Valtinson Bruner Financial Planning LLC Purchases in Q1 2025

Valtinson Bruner Financial Planning LLC

  • $239 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
422K
+ 151.43%
$50.44 - $50.7 $21.3M - $21.4M
701K $35.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
158K
+ 32.98%
$29.34 - $31.31 $4.63M - $4.94M
637K $18.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
89K
+ 41.13%
$33.84 - $37.77 $3.01M - $3.36M
305K $11.1M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
101K
+ 33.4%
$29.68 - $32.59 $2.99M - $3.28M
402K $12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.61K
+ 4.34%
$37.07 - $40.63 $319K - $350K
207K $8.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
172
+ 6.19%
$442.66 - $534.52 $76.1K - $91.9K
2.95K $1.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
668
+ 24.16%
$507.05 - $563.67 $339K - $377K
3.43K $1.76M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
11.5K
New
$21.04 - $21.64 $241K - $248K
11.5K $241K
META
Meta Platforms, Inc.

Communication Services
402
New
$576.36 - $736.67 $232K - $296K
402 $231K
SRLN
Ssga Active Trust

ETFs
5.5K
New
$41.02 - $41.99 $226K - $231K
5.5K $226K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.25K
New
$24.73 - $25.62 $204K - $211K
8.25K $210K
ENB
Enbridge Inc

Energy
4.69K
New
$41.54 - $45.45 $195K - $213K
4.69K $207K
SLV
I Shares Silver Trust

ETFs
6.5K
New
$26.93 - $31.32 $175K - $204K
6.5K $201K
BP
Bp PLC

Energy
5.97K
New
$29.93 - $35.31 $179K - $211K
5.97K $201K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
7.74K
New
$25.06 - $25.98 $194K - $201K
7.74K $200K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.82K
+ 1.75%
$49.78 - $53.19 $190K - $203K
222K $11.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.25K
+ 8.82%
$110.75 - $119.78 $138K - $149K
15.4K $1.78M
YYY
Amplify ETF Tr High Income ETF

ETFs
14K
New
$11.38 - $12.01 $159K - $168K
14K $159K
ECL
Ecolab Inc.

Basic Materials
19
+ 0.27%
$229.72 - $269.82 $4.36K - $5.13K
7.13K $1.81M
GGG
Graco Inc

Industrials
1.43K
+ 14.52%
$80.53 - $87.54 $115K - $126K
11.3K $944K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
4.47K
+ 30.04%
$21.64 - $22.08 $96.7K - $98.7K
19.3K $418K
VTI
Vanguard Total Stock Market Et

ETFs
620
+ 11.7%
$271.18 - $303.12 $168K - $188K
5.92K $1.63M
XEL
Xcel Energy Inc

Utilities
275
+ 1.32%
$63.37 - $72.1 $17.4K - $19.8K
21.1K $1.49M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.18K
+ 4.65%
$49.22 - $51.73 $58.1K - $61.1K
26.6K $1.34M
GLD
Spdr Gold Trust

ETFs
45
+ 3.87%
$243.19 - $288.14 $10.9K - $13K
1.21K $347K
OXLC
Oxford Lane Capital Corp.

Financial Services
11.7K
New
$4.3 - $5.17 $50.5K - $60.7K
11.7K $55K
BSJR
Invesco Indx Tr

ETFs
2.3K
+ 13.06%
$22.4 - $22.69 $51.6K - $52.3K
19.9K $446K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.24K
+ 15.27%
$23.19 - $23.5 $51.9K - $52.6K
16.9K $391K
UNH
Unitedhealth Group Inc

Healthcare
25
+ 1.45%
$461.52 - $548.18 $11.5K - $13.7K
1.75K $917K
SPY
Spdr S&P 500 ETF Trust

ETFs
199
+ 7.43%
$551.42 - $612.93 $110K - $122K
2.88K $1.61M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.98K
+ 15.76%
$16.18 - $17.82 $32K - $35.2K
14.5K $243K
XLE
Energy Sector Spdr

ETFs
17
+ 0.62%
$85.7 - $93.96 $1.46K - $1.6K
2.75K $256K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
434
+ 4.87%
$30.35 - $33.16 $13.2K - $14.4K
9.35K $298K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
320
+ 12.13%
$120.24 - $134.3 $38.5K - $43K
2.96K $360K
IVW
Ishares S&P 500 Growth ETF

ETFs
407
+ 20.08%
$92.45 - $106.69 $37.6K - $43.4K
2.43K $225K
USXF
Ishares Esg Advanced Msci Usa

Technology
535
+ 10.45%
$46.38 - $52.65 $24.8K - $28.2K
5.66K $264K
FJAN
First Exc Trd Viii Cboe Vest U
5.48K
New
N/A
5.48K $0
VUSB
Vanguard Bd Index Fds
344K
New
N/A
344K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.24K
+ 36.74%
N/A
15.8K $0
Spdr Ser Tr
42.6K
New
N/A
42.6K $0
Rbb Fd Inc
19
+ 0.31%
N/A
6.1K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
999
+ 11.13%
N/A
9.98K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
4
+ 0.07%
N/A
5.54K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
135
+ 4.13%
$120.29 - $134.6 $16.2K - $18.2K
3.4K $415K
VO
Vanguard Mid Cap ETF

ETFs
192
+ 1.84%
$251.87 - $277.95 $48.4K - $53.4K
10.6K $2.75M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.25%
$554.06 - $615.85 $554 - $616
397 $223K
BJAN
Innovator U.S. Equity Buffer E

ETFs
100
+ 0.82%
$46.03 - $49.45 $4.6K - $4.95K
12.3K $571K
SPMD
Spdr Portfolio

ETFs
218
+ 2.89%
$50.21 - $57.73 $10.9K - $12.6K
7.76K $397K
SCHX
Schwab Strategic Tr Us Large C

ETFs
531
+ 2.07%
$21.75 - $24.28 $11.5K - $12.9K
26.2K $577K
Activity Summary
Buys All Purchases 53 New Holdings 14 Increased Positions 39 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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