Bluesphere Advisors, LLC Incresed Positions in Q1 2025

Bluesphere Advisors, LLC

  • $170 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
18.5K
+ 28.61%
$360.07 - $417.26 $6.66M - $7.71M
83.1K $30M
IVV
Ishares Core S&P 500 ETF

ETFs
7.48K
+ 9.61%
$554.06 - $615.85 $4.14M - $4.61M
85.3K $47.9M
GLD
Spdr Gold Trust

ETFs
6.65K
+ 442.68%
$243.19 - $288.14 $1.62M - $1.92M
8.15K $2.35M
PM
Philip Morris International Inc.

Consumer Defensive
247
+ 1.62%
$117.15 - $158.79 $28.9K - $39.2K
15.5K $2.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
473
+ 11.87%
$442.66 - $534.52 $209K - $253K
4.46K $2.37M
GS
Goldman Sachs Group Inc

Financial Services
742
+ 48.56%
$524.81 - $672.19 $389K - $499K
2.27K $1.24M
VPU
Vanguard Utilities ETF

ETFs
1.59K
+ 30.54%
$161.24 - $173.33 $257K - $276K
6.81K $1.16M
XLF
Financial Sector Spdr

ETFs
4.51K
+ 86.62%
$47.32 - $52.19 $213K - $235K
9.72K $484K
IDV
Ishares Tr

ETFs
3.82K
+ 15.05%
$27.0 - $31.7 $103K - $121K
29.2K $905K
META
Meta Platforms, Inc.

Communication Services
238
+ 13.58%
$576.36 - $736.67 $137K - $175K
1.99K $1.15M
UBER
Uber Technologies, Inc

Technology
307
+ 7.3%
$63.17 - $81.49 $19.4K - $25K
4.51K $328K
SPOT
Spotify Technology S.A.

Communication Services
38
+ 7.29%
$457.79 - $648.32 $17.4K - $24.6K
559 $307K
DGRO
Ishares Core Dividend Growth E

ETFs
1.09K
+ 16.8%
$60.46 - $64.42 $66K - $70.3K
7.59K $468K
HIG
Hartford Financial Services Group, Inc.

Financial Services
222
+ 8.2%
$106.31 - $123.73 $23.6K - $27.5K
2.93K $362K
MO
Altria Group, Inc.

Consumer Defensive
477
+ 12.34%
$50.81 - $60.02 $24.2K - $28.6K
4.34K $260K
MDLZ
Mondelez International, Inc.

Consumer Defensive
45
+ 0.71%
$56.12 - $68.15 $2.53K - $3.07K
6.42K $435K
VEA
Vanguard Ftse Developed Market

ETFs
34
+ 0.5%
$47.4 - $52.99 $1.61K - $1.8K
6.9K $350K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
260
+ 0.78%
$50.87 - $51.09 $13.2K - $13.3K
33.7K $1.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.37%
$182.82 - $196.21 $731 - $785
1.1K $206K
QCOM
Qualcomm Inc

Technology
6
+ 0.29%
$151.94 - $175.86 $912 - $1.06K
2.07K $318K
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.29%
$243.63 - $273.99 $975 - $1.1K
1.37K $338K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
8
+ 0.1%
$141.31 - $175.89 $1.13K - $1.41K
8.11K $1.17M
Activity Summary
Buys All Purchases 32 New Holdings 9 Increased Positions 23 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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