High Falls Advisors, Inc Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$451.9B

Holdings

142

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
1
IUSBISHARES TR
1,117,344$51.7B11.43%
2
IVVISHARES TR
57,857$35.9B7.95%
3
QUALISHARES TR
161,963$29.6B6.55%
4
EFVISHARES TR
439,058$27.9B6.17%
5
IVWISHARES TR
252,044$27.8B6.14%
6
DYNFBLACKROCK ETF TRUST
478,095$26.0B5.76%
7
IVEISHARES TR
112,996$22.1B4.89%
8
IEMGISHARES INC
298,648$17.9B3.97%
9
TLHISHARES TR
137,498$14.0B3.09%
10
MBBISHARES TR
142,431$13.4B2.96%
11
OEFISHARES TR
41,750$12.7B2.81%
12
EFGISHARES TR
111,126$12.4B2.75%
13
AAPLAPPLE INC
57,976$11.9B2.63%
14
THROBLACKROCK ETF TRUST
328,914$11.7B2.59%
15
IYWISHARES TR
58,931$10.2B2.26%
16
BINCBLACKROCK ETF TRUST II
183,142$9.7B2.14%
17
IAGGISHARES TR
168,275$8.6B1.90%
18
MTUMISHARES TR
31,009$7.5B1.65%
19
VTEBVANGUARD MUN BD FDS
141,315$6.9B1.53%
20
MUBISHARES TR
58,938$6.2B1.36%
21
IAU*ISHARES GOLD TR
83,957$5.2B1.16%
22
BAIBLACKROCK ETF TRUST
141,420$4.1B0.90%
23
MSFTMICROSOFT CORP
7,348$3.7B0.81%
24
SPYSPDR S&P 500 ETF TR
5,836$3.6B0.80%
25
EMBISHARES TR
37,857$3.5B0.78%
26
NVDANVIDIA CORPORATION
18,829$3.0B0.66%
27
ESGUISHARES TR
17,174$2.3B0.51%
28
VVISA INC
6,337$2.3B0.50%
29
JPMJPMORGAN CHASE & CO.
6,940$2.0B0.45%
30
CATCATERPILLAR INC
4,986$1.9B0.43%
31
SDYSPDR SERIES TRUST
14,035$1.9B0.42%
32
STIPISHARES TR
16,690$1.7B0.38%
33
AQLTISHARES TR
63,896$1.5B0.32%
34
AQLTISHARES TR
11,025$1.5B0.32%
35
HIMUBLACKROCK ETF TRUST II
24,915$1.2B0.27%
36
IWFISHARES TR
2,752$1.2B0.26%
37
IBMINTERNATIONAL BUSINESS MACHS
3,944$1.2B0.26%
38
MDYSPDR S&P MIDCAP 400 ETF TR
2,002$1.1B0.25%
39
EMXCISHARES INC
15,733$993.4M0.22%
40
USMVISHARES TR
10,559$991.2M0.22%
41
IVLUISHARES TR
29,045$955.3M0.21%
42
AMZNAMAZON COM INC
4,349$954.1M0.21%
43
AOAISHARES TR
11,411$951.7M0.21%
44
HONHONEYWELL INTL INC
4,007$933.1M0.21%
45
AORISHARES TR
15,102$929.8M0.21%
46
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,000$906.0M0.20%
47
QLTAISHARES TR
18,476$883.9M0.20%
48
XOMEXXON MOBIL CORP
7,789$839.7M0.19%
49
IEVISHARES TR
13,174$833.3M0.18%
50
PAYXPAYCHEX INC
5,686$827.1M0.18%
51
ARMARM HOLDINGS PLC
5,000$808.7M0.18%
52
AVGOBROADCOM INC
2,900$799.4M0.18%
53
ORCLORACLE CORP
3,575$781.5M0.17%
54
LQDISHARES TR
6,814$746.8M0.17%
55
DEDEERE & CO
1,449$736.9M0.16%
56
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728.8M0.16%
57
IUSGISHARES TR
4,744$713.5M0.16%
58
WMTWALMART INC
7,118$696.0M0.15%
59
AQLTISHARES TR
7,754$647.3M0.14%
60
VGTVANGUARD WORLD FD
960$636.7M0.14%
61
CGUSCAPITAL GROUP CORE EQUITY ET
15,876$586.3M0.13%
62
PLTRPALANTIR TECHNOLOGIES INC
3,825$521.4M0.12%
63
IJHISHARES TR
8,127$504.0M0.11%
64
VUGVANGUARD INDEX FDS
1,098$481.2M0.11%
65
IWOISHARES TR
1,667$476.6M0.11%
66
FDRRFIDELITY COVINGTON TRUST
8,768$475.5M0.11%
67
LLYELI LILLY & CO
608$473.8M0.10%
68
LAKELAKELAND INDS INC
34,099$464.1M0.10%
69
IEFISHARES TR
4,736$453.6M0.10%
70
INTUINTUIT
570$449.3M0.10%
71
IGEBISHARES TR
9,806$445.6M0.10%
72
CGGRCAPITAL GROUP GROWTH ETF
10,879$442.2M0.10%
73
DGROISHARES TR
6,910$441.8M0.10%
74
ACWXISHARES TR
7,197$438.6M0.10%
75
IXNISHARES TR
4,576$422.5M0.09%
76
IGMISHARES TR
3,727$418.7M0.09%
77
LMTLOCKHEED MARTIN CORP
884$409.3M0.09%
78
IWDISHARES TR
2,064$400.9M0.09%
79
IWPISHARES TR
2,832$392.8M0.09%
80
ITOTISHARES TR
2,908$392.7M0.09%
81
XLUSELECT SECTOR SPDR TR
4,754$388.2M0.09%
82
TSLATESLA INC
1,210$384.4M0.09%
83
XLFSELECT SECTOR SPDR TR
7,307$382.7M0.08%
84
DMAXISHARES TR
14,581$376.2M0.08%
85
SPLVINVESCO EXCH TRADED FD TR II
5,065$368.8M0.08%
86
SPYMSPDR SERIES TRUST
5,063$368.0M0.08%
87
ICVTISHARES TR
3,998$360.2M0.08%
88
SUBISHARES TR
3,387$360.2M0.08%
89
CGDGCAPITAL GROUP DIVIDEND VALUE
9,001$355.5M0.08%
90
VIGVANGUARD SPECIALIZED FUNDS
1,735$355.1M0.08%
91
GQ9SPDR GOLD TR
1,160$353.7M0.08%
92
HYGWISHARES TR
11,539$353.2M0.08%
93
IJRISHARES TR
3,193$348.9M0.08%
94
KOCOCA COLA CO
4,901$346.7M0.08%
95
METAMETA PLATFORMS INC
446$328.9M0.07%
96
IBHEISHARES TR
14,089$327.6M0.07%
97
RSPINVESCO EXCHANGE TRADED FD T
1,797$326.5M0.07%
98
CGBLCAPITAL GROUP CORE BALANCED
9,635$322.2M0.07%
99
FCPIFIDELITY COVINGTON TRUST
6,750$314.9M0.07%
100
VVVANGUARD INDEX FDS
1,101$314.1M0.07%
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