Plum Street Advisors, LLC Purchases and Sells in Q3 2025

Plum Street Advisors, LLC

$259 Billion
Q3 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	18.1K + 47.73%	$90.37 - $102.12 $1.64M - $1.85M	56.2K $5.59B
ICSH	41.4K + 55.01%	$50.52 - $50.75 $2.09M - $2.1M	117K $5.93B
VUSB	35.6K + 825.3%	N/A	39.9K $1.99B
SCHZ	63.2K + 6.81%	$22.9 - $23.58 $1.45M - $1.49M	992K $23.3B
DFIC	37.8K + 17.8%	$30.76 - $33.01 $1.16M - $1.25M	250K $8.19B
VCSH	15.6K + 85.3%	$78.96 - $80.04 $1.23M - $1.25M	33.8K $2.7B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	141K New	$64.73 - $76.45 $9.16M - $10.8M	141K $10.8B
MDB	4.56K New	$201.0 - $334.87 $916K - $1.53M	4.56K $1.41B
UI	1.88K New	$388.83 - $660.58 $731K - $1.24M	1.88K $1.24B
FSLR	4.21K New	$160.84 - $223.53 $676K - $940K	4.21K $927M
TYL	1.44K New	$522.22 - $611.76 $751K - $880K	1.44K $752M
TSLA	1.67K New	$293.94 - $444.72 $490K - $741K	1.67K $741M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-16.2K - 34.16%	$72.57 - $74.72 $1.17M - $1.21M	31.2K $2.32B
ESGE	-4.66K - 33.51%	$39.06 - $43.42 $182K - $202K	9.25K $401M
NFLX	-4 - 0.77%	$1147.87 - $1297.18 $4.59K - $5.19K	518 $621M
VIG	-334 - 20.48%	N/A	1.3K $280M
MSFT	-198 - 6.02%	$491.09 - $535.64 $97.2K - $106K	3.09K $1.6B
SCHP	-256 - 0.79%	$26.44 - $27.1 $6.77K - $6.94K	32.3K $871M

Activity Summary All Purchases 44 New Holdings 13 Increased Positions 31 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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