Jim Saulnier & Associates, LLC Purchases in Q3 2025

Jim Saulnier & Associates, LLC

  • $179 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Instl Index Fd
151K
+ 221.68%
N/A
219K $16.6B
Pgim Rock ETF Tr
71.3K
+ 281.81%
N/A
96.5K $2.84B
Pgim Rock ETF Tr
55.8K
New
N/A
55.8K $1.62B
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.1K
New
$72.57 - $74.72 $1.46M - $1.5M
20.1K $1.5B
AOR
Ishares Tr Core Growth Allocat

ETFs
9.11K
+ 3.22%
$60.99 - $64.39 $556K - $587K
292K $18.8B
VONE
Vanguard Russell 1000 ETF

ETFs
4.09K
New
$280.68 - $303.97 $1.15M - $1.24M
4.09K $1.24B
AOA
Ishares Tr Core Aggressive All

ETFs
5.8K
+ 3.95%
$82.71 - $88.14 $480K - $511K
153K $13.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.6K
New
$39.8 - $42.86 $1.1M - $1.18M
27.6K $1.18B
Pgim Rock ETF Tr
36.7K
+ 40.43%
N/A
127K $3.75B
Calamos ETF Tr
37.2K
New
N/A
37.2K $982M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.6K
New
$49.43 - $54.52 $573K - $632K
11.6K $628M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.23K
+ 170.28%
$420.11 - $472.68 $515K - $580K
1.95K $911M
Pgim Rock ETF Tr
22.8K
New
N/A
22.8K $576M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24K
+ 28.89%
$22.19 - $22.44 $532K - $538K
107K $2.4B
Pgim Rock ETF Tr
19.2K
New
N/A
19.2K $489M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.5K
New
$24.46 - $26.5 $452K - $490K
18.5K $487M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.3K
New
$137.51 - $145.26 $454K - $480K
3.3K $470M
VTV
Vanguard Value ETF

ETFs
2.5K
New
$175.51 - $186.57 $439K - $466K
2.5K $466M
SPY
Spdr S&P 500 ETF Trust

ETFs
508
New
$617.65 - $666.84 $314K - $339K
508 $338M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
17K
New
$19.57 - $19.98 $332K - $339K
17K $337M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.4K
+ 71.19%
$21.69 - $23.34 $290K - $313K
32.2K $750M
VO
Vanguard Mid Cap ETF

ETFs
1.13K
New
$279.83 - $293.74 $315K - $331K
1.13K $331M
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.94K
+ 21.47%
$45.4 - $47.61 $269K - $283K
33.6K $1.6B
IYJ
Ishares Tr

ETFs
2.04K
New
$142.42 - $148.18 $291K - $303K
2.04K $298M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.62K
New
$28.15 - $30.13 $271K - $290K
9.62K $285M
BMY
Bristol Myers Squibb CO

Healthcare
6.08K
New
$43.31 - $48.98 $263K - $298K
6.08K $274M
IYK
Ishares U.S. Consumer Staples

ETFs
3.8K
New
$67.65 - $71.68 $257K - $272K
3.8K $260M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.44K
New
$98.12 - $105.85 $240K - $258K
2.44K $256M
AMZN
Amazon Com Inc

Consumer Cyclical
1.13K
+ 59.72%
$211.65 - $238.24 $239K - $268K
3.01K $662M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.2K
+ 50.32%
$21.68 - $22.04 $243K - $247K
33.5K $735M
AAPL
Apple Inc.

Technology
2
+ 0.04%
$202.38 - $256.87 $405 - $514
4.89K $1.24B
IEFA
Ishares Tr

ETFs
2.67K
New
$81.7 - $87.53 $218K - $234K
2.67K $233M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.51K
New
$79.39 - $90.39 $199K - $227K
2.51K $222M
NVDA
Nvidia Corp

Technology
916
+ 52.46%
$153.3 - $186.58 $140K - $171K
2.66K $497M
Ishares Tr
8.07K
+ 67.33%
N/A
20.1K $532M
BNDX
Vanguard Total International B

ETFs
4.32K
New
$49.0 - $49.51 $212K - $214K
4.32K $214M
VGT
Vanguard Information Technolog

ETFs
230
+ 56.65%
$656.44 - $753.15 $151K - $173K
636 $475M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
627
New
$284.45 - $324.95 $178K - $204K
627 $201M
Ishares Tr
7.44K
+ 37.81%
N/A
27.1K $718M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.16K
+ 9.28%
$22.36 - $22.52 $183K - $184K
96.1K $2.17B
Calamos ETF Tr
5.99K
+ 16.38%
N/A
42.5K $1.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
58
+ 2.3%
$567.77 - $614.76 $32.9K - $35.7K
2.58K $1.58B
MSFT
Microsoft Corp

Technology
197
+ 11.07%
$491.09 - $535.64 $96.7K - $106K
1.98K $1.02B
VNQ
Vanguard Specialized Funds Van

ETFs
1.29K
+ 20.94%
$88.47 - $93.24 $114K - $120K
7.46K $682M
Ishares Tr
4.33K
+ 32.51%
N/A
17.6K $471M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.12%
$108.97 - $121.65 $545 - $608
4.09K $494M
Ishares Tr
1.18K
+ 2.67%
N/A
45.2K $1.19B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
115
+ 0.67%
N/A
17.2K $1.15B
ISCG
Ishares Morningstar Small Cap

ETFs
245
+ 5.43%
$49.84 - $55.14 $12.2K - $13.5K
4.75K $258M
Activity Summary
Buys All Purchases 68 New Holdings 23 Increased Positions 45 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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