Bluesphere Advisors, LLC Top Holdings and 13F Report (2025) About Bluesphere Advisors, LLCInvestment ActivityBluesphere Advisors, LLC has $174.75 million in total holdings as of March 31, 2025.Bluesphere Advisors, LLC owns shares of 88 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 10.23% of the portfolio was purchased this quarter.About 20.63% of the portfolio was sold this quarter.This quarter, Bluesphere Advisors, LLC has purchased 106 new stocks and bought additional shares in 23 stocks.Bluesphere Advisors, LLC sold shares of 42 stocks and completely divested from 27 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $47,944,184iShares Russell 1000 Growth ETF $30,007,301iShares Russell Top 200 Growth ETF $10,087,151iShares Global 100 ETF $7,531,226Microsoft $5,672,280 Largest New Holdings this Quarter 01609W102 - Alibaba Group $762,041 Holding26884L109 - EQT $553,001 Holding78463X202 - SPDR EURO STOXX 50 ETF $444,701 Holding22160K105 - Costco Wholesale $394,918 Holding92204A207 - Vanguard Consumer Staples ETF $307,144 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 18,488 shares (about $6.68M)iShares Core S&P 500 ETF 7,480 shares (about $4.20M)SPDR Gold Shares 6,649 shares (about $1.92M)Alibaba Group 5,763 shares (about $762.04K)EQT 10,350 shares (about $553.00K) Largest Sales this Quarter VanEck Semiconductor ETF 32,832 shares (about $6.94M)Apple 13,380 shares (about $2.97M)Netflix 3,081 shares (about $2.87M)NVIDIA 20,288 shares (about $2.20M)Microsoft 4,259 shares (about $1.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluesphere Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$47,944,184$4,203,018 ▲9.6%85,32527.4%ETFIWFiShares Russell 1000 Growth ETF$30,007,301$6,675,832 ▲28.6%83,10217.2%ETFIWYiShares Russell Top 200 Growth ETF$10,087,151$148,080 ▼-1.4%47,8205.8%ETFIOOiShares Global 100 ETF$7,531,226$337,785 ▼-4.3%78,2144.3%ETFMSFTMicrosoft$5,672,280$1,598,825 ▼-22.0%15,1103.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$5,037,165$15,310 ▼-0.3%32,9012.9%ETFGOOGLAlphabet$4,832,150$304,484 ▼-5.9%31,2482.8%Computer and TechnologyVOOVanguard S&P 500 ETF$3,403,408$1,583,769 ▼-31.8%6,6231.9%ETFBINCiShares Flexible Income Active ETF$3,183,502$287,095 ▼-8.3%60,7771.8%ETFVHTVanguard Health Care ETF$2,994,629$3,177 ▼-0.1%11,3121.7%ETFPMPhilip Morris International$2,461,734$39,206 ▲1.6%15,5091.4%Consumer StaplesBRK.BBerkshire Hathaway$2,373,709$251,910 ▲11.9%4,4571.4%FinanceGLDSPDR Gold Shares$2,348,629$1,915,843 ▲442.7%8,1511.3%FinanceNVDANVIDIA$2,256,146$2,198,813 ▼-49.4%20,8171.3%Computer and TechnologyAAPLApple$1,923,189$2,972,080 ▼-60.7%8,6581.1%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$1,722,664$13,273 ▲0.8%33,7451.0%ETFVOOVVanguard S&P 500 Value ETF$1,682,515$166,870 ▼-9.0%9,1351.0%ETFSMHVanEck Semiconductor ETF$1,523,641$6,942,981 ▼-82.0%7,2050.9%ManufacturingNFLXNetflix$1,468,735$2,873,125 ▼-66.2%1,5750.8%Consumer DiscretionaryPANWPalo Alto Networks$1,459,996$59,041 ▼-3.9%8,5560.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,306,298$243,258 ▼-15.7%6,7340.7%ETFAMZNAmazon.com$1,252,101$95,701 ▼-7.1%6,5810.7%Retail/WholesaleGSThe Goldman Sachs Group$1,240,078$405,347 ▲48.6%2,2700.7%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,189,714$15,190 ▼-1.3%18,0920.7%ETFPAGPenske Automotive Group$1,167,618$1,152 ▲0.1%8,1100.7%Retail/WholesaleVPUVanguard Utilities ETF$1,163,042$272,100 ▲30.5%6,8090.7%ETFMETAMeta Platforms$1,147,707$137,195 ▲13.6%1,9910.