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Bluesphere Advisors LLC

Q2 2025 · 13F-HR

Bluesphere Advisors LLCholdings as filed

Filed 2025-07-17 · accession 0001951757-25-000878

$200.5M
Reported value
90
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$55.1M27.5%88,668CommonNONE
464287614IWFISHARES TR$35.7M17.8%84,016CommonNONE
464289438IWYISHARES TR$11.1M5.55%45,188CommonNONE
464287572IOOISHARES TR$8.3M4.16%77,301CommonNONE
594918104MSFTMICROSOFT CORP$7.5M3.74%15,090CommonNONE
464288760ITAISHARES TR$5.2M2.59%27,574CommonNONE
02079K305GOOGLALPHABET INC$4.8M2.40%27,297CommonNONE
922908363VOOVANGUARD INDEX FDS$4.3M2.16%7,616CommonNONE
78463V107GLDSPDR GOLD TR$4.0M2.01%13,209CommonNONE
67066G104NVDANVIDIA CORPORATION$3.7M1.84%23,355CommonNONE
092528603BINCBLACKROCK ETF TRUST II$3.3M1.63%61,959CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.1M1.57%17,270CommonNONE
92204A504VHTVANGUARD WORLD FD$2.3M1.15%9,265CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M1.12%4,628CommonNONE
92189F676SMHVANECK ETF TRUST$2.1M1.05%7,559CommonNONE
64110L106NFLXNETFLIX INC$2.1M1.04%1,557CommonNONE
037833100AAPLAPPLE INC$1.7M0.86%8,363CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.84%7,657CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.6M0.82%8,015CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.6M0.80%8,458CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.77%2,101CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.4M0.70%8,128CommonNONE
84858T772EUADSPINNAKER ETF SERIES$1.3M0.66%30,809CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.65%6,413CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.3M0.63%17,336CommonNONE
92204A876VPUVANGUARD WORLD FD$1.2M0.62%7,063CommonNONE
532457108LLYELI LILLY & CO$1.2M0.60%1,550CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.60%4,153CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.57%1,618CommonNONE
55261F104MTBM & T BK CORP$1.1M0.54%5,557CommonNONE
464288448IDVISHARES TR$1.0M0.51%29,784CommonNONE
72201R585PYLDPIMCO ETF TR$909,2790.45%34,261CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$824,4170.41%7,550CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$817,2850.41%4,497CommonNONE
244199105DEDEERE & CO$718,8310.36%1,414CommonNONE
872540109TJXTJX COS INC NEW$714,8840.36%5,789CommonNONE
922908652VXFVANGUARD INDEX FDS$713,1230.36%3,701CommonNONE
437076102HDHOME DEPOT INC$680,4840.34%1,856CommonNONE
174610105CFGCITIZENS FINL GROUP INC$677,7840.34%15,146CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$641,7730.32%11,257CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$616,9190.31%11,780CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$603,6400.30%1,522CommonNONE
46429B655FLOTISHARES TR$582,9670.29%11,426CommonNONE
922908553VNQVANGUARD INDEX FDS$558,4120.28%6,270CommonNONE
46090E103QQQINVESCO QQQ TR$532,8840.27%966CommonNONE
41151J406WINNHARBOR ETF TRUST$527,8910.26%18,125CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$523,8690.26%1,623CommonNONE
931142103WMTWALMART INC$505,4290.25%5,169CommonNONE
46434V621DGROISHARES TR$498,4620.25%7,796CommonNONE
78463X202FEZSPDR INDEX SHS FDS$491,1900.24%8,224CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$485,1130.24%1,555CommonNONE
742718109PGPROCTER AND GAMBLE CO$467,0370.23%2,931CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$458,2760.23%1,040CommonNONE
26884L109EQTEQT CORP$452,5630.23%7,760CommonNONE
609207105MDLZMONDELEZ INTL INC$445,7160.22%6,609CommonNONE
78464A508SPYVSPDR SERIES TRUST$442,8490.22%8,461CommonNONE
11135F101AVGOBROADCOM INC$440,4890.22%1,598CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$421,1560.21%4,514CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$415,3840.21%420CommonNONE
02209S103MOALTRIA GROUP INC$408,9260.20%6,975CommonNONE
68389X105ORCLORACLE CORP$401,1860.20%1,835CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$399,7840.20%521CommonNONE
97717X669DGRWWISDOMTREE TR$385,2040.19%4,600CommonNONE
92204A207VDCVANGUARD WORLD FD$384,3250.19%1,755CommonNONE
92204A405VFHVANGUARD WORLD FD$374,8480.19%2,945CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$374,0610.19%890CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$371,7290.19%2,930CommonNONE
02079K107GOOGALPHABET INC$368,6160.18%2,078CommonNONE
92537N108VRTVERTIV HOLDINGS CO$360,7040.18%2,809CommonNONE
172967424CCITIGROUP INC$351,2180.18%4,126CommonNONE
92204A603VISVANGUARD WORLD FD$349,3550.17%1,247CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$335,5800.17%2,959CommonNONE
747525103QCOMQUALCOMM INC$330,0700.16%2,073CommonNONE
82889N566HARDSIMPLIFY EXCHANGE TRADED FUN$300,5240.15%10,691CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$286,7910.14%6,796CommonNONE
00724F101ADBEADOBE INC$285,1310.14%737CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$276,8300.14%6,200CommonNONE
46428Q109SLVISHARES SILVER TR$264,3170.13%8,056CommonNONE
464287655IWMISHARES TR$252,5080.13%1,170CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$228,0680.11%3,726CommonNONE
30231G102XOMEXXON MOBIL CORP$225,3050.11%2,090CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$220,9810.11%5,926CommonNONE
92204A702VGTVANGUARD WORLD FD$214,9560.11%324CommonNONE
464287309IVWISHARES TR$212,2730.11%1,928CommonNONE
803054204SAPSAP SE$208,3090.10%685CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$206,8590.10%7,958CommonNONE
855244109SBUXSTARBUCKS CORP$205,2920.10%2,240CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$203,2730.10%329CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$175,3000.09%10,000CommonNONE
48716P108KRNYKEARNY FINL CORP MD$89,1740.04%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.