Tag Stone Capital, Inc. Purchases in Q3 2025

Tag Stone Capital, Inc.

  • $229 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.05%
$620.67 - $670.08 $9.93K - $10.7K
34.6K $23.1M
GOOGL
Alphabet Inc.

Communication Services
14
+ 0.08%
$174.36 - $254.72 $2.44K - $3.57K
16.7K $4.06M
JNJ
Johnson & Johnson

Healthcare
126
+ 0.7%
$155.17 - $185.42 $19.6K - $23.4K
18.2K $3.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.83K
+ 1.88%
$53.36 - $59.69 $97.9K - $109K
99.3K $5.78M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.03K
+ 1.89%
$52.12 - $55.33 $106K - $113K
110K $6.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.6K
+ 3.49%
$78.96 - $80.04 $363K - $368K
136K $10.9M
TJX
Tjx Companies Inc

Consumer Cyclical
58
+ 0.3%
$121.35 - $144.54 $7.04K - $8.38K
19.4K $2.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
52
+ 0.12%
$79.39 - $90.39 $4.13K - $4.7K
44.3K $3.93M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.83K
+ 26.93%
$70.77 - $73.59 $342K - $356K
22.8K $1.67M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$202.38 - $256.87 $202 - $257
7.84K $2M
VOE
Vanguard Mid Cap Value Index F

ETFs
171
+ 0.59%
$164.63 - $174.58 $28.2K - $29.9K
29.3K $5.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
64
+ 0.53%
$276.51 - $305.12 $17.7K - $19.5K
12.1K $3.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
49
+ 0.1%
$63.41 - $69.69 $3.11K - $3.41K
47.9K $3.28M
LMT
Lockheed Martin Corp

Industrials
434
New
$410.74 - $499.21 $178K - $217K
434 $216K
AMAT
Applied Materials Inc

Technology
1.06K
New
$156.25 - $204.95 $165K - $216K
1.06K $216K
AN
Autonation, Inc.

Consumer Cyclical
965
New
$189.27 - $227.18 $183K - $219K
965 $211K
VOX
Vanguard Communication Service

ETFs
1.12K
New
$169.0 - $192.17 $189K - $214K
1.12K $209K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.4K
New
$29.55 - $32.52 $189K - $208K
6.4K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
977
New
$195.41 - $212.37 $191K - $207K
977 $203K
IWP
Ishares Russell Mid Cap Growth

ETFs
79
+ 0.18%
$137.51 - $145.26 $10.9K - $11.5K
43.1K $6.14M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.11%
$656.44 - $753.15 $1.31K - $1.51K
1.77K $1.32M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.02K
+ 18.91%
$98.53 - $107.1 $100K - $109K
6.4K $671K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
228
+ 0.44%
$41.91 - $44.87 $9.56K - $10.2K
51.5K $2.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.07%
$420.11 - $472.68 $840 - $945
2.82K $1.32M
UNP
Union Pacific Corp

Industrials
84
+ 0.58%
$214.91 - $237.16 $18.1K - $19.9K
14.7K $3.47M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.94K
+ 8.75%
$30.76 - $33.01 $59.6K - $63.9K
24.1K $789K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
540
+ 12.41%
$128.6 - $136.01 $69.4K - $73.4K
4.89K $661K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.69K
+ 15.5%
$40.51 - $44.74 $68.4K - $75.6K
12.6K $541K
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 2.13%
$293.94 - $444.72 $4.41K - $6.67K
720 $320K
VTWO
Vanguard Russell 2000 ETF

ETFs
29
+ 0.35%
$86.92 - $99.32 $2.52K - $2.88K
8.2K $802K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.62K
+ 16.6%
$41.43 - $44.2 $67.1K - $71.6K
11.4K $502K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
35
+ 0.63%
$54.83 - $84.09 $1.92K - $2.94K
5.56K $443K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.45K
+ 10.3%
$50.52 - $50.75 $73.2K - $73.5K
15.5K $787K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
439
+ 20.51%
$110.74 - $122.12 $48.6K - $53.6K
2.58K $312K
BAC
Bank Of America Corp

Financial Services
96
+ 0.62%
$44.92 - $52.42 $4.31K - $5.03K
15.6K $804K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.49K
+ 17.24%
$27.85 - $30.91 $41.4K - $45.9K
10.1K $308K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
36
+ 0.44%
$122.57 - $132.57 $4.41K - $4.77K
8.3K $1.08M
EL
Estee Lauder Companies Inc

Consumer Defensive
28
+ 0.4%
$83.65 - $95.26 $2.34K - $2.67K
7.08K $623K
MSFT
Microsoft Corp

Technology
3
+ 0.13%
$491.09 - $535.64 $1.47K - $1.61K
2.35K $1.22M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
401
+ 3.08%
$102.4 - $103.88 $41.1K - $41.7K
13.4K $1.39M
VIG
Vanguard Dividend Appreciation

ETFs
260
+ 4.03%
N/A
6.71K $1.22M
DFIS
Dimensional ETF Tr Dimensional

ETFs
658
+ 6.23%
$29.65 - $31.77 $19.5K - $20.9K
11.2K $355K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.06%
$144.19 - $167.33 $144 - $167
1.82K $303K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
20
+ 0.53%
$133.48 - $144.38 $2.67K - $2.89K
3.77K $537K
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.19%
$91.03 - $98.69 $1.18K - $1.28K
6.7K $639K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
79
+ 0.76%
$55.15 - $58.11 $4.36K - $4.59K
10.4K $599K
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.86%
$133.81 - $152.16 $2.94K - $3.35K
2.58K $361K
AMGN
Amgen Inc

Healthcare
32
+ 0.79%
$271.18 - $309.22 $8.68K - $9.9K
4.1K $1.16M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.08%
$79.89 - $83.25 $240 - $250
3.75K $310K
Activity Summary
Buys All Purchases 63 New Holdings 7 Increased Positions 56 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tag Stone Capital, Inc. Portfolio

Follow Tag Stone Capital, 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 Tag Stone Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tag Stone Capital, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email