2K - $32.7K
4.63K $565M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.4K
- 20.43%
$60.63 - $68.55 $85.1K - $96.2K
5.46K $362M
Goldman Sachs ETF Tr
-204
- 2.11%
N/A
9.46K $441M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-561
- 10.75%
$57.21 - $65.8 $32.1K - $36.9K
4.66K $272M
Strategic Trust
-1.46K
- 18.56%
N/A
6.41K $208M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.16K
- 16.15%
$44.41 - $45.98 $51.6K - $53.5K
6.04K $276M
VB
Vanguard Small Cap ETF

ETFs
-58
- 3.17%
$217.89 - $252.64 $12.6K - $14.7K
1.77K $393M
IHDG
Wisdomtree Tr

ETFs
-328
- 1.93%
$43.4 - $47.51 $14.2K - $15.6K
16.6K $722M
MINO
Pimco ETF Tr Municipal Income

ETFs
-191
- 1.09%
$44.44 - $45.83 $8.49K - $8.75K
17.3K $774M
PG
Procter & Gamble CO

Consumer Defensive
-72
- 4.43%
$158.56 - $176.26 $11.4K - $12.7K
1.55K $265M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-537
- 3.59%
$27.01 - $28.54 $14.5K - $15.3K
14.4K $403M
FVD
First Tr Value Line Divid Inde

ETFs
-401
- 2.82%
$42.61 - $45.51 $17.1K - $18.2K
13.8K $615M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-80
- 0.58%
$12.03 - $12.69 $962 - $1.02K
13.8K $169M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-695
- 2.53%
$38.89 - $41.6 $27K - $28.9K
26.8K $1.08B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18
- 0.61%
$87.68 - $94.52 $1.58K - $1.7K
2.93K $274M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-285
- 0.22%
$50.39 - $50.66 $14.4K - $14.4K
127K $6.44B
AVSD
American Centy ETF Tr Avantis

ETFs
-958
- 3.83%
$54.89 - $62.11 $52.6K - $59.5K
24.1K $1.44B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-247
- 1.12%
$34.58 - $45.97 $8.54K - $11.4K
21.9K $1.01B
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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