MOLLER FINANCIAL SERVICES Portfolio Holdings
Q3 2025•70 long positions•$479.5M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding73 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $48.3M 10.08% | -$598.0K Sold | — 1.1M shares | 1.1M → 1.1M −$598.0K | -1.22% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $38.5M 8.02% | -$1.5M Sold | — 1.2M shares | 1.3M → 1.2M −$1.5M | -3.8% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $35.6M 7.42% | +$1.2M Bought | — 702.6K shares | 678.5K → 702.6K +$1.2M | +3.55% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $33.8M 7.04% | -$654.5K Sold | — 132.8K shares | 135.3K → 132.8K −$654.5K | -1.9% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $26.3M 5.48% | -$819.2K Sold | — 39.2K shares | 40.4K → 39.2K −$819.2K | -3.03% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $24.7M 5.15% | +$1.7M Bought | — 938.7K shares | 873.9K → 938.7K +$1.7M | +7.42% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $24.6M 5.13% | -$1.4M Sold | — 79.9K shares | 84.3K → 79.9K −$1.4M | -5.26% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $20.9M 4.36% | +$661.1K Bought | — 438.0K shares | 424.2K → 438.0K +$661.1K | +3.26% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $20.1M 4.19% | +$294.7K Bought | — 219.6K shares | 216.3K → 219.6K +$294.7K | +1.49% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $18.7M 3.9% | +$1.0M Bought | — 437.5K shares | 413.6K → 437.5K +$1.0M | +5.78% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $18.4M 3.84% | +$343.7K Bought | — 367.7K shares | 360.8K → 367.7K +$343.7K | +1.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.3M 3.61% | -$114.1K Sold | — 403.0K shares | 405.6K → 403.0K −$114.1K | -0.65% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $15.7M 3.27% | +$25.1K Bought | — 261.3K shares | 260.9K → 261.3K +$25.1K | +0.16% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $14.2M 2.95% | -$469.1K Sold | — 261.3K shares | 269.9K → 261.3K −$469.1K | -3.21% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $13.3M 2.76% | -$339.4K Sold | — 366.5K shares | 375.9K → 366.5K −$339.4K | -2.5% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $11.9M 2.47% | +$10.4K Bought | — 135.1K shares | 135.0K → 135.1K +$10.4K | +0.09% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $11.7M 2.45% | +$193.6K Bought | — 147.2K shares | 144.8K → 147.2K +$193.6K | +1.68% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $9.1M 1.89% | -$490.7K Sold | — 37.4K shares | 39.5K → 37.4K −$490.7K | -5.14% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $7.9M 1.65% | +$281.8K Bought | — 74.3K shares | 71.7K → 74.3K +$281.8K | +3.69% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.8M 1.62% | -$322.5K Sold | — 89.1K shares | 92.8K → 89.1K −$322.5K | -3.99% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.8M 1.43% | -$245.5K Sold | — 103.2K shares | 106.9K → 103.2K −$245.5K | -3.47% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $5.5M 1.16% | -$491.6K Sold | — 59.4K shares | 64.7K → 59.4K −$491.6K | -8.14% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $5.5M 1.14% | -$119.3K Sold | — 38.3K shares | 39.1K → 38.3K −$119.3K | -2.14% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $4.8M 0.992% | -$84.3K Sold | — 106.9K shares | 108.8K → 106.9K −$84.3K | -1.74% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $4.4M 0.915% | — | — 67.2K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $3.6M 0.758% | -$250.7K Sold | — 46.1K shares | 49.3K → 46.1K −$250.7K | -6.45% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $3.4M 0.708% | +$1.1M Bought | — 141.7K shares | 96.2K → 141.7K +$1.1M | +47.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.1M 0.436% | -$23.6K Sold | — 36.3K shares | 36.7K → 36.3K −$23.6K | -1.12% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 0.39% | -$140.4K Sold | — 67.0K shares | 72.1K → 67.0K −$140.4K | -6.99% | — — | Q2 2020 Held for 5y 5m | |
Banks - Diversified Financial Services | $1.8M 0.381% | — | 0.0% 5.8K shares | — | — | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.3M 0.274% | -$97.6K Sold | — 13.1K shares | 14.1K → 13.1K −$97.6K | -6.91% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.3M 0.265% | -$32.9K Sold | — 82.2K shares | 84.3K → 82.2K −$32.9K | -2.52% | — — | Q4 2020 Held for 4y 11m | |
Household & Personal Products Consumer Defensive | $1.2M 0.258% | -$12.8K Sold | 0.0% 8.0K shares | 8.1K → 8.0K −$12.8K | -1.02% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $1.1M 0.23% | — | 0.0% 3.7K shares | — | — | $319.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.0M 0.215% | — | — 18.4K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $1.0M 0.211% | -$927.1 Sold | 0.0% 5.5K shares | 5.5K → 5.5K −$927.1 | -0.09% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $966.0K 0.201% | +$2.1K Bought | — 52.0K shares | 51.9K → 52.0K +$2.1K | +0.22% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $962.6K 0.201% | -$17.6K Sold | — 3.3K shares | 3.3K → 3.3K −$17.6K | -1.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $923.6K 0.193% | -$165.4K Sold | — 32.0K shares | 37.7K → 32.0K −$165.4K | -15.19% | — — | Q3 2020 Held for 5y 2m | |
Asset Management Financial Services | $739.5K 0.154% | — | 0.003% 7.2K shares | — | — | $22.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $671.4K 0.14% | -$176.2K Sold | — 4.8K shares | 6.0K → 4.8K −$176.2K | -20.79% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $641.6K 0.134% | +$641.6K New | — 15.6K shares | 0 → 15.6K +$641.6K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $582.0K 0.121% | +$582.0K New | — 6.9K shares | 0 → 6.9K +$582.0K | New | — — | Q3 2025 Held for 2 months | |
Renewable Utilities Utilities | $562.0K 0.117% | — | 0.0% 914.0 shares | — | — | $167.39B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $532.8K 0.111% | — | — 5.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $463.5K 0.097% | -$11.6K Sold | 0.0% 922.0 shares | 945.0 → 922.0 −$11.6K | -2.43% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $455.7K 0.095% | — | — 684.0 shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Industrial - Machinery Industrials | $397.9K 0.083% | +$1.3K Bought | 0.001% 1.5K shares | 1.5K → 1.5K +$1.3K | +0.33% | $76.0B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $377.5K 0.079% | +$53.2K Bought | — 1.5K shares | 1.2K → 1.5K +$53.2K | +16.41% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $368.9K 0.077% | -$5.7K Sold | — 8.5K shares | 8.6K → 8.5K −$5.7K | -1.52% | — — | Q4 2021 Held for 3y 11m |
