Voisard Asset Management Group, Inc. Incresed Positions in Q2 2025

Voisard Asset Management Group, Inc.

  • $388 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
74.2K
+ 13.49%
$60.34 - $74.89 $4.47M - $5.55M
624K $46.7B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
17.1K
+ 10.46%
$113.67 - $150.4 $1.95M - $2.57M
181K $27.2B
AVLV
American Centy ETF Tr Avantis
72.7K
+ 15.66%
$56.85 - $68.21 $4.13M - $4.96M
537K $36.6B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
68.1K
+ 10.14%
$49.79 - $50.59 $3.39M - $3.44M
740K $37.4B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
98K
+ 8.32%
$28.21 - $28.85 $2.76M - $2.83M
1.28M $36.7B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.2K
+ 1.28%
$17.76 - $22.1 $253K - $315K
1.13M $24.9B
ITOT
Ishares Core S&P Total U.S. St

ETFs
19.9K
+ 311.95%
$108.12 - $135.04 $2.16M - $2.69M
26.3K $3.56B
AVUV
American Centy ETF Tr Avantis

ETFs
23K
+ 30.92%
$75.17 - $91.21 $1.73M - $2.1M
97.5K $8.88B
MUB
Ishares National Muni Bond ETF

ETFs
16.8K
+ 179.16%
$102.31 - $105.8 $1.72M - $1.78M
26.2K $2.73B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.65K
+ 280.2%
$320.42 - $424.58 $1.17M - $1.55M
4.95K $2.1B
DIHP
Dimensional ETF Tr Dimensional

ETFs
23.4K
+ 11.76%
$24.32 - $29.74 $568K - $695K
222K $6.55B
GE
General Electric CO

Industrials
3.99K
+ 177.99%
$166.81 - $257.39 $666K - $1.03M
6.24K $1.61B
AVDV
American Centy ETF Tr Avantis

ETFs
3.06K
+ 3.67%
$61.76 - $79.32 $189K - $243K
86.5K $6.86B
MSFT
Microsoft Corp

Technology
322
+ 8.33%
$354.56 - $497.45 $114K - $160K
4.19K $2.08B
AVUS
American Centy ETF Tr Avantis

ETFs
3.72K
+ 16.86%
$81.38 - $100.82 $303K - $375K
25.8K $2.6B
AVGO
Broadcom Inc.

Technology
151
+ 5.14%
$146.29 - $275.65 $22.1K - $41.6K
3.09K $851M
NVDA
Nvidia Corp

Technology
89
+ 1.41%
$94.31 - $157.99 $8.39K - $14.1K
6.41K $1.01B
IXUS
Ishares Tr

ETFs
2.11K
+ 12.1%
$62.37 - $77.63 $132K - $164K
19.6K $1.51B
MU
Micron Technology Inc

Technology
1.06K
+ 30.23%
$64.72 - $127.91 $68.6K - $136K
4.57K $563M
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 1.77%
$210.28 - $289.91 $17.7K - $24.4K
4.84K $1.4B
META
Meta Platforms, Inc.

Communication Services
90
+ 10.44%
$484.66 - $738.09 $43.6K - $66.4K
952 $703M
DFAX
Dimensional ETF Tr
3.61K
+ 13.43%
$23.37 - $29.39 $84.5K - $106K
30.5K $897M
VEA
Vanguard Ftse Developed Market

ETFs
2.53K
+ 53.37%
$45.65 - $57.01 $115K - $144K
7.26K $414M
GOOGL
Alphabet Inc.

Communication Services
423
+ 9.88%
$144.7 - $178.6 $61.2K - $75.5K
4.7K $829M
VUG
Vanguard Growth ETF

ETFs
103
+ 5.92%
$329.49 - $438.4 $33.9K - $45.2K
1.84K $808M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
5.65K
+ 14.65%
$23.2 - $23.63 $131K - $134K
44.2K $1.04B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.91K
+ 29.68%
$58.63 - $59.9 $112K - $114K
8.32K $498M
ETN
Eaton Corp PLC

Industrials
14
+ 1.34%
$246.52 - $356.99 $3.45K - $5K
1.06K $379M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
3.85K
+ 29.32%
$23.03 - $23.64 $88.7K - $91K
17K $399M
SCHW
Schwab Charles Corp

Financial Services
58
+ 1.01%
$69.06 - $91.24 $4.01K - $5.29K
5.8K $529M
BAC
Bank Of America Corp

Financial Services
213
+ 3.43%
$34.39 - $47.46 $7.33K - $10.1K
6.42K $304M
IEMG
Ishares Inc

ETFs
8
+ 0.11%
N/A
7.24K $434M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.59K
+ 8.23%
$22.66 - $23.41 $36K - $37.2K
20.9K $488M
OMEX
Odyssey Marine Exploration Inc

Industrials
13K
+ 59.09%
$0.3 - $1.53 $3.9K - $19.9K
35K $41.3M
DFAI
Dimensional ETF Tr

ETFs
176
+ 2.6%
$28.02 - $34.71 $4.93K - $6.11K
6.94K $240M
SYK
Stryker Corp

Healthcare
17
+ 1.88%
$337.37 - $395.63 $5.74K - $6.73K
922 $365M
V
Visa Inc.

Financial Services
59
+ 5.87%
$308.27 - $373.31 $18.2K - $22K
1.06K $378M
MA
Mastercard Inc

Financial Services
30
+ 6.42%
$479.92 - $590.74 $14.4K - $17.7K
497 $279M
XOM
Exxon Mobil Corp

Energy
658
+ 14.15%
$99.93 - $119.04 $65.8K - $78.3K
5.31K $572M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5
+ 0.03%
$36.25 - $42.28 $181 - $211
16.2K $684M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37
+ 1.64%
$90.56 - $109.49 $3.35K - $4.05K
2.29K $250M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
340
+ 0.99%
$22.87 - $23.14 $7.78K - $7.87K
34.6K $799M
LLY
Eli Lilly & CO

Healthcare
33
+ 6.82%
$713.71 - $898.95 $23.6K - $29.7K
517 $403M
JNJ
Johnson & Johnson

Healthcare
96
+ 7.63%
$146.36 - $159.82 $14.1K - $15.3K
1.35K $207M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 1.75%
$285.55 - $321.23 $6.28K - $7.07K
1.28K $373M
CVX
Chevron Corp

Energy
56
+ 3.01%
$133.73 - $168.51 $7.49K - $9.44K
1.92K $274M
AAPL
Apple Inc.

Technology
545
+ 6.15%
$172.42 - $223.89 $94K - $122K
9.4K $1.93B
UNH
Unitedhealth Group Inc

Healthcare
359
+ 44.65%
$274.35 - $599.47 $98.5K - $215K
1.16K $363M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Voisard Asset Management Group, Inc. Portfolio

Follow Voisard Asset Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Voisard Asset Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Voisard Asset Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email