Farrell Financial LLC Incresed Positions in Q1 2025

Farrell Financial LLC

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
8.6K
+ 12.57%
$79.17 - $82.04 $681K - $706K
77K $6.3B
IAU
Ishares Gold Trust

ETFs
151
+ 0.31%
$49.74 - $58.96 $7.51K - $8.9K
49K $2.89B
MTB
M&T Bank Corp

Financial Services
1.9K
+ 158.42%
$170.47 - $201.98 $324K - $384K
3.1K $554M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.9K
+ 2.41%
$55.47 - $61.45 $105K - $117K
80.8K $4.76B
VEU
Vanguard Ftse All World Ex Us

ETFs
4.15K
+ 53.8%
$56.51 - $62.98 $234K - $261K
11.9K $719M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.89K
+ 4.01%
$48.43 - $49.9 $91.6K - $94.4K
49.1K $2.45B
EMB
Ishares Tr

ETFs
1.1K
+ 5.05%
$88.64 - $92.03 $97.1K - $101K
22.8K $2.06B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.03K
+ 2.49%
$77.7 - $78.94 $80.3K - $81.6K
42.5K $3.36B
BND
Vanguard Bd Index Fd Inc Total

ETFs
49
+ 0.07%
$71.17 - $73.66 $3.49K - $3.61K
74.9K $5.5B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.2K
+ 4.99%
$73.11 - $77.43 $87.4K - $92.5K
25.1K $1.91B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.66K
+ 6.82%
$44.72 - $46.25 $74.3K - $76.8K
26K $1.2B
Wisdomtree Tr
2.73K
+ 56.67%
N/A
7.55K $331M
CB
Chubb LTD

Financial Services
7
+ 0.31%
$257.71 - $301.99 $1.8K - $2.11K
2.29K $691M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.26K
+ 3.3%
$54.25 - $57.64 $68.4K - $72.6K
39.4K $2.17B
VAW
Vanguard Materials ETF

ETFs
192
+ 2.96%
$185.71 - $202.46 $35.7K - $38.9K
6.68K $1.26B
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.2K
+ 5.27%
$21.75 - $24.28 $484K - $540K
444K $9.81B
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 2.15%
$890.62 - $1076.86 $9.8K - $11.8K
522 $493M
CWB
Spdr Bloomberg Convertible Sec

ETFs
456
+ 3.61%
$75.99 - $81.58 $34.7K - $37.2K
13.1K $1B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
129
+ 0.8%
$44.28 - $45.4 $5.71K - $5.86K
16.2K $733M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
21
+ 0.5%
$50.82 - $52.7 $1.07K - $1.11K
4.21K $221M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
9
+ 0.11%
$25.83 - $27.09 $232 - $244
8.19K $219M
F
Ford Motor CO

Consumer Cyclical
196
+ 1.52%
$9.12 - $10.43 $1.79K - $2.04K
13.1K $131M
PEP
Pepsico Inc

Consumer Defensive
23
+ 1.56%
$142.64 - $156.42 $3.28K - $3.6K
1.5K $224M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
139
+ 1.13%
$11.22 - $11.8 $1.56K - $1.64K
12.5K $140M
CMCSA
Comcast Corp

Communication Services
1
+ 0.02%
$33.19 - $38.23 $33.2 - $38.2
5.56K $205M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26
+ 0.13%
$49.25 - $50.66 $1.28K - $1.32K
19.4K $960M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
22
+ 0.33%
$91.45 - $100.11 $2.01K - $2.2K
6.74K $631M
NYF
Ishares New York Muni Bond ETF

ETFs
36
+ 0.17%
$52.33 - $53.92 $1.88K - $1.94K
20.8K $1.09B
PFF
Ishares Trust Ishares Pfd And

ETFs
971
+ 1.67%
$30.73 - $32.26 $29.8K - $31.3K
59K $1.81B
VIG
Vanguard Dividend Appreciation

ETFs
41
+ 0.25%
N/A
16.5K $3.19B
XLK
Technology Sector Spdr

ETFs
2
+ 0.14%
$206.38 - $242.18 $413 - $484
1.42K $293M
VUG
Vanguard Growth ETF

ETFs
17
+ 1.3%
$369.1 - $427.61 $6.27K - $7.27K
1.33K $493M
NVDA
Nvidia Corp

Technology
124
+ 3.48%
$106.98 - $149.43 $13.3K - $18.5K
3.69K $400M
NOW
Service Now, Inc.

Technology
1
+ 0.27%
$783.83 - $1170.39 $784 - $1.17K
372 $296M
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 0.27%
$190.26 - $242.06 $5.52K - $7.02K
10.7K $2.03B
MSFT
Microsoft Corp

Technology
110
+ 1.32%
$375.39 - $447.2 $41.3K - $49.2K
8.47K $3.18B
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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