Trademark Financial Management, LLC Incresed Positions in Q3 2025

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
117K
+ 429.17%
$39.93 - $42.72 $4.66M - $4.99M
144K $6.15B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
31.6K
+ 991.06%
$110.74 - $122.12 $3.5M - $3.86M
34.8K $4.21B
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 0.06%
$620.67 - $670.08 $12.4K - $13.4K
36K $24.1B
JCPB
J P Morgan Exchange Traded Fd

ETFs
30.8K
+ 19.55%
$46.37 - $47.77 $1.43M - $1.47M
189K $8.96B
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 0.18%
$546.99 - $602.2 $16.4K - $18.1K
16.7K $10B
DFIV
Dimensional ETF Tr

ETFs
8.57K
+ 6.53%
$42.66 - $46.53 $365K - $399K
140K $6.44B
IAU
Ishares Gold Trust

ETFs
924
+ 1.71%
$61.62 - $72.77 $56.9K - $67.2K
55K $4B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
6.27K
+ 6.44%
$50.32 - $54.01 $315K - $338K
104K $5.59B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.24K
+ 5.95%
$50.79 - $76.4 $63K - $94.8K
22.1K $1.69B
Morgan Stanley ETF Trust
10.8K
+ 16.93%
N/A
74.5K $3.83B
CLOI
Vaneck ETF Tr

ETFs
8.37K
+ 10.14%
$52.8 - $53.1 $442K - $444K
90.9K $4.82B
BWZ
Spdr Bloomberg Short Term Inte

ETFs
16.1K
+ 66.49%
$27.17 - $28.04 $438K - $452K
40.4K $1.12B
VTI
Vanguard Total Stock Market Et

ETFs
34
+ 0.2%
$303.93 - $329.86 $10.3K - $11.2K
16.7K $5.47B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.73K
+ 2.39%
$40.04 - $45.11 $69.3K - $78K
74K $3.28B
IYF
Ishares Tr

ETFs
2.12K
+ 16.19%
$119.89 - $127.16 $254K - $270K
15.2K $1.93B
Pimco ETF Tr
12.5K
+ 61.18%
N/A
33K $885M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.93K
+ 10.81%
$102.4 - $103.88 $300K - $304K
30K $3.1B
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.58K
+ 67.96%
$41.29 - $44.71 $230K - $249K
13.8K $607M
AVDV
American Centy ETF Tr Avantis

ETFs
1.98K
+ 24.73%
$79.24 - $89.03 $157K - $176K
10K $890M
USTB
Victory Portfolios Ii Victorys

ETFs
4.56K
+ 11.72%
$50.54 - $51.1 $231K - $233K
43.5K $2.22B
IWF
Ishares Russell 1000 Gr ETF

ETFs
31
+ 0.63%
$420.11 - $472.68 $13K - $14.7K
4.94K $2.31B
FGLD
Franklin Templeton Holdings Trust
2.6K
+ 38.28%
N/A
9.41K $486M
Global X Fds
1.96K
+ 45.58%
N/A
6.26K $440M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
3.87K
+ 10.37%
N/A
41.2K $1.05B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.25K
+ 63.49%
$49.78 - $50.75 $162K - $165K
8.36K $423M
AVDE
American Centy ETF Tr Avantis

ETFs
998
+ 8.02%
$73.24 - $79.04 $73.1K - $78.9K
13.4K $1.06B
AVSD
American Centy ETF Tr Avantis

ETFs
274
+ 1.03%
$66.62 - $71.66 $18.3K - $19.6K
26.8K $1.92B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
185
+ 1.3%
$92.97 - $100.18 $17.2K - $18.5K
14.4K $1.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.31%
$617.65 - $666.84 $3.71K - $4K
1.92K $1.28B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
893
+ 4.92%
$53.93 - $57.58 $48.2K - $51.4K
19K $1.08B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.93%
$225.11 - $247.9 $7.88K - $8.68K
3.82K $943M
AVUS
American Centy ETF Tr Avantis

ETFs
6
+ 0.07%
$101.2 - $109.16 $607 - $655
8.78K $955M
Bny Mellon ETF Trust Ii
1.83K
+ 16.55%
N/A
12.9K $358M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
579
+ 13.81%
$98.41 - $98.89 $57K - $57.3K
4.77K $472M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
86
+ 0.31%
$41.5 - $43.83 $3.57K - $3.77K
27.8K $1.22B
VUG
Vanguard Growth ETF

ETFs
30
+ 3.02%
$433.97 - $484.08 $13K - $14.5K
1.02K $490M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
34
+ 0.51%
N/A
6.66K $651M
ITOT
Ishares Core S&P Total U.S. St

ETFs
99
+ 2.81%
$135.0 - $146.02 $13.4K - $14.5K
3.63K $528M
AVSE
American Centy ETF Tr Avantis

ETFs
67
+ 0.89%
$58.4 - $64.07 $3.91K - $4.29K
7.61K $484M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
203
+ 5.6%
$74.93 - $80.73 $15.2K - $16.4K
3.83K $309M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.28%
$108.46 - $120.63 $976 - $1.09K
3.23K $384M
DFSU
Dimensional ETF Tr Dimen Us Su
19
+ 0.33%
N/A
5.72K $243M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
304
+ 1.01%
$19.7 - $20.2 $5.99K - $6.14K
30.4K $610M
CGMS
Capital Grp Core Plus Income E
237
+ 2.82%
N/A
8.66K $240M
Bny Mellon ETF Trust
249
+ 2.53%
N/A
10.1K $393M
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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