Family Wealth Partners, LLC New Holdings in Q3 2025

Family Wealth Partners, LLC

  • $267 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Northern Lts Fd Tr Iv
6.39K
New
N/A
6.39K $1.59B
TPIF
Timothy Plan Intl ETF (De)

ETFs
21K
New
$31.81 - $33.66 $668K - $707K
21K $701M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
14.4K
New
$38.56 - $42.17 $554K - $605K
14.4K $597M
TPHD
Timothy Plan High Divid Stk Et

ETFs
11.9K
New
$38.0 - $39.42 $451K - $468K
11.9K $467M
WMT
Walmart Inc.

Consumer Defensive
4.13K
New
$94.4 - $104.27 $390K - $431K
4.13K $426M
PEP
Pepsico Inc

Consumer Defensive
1.94K
New
$133.81 - $152.16 $260K - $295K
1.94K $273M
ADBE
Adobe Inc.

Technology
742
New
$333.65 - $392.1 $248K - $291K
742 $262M
GOOGL
Alphabet Inc.

Communication Services
1K
New
$174.36 - $254.72 $175K - $256K
1K $244M
TPR
Tapestry, Inc.

Consumer Cyclical
2.14K
New
$86.48 - $116.14 $185K - $248K
2.14K $242M
ISMD
Northern Lts Fd Tr Iv

ETFs
6.15K
New
$35.1 - $39.69 $216K - $244K
6.15K $239M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.87K
New
$118.3 - $142.16 $221K - $265K
1.87K $227M
MRK
Merck & Co., Inc.

Healthcare
2.68K
New
$77.6 - $87.37 $208K - $235K
2.68K $225M
RBLX
Roblox Corp

Communication Services
1.61K
New
$100.65 - $141.56 $162K - $228K
1.61K $224M
VEEV
Veeva Systems Inc

Healthcare
743
New
$269.2 - $297.91 $200K - $221K
743 $221M
PCG
Pg&E Corp

Utilities
14.7K
New
$13.0 - $15.73 $191K - $231K
14.7K $221M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.03K
New
$185.88 - $207.44 $191K - $213K
1.03K $206M
GD
General Dynamics Corp

Industrials
601
New
$293.92 - $341.0 $177K - $205K
601 $205M
NTNX
Nutanix, Inc.

Technology
2.75K
New
$66.06 - $81.12 $182K - $223K
2.75K $205M
ADT
Adt Inc.

Industrials
18.4K
New
$8.27 - $8.85 $152K - $163K
18.4K $160M
Activity Summary
Buys All Purchases 55 New Holdings 20 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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