Financial Life Planners Purchases in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
185
New
$126.64 - $135.65 $23.4K - $25.1K
185 $25.1M
DOV
Dover Corp

Industrials
150
New
$165.59 - $190.9 $24.8K - $28.6K
150 $25M
XSW
Spdr S&P Software & Services E

ETFs
125
New
$177.48 - $205.24 $22.2K - $25.7K
125 $24.8M
USB
Us Bancorp \De\

Financial Services
510
New
$43.94 - $50.41 $22.4K - $25.7K
510 $24.6M
IYK
Ishares U.S. Consumer Staples

ETFs
358
New
$67.65 - $71.68 $24.2K - $25.7K
358 $24.5M
STRV
Ea Ser Tr Strive 500 ETF
562
New
N/A
562 $24.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
304
New
$75.26 - $80.19 $22.9K - $24.4K
304 $24.3M
NEE
Nextera Energy Inc

Utilities
315
New
$69.77 - $77.54 $22K - $24.4K
315 $23.8M
Volatility Shs Tr
423
New
N/A
423 $23.3M
MO
Altria Group, Inc.

Consumer Defensive
352
New
$57.75 - $67.68 $20.3K - $23.8K
352 $23.3M
EOG
Eog Resources Inc

Energy
206
New
$112.12 - $126.1 $23.1K - $26K
206 $23.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
191
New
$108.46 - $120.63 $20.7K - $23K
191 $22.7M
Amplify ETF Tr
766
New
N/A
766 $22.7M
FCX
Freeport Mcmoran Inc

Basic Materials
577
New
$35.34 - $47.21 $20.4K - $27.2K
577 $22.6M
RWK
Invesco Exchange Traded Fd Tr

ETFs
176
New
$116.93 - $128.98 $20.6K - $22.7K
176 $22.1M
MCHP
Microchip Technology Inc

Technology
341
New
$60.95 - $75.26 $20.8K - $25.7K
341 $21.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
244
New
$82.96 - $95.7 $20.2K - $23.4K
244 $21.9M
Ishares Ethereum Tr
684
New
N/A
684 $21.6M
AN
Autonation, Inc.

Consumer Cyclical
97
New
$189.27 - $227.18 $18.4K - $22K
97 $21.2M
LNG
Cheniere Energy, Inc.

Energy
90
New
$222.68 - $244.28 $20K - $22K
90 $21.2M
SPGI
S&P Global Inc.

Financial Services
43
New
$484.94 - $564.15 $20.9K - $24.3K
43 $21.1M
MA
Mastercard Inc

Financial Services
35
New
$550.18 - $598.96 $19.3K - $21K
35 $19.9M
PAA
Plains All American Pipeline LP

Energy
1.15K
New
$16.88 - $18.93 $19.4K - $21.8K
1.15K $19.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
20
+ 0.47%
$84.55 - $89.54 $1.69K - $1.79K
4.32K $386M
VOT
Vanguard Mid Cap Growth Index

ETFs
66
New
$282.75 - $294.19 $18.7K - $19.4K
66 $19.5M
ABC
Amerisourcebergen Corp

Healthcare
62
New
N/A
62 $19.4M
VLO
Valero Energy Corp

Energy
112
New
$131.77 - $175.63 $14.8K - $19.7K
112 $19M
MET
Metlife Inc

Financial Services
229
New
$73.82 - $82.37 $16.9K - $18.9K
229 $18.9M
MMM
3 M CO

Industrials
114
New
$144.41 - $160.2 $16.5K - $18.3K
114 $17.7M
BLOK
Amplify ETF Tr Trnsformational

ETFs
256
New
$56.05 - $67.13 $14.3K - $17.2K
256 $17.2M
Graniteshares ETF Tr
176
New
N/A
176 $16.5M
ITA
Ishares Tr

ETFs
78
New
$184.73 - $209.26 $14.4K - $16.3K
78 $16.3M
EWP
Ishares Inc Msci Spain ETF

ETFs
329
New
$43.48 - $49.5 $14.3K - $16.3K
329 $16.3M
RGR
Sturm Ruger & CO Inc

Industrials
372
New
N/A
372 $16.2M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
254
New
$57.58 - $64.29 $14.6K - $16.3K
254 $16.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
62
New
$236.25 - $257.69 $14.6K - $16K
62 $15.9M
EGP
Eastgroup Properties Inc

Real Estate
93
New
$159.46 - $169.88 $14.8K - $15.8K
93 $15.8M
MAR
Marriott International Inc

Consumer Cyclical
61
New
$255.35 - $282.87 $15.6K - $17.3K
61 $15.8M
AMT
American Tower Corp

Real Estate
78
New
$192.32 - $232.35 $15K - $18.1K
78 $15M
TXN
Texas Instruments Inc

Technology
82
New
N/A
82 $15M
SO
Southern CO

Utilities
154
New
$90.83 - $96.0 $14K - $14.8K
154 $14.6M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.99K
New
$4.52 - $6.54 $13.5K - $19.5K
2.99K $14.6M
AWK
American Water Works Company, Inc.

Utilities
103
New
$135.05 - $147.0 $13.9K - $15.1K
103 $14.4M
Linde PLC
30
New
N/A
30 $14.2M
ABT
Abbott Laboratories

Healthcare
100
New
$120.51 - $136.62 $12.1K - $13.7K
100 $13.4M
ES
Eversource Energy

Utilities
188
New
$62.86 - $71.14 $11.8K - $13.4K
188 $13.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
210
New
$60.9 - $70.75 $12.8K - $14.9K
210 $13.1M
BITO
Proshares Tr Bitcoin Strategy

ETFs
660
New
$18.74 - $23.05 $12.4K - $15.2K
660 $13M
ASML
Asml Holding Nv

Technology
13
New
$689.63 - $968.09 $8.97K - $12.6K
13 $12.6M
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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