Raelipskie Partnership Top Holdings and 13F Report (2025) About Raelipskie PartnershipInvestment ActivityRaelipskie Partnership has $201.30 million in total holdings as of December 31, 2024.Raelipskie Partnership owns shares of 121 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.01% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, Raelipskie Partnership has purchased 124 new stocks and bought additional shares in 33 stocks.Raelipskie Partnership sold shares of 36 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $23,401,002Vanguard FTSE Developed Markets ETF $15,512,282Invesco QQQ $15,205,003Invesco S&P 500 Equal Weight ETF $15,004,770Vanguard FTSE Emerging Markets ETF $11,685,177 Largest New Holdings this Quarter Union Pacific $863,131 HoldingVanguard Intermediate-Term Corporate Bond ETF $17,258 HoldingTJX Companies $9,665 HoldingCME Group $5,806 HoldingInvesco MSCI Sustainable Future ETF $404 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 8,417 shares (about $1.47M)Sony Group 46,512 shares (about $984.19K)Union Pacific 3,785 shares (about $863.13K)SPDR S&P 500 ETF Trust 1,056 shares (about $618.90K)iShares MSCI Emerging Markets ex China ETF 8,060 shares (about $446.93K) Largest Sales this Quarter Microsoft 1,548 shares (about $652.48K)Vanguard FTSE Developed Markets ETF 11,930 shares (about $570.49K)Invesco QQQ 1,078 shares (about $551.11K)Apple 1,564 shares (about $391.66K)iShares Core High Dividend ETF 2,080 shares (about $233.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRaelipskie Partnership Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$23,401,002$618,900 ▲2.7%39,92811.6%FinanceVEAVanguard FTSE Developed Markets ETF$15,512,282$570,493 ▼-3.5%324,3897.7%ETFQQQInvesco QQQ$15,205,003$551,106 ▼-3.5%29,7427.6%FinanceRSPInvesco S&P 500 Equal Weight ETF$15,004,770$1,474,911 ▲10.9%85,6297.5%ETFVWOVanguard FTSE Emerging Markets ETF$11,685,177$7,795 ▲0.1%265,3315.8%ETFIWMiShares Russell 2000 ETF$10,056,773$82,860 ▲0.8%45,5145.0%FinanceIBBiShares Biotechnology ETF$8,744,766$219,336 ▼-2.4%66,1434.3%FinanceMSFTMicrosoft$7,714,293$652,482 ▼-7.8%18,3023.8%Computer and TechnologyIVOOVanguard S&P Mid-Cap 400 ETF$7,444,291$393,515 ▲5.6%70,5623.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$7,306,314$446,927 ▲6.5%131,7643.6%ManufacturingAAPLApple$5,849,811$391,657 ▼-6.3%23,3602.9%Computer and TechnologyJPMJPMorgan Chase & Co.$4,642,703$24,930 ▲0.5%19,3682.3%FinanceAMAZON COM INC (USA)$2,960,2290.0%13,4931.5%COMNOVARTIS ADR (CHE)$2,760,977$126,503 ▲4.8%28,3731.4%COMGOOGLAlphabet$2,742,578$72,880 ▼-2.6%14,4881.4%Computer and TechnologyHDHome Depot$2,633,462$82,466 ▼-3.0%6,7701.3%Retail/WholesaleWALMART STORES INC (USA)$2,435,836$18,974 ▼-0.8%26,9601.2%COMEXXON MOBIL CORP (USA)$2,393,970$5,486 ▲0.2%22,2551.2%COMAVGOBroadcom$2,348,539$6,955 ▲0.3%10,1301.2%Computer and TechnologyPEPSI CO (USA)$2,339,595$17,487 ▲0.8%15,3861.2%COMTMToyota Motor$2,188,779$19,461 ▲0.9%11,2471.1%Auto/Tires/TrucksBRK.BBerkshire Hathaway$2,152,627$110,147 ▼-4.9%4,7491.1%FinanceMETAMeta Platforms$1,964,972$5,855 ▲0.3%3,3561.0%Computer and TechnologyVISA INC CLASS-A (USA)$1,946,490$58,151 ▼-2.9%6,1591.0%COMHSBCHSBC$1,945,9050.0%39,3431.0%FinanceJNJJohnson & Johnson$1,905,658$36,300 ▼-1.9%13,1770.9%MedicalCISCO SYSTEMS INC (USA)$1,779,907$2,072 ▲0.1%30,0660.9%COMHDViShares Core High Dividend ETF$1,731,611$233,501 ▼-11.9%15,4250.9%ETFPGProcter & Gamble$1,731,154$92,040 ▼-5.0%10,3260.9%Consumer StaplesMERCK CO INC-NEW (USA)$1,707,574$64,065 ▼-3.6%17,1650.8%COMCRMSalesforce$1,557,6430.0%4,6590.8%Computer and TechnologyBACBank of America$1,500,277$44 ▲0.0%34,1360.7%FinanceNSRGYNestlé$1,407,364$80,883 ▲6.1%17,2260.7%Consumer StaplesPRUPrudential Financial$1,398,298$45,634 ▲3.4%11,7970.7%FinanceMCDONALD'S CORP (USA)$1,381,616$41,454 ▼-2.9%4,7660.7%COMACNAccenture$1,377,961$101,315 ▲7.9%3,9170.7%Computer and TechnologyEADSYAirbus$1,376,3790.0%34,5520.7%AerospaceNVONovo Nordisk A/S$1,343,460$258,060 ▲23.8%15,6180.7%MedicalUNITED HEALTH GROUP INC (USA)$1,234,804$14,164 ▼-1.1%2,4410.6%COMSONYSony Group$1,230,242$984,194 ▲400.0%58,1400.6%Consumer DiscretionaryNEENextEra Energy$1,229,340$5,807 ▲0.5%17,1480.6%UtilitiesAMERICAN TOWER CORP (USA)$972,807$64,194 ▲7.1%5,3040.5%COMGEGeneral Electric$952,538$3,336 ▲0.4%5,7110.5%TransportationLVMH MOET HENNESSY LO-ADR (FRA)$913,654$52,276 ▲6.1%6,9910.5%COMBHPBHP Group$907,115$83,011 ▲10.1%18,5770.5%Basic MaterialsLYBLyondellBasell Industries$884,9270.0%11,9150.4%Basic MaterialsUNPUnion Pacific$863,131$863,131 ▲New Holding3,7850.4%TransportationULUnilever$855,149$46,777 ▲5.8%15,0820.4%Consumer StaplesDEODiageo$695,528$12,713 ▼-1.8%5,4710.3%Consumer StaplesUBERUber Technologies$648,681$3,016 ▲0.5%10,7540.3%Computer and TechnologyRIORio Tinto Group$630,149$29,405 ▲4.9%10,7150.3%Basic MaterialsVEOEYVeolia Environnement$611,920$4,918 ▼-0.8%43,5530.3%UtilitiesBPBP$584,6080.0%19,7770.3%Oils/EnergyDVYEiShares Emerging Markets Dividend ETF$538,039$80,719 ▼-13.0%20,8300.3%ETFPLDPrologis$536,110$4,334 ▲0.8%5,0720.3%FinanceSHViShares Short Treasury Bond ETF$462,4620.0%4,2000.2%ETFTTTrane Technologies$459,1020.0%1,2430.2%ConstructionPFEPfizer$377,522$17,510 ▼-4.4%14,2300.2%MedicalWFCWells Fargo & Company$362,790$9,482 ▼-2.5%5,1650.2%FinanceSPXLDirexion Daily S&P 500 Bull 3X$219,310$134,960 ▲160.0%1,3000.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$185,4580.0%1,6200.1%ETFHONEYWELL INTL INC (USA)$167,836$7,454 ▲4.6%7430.1%COMINTCIntel$149,7740.0%7,4700.1%Computer and TechnologyCVXChevron$128,908$3,621 ▼-2.7%8900.1%Oils/EnergyUSXFiShares ESG Advanced MSCI USA ETF$111,870$22,374 ▲25.0%2,2500.1%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$92,9880.0%1,4390.0%ManufacturingEMXFiShares ESG Advanced MSCI EM ETF$82,3290.0%2,2090.0%ETFMASTERCARD INC$52,657$5,266 ▼-9.1%1000.0%COMTOTAL S.A. SP ADR (FRA)$43,600$10,900 ▼-20.0%8000.0%COMCEGConstellation Energy$37,1360.0%1660.0%Oils/EnergyRTXRTX$35,2950.0%3050.0%AerospaceROKURoku$32,3380.0%4350.0%Consumer DiscretionaryDHRDanaher$28,005$689 ▲2.5%1220.0%MedicalTAT&T$27,5740.0%1,2110.0%Computer and TechnologyAMXAmérica Móvil$25,7580.0%1,8000.0%Computer and TechnologyABBOTT LABS (USA)$23,188$57,235 ▼-71.2%2050.0%COMCARRCarrier Global$21,161$3,413 ▼-13.9%3100.0%Computer and TechnologyBABoeing$20,355$29,205 ▼-58.9%1150.0%AerospaceUPSTUpstart$19,3950.0%3150.0%FinanceNKENIKE$18,5390.0%2450.0%Consumer Discretionary3M COMPANY (USA)$18,0730.0%1400.0%COMVCITVanguard Intermediate-Term Corporate Bond ETF$17,258$17,258 ▲New Holding2150.0%ETFPYPLPayPal$17,2410.0%2020.0%Computer and TechnologyABNBAirbnb$16,4260.0%1250.0%Consumer DiscretionaryBEBloom Energy$15,9910.0%7200.0%Oils/EnergyAPGAPi Group$15,1070.0%4200.0%Business ServicesSANBanco Santander$13,680$5,166 ▼-27.4%3,0000.0%FinanceZTSZoetis$11,4050.0%700.0%MedicalNUNU$10,3600.0%1,0000.0%FinanceTJXTJX Companies$9,665$9,665 ▲New Holding800.0%Retail/WholesaleJMIAJumia Technologies$9,3590.0%2,4500.0%Retail/WholesaleSILVER NCI-RBC TROY OZ$8,6960.0%3000.0%COMOTISOtis Worldwide$8,242$2,315 ▼-21.9%890.0%ConstructionUNITY SOFTWARE INC$7,3030.0%3250.0%COMCMECME Group$5,806$5,806 ▲New Holding250.0%FinanceRDFNRedfin$5,5090.0%7000.0%FinanceRIVNRivian Automotive$5,4530.0%4100.0%Auto/Tires/TrucksPLYAPlaya Hotels & Resorts$5,0600.0%4000.0%Consumer DiscretionaryTDOCTeladoc Health$4,0720.0%4480.0%MedicalCRSPCRISPR Therapeutics$3,9360.0%1000.0%MedicalShowing 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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