Farrell Financial LLC Incresed Positions in Q4 2025

Farrell Financial LLC

  • $170 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Instl Index Fd
20.4K
+ 600.03%
N/A
23.8K $1.79B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9.41K
+ 10.4%
$116.0 - $122.39 $1.09M - $1.15M
99.9K $12.1B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.32K
+ 8.56%
$68.22 - $71.43 $499K - $523K
92.7K $6.64B
IAU
Ishares Gold Trust

ETFs
858
+ 1.73%
$72.65 - $82.5 $62.3K - $70.8K
50.3K $4.08B
VEA
Vanguard Ftse Developed Market

ETFs
2.76K
+ 2.3%
$59.18 - $62.09 $163K - $171K
122K $7.65B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.42K
+ 6.17%
$83.45 - $84.82 $452K - $460K
93.2K $7.81B
VV
Vanguard Large Cap ETF

ETFs
108
+ 0.2%
$301.9 - $317.98 $32.6K - $34.3K
54.7K $17.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.16K
+ 4.86%
$74.09 - $75.1 $308K - $312K
89.7K $6.65B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
957
+ 2.4%
$67.07 - $73.01 $64.2K - $69.9K
40.9K $2.97B
QUAL
Ishares Msci Usa Quality Facto

ETFs
792
+ 4.15%
$191.01 - $199.18 $151K - $158K
19.9K $3.94B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.97K
+ 15.28%
$49.98 - $50.59 $148K - $150K
22.4K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 0.94%
$213.04 - $254.0 $21.3K - $25.4K
10.8K $2.49B
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.78K
+ 13.14%
$88.49 - $93.64 $157K - $166K
15.3K $1.37B
VAW
Vanguard Materials ETF

ETFs
571
+ 8.51%
$192.26 - $206.3 $110K - $118K
7.28K $1.51B
VB
Vanguard Small Cap ETF

ETFs
141
+ 0.58%
$248.1 - $260.08 $35K - $36.7K
24.5K $6.32B
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.6K
+ 37.79%
$26.75 - $27.15 $123K - $125K
16.8K $444M
VIG
Vanguard Dividend Appreciation

ETFs
180
+ 1.09%
N/A
16.6K $3.66B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.32K
+ 2.85%
$79.55 - $80.13 $105K - $105K
47.5K $3.79B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.92K
+ 6.83%
$46.57 - $47.16 $89.3K - $90.4K
30K $1.4B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
6.57K
+ 51.12%
$11.35 - $11.74 $74.6K - $77.2K
19.4K $218M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.51K
+ 4.42%
$49.98 - $50.22 $125K - $126K
59.2K $2.93B
VGT
Vanguard Information Technolog

ETFs
66
+ 12.6%
$736.33 - $801.52 $48.6K - $52.9K
590 $445M
VEU
Vanguard Ftse All World Ex Us

ETFs
290
+ 2.43%
$70.2 - $73.89 $20.4K - $21.4K
12.2K $900M
VUG
Vanguard Growth ETF

ETFs
74
+ 5.52%
$470.44 - $504.26 $34.8K - $37.3K
1.41K $690M
Wisdomtree Tr
473
+ 4.16%
N/A
11.8K $695M
PEP
Pepsico Inc

Consumer Defensive
200
+ 13.19%
$138.84 - $153.71 $27.8K - $30.7K
1.72K $246M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
336
+ 9.56%
$72.17 - $75.74 $24.2K - $25.4K
3.85K $291M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.33%
$321.8 - $337.95 $4.18K - $4.39K
3.9K $1.31B
JNJ
Johnson & Johnson

Healthcare
7
+ 0.56%
$185.98 - $199.58 $1.3K - $1.4K
1.26K $261M
XOM
Exxon Mobil Corp

Energy
7
+ 0.2%
$110.64 - $119.78 $774 - $838
3.55K $427M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
123
+ 1.9%
$91.84 - $96.06 $11.3K - $11.8K
6.61K $628M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
281
+ 3.72%
$99.87 - $101.27 $28.1K - $28.5K
7.83K $782M
EFA
Ishares Tr Msci Eafe ETF

ETFs
83
+ 1.46%
$92.24 - $96.56 $7.66K - $8.01K
5.75K $552M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
146
+ 5.46%
$88.14 - $92.61 $12.9K - $13.5K
2.82K $263M
VNQ
Vanguard Specialized Funds Van

ETFs
393
+ 6.11%
$88.13 - $92.69 $34.6K - $36.4K
6.83K $604M
F
Ford Motor CO

Consumer Cyclical
15
+ 0.11%
$11.41 - $13.84 $171 - $208
13.4K $176M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.43%
$656.2 - $690.71 $1.97K - $2.07K
693 $474M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
115
+ 2.93%
$87.0 - $90.6 $10K - $10.4K
4.04K $361M
FYX
First Tr Small Cap Core Alphad

ETFs
4
+ 0.18%
$105.19 - $112.13 $421 - $449
2.19K $248M
NYF
Ishares New York Muni Bond ETF

ETFs
78
+ 0.53%
$53.26 - $53.83 $4.15K - $4.2K
14.9K $797M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
29
+ 0.44%
$100.57 - $104.36 $2.92K - $3.03K
6.64K $687M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
207
+ 1.29%
$63.66 - $64.83 $13.2K - $13.4K
16.3K $1.04B
META
Meta Platforms, Inc.

Communication Services
39
+ 13.59%
$609.01 - $751.67 $23.8K - $29.3K
326 $215M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
66
+ 1.58%
$53.68 - $54.54 $3.54K - $3.6K
4.23K $228M
TIP
Ishares Tr Tips Bd ETF

ETFs
98
+ 1.4%
$110.58 - $112.2 $10.8K - $11K
7.12K $782M
FNX
First Tr Mid Cap Core Alphadex

ETFs
3
+ 0.17%
$121.18 - $127.07 $364 - $381
1.78K $224M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
69
+ 0.83%
$27.16 - $27.68 $1.87K - $1.91K
8.41K $229M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
99
+ 0.39%
$25.75 - $26.12 $2.55K - $2.59K
25.4K $653M
VEGI
Ishares Inc Msci Global Agricu

ETFs
113
+ 1.03%
$38.26 - $39.74 $4.32K - $4.49K
11.1K $429M
Activity Summary
Buys All Purchases 61 New Holdings 5 Increased Positions 56 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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