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Bluesphere Advisors LLC

Q1 2025 · 13F-HR

Bluesphere Advisors LLCholdings as filed

Filed 2025-04-23 · accession 0001951757-25-000423

$174.8M
Reported value
88
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$47.9M27.4%85,325CommonNONE
464287614IWFISHARES TR$30.0M17.2%83,102CommonNONE
464289438IWYISHARES TR$10.1M5.77%47,820CommonNONE
464287572IOOISHARES TR$7.5M4.31%78,214CommonNONE
594918104MSFTMICROSOFT CORP$5.7M3.25%15,110CommonNONE
464288760ITAISHARES TR$5.0M2.88%32,901CommonNONE
02079K305GOOGLALPHABET INC$4.8M2.77%31,248CommonNONE
922908363VOOVANGUARD INDEX FDS$3.4M1.95%6,623CommonNONE
092528603BINCBLACKROCK ETF TRUST II$3.2M1.82%60,777CommonNONE
92204A504VHTVANGUARD WORLD FD$3.0M1.71%11,312CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.5M1.41%15,509CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M1.36%4,457CommonNONE
78463V107GLDSPDR GOLD TR$2.3M1.34%8,151CommonNONE
67066G104NVDANVIDIA CORPORATION$2.3M1.29%20,817CommonNONE
037833100AAPLAPPLE INC$1.9M1.10%8,658CommonNONE
46429B655FLOTISHARES TR$1.7M0.99%33,745CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.7M0.96%9,135CommonNONE
92189F676SMHVANECK ETF TRUST$1.5M0.87%7,205CommonNONE
64110L106NFLXNETFLIX INC$1.5M0.84%1,575CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.5M0.84%8,556CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.75%6,734CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.72%6,581CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.71%2,270CommonNONE
78464A854SPYMSPDR SER TR$1.2M0.68%18,092CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.2M0.67%8,110CommonNONE
92204A876VPUVANGUARD WORLD FD$1.2M0.67%6,809CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.66%1,991CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.59%4,219CommonNONE
72201R585PYLDPIMCO ETF TR$1.0M0.58%38,432CommonNONE
55261F104MTBM & T BK CORP$993,3140.57%5,557CommonNONE
532457108LLYELI LILLY & CO$991,8580.57%1,201CommonNONE
464288448IDVISHARES TR$905,2870.52%29,184CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$779,0150.45%4,497CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$762,0410.44%5,763CommonNONE
872540109TJXTJX COS INC NEW$705,1000.40%5,789CommonNONE
922908553VNQVANGUARD INDEX FDS$702,5030.40%7,759CommonNONE
922908652VXFVANGUARD INDEX FDS$700,8060.40%4,068CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$700,5180.40%7,549CommonNONE
437076102HDHOME DEPOT INC$680,2050.39%1,856CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$635,5170.36%1,900CommonNONE
174610105CFGCITIZENS FINL GROUP INC$620,5320.36%15,146CommonNONE
26884L109EQTEQT CORP$553,0010.32%10,350CommonNONE
92204A405VFHVANGUARD WORLD FD$503,0530.29%4,211CommonNONE
742718109PGPROCTER AND GAMBLE CO$494,2640.28%2,900CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$484,1030.28%9,719CommonNONE
46434V621DGROISHARES TR$468,9790.27%7,591CommonNONE
46090E103QQQINVESCO QQQ TR$460,9480.26%983CommonNONE
931142103WMTWALMART INC$453,5330.26%5,166CommonNONE
78463X202FEZSPDR INDEX SHS FDS$444,7010.25%8,173CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$436,6750.25%1,040CommonNONE
609207105MDLZMONDELEZ INTL INC$435,7960.25%6,423CommonNONE
78464A508SPYVSPDR SER TR$432,1030.25%8,461CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$408,0320.23%820CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$394,9180.23%418CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$389,4960.22%890CommonNONE
97717X669DGRWWISDOMTREE TR$367,3560.21%4,600CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$362,5290.21%2,930CommonNONE
02079K107GOOGALPHABET INC$355,8920.20%2,278CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$350,7260.20%6,900CommonNONE
92204A603VISVANGUARD WORLD FD$338,8140.19%1,369CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$328,8900.19%4,514CommonNONE
747525103QCOMQUALCOMM INC$318,3590.18%2,073CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$307,4670.18%559CommonNONE
92204A207VDCVANGUARD WORLD FD$307,1440.18%1,404CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$303,8460.17%6,246CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$294,5990.17%1,461CommonNONE
172967424CCITIGROUP INC$292,8490.17%4,125CommonNONE
464287655IWMISHARES TR$286,1020.16%1,434CommonNONE
427866108HSYHERSHEY CO$285,6170.16%1,670CommonNONE
00724F101ADBEADOBE INC$282,6620.16%737CommonNONE
30231G102XOMEXXON MOBIL CORP$269,9990.15%2,270CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$269,5970.15%6,796CommonNONE
11135F101AVGOBROADCOM INC$267,5530.15%1,598CommonNONE
02209S103MOALTRIA GROUP INC$260,7520.15%4,344CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$257,4870.15%6,200CommonNONE
68389X105ORCLORACLE CORP$256,5510.15%1,835CommonNONE
46428Q109SLVISHARES SILVER TR$249,6550.14%8,056CommonNONE
464287309IVWISHARES TR$241,8100.14%2,605CommonNONE
852234103XYZBLOCK INC$225,2520.13%4,146CommonNONE
855244109SBUXSTARBUCKS CORP$219,7650.13%2,240CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$211,3210.12%5,926CommonNONE
803054204SAPSAP SE$206,9670.12%771CommonNONE
464287598IWDISHARES TR$206,0500.12%1,095CommonNONE
02072L433ROEEA SERIES TRUST$202,8410.12%6,930CommonNONE
92537N108VRTVERTIV HOLDINGS CO$202,8100.12%2,809CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$200,1490.11%7,958CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$171,7000.10%10,000CommonNONE
48716P108KRNYKEARNY FINL CORP MD$86,4130.05%13,804CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.