Financial Life Planners New Holdings in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
Ge Vernova Inc
103
New
N/A
103 $63.4M
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
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
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
FIX
Comfort Systems Usa Inc

Industrials
50
New
$521.66 - $825.18 $26.1K - $41.3K
50 $41.5M
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
MGV
Vanguard Mega Cap Value

ETFs
272
New
$129.46 - $137.85 $35.2K - $37.5K
272 $37.4M
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
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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