Trail Ridge Investment Advisors, LLC Purchases in Q2 2025

Trail Ridge Investment Advisors, LLC

  • $197 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
20.2K
New
$72.96 - $90.39 $1.47M - $1.82M
20.2K $1.8M
EEM
Ishares Msci Emerging Markets

ETFs
13.6K
New
$38.52 - $48.28 $524K - $657K
13.6K $655K
VNLA
Janus Henderson Short Duration

ETFs
11.8K
+ 4.39%
$48.74 - $49.2 $576K - $581K
281K $13.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
187
+ 6.69%
$496.48 - $617.85 $92.8K - $116K
2.98K $1.84M
NFLX
Netflix Inc

Communication Services
198
New
$855.86 - $1339.13 $169K - $265K
198 $265K
EFV
Msci Eafe Value ETF

ETFs
3.6K
New
$52.4 - $64.65 $188K - $233K
3.6K $228K
META
Meta Platforms, Inc.

Communication Services
304
New
$484.66 - $738.09 $147K - $224K
304 $224K
CAH
Cardinal Health Inc

Healthcare
61
+ 0.92%
$125.0 - $168.0 $7.63K - $10.2K
6.7K $1.13M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.07K
New
$28.75 - $33.88 $174K - $206K
6.07K $205K
GVI
Ishares Tr

ETFs
1.12K
+ 2.56%
$104.82 - $106.79 $117K - $119K
44.7K $4.77M
HCSG
Healthcare Services Group Inc

Healthcare
467
+ 2.01%
$9.37 - $15.03 $4.38K - $7.02K
23.7K $356K
SANM
Sanmina Corp

Technology
546
+ 20.74%
$67.3 - $98.07 $36.7K - $53.5K
3.18K $310K
LRN
Stride, Inc.

Consumer Defensive
75
+ 1.42%
$124.45 - $160.72 $9.33K - $12.1K
5.36K $777K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
994
+ 27.35%
$79.85 - $95.57 $79.4K - $95K
4.63K $441K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
888
+ 33.65%
$70.44 - $86.87 $62.6K - $77.1K
3.53K $306K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
341
+ 12.96%
$82.32 - $112.47 $28.1K - $38.4K
2.97K $334K
CACI
Caci International Inc

Technology
162
+ 8.94%
N/A
1.97K $844K
GGG
Graco Inc

Industrials
385
+ 6.81%
$74.02 - $87.26 $28.5K - $33.6K
6.04K $519K
QUAL
Ishares Msci Usa Quality Facto

ETFs
133
+ 10.47%
$152.42 - $182.82 $20.3K - $24.3K
1.4K $256K
RE
Everest Re Group LTD

Financial Services
77
+ 6.88%
N/A
1.2K $443K
VZ
Verizon Communications Inc

Communication Services
941
+ 12.12%
$41.67 - $45.62 $39.2K - $42.9K
8.7K $376K
VTV
Vanguard Value ETF

ETFs
37
+ 1.01%
$153.67 - $176.74 $5.69K - $6.54K
3.7K $654K
IJS
Ishares S&P Smallcap 600 Value

ETFs
21
+ 0.48%
$83.54 - $100.04 $1.75K - $2.1K
4.38K $436K
NEE
Nextera Energy Inc

Utilities
292
+ 1.53%
$64.11 - $75.0 $18.7K - $21.9K
19.3K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 2.05%
$285.55 - $321.23 $7.14K - $8.03K
1.25K $364K
PGR
Progressive Corp

Financial Services
45
+ 1.57%
$255.27 - $288.74 $11.5K - $13K
2.91K $775K
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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