Financial Life Planners Purchases in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
50
New
$521.66 - $825.18 $26.1K - $41.3K
50 $41.5M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$433.97 - $484.08 $434 - $484
949 $455M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
1.1K
New
$34.26 - $35.77 $37.5K - $39.2K
1.1K $39.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
195
New
$185.88 - $207.44 $36.2K - $40.5K
195 $39.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
125
New
$284.17 - $319.49 $35.5K - $39.9K
125 $38.8M
COP
Conocophillips

Energy
408
New
$91.0 - $98.99 $37.1K - $40.4K
408 $38.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
346
New
$107.66 - $112.36 $37.3K - $38.9K
346 $38.6M
CME
Cme Group Inc.

Financial Services
142
New
$258.83 - $287.1 $36.8K - $40.8K
142 $38.4M
ADI
Analog Devices Inc

Technology
156
New
$220.68 - $255.63 $34.4K - $39.9K
156 $38.3M
DSI
Ishares Msci Kld 400 Social Et

ETFs
299
New
$115.96 - $125.95 $34.7K - $37.7K
299 $37.6M
Bitmine Immersion Tecnologie
716
New
N/A
716 $37.2M
LOW
Lowes Companies Inc

Consumer Cyclical
145
New
$215.01 - $273.02 $31.2K - $39.6K
145 $36.4M
WMB
Williams Companies, Inc.

Energy
565
New
$56.52 - $64.01 $31.9K - $36.2K
565 $35.8M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
986
New
$32.02 - $36.34 $31.6K - $35.8K
986 $35.3M
EWC
Ishares Msci Canada ETF

ETFs
690
New
$45.86 - $50.88 $31.6K - $35.1K
690 $34.9M
FLNG
Flex Lng Ltd.

Energy
1.37K
New
$21.89 - $27.41 $30.1K - $37.7K
1.37K $34.6M
NSC
Norfolk Southern Corp

Industrials
115
New
$259.49 - $300.41 $29.8K - $34.5K
115 $34.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18
+ 0.31%
$72.65 - $78.68 $1.31K - $1.42K
5.85K $458M
ET
Energy Transfer LP

Energy
2K
New
$17.11 - $18.16 $34.2K - $36.3K
2K $34.3M
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 4.25%
$282.78 - $316.06 $10.5K - $11.7K
908 $286M
AGNC
Agnc Investment Corp.

Real Estate
3.46K
New
$9.2 - $10.37 $31.8K - $35.8K
3.46K $33.8M
NVO
Novo Nordisk A S

Healthcare
603
New
$45.38 - $71.7 $27.4K - $43.2K
603 $33.5M
GD
General Dynamics Corp

Industrials
96
New
$293.92 - $341.0 $28.2K - $32.7K
96 $32.7M
META
Meta Platforms, Inc.

Communication Services
50
+ 4.31%
$695.21 - $791.73 $34.8K - $39.6K
1.21K $888M
V
Visa Inc.

Financial Services
151
+ 10.58%
$332.09 - $358.86 $50.1K - $54.2K
1.58K $539M
BANR
Banner Corp

Financial Services
489
New
$61.08 - $69.4 $29.9K - $33.9K
489 $32M
UNH
Unitedhealth Group Inc

Healthcare
92
New
$237.77 - $353.61 $21.9K - $32.5K
92 $31.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.14%
$567.77 - $614.76 $568 - $615
697 $427M
DHR
Danaher Corp

Healthcare
160
New
$181.46 - $212.2 $29K - $34K
160 $31.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
157
New
$196.15 - $217.83 $30.8K - $34.2K
157 $31.7M
CEG
Constellation Energy Corp

Utilities
96
New
$298.82 - $354.89 $28.7K - $34.1K
96 $31.7M
Rubrik Inc.
382
New
N/A
382 $31.4M
Ishares Bitcoin Trust ETF
480
New
N/A
480 $31.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
110
New
$265.78 - $299.3 $29.2K - $32.9K
110 $29.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
204
New
$135.0 - $146.02 $27.5K - $29.8K
204 $29.8M
UL
Unilever PLC

Consumer Defensive
498
New
$58.43 - $65.01 $29.1K - $32.4K
498 $29.5M
BP
Bp PLC

Energy
814
New
$30.25 - $35.69 $24.6K - $29.1K
814 $28M
QUAL
Ishares Msci Usa Quality Facto

ETFs
144
New
$182.33 - $194.5 $26.3K - $28K
144 $27.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.06K
New
$23.82 - $25.84 $25.3K - $27.4K
1.06K $27.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
165
New
$148.97 - $165.88 $24.6K - $27.4K
165 $27.2M
IYF
Ishares Tr

ETFs
214
New
$119.89 - $127.16 $25.7K - $27.2K
214 $27.1M
XLC
Select Sector Spdr Tr Communic

ETFs
226
New
$105.99 - $119.41 $24K - $27K
226 $26.8M
NOC
Northrop Grumman Corp

Industrials
44
New
$498.9 - $609.32 $22K - $26.8K
44 $26.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
341
New
$69.9 - $78.26 $23.8K - $26.7K
341 $26.6M
Global X Fds
369
New
N/A
369 $25.9M
SPYG
Spdr Portfolio

ETFs
246
New
$94.33 - $105.31 $23.2K - $25.9K
246 $25.7M
MCHI
Ishares Msci China ETF

ETFs
388
New
$54.58 - $65.85 $21.2K - $25.5K
388 $25.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
650
New
$38.58 - $58.24 $25.1K - $37.9K
650 $25.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
114
New
$195.29 - $223.85 $22.3K - $25.5K
114 $25.3M
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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