Voisard Asset Management Group, Inc. Purchases in Q4 2025

Voisard Asset Management Group, Inc.

  • $463 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Profesionally Managed Portfo
69.7K
New
N/A
69.7K $4.57B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
34K
+ 4.49%
$78.97 - $83.03 $2.69M - $2.82M
791K $65.3B
AVLV
American Centy ETF Tr Avantis
19K
+ 3.16%
$70.14 - $73.74 $1.33M - $1.4M
621K $47.1B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
98.6K
+ 7.03%
$28.79 - $29.13 $2.84M - $2.87M
1.5M $43.3B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
49.1K
+ 6.12%
$50.59 - $50.93 $2.48M - $2.5M
850K $43.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
54.7K
+ 4.49%
$23.02 - $24.23 $1.26M - $1.32M
1.27M $30.6B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7.08K
+ 3.65%
$161.21 - $171.97 $1.14M - $1.22M
201K $33.7B
JCPB
J P Morgan Exchange Traded Fd

ETFs
35.2K
+ 5.69%
$47.34 - $48.01 $1.67M - $1.69M
654K $31B
MBB
Ishares Tr

ETFs
9.53K
+ 6.59%
$94.9 - $96.23 $904K - $917K
154K $14.7B
VGSH
Vanguard

ETFs
13.3K
+ 5.28%
$58.64 - $58.96 $780K - $784K
265K $15.6B
Vanguard Mun Bd Fds
9.78K
New
N/A
9.78K $739M
GOOGL
Alphabet Inc.

Communication Services
1.14K
+ 23.19%
$236.57 - $291.31 $269K - $332K
6.05K $1.89B
AVUV
American Centy ETF Tr Avantis

ETFs
4.24K
+ 4.02%
$95.19 - $100.66 $403K - $426K
109K $11.2B
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.9K
+ 4.89%
$30.11 - $31.43 $358K - $374K
255K $8.08B
MU
Micron Technology Inc

Technology
83
+ 1.81%
$181.6 - $253.3 $15.1K - $21K
4.66K $1.33B
SPYI
Shp ETF Tr Neos S&P 500 High I
10K
New
N/A
10K $525M
Ea Series Trust
4.37K
+ 69.87%
N/A
10.6K $1.22B
GOOG
Alphabet Inc.

Communication Services
620
+ 15.38%
$237.49 - $291.74 $147K - $181K
4.65K $1.46B
AVDV
American Centy ETF Tr Avantis

ETFs
90
+ 0.1%
$87.37 - $90.92 $7.86K - $8.18K
90K $8.45B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.03K
New
$50.85 - $51.0 $408K - $409K
8.03K $409M
AAPL
Apple Inc.

Technology
831
+ 8.55%
$245.27 - $275.25 $204K - $229K
10.6K $2.87B
XVV
Ishares Tr Esg Screened S&P 50

ETFs
7.21K
New
$50.43 - $53.13 $364K - $383K
7.21K $380M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.4K
+ 90.08%
$19.54 - $19.6 $262K - $263K
28.3K $553M
NVDA
Nvidia Corp

Technology
1.36K
+ 21.38%
$179.83 - $207.04 $244K - $281K
7.71K $1.44B
AVUS
American Centy ETF Tr Avantis

ETFs
1.4K
+ 5.11%
$105.96 - $111.17 $148K - $155K
28.7K $3.21B
HYMU
Blackrock ETF Tr Ii High Yield
10.5K
New
N/A
10.5K $232M
WTFC
Wintrust Financial Corp

Financial Services
1.59K
New
$120.24 - $132.64 $191K - $211K
1.59K $223M
LLY
Eli Lilly & CO

Healthcare
62
+ 12.78%
$799.57 - $1025.28 $49.6K - $63.6K
547 $588M
BSJR
Invesco Indx Tr

ETFs
9.13K
New
$22.6 - $22.76 $206K - $208K
9.13K $207M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.4K
New
$19.7 - $19.78 $206K - $206K
10.4K $206M
AMZN
Amazon Com Inc

Consumer Cyclical
536
+ 14.33%
$213.04 - $254.0 $114K - $136K
4.28K $987M
Dimensional ETF Trust
2.05K
+ 5.3%
N/A
40.7K $1.39B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.94K
+ 29.09%
$23.58 - $23.73 $116K - $117K
21.9K $519M
IXUS
Ishares Tr

ETFs
880
+ 4.31%
$81.21 - $85.27 $71.5K - $75K
21.3K $1.8B
META
Meta Platforms, Inc.

Communication Services
271
+ 27.43%
$609.01 - $751.67 $165K - $204K
1.26K $831M
JNJ
Johnson & Johnson

Healthcare
357
+ 25.02%
$185.98 - $199.58 $66.4K - $71.3K
1.78K $369M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.64K
+ 24.62%
$30.55 - $32.35 $80.7K - $85.4K
13.4K $439M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
4.25K
+ 20.3%
$23.36 - $23.46 $99.2K - $99.6K
25.2K $587M
DFAX
Dimensional ETF Tr
1.63K
+ 5.13%
$30.71 - $32.34 $50.1K - $52.7K
33.4K $1.09B
Uniti Group LLC
13.5K
New
N/A
13.5K $94.6M
Lam Research Corp
72
+ 3.43%
N/A
2.17K $372M
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 0.12%
$142.79 - $150.05 $4.71K - $4.95K
26.8K $3.99B
JPM
Jpmorgan Chase & CO

Financial Services
149
+ 3.04%
$294.11 - $320.41 $43.8K - $47.7K
5.05K $1.63B
BAC
Bank Of America Corp

Financial Services
591
+ 9.03%
$48.65 - $54.11 $28.8K - $32K
7.14K $393M
OMEX
Odyssey Marine Exploration Inc

Industrials
27.7K
+ 65.48%
$1.79 - $4.16 $49.6K - $115K
70K $137M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
730
+ 3.75%
$79.55 - $80.13 $58.1K - $58.5K
20.2K $1.61B
XOM
Exxon Mobil Corp

Energy
43
+ 0.68%
$110.64 - $119.78 $4.76K - $5.15K
6.38K $768M
GE
General Electric CO

Industrials
9
+ 0.14%
$291.49 - $314.28 $2.62K - $2.83K
6.27K $1.93B
VGIT
Vanguard Intermediate Term Tre

ETFs
673
+ 7.48%
$59.84 - $60.54 $40.3K - $40.7K
9.67K $579M
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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