Financial Life Planners New Holdings in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
5.88K
New
$32.73 - $42.5 $192K - $250K
5.88K $249M
DHI
Horton D R Inc

Consumer Cyclical
1.4K
New
$129.82 - $184.04 $182K - $258K
1.4K $237M
GE
General Electric CO

Industrials
762
New
$244.75 - $305.63 $186K - $233K
762 $229M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.49K
New
$131.47 - $143.64 $195K - $214K
1.49K $210M
GOOGL
Alphabet Inc.

Communication Services
864
New
$174.36 - $254.72 $151K - $220K
864 $210M
APP
App Lovin Corp

Technology
290
New
$335.1 - $718.54 $97.2K - $208K
290 $208M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
603
New
$284.45 - $324.95 $172K - $196K
603 $193M
VST
Vistra Corp.

Utilities
939
New
$182.0 - $217.92 $171K - $205K
939 $184M
IYE
Ishares Tr

ETFs
3.68K
New
$44.83 - $48.91 $165K - $180K
3.68K $175M
SRCE
1 St Source Corp

Financial Services
2.82K
New
$58.3 - $65.7 $164K - $185K
2.82K $173M
GLD
Spdr Gold Trust

ETFs
450
New
$300.96 - $355.47 $135K - $160K
450 $160M
CARR
Carrier Global Corp

Industrials
2.68K
New
$58.75 - $80.73 $157K - $216K
2.68K $160M
RSP
Invesco S&P 500 Equal Weight E

ETFs
820
New
$181.56 - $190.33 $149K - $156K
820 $156M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.62K
New
$87.29 - $93.61 $142K - $152K
1.62K $151M
NET
Cloudflare, Inc.

Technology
670
New
$181.39 - $228.28 $122K - $153K
670 $144M
MS
Morgan Stanley

Financial Services
899
New
$139.09 - $161.16 $125K - $145K
899 $143M
AVGO
Broadcom Inc.

Technology
433
New
$264.74 - $369.57 $115K - $160K
433 $143M
Arm Holdings PLC
991
New
N/A
991 $140M
IWB
Ishares Tr Russell 1000 ETF

ETFs
383
New
$339.37 - $366.46 $130K - $140K
383 $140M
QLD
Proshares Ultra Qqq

ETFs
1.02K
New
$115.66 - $138.31 $118K - $141K
1.02K $139M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.24K
New
$98.99 - $112.2 $123K - $139K
1.24K $137M
WMT
Walmart Inc.

Consumer Defensive
1.32K
New
$94.4 - $104.27 $125K - $138K
1.32K $136M
AMD
Advanced Micro Devices Inc

Technology
820
New
$134.8 - $184.42 $111K - $151K
820 $133M
XLE
Energy Sector Spdr

ETFs
1.46K
New
$84.25 - $91.99 $123K - $135K
1.46K $131M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.39K
New
$91.44 - $91.77 $127K - $127K
1.39K $127M
OTIS
Otis Worldwide Corp

Industrials
1.36K
New
$84.93 - $101.07 $115K - $137K
1.36K $124M
DVY
Ishares Tr

ETFs
870
New
$133.88 - $142.57 $116K - $124K
870 $124M
IVE
Ishares S&P 500 Value ETF

ETFs
550
New
$194.44 - $206.51 $107K - $114K
550 $114M
PM
Philip Morris International Inc.

Consumer Defensive
697
New
$157.77 - $183.27 $110K - $128K
697 $113M
TDG
Trans Digm Group Inc

Industrials
86
New
$1271.04 - $1620.83 $109K - $139K
86 $113M
TJX
Tjx Companies Inc

Consumer Cyclical
778
New
$121.35 - $144.54 $94.4K - $112K
778 $113M
CAT
Caterpillar Inc

Industrials
230
New
$390.92 - $477.15 $89.9K - $110K
230 $110M
WFC
Wells Fargo & Company

Financial Services
1.25K
New
$77.05 - $85.16 $96K - $106K
1.25K $104M
XT
Ishares Tr Exponential Technol

ETFs
1.45K
New
$65.04 - $71.97 $94.2K - $104K
1.45K $104M
HD
Home Depot, Inc.

Consumer Cyclical
256
New
$357.4 - $423.42 $91.5K - $108K
256 $104M
TRV
Travelers Companies, Inc.

Financial Services
357
New
$250.62 - $279.43 $89.5K - $99.8K
357 $99.7M
ACN
Accenture PLC

Technology
380
New
$232.56 - $304.78 $88.4K - $116K
380 $93.8M
XLK
Technology Sector Spdr

ETFs
332
New
$250.97 - $282.66 $83.3K - $93.8K
332 $93.5M
EW
Edwards Lifesciences Corp

Healthcare
1.2K
New
$73.75 - $81.83 $88.5K - $98.2K
1.2K $93.3M
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
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
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