Valtinson Bruner Financial Planning LLC Purchases in Q2 2025

Valtinson Bruner Financial Planning LLC

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33.6K
+ 20.9%
$58.41 - $72.69 $1.96M - $2.44M
195K $14.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
67.3K
+ 9.61%
$50.48 - $50.71 $3.4M - $3.42M
768K $38.9M
MSFT
Microsoft Corp

Technology
4.28K
+ 72.89%
$354.56 - $497.45 $1.52M - $2.13M
10.2K $5.05M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.61K
+ 1.19%
$27.3 - $31.8 $208K - $242K
644K $20.5M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.25K
+ 1.31%
$27.46 - $33.2 $144K - $174K
407K $13.5M
VXF
Vanguard Extended Market ETF

ETFs
6.51K
New
$150.43 - $192.71 $979K - $1.25M
6.51K $1.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.6K
+ 6.55%
$45.11 - $52.34 $657K - $762K
237K $12.4M
VB
Vanguard Small Cap ETF

ETFs
2.82K
+ 24.0%
$193.73 - $237.37 $546K - $669K
14.6K $3.45M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
25.6K
+ 331.14%
$25.13 - $26.07 $644K - $668K
33.3K $861K
NVDA
Nvidia Corp

Technology
2.68K
+ 75.56%
$94.31 - $157.99 $253K - $423K
6.22K $983K
VTI
Vanguard Total Stock Market Et

ETFs
1.29K
+ 21.84%
$243.75 - $303.93 $315K - $393K
7.21K $2.19M
GLDM
World Gold Trust

ETFs
7.25K
+ 48.26%
$58.96 - $67.97 $428K - $493K
22.3K $1.46M
VO
Vanguard Mid Cap ETF

ETFs
526
+ 4.94%
$228.54 - $279.83 $120K - $147K
11.2K $3.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.27%
$416.06 - $551.64 $4.58K - $6.07K
4.1K $2.26M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.7K
New
$91.43 - $91.74 $339K - $340K
3.7K $339K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
254
+ 7.4%
$456.74 - $568.03 $116K - $144K
3.69K $2.09M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
620
+ 0.83%
$38.29 - $44.77 $23.7K - $27.8K
75.1K $3.36M
IYW
Ishares Dj Us Tech ETF

ETFs
1.49K
New
$122.57 - $173.27 $182K - $258K
1.49K $257K
NFLX
Netflix Inc

Communication Services
190
New
$855.86 - $1339.13 $163K - $254K
190 $254K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.57K
New
$32.62 - $33.58 $247K - $254K
7.57K $254K
AAPL
Apple Inc.

Technology
2.41K
+ 15.8%
$172.42 - $223.89 $416K - $540K
17.7K $3.62M
VIG
Vanguard Dividend Appreciation

ETFs
1.29K
New
N/A
1.29K $234K
RY
Royal Bank Of Canada

Financial Services
1.72K
New
$108.36 - $131.55 $186K - $226K
1.72K $226K
AVGO
Broadcom Inc.

Technology
813
New
$146.29 - $275.65 $119K - $224K
813 $224K
V
Visa Inc.

Financial Services
620
New
$308.27 - $373.31 $191K - $231K
620 $220K
GOOG
Alphabet Inc.

Communication Services
1.22K
New
$146.58 - $180.01 $179K - $220K
1.22K $216K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
532
New
$299.15 - $396.54 $159K - $211K
532 $210K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
853
New
$180.84 - $240.32 $154K - $205K
853 $204K
BSX
Boston Scientific Corp

Healthcare
1.87K
New
$89.7 - $107.41 $168K - $201K
1.87K $200K
AMZN
Amazon Com Inc

Consumer Cyclical
167
+ 3.14%
$167.32 - $223.3 $27.9K - $37.3K
5.49K $1.2M
SPYG
Spdr Portfolio

ETFs
1.23K
+ 26.16%
$71.83 - $95.32 $88K - $117K
5.91K $563K
HON
Honeywell International Inc

Industrials
147
+ 2.09%
$182.86 - $232.88 $26.9K - $34.2K
7.19K $1.67M
IVV
Ishares Core S&P 500 ETF

ETFs
250
+ 62.97%
$498.8 - $620.9 $125K - $155K
647 $401K
SRLN
Ssga Active Trust

ETFs
4K
+ 72.72%
$39.47 - $41.59 $158K - $166K
9.51K $395K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.46K
+ 78.32%
$24.98 - $25.66 $161K - $166K
14.7K $376K
WFC
Wells Fargo & Company

Financial Services
27
+ 0.15%
$60.98 - $80.12 $1.65K - $2.16K
17.9K $1.43M
ECL
Ecolab Inc.

Basic Materials
61
+ 0.86%
$225.65 - $270.95 $13.8K - $16.5K
7.19K $1.94M
VUG
Vanguard Growth ETF

ETFs
30
+ 1.77%
$329.49 - $438.4 $9.88K - $13.2K
1.73K $757K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.01K
+ 4.62%
$39.93 - $46.67 $40.4K - $47.2K
22.9K $1.07M
INTU
Intuit Inc

Technology
10
+ 1.63%
$544.07 - $787.63 $5.44K - $7.88K
622 $489K
GOOGL
Alphabet Inc.

Communication Services
108
+ 3.46%
$144.7 - $178.6 $15.6K - $19.3K
3.23K $569K
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 5.3%
$210.28 - $289.91 $15.8K - $21.7K
1.49K $431K
COST
Costco Wholesale Corp

Consumer Defensive
58
+ 11.05%
$908.13 - $1056.85 $52.7K - $61.3K
583 $577K
BJAN
Innovator U.S. Equity Buffer E

ETFs
688
+ 5.61%
$42.58 - $50.22 $29.3K - $34.6K
12.9K $650K
IVW
Ishares S&P 500 Growth ETF

ETFs
294
+ 12.08%
$82.96 - $110.1 $24.4K - $32.4K
2.73K $300K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
337
+ 6.9%
$53.69 - $67.27 $18.1K - $22.7K
5.22K $351K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
86
+ 2.91%
$108.06 - $135.3 $9.29K - $11.6K
3.04K $411K
IWF
Ishares Russell 1000 Gr ETF

ETFs
14
+ 2.2%
$320.42 - $424.58 $4.49K - $5.94K
651 $276K
BAC
Bank Of America Corp

Financial Services
300
+ 5.28%
$34.39 - $47.46 $10.3K - $14.2K
5.99K $283K
Activity Summary
Buys All Purchases 82 New Holdings 16 Increased Positions 66 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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