Financial Life Planners Purchases in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Themes ETF Tr
800
New
N/A
800 $92.5M
VBR
Vanguard Small Cap Value ETF

ETFs
440
New
$195.41 - $212.37 $86K - $93.4K
440 $91.8M
ORCL
Oracle Corp

Technology
3
+ 0.21%
$218.96 - $328.33 $657 - $985
1.44K $405M
ISRG
Intuitive Surgical Inc

Healthcare
197
New
$433.66 - $544.47 $85.4K - $107K
197 $88.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.02K
New
$82.38 - $83.0 $83.9K - $84.6K
1.02K $84.5M
SSO
Proshares Ultra S&P 500

ETFs
736
New
$97.48 - $112.71 $71.7K - $83K
736 $82.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3K
New
$26.38 - $27.95 $79.2K - $83.9K
3K $82M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
625
New
$122.57 - $132.57 $76.6K - $82.9K
625 $81.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
664
New
$108.97 - $121.65 $72.4K - $80.8K
664 $80.1M
IYY
Ishares Tr

ETFs
491
New
$150.75 - $162.82 $74K - $79.9K
491 $79.7M
BA
Boeing CO

Industrials
367
New
$209.79 - $237.38 $77K - $87.1K
367 $79.2M
RTX
Raytheon Technologies Corp

Industrials
24
+ 0.71%
$144.19 - $167.33 $3.46K - $4.02K
3.39K $567M
COF
Capital One Financial Corp

Financial Services
356
New
$207.29 - $229.74 $73.8K - $81.8K
356 $75.6M
KO
Coca Cola CO

Consumer Defensive
1.12K
New
$65.67 - $71.67 $73.3K - $80K
1.12K $74M
CTVA
Corteva, Inc.

Basic Materials
978
New
$67.08 - $77.12 $65.6K - $75.4K
978 $66.2M
PH
Parker Hannifin Corp

Industrials
87
New
$697.13 - $769.67 $60.7K - $67K
87 $66M
HIG
Hartford Financial Services Group, Inc.

Financial Services
493
New
$119.73 - $134.7 $59K - $66.4K
493 $65.8M
IWM
Ishares Russell 2000 ETF

ETFs
92
+ 5.63%
$214.92 - $244.84 $19.8K - $22.5K
1.73K $418M
Ge Vernova Inc
103
New
N/A
103 $63.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$420.11 - $472.68 $420 - $473
1.39K $650M
PG
Procter & Gamble CO

Consumer Defensive
395
New
$150.47 - $161.22 $59.4K - $63.7K
395 $60.6M
COIN
Coinbase Global, Inc.

Technology
176
New
$297.99 - $419.78 $52.4K - $73.9K
176 $59.4M
SCHW
Schwab Charles Corp

Financial Services
621
New
$91.03 - $98.69 $56.5K - $61.3K
621 $59.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
420
New
$136.48 - $142.97 $57.3K - $60K
420 $58.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
639
New
$87.07 - $93.06 $55.6K - $59.5K
639 $58.6M
RSG
Republic Services, Inc.

Industrials
254
New
$225.33 - $246.01 $57.2K - $62.5K
254 $58.4M
PEG
Public Service Enterprise Group Inc

Utilities
672
New
$79.99 - $90.14 $53.8K - $60.6K
672 $56.1M
NANR
Spdr Index Shs Fds S&P North A

ETFs
854
New
$56.69 - $65.0 $48.4K - $55.5K
854 $55.2M
Graniteshares ETF Tr
1.68K
New
N/A
1.68K $54.5M
BAC
Bank Of America Corp

Financial Services
60
+ 0.5%
$44.92 - $52.42 $2.7K - $3.15K
12.1K $623M
HYG
Ishares Tr

ETFs
666
New
$79.85 - $81.32 $53.2K - $54.2K
666 $54.1M
ETN
Eaton Corp PLC

Industrials
144
New
$342.99 - $392.76 $49.4K - $56.6K
144 $53.9M
Blackrock Inc
44
New
N/A
44 $51.5M
PGR
Progressive Corp

Financial Services
202
New
$238.61 - $264.3 $48.2K - $53.4K
202 $49.9M
CVS
Cvs Health Corp

Healthcare
656
New
$58.75 - $76.5 $38.5K - $50.2K
656 $49.5M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
225
New
$167.19 - $219.52 $37.6K - $49.4K
225 $49.4M
IAU
Ishares Gold Trust

ETFs
675
New
$61.62 - $72.77 $41.6K - $49.1K
675 $49.1M
MCD
Mcdonalds Corp

Consumer Cyclical
162
New
$291.67 - $316.99 $47.3K - $51.4K
162 $49.1M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
435
New
$100.4 - $119.58 $43.7K - $52K
435 $48.2M
IXUS
Ishares Tr

ETFs
568
New
$76.35 - $82.58 $43.4K - $46.9K
568 $46.9M
ADC
Agree Realty Corp

Real Estate
646
New
$70.53 - $75.05 $45.6K - $48.5K
646 $45.9M
XLV
Select Sector Spdr Fund Health

ETFs
323
New
$129.01 - $139.72 $41.7K - $45.1K
323 $45M
RPG
Invesco Exchange Traded Fd Tr

ETFs
938
New
$45.41 - $48.26 $42.6K - $45.3K
938 $44.8M
CB
Chubb LTD

Financial Services
157
New
$265.99 - $289.59 $41.8K - $45.5K
157 $44.3M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
400
New
$105.03 - $112.54 $42K - $45K
400 $44.2M
Peakstone Realty Trust
3.36K
New
N/A
3.36K $44.1M
AMAT
Applied Materials Inc

Technology
213
New
$156.25 - $204.95 $33.3K - $43.7K
213 $43.6M
AXP
American Express CO

Financial Services
130
New
$294.27 - $342.31 $38.3K - $44.5K
130 $43.2M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
2.12K
New
$19.13 - $22.22 $40.6K - $47.2K
2.12K $41.8M
Activity Summary
Buys All Purchases 337 New Holdings 308 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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