A&I Financial Services, LLC Reduced Holdings in Q4 2025

A&I Financial Services, LLC

Stock	Shares change	Price Range	Shares Held
ORCL Oracle Corp Technology	-770 - 35.06%	$217.57 - $313.0 $168K - $241K	1.43K $278M
HOPE Hope Bancorp Inc Financial Services	-9.73K - 49.32%	$10.07 - $11.12 $98K - $108K	10K $110M
TSLA Tesla, Inc. Consumer Cyclical	-114 - 7.81%	$401.99 - $468.37 $45.8K - $53.4K	1.35K $605M
COST Costco Wholesale Corp Consumer Defensive	-27 - 7.46%	$910.94 - $954.99 $24.6K - $25.8K	335 $289M
GLD Spdr Gold Trust ETFs	-198 - 22.37%	$354.79 - $403.15 $70.2K - $79.8K	687 $272M
Rocket Lab Corp	-2K - 40.0%	N/A	3K $209M
PECO Phillips Edison & Company, Inc. Real Estate	-1.3K - 11.37%	$33.25 - $34.94 $43.2K - $45.4K	10.1K $360M
AMZN Amazon Com Inc Consumer Cyclical	-285 - 5.06%	$213.04 - $254.0 $60.7K - $72.4K	5.34K $1.23B
VTWO Vanguard Russell 2000 ETF ETFs	-45 - 1.68%	$95.72 - $101.47 $4.31K - $4.57K	2.64K $263M
DIS Walt Disney CO Communication Services	-15 - 0.61%	$105.69 - $116.65 $1.59K - $1.75K	2.46K $280M
IVV Ishares Core S&P 500 ETF ETFs	-26 - 1.34%	$656.2 - $690.71 $17.1K - $18K	1.91K $1.31B
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	-6.32K - 1.92%	$27.18 - $28.91 $172K - $183K	322K $9.05B
Virtus ETF Tr Ii	-1.88K - 0.5%	N/A	373K $8.95B
AAPL Apple Inc. Technology	-167 - 1.06%	$245.27 - $275.25 $41K - $46K	15.5K $4.22B
2023 ETF Series Trust	-2.38K - 0.51%	N/A	463K $16.9B
Harris Oakmark ETF Trust	-710 - 0.12%	N/A	600K $17B

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