Tranquilli Financial Advisor LLC Reduced Holdings in Q1 2025

Tranquilli Financial Advisor LLC

  • $156 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-4.67K
- 49.73%
$542.38 - $646.34 $2.53M - $3.02M
4.72K $2.56M
VCR
Vanguard Consumer Discretionar

ETFs
-5.84K
- 42.87%
$318.51 - $391.75 $1.86M - $2.29M
7.78K $2.53M
SPYG
Spdr Portfolio

ETFs
-5.85K
- 4.58%
$80.05 - $92.39 $468K - $540K
122K $9.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.02K
- 54.72%
$190.26 - $242.06 $764K - $972K
3.32K $632K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-17.5K
- 32.86%
$29.82 - $30.1 $523K - $528K
35.8K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
-1.61K
- 29.59%
$225.19 - $279.95 $361K - $449K
3.82K $937K
ORCL
Oracle Corp

Technology
-1.15K
- 20.4%
$139.81 - $186.47 $161K - $214K
4.48K $626K
GOOG
Alphabet Inc.

Communication Services
-226
- 3.52%
$156.06 - $207.71 $35.3K - $46.9K
6.19K $967K
EWJ
Ishares Msci Japan ETF

ETFs
-3.18K
- 42.11%
$65.24 - $71.7 $207K - $228K
4.37K $299K
BK
Bank Of New York Mellon Corp

Financial Services
-3.28K
- 32.69%
$75.42 - $88.95 $247K - $291K
6.75K $565K
SPY
Spdr S&P 500 ETF Trust

ETFs
-197
- 7.03%
$551.42 - $612.93 $109K - $121K
2.61K $1.46M
META
Meta Platforms, Inc.

Communication Services
-154
- 5.81%
$576.36 - $736.67 $88.8K - $113K
2.5K $1.44M
GOOGL
Alphabet Inc.

Communication Services
-151
- 6.21%
$154.33 - $206.19 $23.3K - $31.1K
2.28K $352K
IGV
Ishares Expanded Tech Software

ETFs
-597
- 15.48%
$88.3 - $107.83 $52.7K - $64.4K
3.26K $290K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-899
- 17.68%
$442.66 - $534.52 $398K - $481K
4.19K $2.23M
DIS
Walt Disney CO

Communication Services
-416
- 15.67%
$96.87 - $114.0 $40.3K - $47.4K
2.24K $220K
IBM
International Business Machines Corp

Technology
-484
- 28.55%
$217.4 - $264.74 $105K - $128K
1.21K $301K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.26K
- 1.15%
$49.78 - $53.19 $62.6K - $66.9K
108K $5.51M
IQV
Iqvia Holdings Inc.

Healthcare
-109
- 6.72%
$176.3 - $209.96 $19.2K - $22.9K
1.51K $266K
MA
Mastercard Inc

Financial Services
-43
- 6.66%
$504.67 - $576.31 $21.7K - $24.8K
603 $330K
IEMG
Ishares Inc

ETFs
-68
- 0.45%
N/A
15.1K $807K
EBAY
Ebay Inc

Consumer Cyclical
-736
- 7.8%
$61.61 - $70.93 $45.3K - $52.2K
8.71K $589K
SBUX
Starbucks Corp

Consumer Cyclical
-203
- 5.16%
$91.75 - $115.81 $18.6K - $23.5K
3.73K $365K
GD
General Dynamics Corp

Industrials
-24
- 1.31%
$241.94 - $272.58 $5.81K - $6.54K
1.81K $492K
CHKP
Check Point Software Technologies LTD

Technology
-89
- 7.09%
$179.88 - $231.31 $16K - $20.6K
1.17K $265K
SCHW
Schwab Charles Corp

Financial Services
-76
- 0.53%
$71.24 - $83.64 $5.41K - $6.36K
14.3K $1.12M
V
Visa Inc.

Financial Services
-50
- 2.3%
$306.92 - $362.71 $15.3K - $18.1K
2.13K $745K
MCK
Mckesson Corp

Healthcare
-4
- 0.63%
$566.21 - $672.99 $2.26K - $2.69K
633 $426K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.64K
- 4.39%
$33.84 - $37.77 $225K - $251K
144K $5.26M
PM
Philip Morris International Inc.

Consumer Defensive
-79
- 1.01%
$117.15 - $158.79 $9.25K - $12.5K
7.73K $1.23M
Activity Summary
Buys All Purchases 75 New Holdings 14 Increased Positions 61 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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