High Falls Advisors, Inc Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$451.9M

Holdings

142

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
1
IUSBISHARES TR
1,117,344$51.7M11.43%
2
IVVISHARES TR
57,857$35.9M7.95%
3
QUALISHARES TR
161,963$29.6M6.55%
4
EFVISHARES TR
439,058$27.9M6.17%
5
IVWISHARES TR
252,044$27.8M6.14%
6
DYNFBLACKROCK ETF TRUST
478,095$26.0M5.76%
7
IVEISHARES TR
112,996$22.1M4.89%
8
IEMGISHARES INC
298,648$17.9M3.97%
9
TLHISHARES TR
137,498$14.0M3.09%
10
MBBISHARES TR
142,431$13.4M2.96%
11
OEFISHARES TR
41,750$12.7M2.81%
12
EFGISHARES TR
111,126$12.4M2.75%
13
AAPLAPPLE INC
57,976$11.9M2.63%
14
THROBLACKROCK ETF TRUST
328,914$11.7M2.59%
15
IYWISHARES TR
58,931$10.2M2.26%
16
BINCBLACKROCK ETF TRUST II
183,142$9.7M2.14%
17
IAGGISHARES TR
168,275$8.6M1.90%
18
MTUMISHARES TR
31,009$7.5M1.65%
19
VTEBVANGUARD MUN BD FDS
141,315$6.9M1.53%
20
MUBISHARES TR
58,938$6.2M1.36%
21
IAU*ISHARES GOLD TR
83,957$5.2M1.16%
22
BAIBLACKROCK ETF TRUST
141,420$4.1M0.90%
23
MSFTMICROSOFT CORP
7,348$3.7M0.81%
24
SPYSPDR S&P 500 ETF TR
5,836$3.6M0.80%
25
EMBISHARES TR
37,857$3.5M0.78%
26
NVDANVIDIA CORPORATION
18,829$3.0M0.66%
27
ESGUISHARES TR
17,174$2.3M0.51%
28
VVISA INC
6,337$2.3M0.50%
29
JPMJPMORGAN CHASE & CO.
6,940$2.0M0.44%
30
CATCATERPILLAR INC
4,986$1.9M0.43%
31
SDYSPDR SERIES TRUST
14,035$1.9M0.42%
32
STIPISHARES TR
16,690$1.7M0.38%
33
AQLTISHARES TR
63,896$1.5M0.32%
34
AQLTISHARES TR
11,025$1.5M0.32%
35
HIMUBLACKROCK ETF TRUST II
24,915$1.2M0.27%
36
IWFISHARES TR
2,752$1.2M0.26%
37
IBMINTERNATIONAL BUSINESS MACHS
3,944$1.2M0.26%
38
MDYSPDR S&P MIDCAP 400 ETF TR
2,002$1.1M0.25%
39
EMXCISHARES INC
15,733$993K0.22%
40
USMVISHARES TR
10,559$991K0.22%
41
IVLUISHARES TR
29,045$955K0.21%
42
AMZNAMAZON COM INC
4,349$954K0.21%
43
AOAISHARES TR
11,411$951K0.21%
44
HONHONEYWELL INTL INC
4,007$933K0.21%
45
AORISHARES TR
15,102$929K0.21%
46
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,000$905K0.20%
47
QLTAISHARES TR
18,476$883K0.20%
48
XOMEXXON MOBIL CORP
7,789$839K0.19%
49
IEVISHARES TR
13,174$833K0.18%
50
PAYXPAYCHEX INC
5,686$827K0.18%
51
ARMARM HOLDINGS PLC
5,000$808K0.18%
52
AVGOBROADCOM INC
2,900$799K0.18%
53
ORCLORACLE CORP
3,575$781K0.17%
54
LQDISHARES TR
6,814$746K0.17%
55
DEDEERE & CO
1,449$736K0.16%
56
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728K0.16%
57
IUSGISHARES TR
4,744$713K0.16%
58
WMTWALMART INC
7,118$696K0.15%
59
AQLTISHARES TR
7,754$647K0.14%
60
VGTVANGUARD WORLD FD
960$636K0.14%
61
CGUSCAPITAL GROUP CORE EQUITY ET
15,876$586K0.13%
62
PLTRPALANTIR TECHNOLOGIES INC
3,825$521K0.12%
63
IJHISHARES TR
8,127$504K0.11%
64
VUGVANGUARD INDEX FDS
1,098$481K0.11%
65
IWOISHARES TR
1,667$476K0.11%
66
FDRRFIDELITY COVINGTON TRUST
8,768$475K0.11%
67
LLYELI LILLY & CO
608$473K0.10%
68
LAKELAKELAND INDS INC
34,099$464K0.10%
69
IEFISHARES TR
4,736$453K0.10%
70
INTUINTUIT
570$449K0.10%
71
IGEBISHARES TR
9,806$445K0.10%
72
CGGRCAPITAL GROUP GROWTH ETF
10,879$442K0.10%
73
DGROISHARES TR
6,910$441K0.10%
74
ACWXISHARES TR
7,197$438K0.10%
75
IXNISHARES TR
4,576$422K0.09%
76
IGMISHARES TR
3,727$418K0.09%
77
LMTLOCKHEED MARTIN CORP
884$409K0.09%
78
IWDISHARES TR
2,064$400K0.09%
79
IWPISHARES TR
2,832$392K0.09%
80
ITOTISHARES TR
2,908$392K0.09%
81
XLUSELECT SECTOR SPDR TR
4,754$388K0.09%
82
TSLATESLA INC
1,210$384K0.08%
83
XLFSELECT SECTOR SPDR TR
7,307$382K0.08%
84
DMAXISHARES TR
14,581$376K0.08%
85
SPLVINVESCO EXCH TRADED FD TR II
5,065$368K0.08%
86
SPYMSPDR SERIES TRUST
5,063$368K0.08%
87
SUBISHARES TR
3,387$360K0.08%
88
ICVTISHARES TR
3,998$360K0.08%
89
VIGVANGUARD SPECIALIZED FUNDS
1,735$355K0.08%
90
CGDGCAPITAL GROUP DIVIDEND VALUE
9,001$355K0.08%
91
GQ9SPDR GOLD TR
1,160$353K0.08%
92
HYGWISHARES TR
11,539$353K0.08%
93
IJRISHARES TR
3,193$348K0.08%
94
KOCOCA COLA CO
4,901$346K0.08%
95
METAMETA PLATFORMS INC
446$328K0.07%
96
IBHEISHARES TR
14,089$327K0.07%
97
RSPINVESCO EXCHANGE TRADED FD T
1,797$326K0.07%
98
CGBLCAPITAL GROUP CORE BALANCED
9,635$322K0.07%
99
FCPIFIDELITY COVINGTON TRUST
6,750$314K0.07%
100
VVVANGUARD INDEX FDS
1,101$314K0.07%
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