Conquis Financial LLC Reduced Holdings in Q3 2025

Conquis Financial LLC

  • $106 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-88.7K
- 52.05%
$76.16 - $78.59 $6.75M - $6.97M
81.7K $6.38B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-21.4K
- 99.65%
$72.57 - $74.72 $1.55M - $1.6M
76 $5.65M
NYF
Ishares New York Muni Bond ETF

ETFs
-11.9K
- 47.1%
$51.6 - $53.44 $616K - $638K
13.4K $715M
META
Meta Platforms, Inc.

Communication Services
-14
- 14.0%
$695.21 - $791.73 $9.73K - $11.1K
86 $63.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-141
- 3.12%
$42.75 - $43.37 $6.03K - $6.12K
4.38K $189M
INTC
Intel Corp

Technology
-381
- 47.63%
$19.31 - $35.5 $7.36K - $13.5K
419 $14.1M
NFLX
Netflix Inc

Communication Services
-2
- 28.57%
$1147.87 - $1297.18 $2.3K - $2.59K
5 $6M
V
Visa Inc.

Financial Services
-8
- 38.1%
$332.09 - $358.86 $2.66K - $2.87K
13 $4.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-13
- 38.24%
$211.65 - $238.24 $2.75K - $3.1K
21 $4.61M
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.5%
$150.47 - $161.22 $301 - $322
401 $61.6M
MA
Mastercard Inc

Financial Services
-2
- 20.0%
$550.18 - $598.96 $1.1K - $1.2K
8 $4.55M
ROST
Ross Stores, Inc.

Consumer Cyclical
-8
- 44.44%
$127.59 - $152.81 $1.02K - $1.22K
10 $1.52M
WFC
Wells Fargo & Company

Financial Services
-10
- 13.89%
$77.05 - $85.16 $771 - $852
62 $5.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 10.0%
$459.11 - $506.91 $459 - $507
9 $4.53M
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 16.67%
$215.01 - $273.02 $860 - $1.09K
20 $5.03M
GOOGL
Alphabet Inc.

Communication Services
-5
- 13.89%
$174.36 - $254.72 $872 - $1.27K
31 $7.54M
ADSK
Autodesk, Inc.

Technology
-32
- 2.0%
N/A
1.57K $498M
MSFT
Microsoft Corp

Technology
-1
- 0.61%
$491.09 - $535.64 $491 - $536
162 $83.9M
VB
Vanguard Small Cap ETF

ETFs
-12
- 2.69%
$237.58 - $259.17 $2.85K - $3.11K
434 $111M
VOE
Vanguard Mid Cap Value Index F

ETFs
-287
- 1.81%
$164.63 - $174.58 $47.2K - $50.1K
15.6K $2.73B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.2K
- 2.96%
$36.04 - $38.78 $223K - $240K
203K $7.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.81K
- 3.35%
$567.77 - $614.76 $1.03M - $1.11M
52.2K $32.1B
Activity Summary
Buys All Purchases 13 New Holdings 7 Increased Positions 6 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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