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,034,960$455,539 ▼-30.6%4,2190.6%FinancePYLDPIMCO Multi Sector Bond Active ETF$1,012,688$50,039 ▼-4.7%38,4320.6%ETFMTBM&T Bank$993,3140.0%5,5570.6%FinanceLLYEli Lilly and Company$991,858$23,124 ▲2.4%1,2010.6%MedicalIDViShares International Select Dividend ETF$905,287$118,403 ▲15.0%29,1840.5%ETFRSPInvesco S&P 500 Equal Weight ETF$779,0150.0%4,4970.4%ETFBABAAlibaba Group$762,041$762,041 ▲New Holding5,7630.4%Retail/WholesaleTJXTJX Companies$705,1000.0%5,7890.4%Retail/WholesaleVNQVanguard Real Estate ETF$702,503$229,429 ▼-24.6%7,7590.4%ETFVXFVanguard Extended Market ETF$700,806$566,433 ▼-44.7%4,0680.4%ETFVONGVanguard Russell 1000 Growth ETF$700,5180.0%7,5490.4%ETFHDHome Depot$680,205$54,973 ▼-7.5%1,8560.4%Retail/WholesaleVOOGVanguard S&P 500 Growth ETF$635,517$739,207 ▼-53.8%1,9000.4%ETFCFGCitizens Financial Group$620,5320.0%15,1460.4%FinanceEQTEQT$553,001$553,001 ▲New Holding10,3500.3%EnergyVFHVanguard Financials ETF$503,053$299,132 ▼-37.3%4,2110.3%ETFPGProcter & Gamble$494,264$44,825 ▼-8.3%2,9000.3%Consumer StaplesXLFFinancial Select Sector SPDR Fund$484,103$224,693 ▲86.6%9,7190.3%ETFDGROiShares Core Dividend Growth ETF$468,979$67,465 ▲16.8%7,5910.3%ETFQQQInvesco QQQ$460,948$54,864 ▼-10.6%9830.3%FinanceWMTWalmart$453,533$387,162 ▼-46.1%5,1660.3%Retail/WholesaleFEZSPDR EURO STOXX 50 ETF$444,701$444,701 ▲New Holding8,1730.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$436,675$104,970 ▼-19.4%1,0400.2%FinanceMDLZMondelez International$435,796$3,053 ▲0.7%6,4230.2%Consumer StaplesSPYVSPDR Portfolio S&P 500 Value ETF$432,1030.0%8,4610.2%ETFTMOThermo Fisher Scientific$408,032$113,950 ▼-21.8%8200.2%MedicalCOSTCostco Wholesale$394,918$394,918 ▲New Holding4180.2%Retail/WholesaleMSIMotorola Solutions$389,4960.0%8900.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$367,3560.0%4,6000.2%ManufacturingHIGThe Hartford Financial Services Group$362,529$27,468 ▲8.2%2,9300.2%FinanceGOOGAlphabet$355,892$136,389 ▼-27.7%2,2780.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$350,726$1,728 ▲0.5%6,9000.2%ETFVISVanguard Industrials ETF$338,814$990 ▲0.3%1,3690.2%ETFUBERUber Technologies$328,890$22,368 ▲7.3%4,5140.2%Computer and TechnologyQCOMQUALCOMM$318,359$921 ▲0.3%2,0730.2%Computer and TechnologySPOTSpotify Technology$307,467$20,901 ▲7.3%5590.2%Business ServicesVDCVanguard Consumer Staples ETF$307,144$307,144 ▲New Holding1,4040.2%ETFPEJInvesco Leisure and Entertainment ETF$303,846$103,277 ▼-25.4%6,2460.2%ETFCEGConstellation Energy$294,599$20,567 ▼-6.5%1,4610.2%EnergyCCitigroup$292,849$1,988 ▼-0.7%4,1250.2%FinanceIWMiShares Russell 2000 ETF$286,102$187,143 ▼-39.5%1,4340.2%FinanceHSYHershey$285,617$285,617 ▲New Holding1,6700.2%Consumer StaplesADBEAdobe$282,6620.0%7370.2%Computer and TechnologyXOMExxon Mobil$269,999$239,074 ▼-47.0%2,2700.2%EnergyBMAYInnovator U.S. Equity Buffer ETF - May$269,597$102,944 ▼-27.6%6,7960.2%ETFAVGOBroadcom$267,553$32,984 ▼-11.0%1,5980.2%Computer and TechnologyMOAltria Group$260,752$28,632 ▲12.3%4,3440.1%Consumer StaplesBFEBInnovator U.S. Equity Buffer ETF - February$257,4870.0%6,2000.1%ETFORCLOracle$256,551$551,550 ▼-68.3%1,8350.1%Computer and TechnologySLViShares Silver Trust$249,655$249,655 ▲New Holding8,0560.1%ETFIVWiShares S&P 500 Growth ETF$241,810$7,426 ▼-3.0%2,6050.1%ETFBLOCK INC$225,252$31,620 ▼-12.3%4,1460.1%CL ASBUXStarbucks$219,765$219,765 ▲New Holding2,2400.1%Retail/WholesalePAPRInnovator U.S. Equity Power Buffer ETF - April$211,3210.0%5,9260.1%ETFSAPSAP$206,967$206,967 ▲New Holding7710.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$206,050$753 ▲0.4%1,0950.1%ETFEA SERIES TRUST$202,841$176 ▼-0.1%6,9300.1%ASTORIA US EQUALVRTVertiv$202,810$107,001 ▼-34.5%2,8090.1%Computer and TechnologyINNOVATOR ETFS TRUST$200,1490.0%7,9580.1%EQUITY DEFIN 1YRPFSProvident Financial Services$171,7000.0%10,0000.1%FinanceKRNYKearny Financial$86,4130.0%13,8040.0%FinanceVVisa$0$1,240,457 ▼-100.0%00.0%Business ServicesUNHUnitedHealth Group$0$1,219,242 ▼-100.0%00.0%MedicalWMWaste Management$0$745,816 ▼-100.0%00.0%Business ServicesABBVAbbVie$0$677,447 ▼-100.0%00.0%MedicalDISWalt Disney$0$636,331 ▼-100.0%00.0%Consumer DiscretionaryJMEEJPMorgan Market Expansion Enhanced Equity ETF$0$608,499 ▼-100.0%00.0%ETFLOWLowe's Companies$0$477,558 ▼-100.0%00.0%Retail/WholesaleCRWDCrowdStrike$0$477,313 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$414,840 ▼-100.0%00.0%MedicalHUMHumana$0$395,788 ▼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$373,362 ▼-100.0%00.0%Computer and TechnologyAMTAmerican Tower$0$366,820 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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