Ted Buchan & Co Top Holdings and 13F Report (2025) About Ted Buchan & CoInvestment ActivityTed Buchan & Co has $211.80 million in total holdings as of December 31, 2024.Ted Buchan & Co owns shares of 83 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.11% of the portfolio was purchased this quarter.About 2.42% of the portfolio was sold this quarter.This quarter, Ted Buchan & Co has purchased 85 new stocks and bought additional shares in 38 stocks.Ted Buchan & Co sold shares of 22 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $18,777,308Invesco FTSE RAFI US 1000 ETF $13,707,666iShares 1-3 Year Treasury Bond ETF $11,235,191iShares Core S&P 500 ETF $11,075,864iShares TIPS Bond ETF $10,324,463 Largest New Holdings this Quarter Shopify $1,310,624 HoldingUnited Parcel Service $971,853 HoldingPfizer $700,259 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 193,331 shares (about $5.28M)Shopify 12,326 shares (about $1.31M)Petróleo Brasileiro S.A. - Petrobras 81,867 shares (about $1.05M)United Parcel Service 7,707 shares (about $971.85K)UnitedHealth Group 1,393 shares (about $704.66K) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 5,733 shares (about $469.99K)VanEck Oil Services ETF 1,725 shares (about $467.87K)SPDR S&P Biotech ETF 4,977 shares (about $448.19K)ProShares S&P 500 Aristocrats ETF 4,125 shares (about $410.64K)Invesco FTSE RAFI US 1000 ETF 8,177 shares (about $329.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTed Buchan & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$18,777,308$507,078 ▲2.8%193,7808.9%FinancePRFInvesco FTSE RAFI US 1000 ETF$13,707,666$329,708 ▼-2.3%339,9606.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$11,235,191$469,995 ▼-4.0%137,0475.3%ManufacturingIVViShares Core S&P 500 ETF$11,075,864$75,354 ▲0.7%18,8145.2%ETFTIPiShares TIPS Bond ETF$10,324,463$111,985 ▲1.1%96,8974.9%ETFCOWZPacer US Cash Cows 100 ETF$10,205,975$54,729 ▲0.5%180,7004.8%ETFNOBLProShares S&P 500 Aristocrats ETF$8,059,587$410,645 ▼-4.8%80,9603.8%ETFVNQVanguard Real Estate ETF$7,895,830$38,305 ▼-0.5%88,6373.7%ETFSCHDSchwab US Dividend Equity ETF$7,862,225$5,281,817 ▲204.7%287,7823.7%ETFXBISPDR S&P Biotech ETF$7,675,221$448,189 ▼-5.5%85,2313.6%ETFKMLMKFA Mount Lucas Managed Futures Index Strategy ETF$6,597,454$230,607 ▲3.6%234,7373.1%ETFXLEEnergy Select Sector SPDR Fund$6,590,390$257 ▼0.0%77,0263.1%ETFNVDANVIDIA$5,889,943$67,415 ▼-1.1%43,8592.8%Computer and TechnologyVUGVanguard Growth ETF$5,124,494$48,023 ▲0.9%12,4852.4%ETFXMESPDR S&P Metals & Mining ETF$4,596,683$88,588 ▲2.0%80,9982.2%ETFAMZNAmazon.com$3,940,477$584,238 ▲17.4%17,9611.9%Retail/WholesaleRUNNRunning Oak Efficient Growth ETF$3,916,135$97,500 ▲2.6%119,5731.8%ETFGOOGAlphabet$3,012,426$44,945 ▲1.5%15,8181.4%Computer and TechnologyASMLASML$2,944,970$590,519 ▲25.1%4,2491.4%Computer and TechnologyUNHUnitedHealth Group$2,868,732$704,663 ▲32.6%5,6711.4%MedicalMSFTMicrosoft$2,846,282$329,228 ▲13.1%6,7521.3%Computer and TechnologyAVGOBroadcom$2,834,940$193,818 ▲7.3%12,2281.3%Computer and TechnologyINTUIntuit$2,800,5960.0%4,4561.3%Computer and TechnologyPBRPetróleo Brasileiro S.A. - Petrobras$2,782,899$1,052,813 ▲60.9%216,3991.3%EnergyPGRProgressive$2,629,959$304,784 ▲13.1%10,9761.2%FinanceCOSTCostco Wholesale$2,607,055$22,893 ▼-0.9%2,8471.2%Retail/WholesaleENBEnbridge$2,247,013$176,623 ▲8.5%52,9621.1%EnergyLLYEli Lilly and Company$1,890,628$241,636 ▲14.7%2,4490.9%MedicalTCHPT. Rowe Price Blue Chip Growth ETF$1,566,996$142,715 ▼-8.3%37,2110.7%ETFVTVVanguard Value ETF$1,523,531$252,426 ▼-14.2%8,9990.7%ETFPNCThe PNC Financial Services Group$1,450,425$38,763 ▲2.7%7,5210.7%FinanceNFLXNetflix$1,383,329$20,500 ▼-1.5%1,5520.7%Consumer DiscretionaryBMYBristol-Myers Squibb$1,340,302$81,446 ▲6.5%23,6970.6%MedicalCRMSalesforce$1,335,983$51,153 ▲4.0%3,9960.6%Computer and TechnologySHOPShopify$1,310,624$1,310,624 ▲New Holding12,3260.