Financial Life Planners Purchases in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
378
New
$31.43 - $33.93 $11.9K - $12.8K
378 $12.3M
Veralto Corp
115
New
N/A
115 $12.2M
Direxion Shs ETF Tr
216
New
N/A
216 $12.1M
VRT
Vertiv Holdings CO

Industrials
80
New
N/A
80 $12.1M
Barrick Mng Corp
359
New
N/A
359 $11.8M
IWN
Ishares Russell2000 Val ETF

ETFs
66
New
$157.1 - $178.94 $10.4K - $11.8K
66 $11.7M
AOA
Ishares Tr Core Aggressive All

ETFs
131
New
$82.71 - $88.14 $10.8K - $11.5K
131 $11.6M
XOM
Exxon Mobil Corp

Energy
17
+ 0.89%
$105.83 - $117.22 $1.8K - $1.99K
1.93K $218M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
50
New
$210.88 - $226.87 $10.5K - $11.3K
50 $11.3M
SPG
Simon Property Group Inc

Real Estate
60
New
$159.93 - $187.67 $9.6K - $11.3K
60 $11.3M
AYI
Acuity Brands Inc

Industrials
32
New
$287.07 - $344.52 $9.19K - $11K
32 $11M
CSCO
Cisco Systems, Inc.

Technology
156
New
$66.2 - $71.79 $10.3K - $11.2K
156 $10.7M
VEA
Vanguard Ftse Developed Market

ETFs
171
New
$56.02 - $60.3 $9.58K - $10.3K
171 $10.2M
NUE
Nucor Corp

Basic Materials
75
New
$133.3 - $150.33 $10K - $11.3K
75 $10.2M
VTI
Vanguard Total Stock Market Et

ETFs
30
New
$303.93 - $329.86 $9.12K - $9.9K
30 $9.99M
LUV
Southwest Airlines CO

Industrials
310
New
$29.06 - $37.7 $9.01K - $11.7K
310 $9.91M
CSQ
Calamos Strategic Total Return Fund

Financial Services
513
New
$18.02 - $19.56 $9.24K - $10K
513 $9.91M
SOXX
Ishares Semiconductor ETF

ETFs
36
New
$236.93 - $271.12 $8.53K - $9.76K
36 $9.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
132
New
$72.57 - $74.72 $9.58K - $9.86K
132 $9.82M
VBK
Vanguard Small Cap Growth ETF

ETFs
32
New
$276.51 - $305.12 $8.85K - $9.76K
32 $9.58M
INTC
Intel Corp

Technology
259
New
$19.31 - $35.5 $5K - $9.19K
259 $8.68M
VTWO
Vanguard Russell 2000 ETF

ETFs
88
New
$86.92 - $99.32 $7.65K - $8.74K
88 $8.62M
Richtech Robotics Inc
2K
New
N/A
2K $8.58M
VTR
Ventas, Inc.

Real Estate
122
New
$62.76 - $69.99 $7.66K - $8.54K
122 $8.54M
IWV
Ishares Russell 3000 ETF

ETFs
22
New
$351.04 - $379.81 $7.72K - $8.36K
22 $8.48M
SAP
Sap Se

Technology
30
New
$252.42 - $311.93 $7.57K - $9.36K
30 $8.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
250
New
$28.92 - $32.19 $7.23K - $8.05K
250 $7.99M
MCK
Mckesson Corp

Healthcare
10
New
$659.01 - $772.54 $6.59K - $7.73K
10 $7.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
153
New
$50.47 - $50.74 $7.72K - $7.76K
153 $7.78M
TUA
Simpl Exch Traded Fds Sht Term
353
New
N/A
353 $7.72M
PEP
Pepsico Inc

Consumer Defensive
50
New
$133.81 - $152.16 $6.69K - $7.61K
50 $7.02M
GDDY
Go Daddy Inc.

Technology
48
New
$133.35 - $178.59 $6.4K - $8.57K
48 $6.57M
AAL
American Airlines Group Inc.

Industrials
572
New
N/A
572 $6.43M
WSO
Watsco Inc

Industrials
16
New
$381.94 - $489.97 $6.11K - $7.84K
16 $6.29M
DIS
Walt Disney CO

Communication Services
54
New
$112.25 - $124.0 $6.06K - $6.7K
54 $6.22M
VB
Vanguard Small Cap ETF

ETFs
24
New
$237.58 - $259.17 $5.7K - $6.22K
24 $6.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
New
$78.96 - $80.04 $6K - $6.08K
76 $6.1M
TTD
Trade Desk, Inc.

Technology
120
New
$43.93 - $89.76 $5.27K - $10.8K
120 $5.88M
TENB
Tenable Holdings, Inc.

Technology
200
New
$28.58 - $35.46 $5.72K - $7.09K
200 $5.83M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
40
New
$134.42 - $141.26 $5.38K - $5.65K
40 $5.67M
CGNT
Cognyte Software Ltd.

Technology
666
New
$8.19 - $9.53 $5.45K - $6.35K
666 $5.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
62
New
$82.29 - $90.77 $5.1K - $5.63K
62 $5.59M
SYK
Stryker Corp

Healthcare
15
New
$368.57 - $403.53 $5.53K - $6.05K
15 $5.48M
Coreweave Inc
40
New
N/A
40 $5.47M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.14K
New
$2.4 - $5.57 $2.74K - $6.35K
1.14K $5.46M
IYG
Ishares Tr

ETFs
60
New
$85.16 - $90.57 $5.11K - $5.43K
60 $5.42M
VGT
Vanguard Information Technolog

ETFs
7
New
$656.44 - $753.15 $4.6K - $5.27K
7 $5.29M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42
New
$89.32 - $107.82 $3.75K - $4.53K
42 $4.53M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
45
New
$94.17 - $99.95 $4.24K - $4.5K
45 $4.5M
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
Track This Portfolio

Track Financial Life Planners Portfolio

Follow Financial Life Planners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Planners, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Planners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email