True North Advisors, LLC Sells in Q2 2025

True North Advisors, LLC

  • $514 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-232K
- 33.41%
$22.54 - $23.17 $5.23M - $5.37M
462K $10.6M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-117K
- 30.32%
$43.89 - $45.45 $5.14M - $5.33M
269K $12.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.53K
- 3.05%
$483.48 - $539.8 $1.22M - $1.36M
80.5K $39.1M
CORP
Pimco Investment Grade Corp Bd

ETFs
-42.3K
- 36.56%
$94.14 - $97.31 $3.99M - $4.12M
73.5K $7.15M
VB
Vanguard Small Cap ETF

ETFs
-16.2K
- 19.41%
$193.73 - $237.37 $3.13M - $3.84M
67.1K $15.9M
ABBV
Abb Vie Inc.

Healthcare
-6.5K
- 27.43%
$170.16 - $206.27 $1.11M - $1.34M
17.2K $3.19M
XOM
Exxon Mobil Corp

Energy
-6.61K
- 9.29%
$99.93 - $119.04 $660K - $786K
64.5K $6.95M
ELV
Elevance Health, Inc.

Healthcare
-2.95K
- 79.39%
$372.27 - $452.69 $1.1M - $1.33M
765 $297K
SBAC
Sba Communications Corp

Real Estate
-5.65K
- 67.45%
$208.57 - $243.4 $1.18M - $1.38M
2.73K $640K
TPL
Texas Pacific Land Corp

Energy
-178
- 5.07%
$1036.28 - $1430.55 $184K - $255K
3.34K $3.52M
DOW
Dow Inc.

Basic Materials
-118
- 0.12%
$25.81 - $34.89 $3.05K - $4.12K
97.4K $2.58M
NEE
Nextera Energy Inc

Utilities
-11.1K
- 32.15%
$64.11 - $75.0 $709K - $829K
23.3K $1.62M
ZTS
Zoetis Inc.

Healthcare
-3.78K
- 23.43%
$144.41 - $170.3 $545K - $643K
12.3K $1.92M
ABT
Abbott Laboratories

Healthcare
-5.98K
- 23.49%
$123.95 - $138.08 $742K - $826K
19.5K $2.65M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-58.4K
- 19.38%
$19.6 - $24.44 $1.14M - $1.43M
243K $5.93M
COP
Conocophillips

Energy
-4.3K
- 20.64%
$82.66 - $106.1 $356K - $456K
16.5K $1.48M
CVX
Chevron Corp

Energy
-2.71K
- 21.68%
$133.73 - $168.51 $362K - $456K
9.78K $1.4M
VEA
Vanguard Ftse Developed Market

ETFs
-13.7K
- 76.53%
$45.65 - $57.01 $625K - $780K
4.2K $239K
SHW
Sherwin Williams CO

Basic Materials
-1.66K
- 20.08%
$313.51 - $363.51 $519K - $602K
6.59K $2.26M
EPD
Enterprise Products Partners L.P.

Energy
-748
- 0.49%
$28.95 - $34.22 $21.7K - $25.6K
151K $4.67M
TSCO
Tractor Supply CO

Consumer Cyclical
-7.35K
- 15.74%
$47.86 - $55.77 $352K - $410K
39.4K $2.08M
ALL
Allstate Corp

Financial Services
-2.05K
- 14.96%
$180.53 - $212.64 $370K - $436K
11.7K $2.35M
DHI
Horton D R Inc

Consumer Cyclical
-4.05K
- 20.4%
$115.1 - $129.63 $466K - $525K
15.8K $2.04M
LLY
Eli Lilly & CO

Healthcare
-399
- 11.89%
$713.71 - $898.95 $285K - $359K
2.96K $2.3M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-5.62K
- 24.79%
$83.8 - $101.39 $471K - $570K
17K $1.73M
PAYX
Paychex Inc

Industrials
-1.93K
- 9.85%
$137.01 - $159.78 $264K - $308K
17.7K $2.57M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-19.1K
- 16.29%
$22.92 - $28.05 $437K - $535K
98K $2.75M
V
Visa Inc.

Financial Services
-1.05K
- 6.52%
$308.27 - $373.31 $325K - $393K
15.1K $5.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.12K
- 16.13%
$496.48 - $617.85 $558K - $694K
5.84K $3.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.53K
- 49.11%
$39.89 - $49.46 $261K - $323K
6.77K $334K
DD
Du Pont De Nemours, Inc.

Basic Materials
-217
- 0.53%
$55.13 - $75.25 $12K - $16.3K
41.1K $2.82M
IVV
Ishares Core S&P 500 ETF

ETFs
-622
- 24.18%
$498.8 - $620.9 $310K - $386K
1.95K $1.21M
SLB
Schlumberger Limited

Energy
-3.95K
- 32.31%
$31.95 - $42.2 $126K - $167K
8.27K $279K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-11K
- 16.13%
$23.55 - $27.67 $260K - $305K
57.4K $1.59M
BAC
Bank Of America Corp

Financial Services
-14.3K
- 17.19%
$34.39 - $47.46 $492K - $678K
68.9K $3.26M
CRM
Salesforce, Inc.

Technology
-892
- 7.72%
$236.26 - $291.15 $211K - $260K
10.7K $2.91M
XLE
Energy Sector Spdr

ETFs
-228
- 1.17%
$76.44 - $94.13 $17.4K - $21.5K
19.2K $1.63M
SNPS
Synopsys Inc

Technology
-514
- 52.88%
$380.9 - $517.66 $196K - $266K
458 $234K
JNJ
Johnson & Johnson

Healthcare
-443
- 5.18%
$146.36 - $159.82 $64.8K - $70.8K
8.12K $1.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.87K
- 10.97%
$45.2 - $46.6 $175K - $180K
31.4K $1.45M
SPGI
S&P Global Inc.

Financial Services
-521
- 9.94%
$438.31 - $527.29 $228K - $275K
4.72K $2.49M
MRK
Merck & Co., Inc.

Healthcare
-483
- 3.84%
$73.47 - $87.12 $35.5K - $42.1K
12.1K $956K
KR
Kroger CO

Consumer Defensive
-4.19K
- 9.72%
$64.62 - $74.0 $271K - $310K
38.9K $2.79M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.3K
- 10.88%
$22.68 - $23.28 $120K - $123K
43.4K $1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-149
- 22.07%
$390.26 - $489.06 $58.1K - $72.9K
526 $213K
SGOL
Abrdn Gold ETF Trust

ETFs
-8.55K
- 9.51%
$28.39 - $32.75 $243K - $280K
81.4K $2.57M
PFE
Pfizer Inc

Healthcare
-2.14K
- 3.76%
$21.59 - $24.84 $46.2K - $53.1K
54.7K $1.33M
AMGN
Amgen Inc

Healthcare
-260
- 20.55%
$262.28 - $309.85 $68.2K - $80.6K
1.01K $280K
UNP
Union Pacific Corp

Industrials
-417
- 16.19%
$208.27 - $238.46 $86.8K - $99.4K
2.16K $496K
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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