Blueprint Financial Advisors LLC Portfolio Holdings
Q3 2025•99 long positions•$462.0M portfolio value
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Holding102 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $73.9M 15.99% | +$2.3M Bought | — 3.0M shares | 2.9M → 3.0M +$2.3M | +3.24% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $37.6M 8.14% | +$5.9M Bought | — 466.1K shares | 392.8K → 466.1K +$5.9M | +18.66% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $18.8M 4.07% | -$147.2K Sold | — 61.0K shares | 61.5K → 61.0K −$147.2K | -0.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $17.2M 3.72% | +$2.3M Bought | — 401.3K shares | 347.2K → 401.3K +$2.3M | +15.57% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.2M 3.71% | +$5.9M Bought | — 688.5K shares | 453.5K → 688.5K +$5.9M | +51.83% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $16.0M 3.45% | +$11.9M Bought | 0.0% 85.5K shares | 22.0K → 85.5K +$11.9M | +289.23% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $9.8M 2.13% | +$9.8M New | — 176.2K shares | 0 → 176.2K +$9.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $9.6M 2.08% | +$69.1K Bought | — 80.4K shares | 79.8K → 80.4K +$69.1K | +0.72% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.2M 1.98% | +$769.4K Bought | — 48.3K shares | 44.2K → 48.3K +$769.4K | +9.18% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.3M 1.79% | +$1.5M Bought | — 358.8K shares | 294.6K → 358.8K +$1.5M | +21.77% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.1M 1.76% | +$964.5K Bought | — 12.1K shares | 10.7K → 12.1K +$964.5K | +13.48% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $8.0M 1.72% | +$62.5K Bought | — 507.5K shares | 503.6K → 507.5K +$62.5K | +0.79% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.9M 1.72% | +$5.7M Bought | — 11.9K shares | 3.3K → 11.9K +$5.7M | +257.49% | — — | Q2 2025 Held for 5 months | |
Oil & Gas Midstream Energy | $7.9M 1.71% | +$7.9M New | 0.015% 157.9K shares | 0 → 157.9K +$7.9M | New | $50.9B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $7.6M 1.65% | +$1.2M Bought | — 127.3K shares | 107.6K → 127.3K +$1.2M | +18.33% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.6M 1.63% | +$1.4M Bought | — 114.6K shares | 93.9K → 114.6K +$1.4M | +21.96% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $7.2M 1.56% | +$3.4M Bought | 0.0% 28.2K shares | 14.9K → 28.2K +$3.4M | +89.13% | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $6.8M 1.47% | +$270.6K Bought | — 292.7K shares | 281.1K → 292.7K +$270.6K | +4.14% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $6.8M 1.46% | +$21.7K Bought | — 228.4K shares | 227.7K → 228.4K +$21.7K | +0.32% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $6.4M 1.39% | +$3.9M Bought | — 88.3K shares | 34.9K → 88.3K +$3.9M | +153.05% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.1M 1.33% | +$6.1M New | — 12.8K shares | 0 → 12.8K +$6.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.0M 1.3% | -$399.7K Sold | — 59.9K shares | 63.9K → 59.9K −$399.7K | -6.24% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.9M 1.28% | +$970.7K Bought | — 58.8K shares | 49.1K → 58.8K +$970.7K | +19.72% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $5.4M 1.17% | +$5.4M New | 0.001% 10.8K shares | 0 → 10.8K +$5.4M | New | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $5.3M 1.15% | +$3.0M Bought | 0.0% 10.3K shares | 4.4K → 10.3K +$3.0M | +130.53% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $5.1M 1.11% | +$38.6K Bought | — 194.6K shares | 193.1K → 194.6K +$38.6K | +0.76% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.9M 1.07% | +$759.1K Bought | — 84.1K shares | 71.2K → 84.1K +$759.1K | +18.16% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.9M 1.06% | -$331.5K Sold | — 190.3K shares | 203.1K → 190.3K −$331.5K | -6.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.8M 1.04% | +$6.8K Bought | — 73.8K shares | 73.7K → 73.8K +$6.8K | +0.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.8M 1.03% | +$3.0M Bought | — 57.7K shares | 21.2K → 57.7K +$3.0M | +172.47% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.8M 1.03% | +$1.8M Bought | — 32.6K shares | 20.0K → 32.6K +$1.8M | +63.15% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.4M 0.955% | +$4.4M New | — 119.2K shares | 0 → 119.2K +$4.4M | New | — — | Q3 2025 Held for 2 months | |
Trucking Industrials | $4.4M 0.944% | +$222.2K Bought | 0.118% 206.0K shares | 195.5K → 206.0K +$222.2K | +5.37% | $3.7B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $4.1M 0.897% | +$136.8K Bought | — 40.1K shares | 38.8K → 40.1K +$136.8K | +3.41% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.9M 0.838% | -$248.8K Sold | — 11.8K shares | 12.6K → 11.8K −$248.8K | -6.04% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.5M 0.765% | +$54.4K Bought | — 13.9K shares | 13.7K → 13.9K +$54.4K | +1.56% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.4M 0.744% | +$180.1K Bought | — 32.3K shares | 30.6K → 32.3K +$180.1K | +5.53% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.4M 0.743% | +$535.1K Bought | — 63.4K shares | 53.5K → 63.4K +$535.1K | +18.46% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.3M 0.723% | +$16.3K Bought | — 15.8K shares | 15.7K → 15.8K +$16.3K | +0.49% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.3M 0.719% | -$4.2K Sold | — 23.7K shares | 23.8K → 23.7K −$4.2K | -0.13% | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $3.3M 0.718% | +$3.3M New | 0.0% 10.5K shares | 0 → 10.5K +$3.3M | New | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.3M 0.706% | +$464.1K Bought | — 35.7K shares | 30.6K → 35.7K +$464.1K | +16.58% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.2M 0.684% | -$12.2K Sold | — 84.9K shares | 85.2K → 84.9K −$12.2K | -0.38% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.0M 0.658% | -$342.3K Sold | — 30.2K shares | 33.6K → 30.2K −$342.3K | -10.12% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.0M 0.651% | -$211.9K Sold | — 16.1K shares | 17.3K → 16.1K −$211.9K | -6.58% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 0.634% | +$504.2K Bought | — 126.7K shares | 104.8K → 126.7K +$504.2K | +20.8% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.9M 0.623% | -$306.2K Sold | — 34.7K shares | 38.4K → 34.7K −$306.2K | -9.61% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.8M 0.604% | +$41.3K Bought | — 55.0K shares | 54.2K → 55.0K +$41.3K | +1.5% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 0.578% | +$177.7K Bought | — 14.1K shares | 13.2K → 14.1K +$177.7K | +7.13% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $2.6M 0.569% | +$2.6M New | 0.0% 12.0K shares | 0 → 12.0K +$2.6M | New | $2.34T Mega Cap | Q3 2025 Held for 2 months |
