Tilson Financial Group, Inc. Incresed Positions in Q3 2025

Tilson Financial Group, Inc.

  • $214 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
14.4K
+ 26.73%
$103.24 - $106.68 $1.49M - $1.54M
68.3K $7.28M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.3K
+ 10.14%
$29.55 - $32.52 $689K - $759K
253K $8.13M
RLY
Ssga Active ETF Tr

ETFs
9.66K
+ 3.73%
$29.22 - $30.91 $282K - $299K
269K $8.3M
JPM
Jpmorgan Chase & CO

Financial Services
2.18K
+ 182.66%
$282.78 - $316.06 $617K - $689K
3.38K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
916
+ 1.54%
$132.9 - $142.03 $122K - $130K
60.6K $8.54M
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.8K
+ 4.03%
$29.12 - $29.34 $343K - $345K
304K $8.91M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.84K
+ 2.84%
$28.38 - $29.05 $279K - $286K
356K $10.3M
SCHW
Schwab Charles Corp

Financial Services
3.05K
+ 136.39%
$91.03 - $98.69 $278K - $301K
5.29K $504K
XOM
Exxon Mobil Corp

Energy
749
+ 2.18%
$105.83 - $117.22 $79.3K - $87.8K
35.1K $3.95M
MSFT
Microsoft Corp

Technology
243
+ 9.47%
$491.09 - $535.64 $119K - $130K
2.81K $1.46M
IDCC
Inter Digital, Inc.

Communication Services
3
+ 0.3%
$221.35 - $349.23 $664 - $1.05K
1.01K $347K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.07K
+ 10.29%
$44.22 - $45.74 $91.7K - $94.9K
22.2K $1.01M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.63K
+ 2.93%
$47.76 - $48.46 $78K - $79.2K
57.5K $2.77M
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 1.63%
$620.67 - $670.08 $14.9K - $16.1K
1.5K $1M
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.23%
$214.92 - $244.84 $1.5K - $1.71K
3.1K $751K
JNJ
Johnson & Johnson

Healthcare
138
+ 8.9%
$155.17 - $185.42 $21.4K - $25.6K
1.69K $312K
BAC
Bank Of America Corp

Financial Services
401
+ 3.51%
$44.92 - $52.42 $18K - $21K
11.8K $609K
NVDA
Nvidia Corp

Technology
103
+ 6.11%
$153.3 - $186.58 $15.8K - $19.2K
1.79K $333K
IYW
Ishares Dj Us Tech ETF

ETFs
17
+ 0.73%
$171.38 - $197.01 $2.91K - $3.35K
2.35K $461K
VZ
Verizon Communications Inc

Communication Services
1.09K
+ 11.55%
$40.84 - $45.06 $44.4K - $49K
10.5K $461K
CNOB
Connect One Bancorp, Inc.

Financial Services
206
+ 0.71%
$22.24 - $26.24 $4.58K - $5.41K
29.2K $724K
QQQ
Invesco Qqq Trust, Series 1

ETFs
55
+ 13.48%
$546.99 - $602.2 $30.1K - $33.1K
463 $277K
IWC
Russell Micro Cap ETF

ETFs
3
+ 0.16%
$127.86 - $151.39 $384 - $454
1.87K $278K
DHS
Wisdomtree Tr U.S

ETFs
26
+ 0.74%
$96.42 - $101.82 $2.51K - $2.65K
3.52K $354K
PRF
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.42%
$42.04 - $45.23 $967 - $1.04K
5.49K $248K
ICSH
Blackrock Ultra Short Term Bon

ETFs
135
+ 1.18%
$50.52 - $50.75 $6.82K - $6.85K
11.6K $586K
BMY
Bristol Myers Squibb CO

Healthcare
259
+ 4.19%
$43.31 - $48.98 $11.2K - $12.7K
6.45K $290K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.61%
$150.47 - $161.22 $1.35K - $1.45K
1.49K $229K
PEG
Public Service Enterprise Group Inc

Utilities
4
+ 0.03%
$79.99 - $90.14 $320 - $361
14.5K $1.21M
Morgan Stanley ETF Trust
283K
+ 6273.58%
N/A
288K $0
Dimensional ETF Trust
443
+ 9.0%
N/A
5.37K $0
Dimensional ETF Trust
2.27K
+ 1.1%
N/A
209K $0
Dimensional ETF Trust
14.2K
+ 1.96%
N/A
738K $0
Vanguard Malvern Fds
29.8K
+ 6.9%
N/A
461K $0
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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