Usa Financial Portformulas Corp Sells in Q2 2025

Usa Financial Portformulas Corp

  • $573 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-279K
- 96.1%
$376.48 - $440.65 $105M - $123M
11.3K $4.99M
IVW
Ishares S&P 500 Growth ETF

ETFs
-743K
- 56.44%
$82.96 - $110.1 $61.6M - $81.8M
573K $63.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-113K
- 51.07%
$496.48 - $617.85 $56.3M - $70M
109K $67.1M
IEF
Ishares Barclays

ETFs
-195K
- 99.61%
$93.15 - $96.56 $18.1M - $18.8M
758 $72K
IVV
Ishares Core S&P 500 ETF

ETFs
-29.8K
- 49.11%
$498.8 - $620.9 $14.9M - $18.5M
30.9K $19.2M
TMUS
T Mobile Us, Inc.

Communication Services
-9.82K
- 91.58%
$220.99 - $268.54 $2.17M - $2.64M
903 $215K
BK
Bank Of New York Mellon Corp

Financial Services
-21.5K
- 99.32%
$73.31 - $91.62 $1.58M - $1.97M
148 $13K
WMT
Walmart Inc.

Consumer Defensive
-10.7K
- 87.21%
$81.79 - $99.98 $872K - $1.07M
1.56K $152K
IWM
Ishares Russell 2000 ETF

ETFs
-4.11K
- 99.61%
$174.82 - $215.79 $718K - $887K
16 $3K
BAC
Bank Of America Corp

Financial Services
-15.5K
- 98.15%
$34.39 - $47.46 $535K - $738K
293 $13K
MMM
3 M CO

Industrials
-3.09K
- 40.64%
$126.09 - $154.15 $390K - $476K
4.51K $687K
GL
Globe Life Inc.

Financial Services
-1.95K
- 21.77%
$113.29 - $133.09 $220K - $259K
6.99K $868K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.61K
- 27.39%
$186.58 - $225.78 $300K - $363K
4.27K $929K
PODD
Insulet Corp

Healthcare
-1.48K
- 34.51%
$238.57 - $327.47 $353K - $484K
2.81K $881K
AIZ
Assurant, Inc.

Financial Services
-1.03K
- 50.05%
$179.73 - $211.56 $185K - $218K
1.03K $202K
T
At&T Inc.

Communication Services
-8.57K
- 20.4%
$26.33 - $28.94 $226K - $248K
33.5K $968K
CTAS
Cintas Corp

Industrials
-1.12K
- 55.16%
$190.11 - $227.66 $213K - $255K
912 $203K
NI
Nisource Inc.

Utilities
-5.3K
- 18.42%
$37.11 - $40.64 $197K - $215K
23.5K $947K
BSX
Boston Scientific Corp

Healthcare
-2.61K
- 14.53%
$89.7 - $107.41 $234K - $280K
15.3K $1.65M
OEF
Ishares S&P 100 ETF

ETFs
-602
- 19.04%
N/A
2.56K $680K
PNW
Pinnacle West Capital Corp

Utilities
-1.51K
- 60.29%
$88.3 - $95.43 $134K - $144K
996 $89K
WELL
Welltower Inc.

Real Estate
-987
- 14.41%
$136.49 - $155.22 $135K - $153K
5.86K $901K
RL
Ralph Lauren Corp

Consumer Cyclical
-1.2K
- 27.11%
$182.34 - $286.22 $218K - $342K
3.21K $881K
FOXA
Fox Corp

Communication Services
-1.1K
- 3.79%
$47.21 - $57.04 $52.1K - $63K
28.1K $1.57M
EXEL
Exelixis, Inc.

Healthcare
-3.16K
- 31.79%
$34.13 - $46.26 $108K - $146K
6.77K $298K
EWH
Ishares Msci Hong Kong ETF

ETFs
-4.88K
- 38.75%
$15.2 - $20.06 $74.1K - $97.8K
7.71K $153K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.32K
- 36.9%
$54.19 - $67.22 $71.7K - $88.9K
2.26K $152K
HURN
Huron Consulting Group Inc.

Industrials
-422
- 53.08%
$132.14 - $153.61 $55.8K - $64.8K
373 $51K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-470
- 16.87%
$272.36 - $339.57 $128K - $160K
2.32K $786K
EQH
Equitable Holdings, Inc.

Financial Services
-1.44K
- 28.09%
$43.98 - $56.1 $63.5K - $81K
3.7K $207K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-692
- 37.65%
$104.23 - $134.39 $72.1K - $93K
1.15K $154K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.59K
- 33.75%
$39.89 - $49.46 $63.5K - $78.7K
3.12K $154K
EPP
Ishares Inc

ETFs
-1.67K
- 35.3%
$38.85 - $49.83 $64.9K - $83.2K
3.06K $151K
IWV
Ishares Russell 3000 ETF

ETFs
-422
- 15.82%
$281.67 - $351.0 $119K - $148K
2.25K $788K
VTI
Vanguard Total Stock Market Et

ETFs
-487
- 15.77%
$243.75 - $303.93 $119K - $148K
2.6K $790K
LOW
Lowes Companies Inc

Consumer Cyclical
-121
- 10.36%
$210.83 - $235.28 $25.5K - $28.5K
1.05K $232K
SHW
Sherwin Williams CO

Basic Materials
-94
- 15.64%
$313.51 - $363.51 $29.5K - $34.2K
507 $174K
SPOT
Spotify Technology S.A.

Communication Services
-190
- 35.98%
$503.3 - $775.9 $95.6K - $147K
338 $259K
TGT
Target Corp

Consumer Defensive
-191
- 13.23%
$88.76 - $105.77 $17K - $20.2K
1.25K $123K
CINF
Cincinnati Financial Corp

Financial Services
-188
- 13.26%
$126.6 - $151.6 $23.8K - $28.5K
1.23K $183K
ECL
Ecolab Inc.

Basic Materials
-128
- 14.75%
$225.65 - $270.95 $28.9K - $34.7K
740 $199K
SLM
Slm Corp

Financial Services
-1.55K
- 14.42%
$24.84 - $34.36 $38.5K - $53.3K
9.2K $301K
NUE
Nucor Corp

Basic Materials
-224
- 13.62%
$103.22 - $131.43 $23.1K - $29.4K
1.42K $184K
POR
Portland General Electric CO

Utilities
-59
- 2.96%
$39.96 - $44.75 $2.36K - $2.64K
1.94K $78K
OTTR
Otter Tail Corp

Utilities
-61
- 5.07%
$74.62 - $81.76 $4.55K - $4.99K
1.14K $87K
EBAY
Ebay Inc

Consumer Cyclical
-139
- 44.41%
$59.52 - $79.36 $8.27K - $11K
174 $12K
PNM
Pnm Resources Inc

Utilities
-164
- 9.3%
N/A
1.6K $66K
FELE
Franklin Electric CO Inc

Industrials
-39
- 4.33%
$84.21 - $95.87 $3.28K - $3.74K
861 $77K
UNP
Union Pacific Corp

Industrials
-24
- 28.92%
$208.27 - $238.46 $5K - $5.72K
59 $13K
Activity Summary
Buys All Purchases 163 New Holdings 98 Increased Positions 65 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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