Payne Capital Management, LLC Reduced Holdings in Q3 2025

Payne Capital Management, LLC

Stock	Shares change	Price Range	Shares Held
XOM Exxon Mobil Corp Energy	-3.25K - 22.53%	$105.83 - $117.22 $344K - $381K	11.2K $1.26B
VTI Vanguard Total Stock Market Et ETFs	-372 - 18.5%	$303.93 - $329.86 $113K - $123K	1.64K $538M
CEG Constellation Energy Corp Utilities	-149 - 18.13%	$298.82 - $354.89 $44.5K - $52.9K	673 $221M
UNP Union Pacific Corp Industrials	-200 - 9.17%	$214.91 - $237.16 $43K - $47.4K	1.98K $468M
V Visa Inc. Financial Services	-22 - 3.49%	$332.09 - $358.86 $7.31K - $7.89K	609 $208M
JNJ Johnson & Johnson Healthcare	-336 - 23.6%	$155.17 - $185.42 $52.1K - $62.3K	1.09K $202M
CVX Chevron Corp Energy	-241 - 11.36%	$145.57 - $161.83 $35.1K - $39K	1.88K $292M
META Meta Platforms, Inc. Communication Services	-9 - 1.08%	$695.21 - $791.73 $6.26K - $7.13K	821 $603M
GS Goldman Sachs Group Inc Financial Services	-44 - 11.06%	$696.56 - $806.32 $30.6K - $35.5K	354 $282M
IEFA Ishares Tr ETFs	-72 - 1.75%	$81.7 - $87.53 $5.88K - $6.3K	4.04K $352M
MCK Mckesson Corp Healthcare	-2 - 0.3%	$659.01 - $772.54 $1.32K - $1.55K	675 $521M
MS Morgan Stanley Financial Services	-250 - 5.94%	$139.09 - $161.16 $34.8K - $40.3K	3.96K $629M
ABBV Abb Vie Inc. Healthcare	-11 - 1.01%	$184.85 - $231.54 $2.03K - $2.55K	1.08K $249M
AVGO Broadcom Inc. Technology	-101 - 6.38%	$264.74 - $369.57 $26.7K - $37.3K	1.48K $489M
ORCL Oracle Corp Technology	-172 - 9.39%	$218.96 - $328.33 $37.7K - $56.5K	1.66K $467M
TSLA Tesla, Inc. Consumer Cyclical	-42 - 2.49%	$293.94 - $444.72 $12.3K - $18.7K	1.65K $733M

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