A&I Financial Services, LLC Purchases and Sells in Q4 2025

A&I Financial Services, LLC

$211 Billion
Q4 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	85 + 0.05%	$236.79 - $250.33 $20.1K - $21.3K	170K $41.8B
ITOT	2.32K + 4.05%	$142.79 - $150.05 $331K - $348K	59.7K $8.87B
VEA	2.62K + 2.85%	$59.18 - $62.09 $155K - $163K	94.6K $5.91B
CGUS	4.74K + 3.83%	$38.81 - $40.67 $184K - $193K	128K $5.17B
CGGR	4.62K + 3.86%	$43.04 - $45.68 $199K - $211K	124K $5.52B
UVE	1.39K + 6.25%	$25.8 - $34.99 $35.8K - $48.6K	23.6K $799M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EIX	12.5K New	$52.12 - $59.08 $652K - $739K	12.5K $750M
SON	17.2K New	$39.27 - $43.32 $675K - $745K	17.2K $750M
SLGN	18.2K New	$37.99 - $44.74 $692K - $815K	18.2K $735M
TRN	27.7K New	$24.9 - $28.34 $689K - $784K	27.7K $731M
PROFESIONALLY MANAGED PORTFO	4.5K New	N/A	4.5K $295M
SOFI	10K New	$25.24 - $32.21 $252K - $322K	10K $262M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	-770 - 35.06%	$217.57 - $313.0 $168K - $241K	1.43K $278M
HOPE	-9.73K - 49.32%	$10.07 - $11.12 $98K - $108K	10K $110M
TSLA	-114 - 7.81%	$401.99 - $468.37 $45.8K - $53.4K	1.35K $605M
COST	-27 - 7.46%	$910.94 - $954.99 $24.6K - $25.8K	335 $289M
GLD	-198 - 22.37%	$354.79 - $403.15 $70.2K - $79.8K	687 $272M
ROCKET LAB CORP	-2K - 40.0%	N/A	3K $209M

Activity Summary All Purchases 54 New Holdings 11 Increased Positions 43 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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