Bluesphere Advisors, LLC Incresed Positions in Q4 2025

Bluesphere Advisors, LLC

  • $211 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.1K
+ 1.29%
$656.2 - $690.71 $724K - $762K
86.9K $58.7M
SLV
I Shares Silver Trust

ETFs
20K
+ 219.91%
$42.4 - $49.17 $849K - $985K
29.1K $1.34M
VHT
Vanguard Health Care ETF

ETFs
1.85K
+ 48.42%
$264.7 - $283.93 $490K - $526K
5.68K $1.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
854
+ 1.04%
$459.47 - $491.71 $392K - $420K
82.7K $38.9M
GLD
Spdr Gold Trust

ETFs
923
+ 11.02%
$354.79 - $403.15 $327K - $372K
9.3K $3.5M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.2%
$799.57 - $1025.28 $2.4K - $3.08K
1.52K $1.55M
UNH
Unitedhealth Group Inc

Healthcare
1.55K
+ 22.34%
$320.52 - $369.92 $496K - $572K
8.47K $2.72M
NVDA
Nvidia Corp

Technology
1.2K
+ 5.07%
$179.83 - $207.04 $215K - $247K
24.8K $4.62M
XLU
Utilities Sector Spdr

ETFs
2.41K
+ 101.69%
$87.89 - $92.9 $212K - $224K
4.79K $424K
AMZN
Amazon Com Inc

Consumer Cyclical
305
+ 3.93%
$213.04 - $254.0 $65K - $77.5K
8.06K $1.89M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
65
+ 0.92%
$325.34 - $368.61 $21.1K - $24K
7.16K $2.47M
IDV
Ishares Tr

ETFs
2.58K
+ 9.66%
$35.91 - $38.56 $92.5K - $99.3K
29.2K $1.12M
VIG
Vanguard Dividend Appreciation

ETFs
779
+ 12.23%
N/A
7.15K $1.3M
XLF
Financial Sector Spdr

ETFs
2.71K
+ 20.5%
$51.76 - $53.77 $140K - $146K
15.9K $835K
AVGO
Broadcom Inc.

Technology
155
+ 8.83%
$324.63 - $385.98 $50.3K - $59.8K
1.91K $654K
CEG
Constellation Energy Corp

Utilities
179
+ 12.25%
$335.74 - $401.43 $60.1K - $71.9K
1.64K $555K
VEA
Vanguard Ftse Developed Market

ETFs
300
+ 2.34%
$59.18 - $62.09 $17.8K - $18.6K
13.1K $804K
VRT
Vertiv Holdings CO

Industrials
240
+ 8.54%
N/A
3.05K $264K
VGT
Vanguard Information Technolog

ETFs
23
+ 7.1%
$736.33 - $801.52 $16.9K - $18.4K
347 $262K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
237
+ 2.8%
$54.27 - $56.85 $12.9K - $13.5K
8.7K $488K
TSLA
Tesla, Inc.

Consumer Cyclical
69
+ 14.44%
$401.99 - $468.37 $27.7K - $32.3K
547 $223K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
23
+ 0.28%
$61.09 - $64.21 $1.41K - $1.48K
8.25K $521K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.05%
$138.56 - $147.63 $416 - $443
5.79K $846K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.41%
$199.44 - $208.01 $798 - $832
990 $202K
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.27%
$101.18 - $109.03 $1.42K - $1.53K
5.18K $533K
Pimco ETF Tr
59.8K
+ 158.07%
N/A
97.7K $0
Blackrock ETF Trust Ii
2.81K
+ 4.61%
N/A
63.7K $0
J P Morgan Exchange Traded F
199
+ 0.79%
N/A
25.5K $0
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.32%
$289.12 - $301.69 $1.16K - $1.21K
1.25K $366K
VFH
Vanguard Financial ETF

ETFs
5
+ 0.17%
$125.75 - $131.12 $629 - $656
2.95K $377K
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.3%
$204.22 - $215.05 $2.25K - $2.37K
3.73K $762K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 0.75%
$744.6 - $838.97 $8.94K - $10.1K
1.62K $1.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
46
+ 0.69%
$55.57 - $63.17 $2.56K - $2.91K
6.7K $372K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.31%
$294.11 - $320.41 $3.82K - $4.17K
4.2K $1.26M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
21
+ 0.26%
$154.86 - $176.69 $3.25K - $3.71K
8.17K $1.3M
MSFT
Microsoft Corp

Technology
2
+ 0.01%
$496.82 - $542.07 $994 - $1.08K
14.7K $7.44M
PM
Philip Morris International Inc.

Consumer Defensive
85
+ 0.48%
$144.33 - $160.86 $12.3K - $13.7K
17.7K $2.7M
NFLX
Netflix Inc

Communication Services
12.9K
+ 877.85%
$110.29 - $1241.35 $1.42M - $16M
14.3K $1.58M
META
Meta Platforms, Inc.

Communication Services
88
+ 4.15%
$609.01 - $751.67 $53.6K - $66.1K
2.21K $1.35M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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