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,297,767$431 ▲0.0%18,0470.6%ETFBKNGBooking$1,222,231$203,705 ▲20.0%2460.6%Retail/WholesaleVVVanguard Large-Cap ETF$1,217,407$270 ▲0.0%4,5130.6%ETFLNCLincoln National$1,170,892$16,901 ▼-1.4%36,9250.6%FinanceTFCTruist Financial$1,134,817$227,672 ▲25.1%25,9290.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,129,082$45,621 ▲4.2%5,7170.5%Computer and TechnologyAAPLApple$1,080,450$45,833 ▼-4.1%4,3140.5%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,034,244$6,960 ▼-0.7%12,7790.5%ManufacturingMELIMercadoLibre$1,032,167$98,626 ▲10.6%6070.5%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$995,671$121,261 ▼-10.9%5,6820.5%ETFCATCaterpillar$983,442$66,748 ▲7.3%2,7110.5%IndustrialsUPSUnited Parcel Service$971,853$971,853 ▲New Holding7,7070.5%TransportationSPYSPDR S&P 500 ETF Trust$906,579$41,635 ▲4.8%1,5460.4%FinanceMOAltria Group$746,565$108,505 ▲17.0%14,2770.4%Consumer StaplesBTIBritish American Tobacco$736,315$64,250 ▲9.6%20,2730.3%Consumer StaplesSBUXStarbucks$725,073$33,306 ▲4.8%7,9460.3%Retail/WholesalePFEPfizer$700,259$700,259 ▲New Holding26,3950.3%MedicalQQQInvesco QQQ$691,694$6,135 ▲0.9%1,3530.3%FinanceTSLATesla$674,009$4,038 ▲0.6%1,6690.3%Auto/Tires/TrucksCNQCanadian Natural Resources$619,129$13,181 ▼-2.1%20,0560.3%EnergyADBEAdobe$596,761$5,781 ▲1.0%1,3420.3%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$567,2830.0%5,6390.3%ETFUBERUber Technologies$555,849$204,666 ▼-26.9%9,2150.3%Computer and TechnologySHViShares Short Treasury Bond ETF$491,4210.0%4,4630.2%ETFPHParker-Hannifin$457,3180.0%7510.2%IndustrialsORCLOracle$455,7600.0%2,7350.2%Computer and TechnologyOIHVanEck Oil Services ETF$411,456$467,872 ▼-53.2%1,5170.2%ETFACNAccenture$376,4150.0%1,0700.2%Computer and TechnologyVDEVanguard Energy ETF$370,851$45,492 ▼-10.9%3,0570.2%ETFXBILUS Treasury 6 Month Bill ETF$369,759$3,502 ▲1.0%7,3900.2%ETFIBBiShares Biotechnology ETF$349,795$7,935 ▼-2.2%2,6450.2%FinanceMAMastercard$346,483$2,106 ▼-0.6%6580.2%Business ServicesCARRCarrier Global$346,0780.0%5,0700.2%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$335,4280.0%10,0820.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$333,771$268,444 ▲410.9%11,9760.2%ETFXLREReal Estate Select Sector SPDR Fund$310,3930.0%7,6320.1%ETFSHWSherwin-Williams$304,2370.0%8950.1%Basic MaterialsDHID.R. Horton$301,784$5,594 ▼-1.8%2,1580.1%ConstructionSPGIS&P Global$300,8100.0%6040.1%Business ServicesROPRoper Technologies$299,9530.0%5770.1%Computer and TechnologyADPAutomatic Data Processing$289,8030.0%9900.1%Business ServicesLOWLowe's Companies$286,2880.0%1,1600.1%Retail/WholesaleABBVAbbVie$282,0100.0%1,5870.1%MedicalPICKiShares MSCI Global Metals & Mining Producers ETF$270,4730.0%7,7300.1%ETFTJXTJX Companies$242,2600.0%2,0050.1%Retail/WholesaleVOVanguard Mid-Cap ETF$227,9440.0%8630.1%ETFNSCNorfolk Southern$202,3110.0%8620.1%TransportationZTSZoetis$200,4040.0%1,2300.1%MedicalRIORio Tinto Group$0$1,080,806 ▼-100.0%00.0%Basic MaterialsNKENIKE$0$268,294 ▼-100.0%00.0%Consumer DiscretionaryQCOMQUALCOMM$0$224,866 ▼-100.0%00.0%Computer and TechnologyCNICanadian National Railway$0$213,213 ▼-100.0%00.0%TransportationHDHome Depot$0$207,460 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. 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