The Analysis of Stanich Group LLC's Holdings
Currently, Stanich Group LLC holds 47 types of securities in its portfolio with a total value $132.6M. In the most recent quarter, they have increased their positions in ESGV (+14.7K shares, valued at $1.8M), ESGD (+10.9K shares, valued at $1.0M), SCHH (+14.3K shares, valued at $298.3K); decreased their positions in QUAL (-417 shares, valued at $82.8K), AAPL (-296 shares, valued at $80.5K), VBK (-251 shares, valued at $75.9K); initiated new positions in LLY (+235 shares, valued at $252.6K), IVE (+1.1K shares, valued at $227.3K), N/A (+402 shares, valued at $202.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ESGV VANGUARD WORLD FD508.1K shares2.98%2025-12-312026-01-23
ESGD ISHARES TR211.6K shares5.41%2025-12-312026-01-23 ESGE ISHARES INC136.7K shares4.54%2025-12-312026-01-23 ESML ISHARES TR126.3K shares3.25%2025-12-312026-01-23 QUAL ISHARES TR24.0K shares-1.71%2025-12-312026-01-23 SCHH SCHWAB STRATEGIC TR210.4K shares7.28%2025-12-312026-01-23 DSI ISHARES TR23.2K shares-0.23%2025-12-312026-01-23 AAPL APPLE INC8.7K shares-3.30%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS7.9K shares-1.10%2025-12-312026-01-23 QEFA SPDR INDEX SHS FDS16.1K shares-3.11%2025-12-312026-01-23 IMCG ISHARES TR17.8K shares-4.96%2025-12-312026-01-23 IWF ISHARES TR2.9K shares-3.38%2025-12-312026-01-23 IYW ISHARES TR6.8K shares0.07%2025-12-312026-01-23 VBK VANGUARD INDEX FDS4.4K shares-5.34%2025-12-312026-01-23 MSFT MICROSOFT CORP2.3K shares0.09%2025-12-312026-01-23 SPYD SPDR SERIES TRUST25.1K shares-1.59%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-12-312026-01-23 NVDA NVIDIA CORPORATION4.5K shares0.16%2025-12-312026-01-23 HEZU ISHARES TR18.2K shares-4.28%2025-12-312026-01-23 IWD ISHARES TR3.5K shares0.03%2025-12-312026-01-23 IWM ISHARES TR3.0K shares0.00%2025-12-312026-01-23 MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares0.09%2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS12.8K shares1.42%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR4.0K shares99.30%2025-12-312026-01-23 MU MICRON TECHNOLOGY INC1.9K shares0.00%2025-12-312026-01-23 DGRO ISHARES TR7.2K shares-7.17%2025-12-312026-01-23 AMZN AMAZON COM INC2.1K shares0.14%2025-12-312026-01-23 GLD SPDR GOLD TR1.2K shares0.00%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS7.1K shares0.04%2025-12-312026-01-23 ACWV ISHARES INC3.2K shares-3.65%2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.1K shares5.74%2025-12-312026-01-23 IVV ISHARES TR490 shares0.00%2025-12-312026-01-23 XLY SELECT SECTOR SPDR TR2.5K shares100.00%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F5.3K shares-0.23%2025-12-312026-01-23 EZM WISDOMTREE TR4.1K shares-0.75%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-01-23 LLY ELI LILLY & CO235 sharesnew addition2025-12-312026-01-23 VGT VANGUARD WORLD FD318 shares3.92%2025-12-312026-01-23 IJK ISHARES TR2.4K shares0.00%2025-12-312026-01-23 SUSA ISHARES TR1.7K shares0.24%2025-12-312026-01-23 BROADCOM INC BROADCOM INC674 shares0.15%2025-12-312026-01-23 IVE ISHARES TR1.1K sharesnew addition2025-12-312026-01-23 DYNF BLACKROCK ETF TRUST3.6K shares-9.18%2025-12-312026-01-23 SPSM SPDR SERIES TRUST4.7K shares-0.23%2025-12-312026-01-23 PEP PEPSICO INC1.4K shares-18.80%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available